Content Comparison

High-Level Design

High Level Design

Objectives

Some time during the year, could be very busy.

One or two key people have enough knowedge to make ad-hoc decisions

• Standardize

• Streamline

• Automate

Master Data

• Vendors maintenance

  • Use Account object to manage all vendors with Record Type = Vendor

• Agencies

  • Use Account object to manage all agencies with Record Type = Site

  • Agency profile page (customization)

    • Met Council Account Layout & Data.xlsx

    • Account Page Mockup.pptx

• Warehouse

  • Each digital and non-digital pantry will have a warehouse record.

  • For phase 1 Bin Management -

    • Main Warehouse will have < 10 bins < QC Bin for Main warehouse

    • Pantry Warehouse will have 1 bin

    • No scanning for phase 1

• Item creation

  • Item No. creation.

  • Item display by Multiple UOM

  • Lot tracking and expiration date tracking.

  • Salesforce Product will be created automatically.

  • Bundle Items creation.

  • Items will also display Kosher certificates

  • Inventory management with both quantities and costing

  • Expired and unusuable inventory.

Purchase Order Creation/Receiving

• Email PO to a vendor.

• Procurement will be done for both Digital and Non Digital Pantries

• Manage available Funding by sources and

  agency

  agencies on the PO.

• Drop-Ship a purchase order to a pantry.

• Donation Receiving

  • A Donation Purchase Order with 0 cost must be set up first either manually or by CSV upload.

  Transfer

Agency Order Creation/Allocation

/Shipments

• User Transfer Order

• Custom screen (Ben’s screen) for Agency Order creation (customization)

  • Allocate inventory with Qty. on Hand and Qty. on PO

  • Create or update Transfer Order

  • Add fresh products to an existing order

• Will be used or both digital and non-digital.

  • Month-end routine to zero out inventory in the non-digital warehouses

  • Month-end routine to cycle count inventory in the digital warehouses.

• Inventory Adjustments with reason codes

• Warehouse Activities

  • Movements

  • Breakbulk

• Cycle Counts

• Calendar for both outbound and inbound shipments

Pantry Management 

• Transfer Order Receiving 

• Inventory Adjustments/ Put-aways to the Sales UOM.

• Cycle Counts

• Client Order Management

  • Receive orders from B2B Portal

  • Capturing, Tracking and Fulfillment of Customer Order.

  • Manage orders by different status

  • Allocation of inventory

  • Support manual insert/update orders.

    • RafterOne provides routines to update “points calculation”???

  • Mass print or individual print Packing List and Delivery Label documents, Bar codes.

    • Allow for custom configurations of “to address” section on the Delivery Label.

    • Option to group delivery.

    • A report to support integration with a delivery platform.

Reports/Dashboards

• Inventory Valuation

• Purchase order report

• Inventory by Warehouse

Integration with B2B Portal

• GoldFinch Item to Salesforce Product

  • When an inventory item is created or updated in GoldFinch, a corresponding Product will be automatically created or updated in Sales Cloud. GoldFinch Items and Sales Cloud products are linked.

• Salesforce Orders to GoldFinch Sales Invoices

  • Order Allocations - When a Salesforce Order is created, updated, or deleted, Product Allocation for each Order Product is also created, updated, or deleted.

  • If an item is Lot Tracked, lot numbers are allocated using FEFO.

• Maintain Qty. Available for B2B Portal on Bin Content object.

• Copy Salesforce Orders to GoldFinch Invoices, after an Order is fulfilled, either manually, or by an automation routine.

After Phase 1

• Scan Receive and scanning apps

• Full-blown Warehouse Bin Management

Out of Scope