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Material: Choose from a picklist with approximately 10 to 15 options.
Width: Range from 0 to 120 inches with 2 decimals.
Length: Range from 0 to 20 inches with 2 decimals.
Content Description: Free text input.
Unit Price: Automatically calculated based on predefined rules.
Allow to update images per Quote Line.
Unit Pricing Logics
(Length (inches to 2 decimals) + Bleed (from bleed table)
X
(Width (inches to 2 decimals) + Bleed (from bleed table)
/
144 (this is to get ft2)
x
Product Type Price $ (from Product Pricing Table)
Tables
Bleed Table - We might need to change in future, plus could be the option one day for no bleed, hence the table.
Option | Amount |
|
Bleed 1 | 0.2” |
|
Bleed 2 |
|
|
about 4 options |
|
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Material Pricing Table
Material Description | Amount ($/ft2) |
|
Material A | $4.25 |
|
Material B | $6.30 |
|
Material C | $8.40 |
|
|
|
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Notes:
Quote Discount: Automatically calculated based on predefined Discount Code set up on the Account.
Discount Code | Discount % |
|---|---|
Tier 1 | 20% |
Tier 2 | 25% |
Tier 3 | 30% |
rules on the entire quote.
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Sales Order Creation for Approved Quotes:Once a quote is approved:
One Opporutnity can have multiple approved quotes.
Do not sync quotes to opportunities.
Hide Opportuntity Amount.
Click a button to generate a Sales Order.
Create new items if they do not already exist.
Establish item formulas and routing.
One opportunity can have multiple quotes
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Enter all raw material items directly in GoldFinch; these will not sync back to Salesforce.
Predefine BOMs (Bill of Materials) and Routings based on Material segment.
One Material can have multiple components.
Set up the sales price by Items and Customer Accounts.
Configure a Cross Reference Table to map the Customer Item Number with the GoldFinch Item No..
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