Product updates

Follow changes to document review, reference records and the approved order handoff.

A record of changes to review, reference data and the order handoff. Each entry describes the product behavior and its scope.

Review source documents and prepared orders together

Source viewer: Review PDFs, images and spreadsheets beside the prepared order. Keep the original context visible while correcting fields.
Matching and exceptions: Match customer and product records, resolve required exceptions and approve the saved version.
Order activity: Follow revisions, approvals and exports from the order’s activity view.

Explore matching and review

Catalog access and CSV reference imports

Product catalog: Configure and test an HTTPS API connection, then start product catalog syncs manually when needed.
Customer records: Manage customers and delivery addresses in the workspace, or import the records by CSV.
Connection scope: API access and field mapping must be checked for the specific ERP. This is not a universal native connector.

Read the integration FAQ

Export the values your team approved

Saved approval: An approved CSV uses the fixed values saved at approval.
Import preparation: Use the CSV in the agreed ERP import process. Validate the destination fields and duplicate handling for that system.
Delivery boundary: Direct API order submission is a separate implementation scope.

Use the import checklist