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“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

Service Needed

• Add checkbox if a sales order requires Service.

“Parts” Sales Record Record Type (Possible requirement)

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Adding Dealer Option Packages

• Kitting

  • Serialized inventory

  • nonserialized items

  • labor.

• Keep together as a new item in case of order cancellation.Add a Finished Good Item see https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087728641/GoldFinch+Setup#Item-Formulas

• Explode BOM so the Details of the Formula is displayed

• Select “Service Needed”

Shipment & Delivery

• Process TBD

• No longer use Tag & Title Salesforce Cases for Serialized Items

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