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

Customers

Vendors

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

Specific Items

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

• Import this list