Content Comparison

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• From Dealers

• Size: Parcel

• Salespeople manually enter orders

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

• Includes the Following

  • Subassemblies

    • Subassemblies 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

        • Insert a Requisition for a Purchase Order

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

  • Parts

  • Obsolete parts

    • Where do these come from?

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• Dealer

• Salespeople manually enter orders

• Size: Truckload (TL)

• May include the following:

  • One or More Finished Goods

  • Parts

  • Items from a 3rd Party Manufacturer

    • Update Purchasing Type = Special Order

      • Insert a Requisition for a Purchase Order

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

Out of Stock Inventory for a Sales Order

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