SETUP

Warehouse Setup

Company Setup

DC/Warehouse Locations

Definitions

• Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

Bins

• Staging Areas

• Bins

Retail Locations

• No Bins

Definitions

• Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

GL Accounts

Accounts

Customers

Vendors

Payment Terms

Shipping Agents

Item Setup

Serialized

• Setup Items that are serialized

  • Import List of Items where Serialized = True

Categories

• Setup Categories so they can be used on Sales Discounts

  • Parent

    • Example: Locks

  • Item

    • Examples: MasterLock, Trimax

UPC Barcode

• May want to set this up

PURCHASING

Purchase Order

Receiving

Mobile Scanning

Putaway

Purchase Invoice

SALES

Projects

• Include all fields from Opportunity

Sales Quotes

• Use out of box GoldFinch Quote

• Need to change Bill-to for different financing company, so that AR is posted to the lender

• Allow Cash down payment

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

• Should reduce the AR.

• Trade in does reduce taxes.

• 10 trades a month.

• Create AP if the amount if negative.

Kitting

• Kitting

  • Serialized inventory

  • nonserialized items

  • labor.

• Keep together as a new item in case of order cancellation.

Allocation

• Allocate Inventory on the Quoting stage

Sales Orders

Shipment

Sales Invoice

• Tax Liable always defaulted to “Yes”

• Unless the client is tax exempt

INVENTORY

Transfer Orders

Inventory Moves

Cycle Counts

SERVICE

Service Work Orders

• Replace SF Cases with Service Work Orders

Estimates & Payment

• Create page for Service Work Order Estimates

• Accept Payments

  • Credit Card

  • Cash/Check

• Print Receipt

• Calendar Integration

  • Need more details on this.

Warranty Work

Staging Bin

• Setup Specific Staging Bin for inventory that is part of a service work order

RETAIL STORE

Transfer from WH to Retail

• Part replenishments - transfer inventory from the main warehouse to stores using Min, Max

POS Sales Invoice & Checkout

Scenario:

• Scenario: Customer Buys a Part in the Retail Store

• This replaces their IDS POS System

• They will use a tethered barcode scanners to scan item barcode at the counter.

Requirements

• Auto Populate the Following

  • Warehouse

    • For Example: If someone only works at ASB Retail they can only Select ASB Retail for the warehouse in the Sales Invoice

  • Bypass Shipment = YES

  • Tax

    • Based on Customer

  • Tax Area

    • Based on warehouse

  • Sales Rep

    • User who is Logged In

• Inventory Items can be added to the Sales Invoice

• Have the ability to use a Barcode Scanner to scan an inventory item

• Print Receipt

• Taking fund with Stripe, Global Payment, PayPal Cash box, check or cash.

End of the day report

• By User for payments collected

• What other Fields?

POS Sales Invoice User Permissions

Users

GoldFinch User Setup

• Get list of users

  • Determine what license they need

• Update User Setup for Each User

  • Get Values for each of these fields: https://help.goldfinchcloudsolutions.com/goldfinch/user-setup

SF User Groups & Permissions

• Parts Counter Staff

• Manager

ACCOUNTING

Standard Accounting (Not Multi-Currency & Not Multi Ledger)

Payment Terms

Tax

Financing Costs

Need more detail on this

Serial Number Cost

• Each item ledger entry shows the total cost for a specific serial number.

• Total cost includes

  • Purchase Price

  • Landed Cost

• Find out total cost should include additional fields

INTEGRATIONS

Stripe Integration

...

Projects

• Copy fields, page layouts, and components from the Opportunity page.

• Projects remain open until fulfillment or delivery is complete.

• Projects will replace the Salesforce Opportuntity/Cases currently being created for this purpose.

...

Sales Quotes

• Use the out-of-box GoldFinch Sales Quote functionality.

  • The Record Type is Trailer.

• Each Project will have:

  • One Quote, Order, Shipment, and Invoice.

  • One Item with a Quantity of 1.

Multiple Quotes

• Ensure only one quote is created per project.

• Archive the existing quote as needed before updating it.

...

Allocation

• Allocate inventory on Sales Quotes.

• Financing Process:

  • Customers seeking financing will require approval.

  • Once financing is approved and accepted, allocation proceeds.

  • If financing is not approved, allocation is canceled, and the inventory becomes available again.

...

Sales Order and Delivery

1. Convert the Sales Quote into a Sales Order.

2. GoldFinch copies allocation details from Sales Quote to the Sales Order.

3. Create Whse Shipment then Pick, Pack, and Ship.

4. Create the Sales Invoice.

...

Pending Items

Trade-Ins

• Use the Used Intake Form for trade-ins.

• Trade-in items should be added directly to the inventory.

Signing Documents

• Implement a digital signing tool.

• Ensure all digitally signed documents are accessible within Salesforce.

Dealer Option Packages

• Add Finished Good Items.

• Refer to GoldFinch Setup Documentation.

• Explode the BOM (Bill of Materials) to display detailed formulas.

• Select "Service Needed" where applicable.

Show Fulfillment Process/Stages on Project

• Include stages for:

  • Allocation

  • Picks

  • Shipment

  • Shipped

  • Delivered

Shipment and Delivery

• Revise the process to remove dependency on Tag & Title Salesforce Cases for serialized items.