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

...

GoldFinch User Setup

• Get a list of users

  • Determine what license they need

• Update User Setup for Each User

  • 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

...

• • user-setup

  • Who should have access to the Mobile App

    • What buttons should they see?

• When a warehouse can be selected on a page, default to the location that user is assigned to

SF User Groups & Permissions

• Parts Counter Staff

  • See Details https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087794177/Retail+Store+Requirements#POS-Sales-Invoice-User-Permissions

• Manager

  • See Details https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087794177/Retail+Store+Requirements#POS-Sales-Invoice-User-Permissions

  • Account Creation - Only Managers can can flag an Account as Customer or Vendor

• Service Department

  • Needs access to Sales Orders

    • So they are aware of any labor that needs to be done for accessories that were purchased with a trailer.