Annual Sales Report
At the end of each year, review the last year’s Sales Orders As a rule of thumb, Fencescape orders about 50% of what was sold that year. More complex Supply Planning will be discussed in Phase 2.
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Import Sales Orders from from Quickbooks for 2023-2024
Create Sales Order Report:
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Item
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Purchase Order Configuration
Add “Default Project Task”
Purchase Order PDF
TBD
Purchase Invoice PDF
TBD
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Purchase Order Process
Create a Purchase Order for large quantities from a Vendor.
https://help.goldfinchcloudsolutions.com/goldfinch/create-a-purchase-order
Add Items & Quantity that Vendor Provides.
Items from Sales Report.
Quantity = 50% of Sales Report Quantity.
Create prepayment Purchase Invoice if needed.