Key Topics Discussed
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Bin Management & Warehousing
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The initial implementation will only include three bins: Receiving, Warehouse Storage, and Staging.
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Delayed implementation of detailed bin tracking until the team is ready (stage two).
Future tracking should include capturing the exact bin (e.g., mezzanine, outside) where items are stored.
Two warehouse locations were confirmed, with one requiring a default bin for overstock items.
Warehouse 1 (Del Zotto): Will use the three bins mentioned above.
Warehouse 2 (Ramseyville Overflow): Only requires a default bin for bulk overstock items. No detailed bin management is planned here for now.
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Items are picked from Warehouse Storage and moved to Staging before shipping.
Items in Staging should not count as available inventory in the system
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Future Bin Tracking:
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Items shipped or picked up will need to have their statuses updated in the system for tracking purposes.
Implementation Tasks for Bin Management:
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Set up the three bins in Warehouse 1 and one default bin in Warehouse 2.
Orders left in Staging for extended periods (e.g.,
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Test workflows for creating pick tickets and warehouse shipments to ensure smooth operations without bin tracking.
2. Sales Orders and Inventory Tracking
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Order Status Tracking:
Introduce a status bar to visually display where the order is in the fulfillment process. This should include:
Open (Order placed but not processed).
Staging (Picked and packaged, waiting for shipment).
Shipped (Left the warehouse).
Closed (Finalized and removed from inventory demand).
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Handling Staging Area Inventory:
Items moved to the Staging bin must reflect in the system as “not available” for other orders.
Orders left in Staging for extended periods (e.g., two months) should remain open until shipped or picked up.
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two months) should remain open until shipped or picked up.
Retail Sales Orders
Order Type field added to the Sales Order table. It defaults to “Retail” when the SO is manually created, with the flexibility to be changed by the user.
“Print Retail SQ” button added to the Sales Order table to generate a quote document for the customer, without the need to create a Sales Quote.
Eric to review quote document and markup changes for GF to implement
Retail orders that are canceled before payment can be deleted.
Orders with payments
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3. Account Record Types
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should remain in the system, marked as Closed, and retain any associated records.
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Implementation Tasks:
Configure status tracking logic for orders in GoldFinch ERP.
Test inventory updates as items move from Warehouse Storage → Staging → Shipped.
Ensure canceled orders no longer impact inventory forecasts or demand.
Addition of a status bar for visual tracking of sales order progress.
Account Record Types:
Rename “Customer Group” to Parent Project to align with terminology used in their workflow.
Each Parent Project will be linked to associated child accounts (are child accounts Person Accounts?)
Renaming “Person Account” to “Snow/Lawn Maintenance.”
Add two new record types: Retail Customer and Retail Contractor.
Retail Customers are general consumers (e.g., DIY buyers, website orders).
Retail Contractors are bulk purchasers who qualify for pricing discounts
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Parent-Child Structure:
Each Parent Project will be linked to associated child accounts (e.g., individual orders or tasks under the main project).
Implementation Tasks:
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Update record types in Salesforce and align with GoldFinch ERP.
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Provide training on using and maintaining the new record types.
Sales
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Pricing Logic:
Raw
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Materials have a minimum 70% markup
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on the last paid landed cost.
Certain categories have higher markups (e.g., small fittings may have a markup of 120%).
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Eric wants the ability to update pricing for categories of items in bulk rather than adjusting prices individually.
The system should allow for simple adjustments to markup percentages and calculate sales prices dynamically based on the last paid landed cost.
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Three groups: Preferred, Established, Contractor.
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Discount Tiers:
Automate the creation of sales price records for components:
Retail Contractors have three levels of discounts:
Preferred: 25%.
Established: 22%.
Contractor: 20%.
These discounts are applied to the standard price
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Implementation Tasks:
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Build logic to apply markups dynamically based on categories or last paid landed costs.
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of items sold to contractors.
The discounts % change from time to time. Fencescape needs to have the flexibility of modifying as needed.
Automate the creation of sales price record
Proposal to automate the creation of sales price records
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Configure GoldFinch to allow manual overrides where needed for specific customer pricing.
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based on percentages of the standard price.
Discussed potential for triggers or system-level changes to automate sales price adjustments.
Retail Sales Order Kit Items and Bill of Materials (BOM)
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Agreement to display both kit items and their components, with the ability to edit the components.
On sales orders, display both kit items and their components. The components should show individual prices derived from their BOM, while the kit item serves as an informational header.
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On invoices, display only the components unless the customer specifically requests the kit details.
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Editing and Customization:
Users should have the ability to:
Edit components on sales orders.
Remove unwanted components from kits at the sales order or quote level.
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Implementation Tasks:
Configure BOM explosion logic to display components under their parent kit on sales orders.
Set up rules for when components and/or kits are visible on invoices.
Provide users with tools to edit exploded BOMs directly on sales orders.
6. Customer Behavior & Data
Handling Cancelations:
For retail quotes/orders without payments, deletion is acceptable.
For orders with payments, refunds must be processed, and the order should be marked as Closed in the system.
Retention of Canceled Quotes:
Retain canceled quotes for future reference, as customers may return to proceed with the order.
Implementation Tasks:
Test workflows for order cancelations and refunds.
Train users on when to delete versus close orders.
7. Sales Price Automation
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Automation Plan:
Create logic to calculate sales prices dynamically from the standard price using the percentage discounts:
Preferred: 20% off.
Established: 22% off.
Contractor: 25% off.
Avoid manual updates to sales price records where possible by using triggers or workflows.
Implementation Tasks:
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Develop automation to calculate sales prices directly on sales orders.
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Customizations needed for sales pricing logic based on the extended price of BOM components rather than the top level Parent Item.