Sales Order Process
Convert Sales Quotes to Orders
Converted from Sales Quotes on the Opportunity
Example Orders on Project
One Parent Sales Order
6 Fence Posts = $0
2X2 Wood - 6 Foot = $0
2X4 - 4 Foot = $0
Installation Labor = 150 hours
Parent Sales Order Total = $0
Children Sales Orders- One for Each Residence
One Line includes parts and labor
Residence 1 Example:
Item: Home Fence = 4,500.00
Install 2 Posts
Install 40ft of fence
Includes Labor
Residence 2 Example:
Item: Home Fence = 2,500.00
Install 1 Post
Install 10ft of fence
Includes Labor
Ship Parts & Supplies from Warehouse Phase 1
Create Shipment from Parent Sales Order
Post Shipment
Print Packing Slip
Sales Order Related List in Project
Shipment
Invoices
Create Phase 2 Sales Order
Add Parts & Supplies to Sales Order Lines
Update Labor Line = Special Order
Create Purchase Order
Same Process as above
Phase 1 - Parent Sales Order
...
Supplies
Labor
...
Install Posts
| Table of Contents | ||
|---|---|---|
|
Sales Orders Configuration
Add “Default Project Task” Field
Display Fields:
Project
Default Project Task
...
Sales Invoice PDF
TBD
...
Sales Order Process
Salesforce Sales Quotes to Orders
Create GoldFinch Sales Orders from Salesforce Quote on the Opportunity
Integration details are defined here:
Update GoldFinch Sales Orders
Integration details are defined here:
One Parent Sales Order
Parts & Supplies
Includes Posts
Some Items have an associated Bill of Materials
Installation Labor
Purchase Type = Special Order
One or More Children Sales Orders
Each order has only one line for a single item in GoldFinch that represents parts and labor.
Phase 1 - Fence Installation Labor
When a project is sold, they post job openings
Use 3rd Party Service Crew
They use 5 different vendors for services
Pre agreed upon labor price
Parent Sales Order → Insert
RequistiionRequisition
Send PO to 3rd Party
Phase
...
1 - Ship Parts & Supplies from Warehouse
Create Shipment from Parent Sales Order
Post Shipment
Print Packing Slip
Phase 2 Sales Order(s) as necessary
It is possible they need to update the Salesforce quote order at this time.
Sometimes they will change the quote
Sometimes they won’t
Extra Parts or Supplies
Labor for the remaining work
3rd Party
Order Fulfillment
Phase 1 Parent Sales Order
1st Warehouse Shipment
Includes Posts
Line Item for Labor = Special Order
Will need to setup Purchase Prices
Purchase Order #1
Phase 2 Parent Sales Order
2nd Warehouse Shipment
Includes Other Parts & Supplies
Line Item for Labor = Special Order
Purchase Order #2
Sales Orders Configuration
Sometimes they will change the Salesforce quote and resend to customers.
If Quote is updated, then Salesforce Quote will update GoldFinch Sales Orders
Otherwise, someone manually updates GoldFinch Sales Orders
...
Example Orders from Sales Quote for a Project
One Parent Sales Order
General Fence Kit #123 (BOM)
6 Fence Posts = $0
10 6-Foot Wood = $0
6 4-Foot = $0
Green Fence Kit #456 (BOM)
10 Green Fence Posts = $0
4 Green 6-Foot Wood = $0
2 Green 4-Foot = $0
Installation Labor = 150 hours
Parent Sales Order Total = $0
One or More Children Sales Orders
One for Each Residence
Residence 1 Example:
Item: Home Fence = $4,500.00
Description: Install 5 Posts, Install 40ft of fence, Includes Labor
Residence 2 Example:
Item: Home Fence = $2,500.00
Description: Install 1 Post, Install 10ft of fence,, Includes Labor