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

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Parent

• Example: Locks

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• 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

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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

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• 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.

• Need to add a “Cash” customer - Johnny Cash

Retail Store Terminal

• When a user signs in for the day, they will need to enter which terminal they are logged into

• A new custom object “Retail Store Terminal Sign In” will be created

• The user will enter their location and terminal.

• The user will enter the date and time they will start using that terminal

• Then they won’t need to enter the location & terminal each time they create a sales invoice.

• If they switch terminals, they will need to add a new “Retail Store Terminal Sign In”

Requirements

• Create a POS Sales Invoice Record type with the following:

• 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 InvoiceBased on Terminal Assignment

  • 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

  • Terminal

    • Based on the latest Retail Store Terminal Record for that user for today

    • If there is no Retail Store Terminal Record for today, then the Terminal & Warehouse location is blank.

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

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

  • Payments will be taken outside of GoldFinch

  • But Cashier will enter in which type of payment was accepted in the POS Receipt

    • Can enter more than one POS Receipt

    • Then Post the Customer Receipt

  • Print Receipt

Customer Receipt

• Auto Populate today’s Terminal Number for that user.

End of the day report

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By User for payments collected

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• Sales Invoice Number

• Sales Rep

• Terminal Number

• Customer Receipt: Payment Type

• Customer Receipt: Payment Date

POS Sales Invoice User Permissions

• Parts Counter Staff will only be able to access the POS Sales Invoice Record Type

• The following are the field level permissions for the POS Sales Invoice Record Type

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

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Troubleshooting & Exceptions

• If a customer brings an item to the cashier, but the system thinks that item isn’t in inventory.

• The AATC counter staff/cashier, will save the sales invoice, but not post it.

  • They should add a comment in the “Chatter” section of the Invoice and tag the store manager

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• Then the store manager should create an inventory adjustment

• After the inventory adjustment is made then the sales invoice and customer receipt can be posted.