VRP -Lead
VRP - Lead to Opportunity conversion
VRP - Opportunity Management
GF - Sales Forecast
GF - Supply Planning to create Purchase Orders to purchase raw materials.
GF - Item to Product
Which item - They should have a demo item already
BOM/Routings
Item Configurations
Purchasing Type must be Special Order
The replenishment System must be the Work Order
Report Output by Routing must be checked
Serial Tracking?
GF - Create Sales Order from Opportunity
One order could have multiple items.
GF - Scheduled in Production
Create Requisition
Create Work Orders
One Sales Line, one Work Orders
Need total Line Amount on Work Orders
GF - List view or a report to see Work Order value by Week
Update Starting Date or Ending Date
Update Sales Line, Shipment Date, and Sales Order Shipment Date?
GF - Create a Production Journal for each routing step.
Finished Work Order
Create Shipment from Sales Order
Print Packing List
Post Shipment
GF-Serial Number tracking
GF - GoldFinch will create Fixed Asset recording after a shipment is posted
VRP - can take over other management of Fixed Assets.
Create and Post Sales Invoice
General
Content
Integrations