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Lead
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Lead to Opportunity conversion
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Opportunity
Sales Forecast
Supply Planning to create Purchase Orders to purchase raw materials.
Item to Product
Which item - They should have a demo item already
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GF - Item to Salesforce Product Integration
We have a checkbox named Non-Sellable on the item.
If Non-Sellable is true, a new product will not be created in CRM Products.
If Non-Sellable is false, a new product will be created ( Item No. = Product number, Item Description = Product Name) and the product will be linked to the item.
GoldFinch Items - Salesforce Products Integration
GF - Create Sales Order from Opportunity
Item Configurations
Purchasing Type must be Special Order
The
replenishmentReplenishment System must be the Work Order
Report Output by Routing must be checked
Serial Tracking?
Create GF Sales Order from SF Opportunity
One order could have multiple items.
GF - Scheduled in Production
Create Requisition
Create Work Orders
One Sales Line, one Work
OrdersNeed total Line Amount on Work Orders
Update Starting Date or Ending Date
Update Sales Line, Shipment Date and Sales Create a Production Journal for each routing step.
Finished Work Order
( 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
Serial Number tracking
Create and Post Sales Invoice
List view or a report to see Work Order value by Week
Order
Shipment Date?GF - GoldFinch will create a Fixed Asset recording after a shipment is posted
VRP can take over other management of Fixed Assets....