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Company Setup
Warehouse 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
Each bin will reflect the current order stage until delivery.
Definitions
Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse
GL Accounts
Accounts
General
Add Button on Account Details Page = Create Service Work Item
Customers
Create a customer record type with these fields:
TBD
Vendors
Create a vendor record type with these fields:
TBD
Payment Terms
Shipping Agents
Item Setup
Default Bin
UOM Setup
Base UOM for all Items = Each
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.
New/Used/Consignment
Need to answer these questions
Do you need different items numbers/SKUs for New vs Used?
Or can you manage them based on value of the item instead?
Can Consignments "live" in consignment warehouse setup?
Custom Item Fields/Attributes
Add the following custom fields to the item object:
Status
STOCK
NONSTOCK
OBSOLETE
Last Date Received
Populate from Posted WH Receipt?
Last Date Sold
Populate from Posted Sales Order?
Reference Number / Old Item Number
Map from SF Product Table
SKU-> the Item Number
Product Name -> Description
Import Items
Items
Need Full List of Items to be Imported
Inventory Items
Service Items
Also Include custom fields as defined above
Images in the Long Description Field
Must be less than 1MB
Generic
Get a list of “Generic” items that can be used on a Service Order for items that AATC doesn’t sell.
Import this list
Cross References
Import List of Cross References