SETUP

Warehouse Setup

Company Setup

DC/Warehouse Locations

Definitions

• Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

Bins

• Staging Areas

• Bins

Retail Locations

• No Bins

Definitions

• Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

GL Accounts

Accounts

Customers

Vendors

Payment Terms

Shipping Agents

Item Setup

Serialized

• Setup Items that are serialized

  • Import List of Items where Serialized = True

Categories

• Setup Categories so they can be used on Sales Discounts

  • Parent

    • Example: Locks

  • Item

    • Examples: MasterLock, Trimax

UPC Barcode

• May want to set this up

PURCHASING

Purchase Order

Receiving

Mobile Scanning

Putaway

Purchase Invoice

SALES

Projects

• Include all fields from Opportunity

Sales Quotes

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Need to change Bill-to for different financing company, so that AR is posted to the lender

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Allow Cash down payment

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

• Should reduce the AR.

• Trade in does reduce taxes.

• 10 trades a month.

• Create AP if the amount if negative.

Kitting

• Kitting

  • Serialized inventory

  • nonserialized items

  • labor.

• Keep together as a new item in case of order cancellation.

Allocation

• Allocate Inventory on the Quoting stage

Sales Orders

Shipment

Sales Invoice

• Tax Liable always defaulted to “Yes”

• Unless the client is tax exempt

INVENTORY

Transfer

...

Inventory Moves

Cycle Counts

SERVICE

Service Work Orders

• Replace SF Cases with Service Work Orders

Estimates & Payment

• Create page for Service Work Order Estimates

• Accept Payments

  • Credit Card

  • Cash/Check

• Print Receipt

• Calendar Integration

  • Need more details on this.

Warranty Work

Staging Bin

• Setup Specific Staging Bin for inventory that is part of a service work order

RETAIL STORE

Transfer from WH to Retail

• Part replenishments - transfer inventory from the main warehouse to stores using Min, Max

...

• By User for payments collected

• What other Fields?

POS Sales Invoice User Permissions

Users

GoldFinch User Setup

• Get list of users

  • Determine what license they need

• Update User Setup for Each User

  • Get Values for each of these fields: https://help.goldfinchcloudsolutions.com/goldfinch/user-setup

SF User Groups & Permissions

• Parts Counter Staff

• Manager

ACCOUNTING

Standard Accounting (Not Multi-Currency & Not Multi Ledger)

Payment Terms

Tax

Financing Costs

Need more detail on this

Serial Number Cost

• Each item ledger entry shows the total cost for a specific serial number.

• Total cost includes

  • Purchase Price

  • Landed Cost

• Find out total cost should include additional fields

INTEGRATIONS

Stripe Integration

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