Sales Order Service·August 12, 2026

Sales Order Service matches products from customer history, then your full catalog

What changed

Every order line is now matched against the customer's past orders first and then against your whole product catalog, and only lines neither can settle go to a person.

  • Each line is matched against the customer's past orders first, then against the full product catalog if history doesn't settle it.
  • Customers with no order history are matched straight against the catalog.
  • Only safely matched lines are added to the order. The escalation email lists each unmatched product with the reason it needs review.
  • An order with an unmatched product is not sent to the ERP until someone reviews it.

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