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RafterOne’s Roles 

  • Sales force Salesforce B2B commerce Commerce Cloud 

    • B2B Portal 

    • Customer maintenance 

  • Product configurations to support the B2B portal 

    • Categories assignment 

    • Languages 

    • Images 

    • UOM is always EA 

    • Only Edit not to create new products 

  • Client Registration Process

  • Point system using Price Books 

    • Assign to product and categories 

  • Orders Management 

...

    • Create/Cancel orders from the B2B portal 

...

    • Packing/Pickup/Deliver 

    • Edit orders (add/delete/change)

...

GoldFinch’s Roles 

  • Vendors maintenance 

  • New item creation

  • Item configurations to support inventory and warehouse management 

  • Inventory management 

    • Both quantities and costing

    • Send real-time inventory to a custom inventory table in SF B2B 

  • Upon SF Orders creation/update, allocate inventory in the custom table

  • Sync SF Orders with Status = “Picked up” or” Delivered” to GF Sales Invoices directly bypassing Sales Order and Whse. Shipment 

  • When posting Sales Invoices, update inventory and allocation in the new custom table right away. 

  • Consume to be posted to update allocation and deduct inventory

  • Automatically consume inventory FEFO by lots ??? 

  • Main Warehouse Management 

    • Purchase Order Creation

    • Purchase Order Receiving 

    • Put-away 

    • Transfer Order/Shipments Movement

    • Shipments 

    • Cycle Count

  • Pantry Warehouse Management 

    • Receiving 

  • Bar Code Scanners

  • Demand Planning