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Overview

In Salesforce CRM, Sales Representatives will utilize use Opportunities and customized Quotes. Customize the Edit Quote page to include the following fields for a streamlined quoting process:Fields for Edit Quote Page: 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 Details and

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Usage Instructions

  • Base Material: Choose Select from a picklist with approximately three 10–15 predefined options.

    • Convert lookup to picklist for a better user experience

  • Width: Range Enter values ranging from 0 .25 to 120 inches, with increments of 0.25 inches.2 decimal places.

  • Length: Range Enter values ranging from 0 .25 to 20 inches, with increments of 0.25 inches.Content: Free text input2 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 predefined rules.

  • Discount: Automatically calculated based on predefined rules.

  • preset pricing rules.

  • Each Quote Line allows image upload.

Unit Price Calculation Logic

The Unit Price is calculated using this formula:

  1. (Length (inches to 2 decimals) + Bleed (from bleed table) 

  2. X 

  3. (Width (inches to 2 decimals) + Bleed (from bleed table) 

  4. / 

  5. 144 (this is to get ft2) 

  6. x 

  7. 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

...

When Upon saving a quote, if the a product does not already exist, automatically create a new product with the following it will be automatically created. The product code follows this format:

Format:

...

ABC123-

...

RXYZ-

...

10-

...

09-001

  • ABC = 3-digit customer code

  • 01 = Material Code

    • 1025 =

    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.

    25

    5 inches becomes

    1025

    11)

  • 0925 =

    09: Nearest integer for Length in inches (e.g., 9.

    25

    45 inches becomes

    0925

    09)

  • 001

    =

    : Sequential

    value

    number for each

    unique content description

    quote line

Sales Order Creation

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Once an Opportunity is marked as Closed Won:

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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.

  • Create new New items are created if they do not already exist .

  • Establish item formulas and routings using preset rules.

GoldFinch Product Configurator Setup

In GoldFinch, configure a Custom Product Configurator page to create finished goods and sync with Salesforce. The following fields will be used:

Product Configurator Fields:

  • Customer Code

  • Material

  • Width

  • Length

  • Content

Process for Product Data:

  • Enter all raw material items 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 will do not sync back to Salesforce.

  • Predefined BOMs (Bill of Materials) and Routings based on item segments are configured.

  • Set up the sales price.

  • Configure a Cross Reference Table 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

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All repeated repeat orders are entered directly in GoldFinch Sales Order . Orders can be entered using either the Customer Item NumberNo. or the GoldFinch Item Number for easy cross-referencingNo.