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  • Add a packing slip button on sales orders to consolidate components for easier packaging.

    • Picking lists will group identical components across multiple kits.

    • Create a report for grouped picking lists.

  • Service items (e.g., install fees) to generate purchase orders when BOMs are exploded.

Action Items:

For GoldFinch Team:

  • Address pricing import issues and ensure accounts are properly imported.

  • Design and implement packing slip functionality.

  • Create and validate a report for grouped picking lists.

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