...

  • Goldfinch to Import Items & Properties

    • Item Name

    • Item Type

      • Inventory

      • Service

    • Default Bin

    • Safety Stock

    • Replenishment Method

    • Purchasing Type

    • Costing Method

    • Standard Base Cost

      • Inventory Items

        • Sync GF to SF

    • Standard Base Price

      • Service Items

        • Sync SF to GF

  • Add these fields to the Item Details page:

    • Non-Commissionable Flag

...

  • Service Items

    • 3rd Party Vendors for Labor

  • Inventory Items

    • Inventory Items Prices will be managed in GoldFinch

Sales Prices

  • Will be configured by Lidd

  • Sales Item Prices will be managed in Salesforce PricebookWill be configured by Lidd

  • Make sure Sync to SF does NOT include GF's Standard Base Price

  • Price Sync Flag on Sales Cloud Integration Settings

...