Content Comparison

Clone an existing agency account to create a new agency account.

• Record Type must be SITE

• Review and update the following fields on the page.

  • Populate the Warehouse field after it is created.

• Add Alternate ShippingsShipping records

• Add Contacts.

  • Then update the Account Shipping Contact field ????Then update the shipping contact field on the Account and alternate shipping?on Alternate Shipping for emailing transfer orders.

• Statics Tracking

  • How many people are served

  • Updated daily from Pantry orders.Posted Sales Invoices

• Pounds Delivered

  • How many LBs are delivered

  • Updated daily from Pantry orders.Posted Sales Invoices

• Grant Tracking

  • Use Projects and Project objectTasks objects

  • Grant Used is updated by GoldFinch from

    • Purchase Transfer OrdersTransfer Orders???

    • Not from Purchase Orders