■Overview
This is a flow to register sales in freee Accounting when an order slip in NEXT ENGINE is confirmed for shipment.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who utilize NEXT ENGINE for order processing
・Those who manage order slips on a daily basis
2. Those who use freee Accounting for business
・Those who manually reflect information from NEXT ENGINE order slips into freee Accounting
■Benefits of using this template
If you manually register information from order slips confirmed for shipment in NEXT ENGINE into freee Accounting, it involves many input fields and can be time-consuming.
Additionally, errors in amounts in freee Accounting can affect business operations, so you may want to ensure accurate reflection.
With this flow, once an order slip is confirmed for shipment in NEXT ENGINE, it can be registered as a completed transaction in freee Accounting, streamlining the manual input process.
Accurate data reflection in freee Accounting prevents input errors and omissions, enhancing data accuracy.
It also eliminates the need for manual data entry from checking order slips in NEXT ENGINE to freee Accounting, thereby improving operational efficiency.
■Notes
・Please integrate both NEXT ENGINE and freee Accounting with Yoom.
・For the method of integrating NEXT ENGINE with My Apps, please refer to here.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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