Opportunity
Quote
Products are linked to Kit Parent Items
Sync Quote to Opportunity
Click the Create Sales Order & Project button from Opportunity to create
GoldFinch Sales Order
Overview Sales Order header and line fields.
Product Linked to Kit Parents
Project, Project Tasks linked to the Project
Sales Prices Setup
Sales Discount (Line Discount, and Invoice Discount)
Sales Tax - Canada
GoldFinch Project
Overview Project fields
Project Tasks
Billing Task Budget Revenue
Prepayment Billing Tasks
Sales Order
Explode Kit Parents to get
Component Items & Labor
Allocations on Sales Order
Allocation Status
Partial allocation (green, yellow, red)
Create Special Purchase Orders for the Labor
Purchase Prices Setup
Supply Plan
Overview Item, SKU, Inventory Status
Inventory Management
Run Supply Plan to fulfill partially allocated SO
Create Special Purchase Orders for inventory items
Create Purchase Order
Approval
Send Emails
Item Costs
ETA
From Sales Order
Create Prepayment Invoices
Create Shipment
Create Pick
Print Packing List
Posting Shipment
Create Final Invoice
Financial Management
Project
Cost and Revenue
Accounts Receivable
Accounts Payable
General Ledger Management
Financial Reporting
General
Content
Integrations