Annual Sales Report
At the end of each year, review the last year’s Sales Orders As a rule of thumb, Fencescape orders about 50% of what was sold that year. More complex Supply Planning will be discussed in Phase 2.
Import Sales Orders from from Quickbooks for 2023-2024
One Year before Go Live Date
Create Sales Order Report:
Item
Sum Quantity
Filter Last 12 months
Purchase Order
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Purchase Order Configuration
Add “Default Project Task”
Purchase Order PDF
TBD
Purchase Invoice PDF
TBD
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Purchase Order Process
Create a Purchase Order for large quantities from a Vendor.
https://help.goldfinchcloudsolutions.com/goldfinch/create-a-purchase-order
Add Items & Quantity that Vendor Provides.
Items from Sales Report.
Quantity = 50% of Sales Report Quantity.
Create prepayment Purchase Invoice if needed.
Receiving Process
When vendor sends a shipment, create a receipt with the expected quantity.
https://help.goldfinchcloudsolutions.com/goldfinch/create-a-warehouse-receipt
Do not post the receipt until the items physically arrive at the warehouse.
When the items arrive:
Review the quantities
Update the Receipt as Necessary
See this page for instructions how to update a Warehouse Receipt:
After confirming the items that were received, Post the Warehouse Receipt.
Create as many receipts as necessary until everything for that Purchase Order is received.
Closing Purchase Order
A purchase order can stay open as long as necessary.
After all items are received, then close the purchase order.