Projects

• Include all fields from Opportunity

• Project would stay Copy fields, page layouts, and components from the Opportunity page.

• Projects remain open until fulfillment /or delivery is complete.

  • This would replace cases they currently created.

• TBD - Chris will review week of 7/2 and get back to us with requirements.

Requirements may include:

• Show Fulfillment Process/Stages

  • Allocation

  • Picks

  • Shipment

  • Shipped

  • Delivered

• Projects will replace the Salesforce Opportuntity/Cases currently being created for this purpose.

...

Sales Quotes

• Use the out-of-box GoldFinch Sales Quote

• Need to change Bill-to for different financing company, so that AR is posted to the lender

• Allow Cash down payment

Multiple Quotes

• Primary Quotes

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventoryfunctionality.

  • The Record Type is Trailer.

• Each Project will have:

  • One Quote, Order, Shipment, and Invoice.

  • One Item with a Quantity of 1.

Multiple Quotes

• Ensure only one quote is created per project.

• Archive the existing quote as needed before updating it.

...

Allocation

• Allocate Inventory on the Quoting stage

• Customer need financing.

• Create Sales Order

• Then allocate inventory for the order.

• Customer will get finance approval & customer accepted it.

• But if they don’t get financing, then order is cancelled and inventory is available again.

“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

Order Types

New Sales Order

• This is the OOB Sales Order

“Service” Sales Order – NOT SERVICE ORDER

• Add the following custom fields

  • Service Item Number

  • Service Serial Number

“Service” Sales Line Type

• Add the following custom fields

  • Actual Qty

  • Assigned To

“Parts” Sales Record Record (Possible requirement)

Signing Documents

• Use a digital signing tool.

• Digitally signed documents should be accessible in Salesforce.

Adding Dealer Option Packages

• Add a Finished Good Item see https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087728641/GoldFinch+Setup#Item-Formulas

• Explode BOM so the Details of the Formula is displayed

• Select “Service Needed”

Shipment & Delivery

• No longer use Tag & Title Salesforce Cases for Serialized Itemsinventory on Sales Quotes.

• Financing Process:

  • Customers seeking financing will require approval.

  • Once financing is approved and accepted, allocation proceeds.

  • If financing is not approved, allocation is canceled, and the inventory becomes available again.

...

Sales Order and Delivery

1. Convert the Sales Quote into a Sales Order.

2. GoldFinch copies allocation details from Sales Quote to the Sales Order.

3. Create Whse Shipment then Pick, Pack, and Ship.

4. Create the Sales Invoice.

...

Pending Items

Trade-Ins

• Use the Used Intake Form for trade-ins.

• Trade-in items should be added directly to the inventory.

Signing Documents

• Implement a digital signing tool.

• Ensure all digitally signed documents are accessible within Salesforce.

Dealer Option Packages

• Add Finished Good Items.

• Refer to GoldFinch Setup Documentation.

• Explode the BOM (Bill of Materials) to display detailed formulas.

• Select "Service Needed" where applicable.

Show Fulfillment Process/Stages on Project

• Include stages for:

  • Allocation

  • Picks

  • Shipment

  • Shipped

  • Delivered

Shipment and Delivery

• Revise the process to remove dependency on Tag & Title Salesforce Cases for serialized items.