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Overview
In Salesforce CRM, Sales Representatives will utilize use Opportunities and Quotes. Customize the Edit Quote page to include the following fields customized Quotes for a more streamlined quoting process:.
Fields for the Edit Quote Page
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Material: Select from a picklist with 10–15 predefined options.
Width: Enter values ranging from 0 to 120 inches, with precision up to 2 decimal places.
Length: Enter values ranging from 0 to 20 inches, with precision up to 2 decimal places.
Bleed: Select from a picklist with 3–4 options.
Content Description: Free text entry field.
Unit Price: Automatically calculated based on preset pricing rules.
Each Quote Line allows image
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upload.
Unit Price Calculation Logic
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(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 Material Price $ (from Product Material Pricing Table)
Length and Width values are in inches, with up to 2 decimal places.
Bleed values are derived value is from the Bleed Pricing Table.
Product Type Material Price is sourced from the Product Material Pricing Table.
Bleed Pricing Table
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Discounts are applied based on a Discount Code associated with the Customer Account, affecting the entire quote.
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Automatic Product Creation
If the Upon saving a quote, if a product does not already exist, it is will be automatically created upon saving a quote. The product code follows this format:
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Each Opportunity may have multiple approved quotes.
Quotes do not sync with Opportunities, and the Opportunity Amount is hidden.
Add a button to generate a GoldFinch Sales Order.
New items are created if they do not already exist in GoldFinch, with pre-configured item formulas BOMs (Bill of Materials) and routing.
Raw Material Items
Enter all raw materials directly in GoldFinch; these do not sync back to Salesforce.
BOMs (Bill of Materials) and routings are predefined based on Material, with one Material potentially comprising having multiple components.
GoldFinch Sales prices are configured per Item and Customer Account.
A Cross Reference Table is available to map the Customer Item Number with the GoldFinch Item Number.
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