Projects

• Include all fields from Opportunity

Sales Quotes

• Use out of box GoldFinch Quote

• Need to change Bill-to for different financing company, so that AR is posted to the lender

• Allow Cash down payment

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

• Should reduce the AR.

• Trade in does reduce taxes.

• 10 trades a month.

• Create AP if the amount if negative.

Kitting

• Kitting

  • Serialized inventory

  • nonserialized items

  • labor.

• Keep together as a new item in case of order cancellation.

Allocation

• Allocate Inventory on the Quoting stage

Sales Orders

Shipment

Sales Invoice

• Tax Liable always defaulted to “Yes”

• Unless the client is tax exempt