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Receive Items and order lists from clients
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Total Sales and GoldFinch Sales Orders Process
Receive Client Orders and Item Lists
Gather order information and item lists from clients.
Review and Create Client Items in Salesforce
...
Review the client’s items and create corresponding records in Salesforce.
Create Item Keys for SKU Synchronization
Establish item keys for orders to sync SKUs accurately.
Confirm SKU Relationships
Verify that the SKU
...
relationships are correct with the
...
approval of the Warehouse Manager.
Review
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Orders
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Approve inventory available to fulfill the project
and Inventory Availability
Compare total orders and items against available inventory.
Approve Inventory for Fulfillment
Approve available inventory to ensure the project can be fulfilled.
Upload Data to Import Sales Orders
Create GF Sales Orders, Allocation, Shipment, and Sales Invoices
Only fully allocated orders can be picked/packed and shipped.
External System Configuration and Fulfillment Process
Configure Orders in the External System
Configure the orders using the external system.
Get Updated CSV with Configuration Numbers
Obtain the updated CSV
...
file containing configuration numbers.
Create
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Items in the
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Shipping System (ShipStation)
Input the necessary items into ShipStation.
Upload Orders to the Shipping System
Upload the orders into the shipping system for processing.
Assign Boxes and Carrier Services
Assign boxes based on
...
order configuration and select carrier services based on shipment details (domestic/international, weight
...
, configuration).
Print Labels and Ship Products
Follow the fulfillment plan by printing shipping labels by location and configuration
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, and ship them out of the warehouse.
Track Shipped Products
The system pulls inventory data as labels are created, updating the stock of shipped products
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Continue fulfillment plan till all orders have been shipped
...
.
Complete Fulfillment Plan
Continue shipping until all orders are fulfilled.