Projects

• Include all fields from Opportunity

• Copy fields, page layouts, and components from the Opportunity page.

• Projects remain open until fulfillment or delivery is complete.

• Projects will replace the Salesforce Opportuntity/Cases currently being created for this purpose.

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Sales Quotes

• Use the out-of-box GoldFinch Sales Quote

• Need to change Bill-to for different financing company, so that AR is posted to the lender

• Allow Cash down payment

Multiple Quotes

• Primary Quotes

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

• Should reduce the AR.

• Trade in does reduce taxes.

• 10 trades a month.

• Create AP if the amount if negativefunctionality.

  • The Record Type is Trailer.

• Each Project will have:

  • One Quote, Order, Shipment, and Invoice.

  • One Item with a Quantity of 1.

Multiple Quotes

• Ensure only one quote is created per project.

• Archive the existing quote as needed before updating it.

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Allocation

• Allocate Inventory on the Quoting stage

“Special Order” Sales Quote Record Type

• For example: Special Order Door

  • Might get ordered 35 times a year

  • each order is a different dimension, description, etc.

  • No need to track the specifics, but they do want to track the fact that they got 35 Special Order Door orders this year.

“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

“Special Order” Sales Quote Record Type

“Parts” Sales Record Record Type (Possible requirement)

Signing Documents

• Use inventory on Sales Quotes.

• Financing Process:

  • Customers seeking financing will require approval.

  • Once financing is approved and accepted, allocation proceeds.

  • If financing is not approved, allocation is canceled, and the inventory becomes available again.

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Sales Order and Delivery

1. Convert the Sales Quote into a Sales Order.

2. GoldFinch copies allocation details from Sales Quote to the Sales Order.

3. Create Whse Shipment then Pick, Pack, and Ship.

4. Create the Sales Invoice.

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Pending Items

Trade-Ins

• Use the Used Intake Form for trade-ins.

• Trade-in items should be added directly to the inventory.

Signing Documents

• Implement a digital signing tool.

• Digitally Ensure all digitally signed documents should be are accessible in within Salesforce.

Kitting

• Kitting

  • Serialized inventory

  • nonserialized items

  • labor.

• Keep together as a new item in case of order cancellation.

Shipment & Delivery

• Process TBD

• No longer use Tag & Title Salesforce Cases for Serialized Items

Sales Invoice

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Tax Liable always defaulted to “Yes”

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Dealer Option Packages

• Add Finished Good Items.

• Refer to GoldFinch Setup Documentation.

• Explode the BOM (Bill of Materials) to display detailed formulas.

• Select "Service Needed" where applicable.

Show Fulfillment Process/Stages on Project

• Include stages for:

  • Allocation

  • Picks

  • Shipment

  • Shipped

  • Delivered

Shipment and Delivery

• Revise the process to remove dependency on Tag & Title Salesforce Cases for serialized items.