Content Comparison

High

-Level Design

High Level Design

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

  • 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

Pantry Management 

• Transfer Order Receiving 

• Inventory Adjustments

• Cycle Counts

• Client Order Management

  • Receive orders from B2B Portal

  • Upon SF Orders creation/update, allocate inventory. 

  • 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