Automatically create a company in Onix Work when an order includes a new customer not yet registered as a company

Product ideas In discussion
1

There is one supplier who is selling equipment over the counter. They often serve customers that don’t yet exist as companies in Onix Work. They need the system to:

  1. Automatically create a new company when an order includes a customer not yet registered in Onix Work (or apply best-guess mapping if the external ID mapping is missing).

  2. Update the order with complete order details, including customer information.

  3. Automatically create an express user if none exists.