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Vendors maintenance
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New item creation
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Item configurations to support inventory and warehouse management
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Inventory management
Both quantities and costing
Main Warehouse Management
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Purchase Order Creation
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Purchase Order Receiving
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Donation Receiving
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Last Updated Date 11/2/22
Main Warehouse
Main Warehouse
Vendors maintenance
Use Account object to manage all vendors with Record Type = Vendor
Warehouse
Each digial and non-digital pantry will have a warehous record.
Item creation
Lot tracking and expiration date tracking
Inventory management with both quantities and costing
Purchase Order Creation/Receiving/Put-aways
Donation Receiving
A Donation Purchase Order with 0 cost must be set up first either manually or by CSV upload.
Transfer Order Creation/Allocation/Picking/Shipments
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Will be used or both digital and non-digital.
Month-end routine to zero out inventory in the non-digital warhouses
Month-end routine to cycle count inventory in the digital warehouses.
Inventory Adjustments with reason codes
Warehouse Activities
Movements
Breakbulk
Cycle Counts
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Bar Code Scanning
Receiving
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Pantry
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Management
Transfer Order Receiving
Inventory Adjustments
Cycle Counts
Client Order Management
Receive orders from B2B Portal
Upon SF Orders creation/update, allocate inventory.
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Pick/Pack/Pickup
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Packing List and Delivery Label
Sync SF Orders with Status = “Picked up” or” Delivered” to GF Sales Invoices
Post manually to be posted to update allocation and deduct inventory
Automatically consume inventory FEFO by lots
Phase 1 “must have” Reports/Dashboards
After Phase 1
Scan Receive and scanning apps
Full-blown Warehouse Bin Management