Users

GoldFinch User Setup

• Get a list of users

  • Determine what license they need

• Update User Setup for Each User

  • Get Values for each of these fields: https://help.goldfinchcloudsolutions.com/goldfinch/user-setup

  • Who should have access to the Mobile App

    • What buttons should they see?

• When a warehouse can be selected on a page, default to the location that user is assigned to

SF User Groups & Permissions

• Parts Counter Staff

• Manager

ACCOUNTING

Standard Accounting (Not Multi-Currency & Not Multi Ledger)

Payment Terms

Tax

Financing Costs

Need more detail on this

Serial Number Cost

• Each item ledger entry shows the total cost for a specific serial number.

• Total cost includes

  • Purchase Price

  • Landed Cost

• Find out total cost should include additional fields

INTEGRATIONS

Stripe Integration

...

• • See Details https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087794177/Retail+Store+Requirements#POS-Sales-Invoice-User-Permissions

• Manager

  • See Details https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087794177/Retail+Store+Requirements#POS-Sales-Invoice-User-Permissions

  • Account Creation - Only Managers can can flag an Account as Customer or Vendor

• Service Department

  • Needs access to Sales Orders

    • So they are aware of any labor that needs to be done for accessories that were purchased with a trailer.