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Add “Default Project Task”
Annual Sales Report
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At the end of each year, review the last year’s Sales Orders.
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As a rule of thumb, Fencescape orders about 50% of what was sold that year.
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More complex Supply Planning will be discussed in Phase 2.
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Import Sales Orders from from Quickbooks for 2023-2024
One Year before Go Live Date
Create Sales Order Report:
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Item
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Sum Quantity
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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.
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