| 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
Converted from Sales Quotes 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
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 = $0Includes Posts
Some Items have an associated Bill of Materials
Installation Labor
Purchase Type = Special Order
Parts & Supplies
One or More Children Sales Orders
- One for
Each
ResidenceEachorder has only one line for a single item in GoldFinch that represents parts and labor
Residence 1 Example:
Item: Home Fence = $4,500.
00Description: Install 5 Posts, Install 40ft of fence, Includes Labor
Item: Home Fence = $2,500.00
Description: Install 1 Post, Install 10ft of fence,, Includes Labor
Phase 1 - Fence Installation Labor
...
It is possible they need to update the Salesforce quote order at this time.
Extra Parts or Supplies
Labor for the remaining work
3rd Party
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
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
Add “Default Project Task” Field
Display Fields:
Project
Default Project Task6 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
General Fence Kit #123 (BOM)
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