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How to Deduct Inventory
The process starts from the Salesforce Order object.
Tech Install - will use the GoldFinch FSL module to help manage inventory.
GoldFinch FSL Inventory-related features
Inventory movement/replenishment
Inventory product requests for purchase.
GF Inventory vs. FSL Inventory reconciliation.
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GoldFinch Sales Invoice Creation
Follow the Home Water Process to create Work Orders from Salesforce Orders.
On the Work Order, add consumption line items, and then complete the Work Order.
FSL integration will create and post GF Sales Invoice automatically.
How does FLS integration populate Warehouse on the Sales Invoice?
How does FLS integration populate GL Ledger on the Sales Invoice?
GL Ledger on the Sales Invoice must match with GL Ledger on the Warehouse, or you will not be allowed to post the Sales invoice.
When posting the GF Sales Invoices
Inventory will be deducted.
The Invoice Amount is 0 on these invoices.
Self Install
After the order is shipped, the Home Water routine will change the status of the Salesforce Order to Shipped.
On the Salesforce Order page, GoldFinch will add a button (and also an hourly scheduled routine), to create and post GoldFinch Sales Invoices automatically
To deduct inventory.
The Invoice Amount is 0 on these invoices.
Accounting Entries
DR COGS (APS)
CR Inventory (Company Setup)
Tech Install/Self Install - Upfront Payments
Home Water routine will create a Salesforce Invoice and use a credit card to charge the full amount to the customer.
On the Salesforce Invoice page, GoldFinch will add a button (and also an hourly scheduled routine) to create and post GoldFinch Sales Invoices:
DR Cash
CR Revenue
No future recurring invoices.