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• Include all fields from Opportunity

• Project would stay open until fulfillment/delivery.

  • This would replace cases they currently created.

• TBD - Chris will review week of 7/2 and get back to us with requirements.

Requirements may include:

• Show Fulfillment Process/Stages

  • Allocation

  • Picks

  • Shipment

  • Shipped

  • Delivered

Sales Quotes

• Use out of box GoldFinch Quote

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

• Allow Cash down payment

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