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General Design Principles
Lead to Opportunity conversion
Opportunity Management
GF - Forecast
GF Item = Y-TESTZEROTURN-Serial Tracked , SF Product = TEST ZERO TURN-Serial Tracked , Customer = Goldfinch Cloud Solutions
Move the Opportunity to the Commitment stage and save (The Sales Order should be deleted from the Opportunity details page).
To show the forecast table, use the command Database.executeBatch(new GF_CalculateSalesForecastBatch());
GF - Item to Salesforce Product Integration
We have a checkbox named Non-Sellable on the item.
If Non-Sellable is true, a new product will not be created in CRM Products.
If Non-Sellable is false, a new product will be created ( Item No. = Product number, Item Description = Product Name) and the product will be linked to the item.
GoldFinch Items - Salesforce Products Integration
GF - Create Sales Order from Opportunity
Item Configurations
Purchasing Type must be Special Order
The Replenishment System must be the Work Order
Report Output by Routing must be checked
Create GF Sales Order from SF Opportunity
GF - Scheduled in Production
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Create Requisition
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Create Work Orders
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One Sales Line, one Work Order
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Finish Work Order
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Show Total Finished Cost mount on Work Orders
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Show Allocation on Sales Order and Create Shipment from Sales Order
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Print Packing List
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Post Shipment
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GF - GoldFinch will create a Fixed Asset recording after a shipment is posted
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Create and Post Sales Invoice
GF- Handing Over Asset information to Salesforce Service Cloud
Salesforce Assets Generation from GoldFinch
The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.
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Opportunity is required for every closed End User sale.
Serial No. must be registered against opportunities.
Warranty Registration must be registered against a Serial No.
Scenario 1 - Inside Sales Lead
Inside Sales can work on the Lead, to Opportunity, and then to Quote.
Inside Sales can decide to turn the Lead, or Opportunity, or Quote to a dealer to work on.
Scenario 2 - Dealer Cash Deal
No need to quote
Register Warranty directly on Serial No. to create an opportunity
Scenario 3 - Dealer Quote
For walk-in customers
Must create an opportunity first to create quotes
Register Warranty after a quote is closed
Objects for PRM
Lead
Account/Contacts
Opportunity/Lines
Quote/Lines
Serial No./Serial No. Ledger Entry
Dealer inventory using Serial No.
No part inventory
Case (Serial No.) = Warranty Ticket
Warrant Ticket Line
Capture part usage
Approvers must have access to both CRM and GFERP licenses.
Warranty (based on Opportunity)
GoldFinch Sales Order/Lines
GoldFinch Whse Shipments/Lines