Content Comparison

Sales Order

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Configuration

These sales order types have already been defined for the YAKTA Processes. No additional configuration is needed.:

• Warranty Sales Order - WSO

• Small Sales Order - SSO

• Sales Order - SO

Sales Order Processes

Warranty Sales Order

• From Dealers

• Size: Parcel

• Salespeople manually enter ordersSize: Parcel

  • https://help.goldfinchcloudsolutions.com/goldfinch/create-a-sales-order

• Includes the Following

  • Subassemblies

    • Subassemblies

    • May need to create Work Order if there no inventory exists.may or may not be in stock already.

    • If in Stock

      • Update Purchasing Type = Inventory

    • If no inventory exists, create Work Order

      • Update Purchasing Type = Special Order

        • https://help.goldfinchcloudsolutions.com/goldfinch/process-a-special-work-order-for-a-sales-order

  • Parts

  • Obsolete parts

    • Where do these come from?

Small Sales Order

• Salespeople manually enter orders

• Size: Parcel

• Includes the Following

  • Parts

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