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Becky Christiansen

Becky Christiansen

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  • Review GoldFinch General Setup

    • Company

    • Warehouses & Locations

  • Review Account Setup

    • Customers

    • Vendors

  • Review Item Setup

    • Inventory Items

    • Service Items

    • Cost

    • Prices

    • Categories

    • Item Formulas 

    • Taxes/Fees

    • Cross References

  • Assign "Homework"

    • Update

      • Company

      • Warehouses/Locations

        • Clone if more are needed

    • Add a few of the following for Testing

      • Customer Accounts 

      • Vendor Accounts

      • Items 

    • Make Notes if any Changes Are Required for any of the above