Company Setup

• See UAT

Warehouse Setup

DC/Warehouse Locations

• Get a list that includes details for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

• Parts Warehouse - Nick & Janet

• Serialized/Trailer Warehouse - Zak

Bins & Bin Types

• Get list of Bin Types https://help.goldfinchcloudsolutions.com/goldfinch/bin-type

• Get list of bins and attributes

  • Bin Attributes https://help.goldfinchcloudsolutions.com/goldfinch/bin

• Receive & Ship Bins

Retail Locations

• Get a list that includes details for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

• 4 Current Retail Stores

• 1 Opening in August

Bins & Bin Types

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

• Get list of Bin Types https://help.goldfinchcloudsolutions.com/goldfinch/bin-type

• Get list of bins and attributes

  • Bin Attributes https://help.goldfinchcloudsolutions.com/goldfinch/bin

• Receive & Ship Bins

• Service Staging Bins

  • Do not allocate

  • Manually move Service Work Items here.

Definitions

• Get a list that includes details for each location https://help.goldfinchcloudsolutions.com/goldfinch/warehouse

Accounts

• 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:

  • Buy From

  • Pay To

    • Default based on what?

Shipping Agents

Item Setup

Default Bin

UOM Setup

• Base UOM for all Items = Each

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.

New/Used/Consignment

• Need to answer these questions

• Do you need different items numbers/SKUs for New vs Used?

  • Or can you manage them based on value of the item instead?

• Can Consignments "live" in consignment warehouse setup?

Custom Item Fields/Attributes

• Add the following custom fields to the item object:

  • Status

    • STOCK

    • NONSTOCK

    • OBSOLETE

  • Last Date Received

    • Populate from Posted WH Receipt?

  • Last Date Sold

    • Populate from Posted Sales Order?

  • Reference Number / Old Item Number

Map from SF Product Table

• SKU-> the Item Number

• Product Name -> Description

Import Items

Items

• Need Full List of Items to be Imported

  • Inventory Items

  • Service Items

• Also Include custom fields as defined above

• Images in the Long Description Field

  • Must be less than 1MB

Item Formulas

• Need Full list of Dealer Option Packages - See Example:

Generic

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

  • Must be serialized

  • Cost = $0

• Import this list

Cross References

• Import List of Cross References

Purchase Prices

• Import list of purchase prices

Sales Prices

• Import list of sales prices