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Becky Christiansen (Unlicensed)

Sarah Al-Obaidi

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  • Goldfinch to Import Items & Properties

    • Item Name

    • Item Type

      • Inventory

      • Service

    • Default Bin

    • Safety Stock

    • Replenishment Method

    • Purchasing Type

    • Costing Method

    • Standard Base Cost

      • Inventory Items

        • Sync GF to SF

    • Standard Base Price

      • Service Items

        Sync SF

        Pull price from Opportunities to GF Sales Order

      • No need to sync sales pricebook to GF

  • Add these fields to the Item Details page:

    • Non-Commissionable Flag

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  • Hide these sections on the Item Details page:

    • Catch Weight

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Item Default Bin

  • TBD

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Item Units of Measure

  • Wood

    • Foot

  • Screws, Brackets, Fittings, etc

    • Each

  • Chain Link

    • TBD

  • Gravel/Sand

    • TBD

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  • Vendors

    • Approximately 60-70

  • Include Currency Code

  • Options to enter into GoldFinch system

    • GoldFinch to Import

    • Fencescape to Enter

  • Explore customization options for setting up 3 customer types on Accounts: retail, residential (installation), and contractor.

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Purchase Prices

  • Service Items

    • 3rd Party Vendors for Labor

  • Inventory Items

    • Inventory Items Prices will be managed in GoldFinch

Sales Prices

  • Items for Child Sales Orders

    • Will be configured by Lidd

    • Sales Item Prices will be managed in Salesforce Pricebook

    Make sure Sync to SF does NOT include GF's Standard Base Price

    • Pull price from quote on opportunity.

    • Price Sync Flag on Sales Cloud Integration Settings

  • Other inventory items

Other

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