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Lead
Lead to Opportunity conversion
Opportunity Management
GF - Forecast
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GF Item = Y-TESTZEROTURN-Serial Tracked , SF Product = TEST ZERO TURN-Serial Tracked , Customer = Goldfinch Cloud Solutions
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GF
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GF - Item to Salesforce Product Integration
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Create Requisition
Create Work Orders
One Sales Line, one Work Order
Create Production Journal ( Inventory is available for component items Test-Bearingand Test Spindle)
Finish Work Order
Show Total Finished Cost mount on Work Orders
Show Allocation on Sales Order and Create Shipment from Sales Order
Print Packing List
Post Shipment
GF - GoldFinch will create a Fixed Asset recording after a shipment is posted
VRP - Provide a list of fields from the Asset object for GF to populate.
VRP - Can take over other management of Assets.
Create and Post Sales Invoice
GF- Handing Over Asset information to Salesforce Service Cloud
Salesforce Assets Generation from GoldFinch
The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.
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