Company Setup

Warehouse Setup

DC/Warehouse Locations

Definitions

• Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

Bins

• Staging Areas

• Bins

Retail Locations

• Each bin will reflect the current order stage until delivery.

Definitions

• Get values for each of these fields for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

GL Accounts

Accounts

General

• Add Button on Account Details Page = Create Service Work Item

Customers

• Create a customer record type with these fields:

  • TBD

Vendors

• Create a vendor record type with these fields:

  • TBD

Payment Terms

Shipping Agents

Item Setup

Default Bin

UOM Setup

Serialized

• Setup Items that are serialized

  • Import List of Items where Serialized = True

Categories

• Setup Categories so they can be used on Sales Discounts

  • Parent

    • Example: Locks

  • Item

    • Examples: MasterLock, Trimax

UPC Barcode

• May want to set this up.

Custom Fields/Attributes

TBD

Import Items

Items

• See this list with a subset of items that were imported into UAT

• Get full list

Generic

• Get a list of “Generic” items that can be used on a Service Order for items that AATC doesn’t sell.

• Import this list