TradeGecko customers can now create workflows to automatically run frequent, repeated tasks on sales orders and fulfillments with the all new, rebranded Automation.
Previously known as TradeGecko Connect, it was politely buried in our App Store and yet it remained as one of our more popular, highly-installed features. After receiving positive feedback from our customers about TradeGecko Connect, we decided to improve the experience, give it better visibility (it's now sitting under "Sales Orders"!) and rebrand it to something more accurate: Automation.
Automation enables you to build and customize sales order workflows to:
Our goal at TradeGecko is to optimize your business operations as much as possible, and to help you save time. We're starting with Sales Orders and Fulfillments by enabling you to:
You can either start by creating your own workflow, or use any of our 21 pre-built templates:
Our easy to use templates also come with separate instructions for your convenience. When you access a template, you will be greeted with input fields that allows you to customize:
Once you hit Save, you should see something like this:
Your template is now all set to be used!
Start a free trial today and experience the relief with the lack of manual, repeated tasks.