Content Comparison

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• Create Project

  • Name Project

  • Project Topics to review in a later meeting

    • Accounting

    • Project Health

    • Project Budget Summary

    • Tasks

• Create Sales Orders

  • Parent Sales Order

    • INSTRGFKITGTGP77

      • See here to create kits: https://help.goldfinchcloudsolutions.com/goldfinch/creating-formula-versions-and-item-formulas

    • INSTRGFKITGTNYPAN7FT

    • Question: Do you set the price to $0 at this point?

    • We will review tax at a later meeting.

  • Customer #1 Sales Order

    • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

    • Add Order Note

  • Customer #2 Sales Order

    • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

    • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak Gate

    • Add Order note

• Parent Sales Order

  • Explode BOM

    • Refresh page if necessary

  • Edit

    • Update Labor Line = Special Order

  • Insert Requisition

    • Creates Purchase Order for Labor

      • Review Related List in Project:

        • Purchase Orders

Process Initial Customer Payments

• Customer #1 Sales Invoice - Initial Payment

  • Let’s review options for payments

  • Update Sales Invoice with First Payment

  • Post Sales Invoice

  • Send Documents

  • Create Customer Receipt

  • Post Customer Receipt

• Customer #2 Sales Invoice - Initial Payment

• Review Related List in Project

  • Invoices

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