OpenCRM includes a powerful feature that can automate the despatch of Sales Orders, helping businesses streamline order processing and reduce manual administration.

The "Despatch Items Automatically" setting is disabled by default, meaning orders will only be despatched when processed manually. Once enabled, OpenCRM will automatically despatch all line items on the Sales Order, ensuring orders move through the fulfilment process without delay.

For maximum flexibility, this feature can be controlled using Workflow Automation. For example, businesses can create workflows that automatically enable despatch for specific order types or customers, such as credit account customers managed by a dedicated team member.

By combining automated despatch with workflow rules, organisations can save time, improve efficiency, and ensure consistent order processing across their sales operations.