RafterOne’s Roles
Sales force B2B commerce Salesforce B2B Commerce Cloud
B2B Portal
Customer maintenance
Product configurations to support the portal B2B portal, such as
Categories assignment
Languages
Images
UOM (is always EA from GFERP)
Only Edit products, not to create new products
Client Registration Process
Point system using Price Books
Assign to product and categories
Orders Management
...
Create/Cancel orders from the B2B portal
Status management????
...
Manually edit orders (add/delete/change)
...
Cancel ????
GoldFinch’s Roles
Vendors maintenance
Item configurations to support inventory and warehouse management
Inventory management
Send real time inventory to a custom inventory table in SF B2B
Upon SF Orders creation, allocate inventory in the custom table.
Sync SF Orders with Status = “Picked up” to Sales Invoices directly bypassing Sales Order and Whse. Shipment
When posting Sales Invoices, update inventory and allocation in the new custom table right away.
Consume inventory FEFO by lots???
Main Warehouse Management
Receiving
Put-away
Transfer Order/Shipments
Pantry Warehouse Management
Receiving
Bar Code Scanners
- Demand Planning
to ensure points are calculated.