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Used inventory needs to be entered into Goldfinch.
The approach:
Create purchase orders and purchase invoices with a backdated posting date (e.g., 12/31/24).
After entry, Goldfinch support will clear out purchase invoices to remove financial impact while keeping purchase orders closed.
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Action Items:
Task | Owner | Due DateStatus |
|---|---|---|
Remove the Floor Plan SO checkbox from UI and default it to checked for trailer sales orders | Sarah | TBDDone |
Ensure only one serialized item per sales order is enforced | Sarah | TBDDone |
Adjust PDF formatting for logo and address alignment | Goldfinch Dev Team | TBD |
Ensure co-applicant name pulls from the Project finance section and appears on PDF | Goldfinch Dev Team | TBD |
Add co-applicant signature line to PDF | Goldfinch Dev Team | TBD |
Configure Sell-To, Bill-To, and Ship-To fields for trailer orders | Goldfinch Dev Team | TBD |
Deploy Serial Number Table to production | Goldfinch Dev Team | TBD |
Add Year and New/Used fields to Purchase Orders | Sarah | TBD |
Remove Shipping Agent from trailer PDFs | Sarah | TBD |
Add Amount Due field to invoices | Goldfinch Dev Team | TBD |
Review trade-in process (scheduled follow-up meeting) | Sarah, Chris, Alex, Scott | Feb 12 |
Implement Assigned Mechanic field at the sales order line level | Goldfinch Dev Team | TBD |
Determine if Goldfinch user lookup can be used for assigned mechanics | Goldfinch Dev Team | TBD |
Import used inventory via POs/PIs with 12/31/24 date and clear PIs post-import | Chris, Goldfinch Dev Team | TBD |