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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
...
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
Sales Orders Configuration
Add “Default Project Task” Field
Display Fields:
Project
Default Project Task
...
Example Orders from Sales Quote for a Project
...