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Overview
In Salesforce CRM
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, Sales
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Representatives will use Opportunities and
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customized Quotes for a more streamlined quoting process.
New Fields
Add these fields to the Product, Quote Line, and Item tables
Base Material (lookup field)
Do not use any Configurator fields on the item table
Bleed (lookup field)
Width (numeric field with 2 decimals)
Length (numeric field with 2 decimals)
On the Product table, add zzz to the front of all old custom fields
Fields for the Edit Quote Line Page
Line No. | Base Material | Width | Length | Bleed | Content Description | Unit Price |
|---|
Discount
Quantity | Line Amount | |||||||
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 |
Field
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Field Help
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Material
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about 3 values using picklist
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Width
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from 0.25 to 120 inches, incremented by 0.25
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Length
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from 0.25 o 20 inches, incremented by 0.25
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Content
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free form text
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Unit Price
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calculated automatically based on pre-defined logic
No need to configure Salesforce Price Books
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Discount
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calculated automatically based on pre-defined logic
Upon Saving the Quote, if the Product does not exist, create a new Product using this format: ABC-01-1025-0925-001, where:
ABC = 3 digit customer code
01 = Material Code
1025 = 10.25 inch for width
0925 = 9.25 inch for length
001 = sequential values assigned to each unique content description
When Opportunity is closed won, click a button to create Sales Order.
Create new items if they don’t already exist.
Establish item formulas and routings based on preset rules.
In GoldFinch:
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Create a custom Product Configurator page in GoldFinch with the following fields to create finished goods and sync to Salesforce Product
Customer Code
Material
Width
Length
Content
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Enter all raw material items in GoldFinch and will not sync back to Salesforce.
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Preconfigured BOMs and Routings based on item segments.
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Configure Sales Price
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Configure Cross Reference table to map Customer Item No. with GoldFinch Item No.
All repeated orders will entered in GoldFinch Sales Order
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Details and Usage Instructions
Base Material: Select from a picklist with 10–15 predefined options.
Convert lookup to picklist for a better user experience
Width: Enter values ranging from 0 to 120 inches, with 2 decimal places.
Length: Enter values ranging from 0 to 20 inches, with 2 decimal places.
Bleed: Select from a picklist with 3–4 options.
Convert lookup to picklist for better user experience
Content Description: Free text entry field.
Unit Price: Automatically calculated based on preset pricing rules.
Each Quote Line allows image upload.
Unit Price Calculation Logic
The Unit Price is calculated using this formula:
(Length (inches to 2 decimals) + Bleed (from bleed table)
X
(Width (inches to 2 decimals) + Bleed (from bleed table)
/
144 (this is to get ft2)
x
Base Material Price $ (from Base Material Pricing Table)
Length and Width values are in inches, with 2 decimal places.
Bleed value is from the Bleed Pricing Table.
Base Material Price is from the Material Pricing Table.
Bleed Pricing Table
This table can be modified in the future, including options for no bleed.
Option | Amount |
|---|---|
Bleed 1 | 0.2" |
(additional options as needed) |
Base Material Pricing Table
Name | Code | Amount ($/ft²) | Currency | Minimum In2 (Square Inches) |
|---|---|---|---|---|
Material A | 4 digit Code | $4.30 | CAD | 1 |
Material A | $3.30 | CAD | 11 | |
Material A | $2.30 | CAD | 51 |
Quote Discount
Discounts are applied based on a Discount Code associated with the Customer Account, affecting the entire quote.
Discount Code | Discount % |
|---|---|
Tier 1 | 20% |
Tier 2 | 25% |
Tier 3 | 30% |
Note: Salesforce Price Books are not required for the pricing and discount setup.
Automatic Product Creation
Upon saving a quote, if a product does not already exist, it will be automatically created. The product code follows this format:
Format: ABC123-RXYZ-10-09-001
ABC123: 6-digit Account Number (an error will display if the Customer Number is blank when saving a quote)
RXYZ: Base Material code
10: Nearest integer for Width in inches (e.g., 10.5 inches becomes 11)
09: Nearest integer for Length in inches (e.g., 9.45 inches becomes 09)
001: Sequential number for each quote line
Sales Order Creation for Approved Quotes
Each Opportunity may have multiple approved quotes.
Quotes do not sync with Opportunities, and the Opportunity Amount is hidden.
Add a button to generate a GoldFinch Sales Order.
New items are created if they do not already exist in GoldFinch, with pre-configured BOMs (Bill of Materials) and routing.
Base Material (new field)
Width (new field)
Length (new field)
Bleed (new field)
Content Description, to Description
Base Unit of Measure is EA
Raw Material Items
Enter all raw materials directly in GoldFinch; these do not sync back to Salesforce.
BOMs (Bill of Materials) and routings are predefined based on Material, with one Material potentially having multiple components.
GoldFinch Sales prices are configured per Item and Customer Account.
A Cross Reference Table is available to map the Customer Item Number with the GoldFinch Item Number.
Order Entry for Repeated Orders
All repeat orders are entered directly in GoldFinch Sales Order using either the Customer Item No. or the GoldFinch Item No.