Microsoft Excel + SOS Inventory
Create rows in Microsoft Excel for new sales orders in SOS Inventory
With this workflow, as soon as a new sales order comes in via SOS Inventory, a corresponding row is created in your Microsoft Excel spreadsheet. This means you no longer need to manually update your Excel data every time you get a new order in SOS Inventory, keeping your records updated in real-time. Save time and keep your data consistent with this efficient process.
With this workflow, as soon as a new sales order comes in via SOS Inventory, a corresponding row is created in your Microsoft Excel spreadsheet. This means you no longer need to manually update your Excel data every time you get a new order in SOS Inventory, keeping your records updated in real-time. Save time and keep your data consistent with this efficient process.
- When this happens...New Sales Order
Triggers when a new sales order is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Invoice
Triggers when a new invoice is created.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Sales Receipt
Triggers when a new sales receipt is created.
Try ItNew Shipment
Triggers when a new shipment is created.
Try It
Location
Try ItNew Purchase Order
Triggers when a new purchase order is created.
Try ItNew Sales Order
Triggers when a new sales order is created.
Try ItNameRequired
Email addressRequired
Website
Phone
Alternate phone number
Fax number
Company name
Billing line 1
Billing line 2
Billing line 3
Billing line 4
Billing line 5
Billing city
Billing state or province
Billing postal code
Billing country
Shipping line 1
Shipping line 2
Shipping line 3
Shipping line 4
Shipping line 5
Shipping city
Shipping state or province
Shipping postal code
Shipping country
Customer notes
Parent customer
Terms
Payment method
