RafterOne’s Roles
Salesforce B2B Commerce Cloud
B2B Portal
Customer maintenance
Product configurations to support the B2B portal portal, such as
Categories assignment
Languages
Images
UOM is always EA or LB??? (is from GFERP)
Only Edit products, not to create new products
Client Registration Process
Point system using Price Books
Assign to product and categories
Orders Management
Create/Cancel orders from the B2B portal
Packing/Pickup/Deliver ?????
Edit Manually edit orders (add/delete/change) ??????
GoldFinch’s Roles
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Vendors maintenance
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New item creation
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Item configurations to support inventory and warehouse management
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Inventory management
Both quantities and costing
Send real-time inventory to a custom inventory table in SF B2B
Upon SF Orders creation/update, allocate inventory.
Sync SF Orders with Status = “Picked up” or” Delivered” to GF Sales Invoices to be posted to update allocation and deduct inventory
Automatically consume inventory FEFO by lots
Main Warehouse Management
Purchase Order Creation
Purchase Order Receiving
Put-away
Movement
Shipments
Cycle Count
Pantry Warehouse Management
Receiving
Bar Code Scanners
Demand Planning
- Pack and Pickup
to ensure points are calculated.