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Overview
In Salesforce CRM, Sales Representatives will utilize use Opportunities and customized Quotes. Customize the Edit Quote page to include the following fields for a streamlined quoting process: for a more streamlined quoting process.
New Fields
Add these fields to the Product, Quote Line, and Item tables
Base Material (lookup field)
Do not use any Configurator fields on the item table
Bleed (lookup field)
Width (numeric field with 2 decimals)
Length (numeric field with 2 decimals)
On the Product table, add zzz to the front of all old custom fields
Fields for the Edit Quote Line Page
Line No. | Base Material | Width | Length | Bleed | Content Description | Unit Price | Quantity | Line Amount |
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 |
Field Details and Usage Instructions
Base Material: Select from a picklist with 10–15 predefined options.
Convert lookup to picklist for a better user experience
Width: Enter values ranging from 0 to 120 inches, with precision up to 2 decimal places.
Length: Enter values ranging from 0 to 20 inches, with precision up to 2 decimal places.
Bleed: Select from a picklist with 3–4 options.
Convert lookup to picklist for better user experience
Content Description: Free text entry field.
Unit Price: Automatically calculated based on preset pricing rules.
Each Quote Line allows image
...
upload.
Unit Price Calculation Logic
The Unit Price is calculated using this formula:
(Length (inches to 2 decimals) + Bleed (from bleed table)
X
(Width (inches to 2 decimals) + Bleed (from bleed table)
/
144 (this is to get ft2)
x
Product Type Base Material Price $ (from Product Base Material Pricing Table)
Length and Width values are in inches, with up to 2 decimal places.
Bleed values are derived value is from the Bleed Pricing Table.
Product Type Base Material Price is sourced from the Product Material Pricing Table.
Bleed Pricing Table
This table can be modified in the future, including options for no bleed.
Option | Amount |
|---|---|
Bleed 1 | 0.2" |
(additional options as needed) |
Base Material Pricing Table
Material DescriptionName | Code | Amount ($/ft²) | Currency | Minimum In2 (Square Inches) |
|---|---|---|---|---|
Material A | 4 digit Code | $4.2530 | CAD | 1 |
Material BA | $6$3.30 | CAD | 11 | |
Material CA | $8.40$2.30 | CAD | 51 |
Quote Discount
Discounts are applied based on a Discount Code associated with the Customer Account, affecting the entire quote.
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Note: Salesforce Price Books are not required for the pricing and discount setup.
Automatic Product Creation
If the Upon saving a quote, if a product does not already exist, it is will be automatically created upon saving a quote. The product code follows this format:
Format: ABC123-XYRXYZ-10-09-001
ABC123: 6-digit customer code Account Number (an error will display if the Customer Number is blank when saving a quote)
XYRXYZ: Base Material code
10: Nearest integer for Width in inches (e.g., 10.5 inches becomes 11)
09: Nearest integer for Length in inches (e.g., 9.45 inches becomes 09)
001: Sequential number for each quote line
Sales Order Creation for Approved Quotes
Each Opportunity may have multiple approved quotes.
Quotes do not sync with Opportunities, and the Opportunity Amount is hidden.
Add a button to generate a GoldFinch Sales Order.
New items are created if they do not already exist in GoldFinch, with pre-configured item formulas BOMs (Bill of Materials) and routing.
Base Material (new field)
Width (new field)
Length (new field)
Bleed (new field)
Content Description, to Description
Base Unit of Measure is EA
Raw Material Items
Enter all raw materials directly in GoldFinch; these do not sync back to Salesforce.
BOMs (Bill of Materials) and routings are predefined based on Material, with one Material potentially comprising having multiple components.
GoldFinch Sales prices are configured per Item and Customer Account.
A Cross Reference Table is available to map the Customer Item Number with the GoldFinch Item Number.
Order Entry for Repeated Orders
All repeat orders are entered directly in GoldFinch Sales Order , allowing orders to be placed using either the Customer Item Number No. or the GoldFinch Item Number for efficient cross-referencingNo.