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Fields for Edit Quote Page:
Line No. | Material | Width | Length | Bleed | Content Description | Unit Price |
|---|
Quantity | Line Amount | |||||||
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 |
Field Details and Help:
Material: Choose from a picklist with approximately three 10 to 15 options.
Width: Range from 0 .25 to 120 inches , with increments of 0.25 inches.2 decimals.
Length: Range from 0 .25 to 20 inches , with increments of 0.25 inches.2 decimals.
Content Description: Free text input.
Unit Price: Automatically calculated based on predefined rules.
Notes:
Quote Discount: Automatically calculated based on predefined rules on the entire quote.
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Salesforce Price Books are not required for this setup.
Automatic Product Creation:
When saving a quote, if the product does not exist, automatically create a new product with the following format:
Format:
ABCABC123-01XY-102510-092509-001ABC = 36-digit customer code
01 XY = Material Code
1025 10 = Nearest integer for Width in inches (e.g., 10.25 inches becomes 102510)
0925 09 = Nearest integer for Length in inches (e.g., 9.25 inches becomes 092509)
001 = Sequential value for each unique content descriptionquote line
Sales Order Creation upon Closed Opportunityfor Approved Quotes:
Once an Opportunity is marked as Closed Wona quote is approved:
Click a button to generate a Sales Order.
Create new items if they do not already exist.
Establish item formulas and routings using preset rules.
GoldFinch Product Configurator Setup
In GoldFinch, configure a Custom Product Configurator page to create finished goods and sync with Salesforce. The following fields will be used:
Product Configurator Fields:
Customer Code
Material
Width
Length
Content
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routing.
One opportunity can have multiple quotes
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Raw Material Items:
Enter all raw material items directly in GoldFinch; these will not sync back to Salesforce.
Predefined Predefine BOMs (Bill of Materials) and Routings based on item segments are configuredMaterial segment.
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 NumberNo..
Order Entry for Repeated Orders:
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