Projects

• Include all fields from Opportunity

• Project would stay open until fulfillment/delivery.

  • This would replace cases they currently created.

• TBD - Chris will review week of 7/2 and get back to us with requirements.

Requirements may include:

• Show Fulfillment Process/Stages

  • Allocation

  • Picks

  • Shipment

  • Shipped

  • Delivered

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

Multiple Quotes

• Primary Quotes

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

Allocation

• Allocate Inventory on the Quoting stage

• Customer need financing.

• Create Sales Order

• Then allocate inventory for the order.

• Customer will get finance approval & customer accepted it.

• But if they don’t get financing, then order is cancelled and inventory is available again.

“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

Order Types

New Sales Order

• This is the OOB Sales Order

“Service” Sales Order – NOT SERVICE ORDER

• Add the following custom fields

  • Service Item Number

  • Service Serial Number

“Service” Sales Line Type

• Add the following custom fields

  • Actual Qty

  • Assigned To

“Parts” Sales Record Record (Possible requirement)

Signing Documents

• Use a digital signing tool.

• Digitally signed documents should be accessible in Salesforce.

Adding Dealer Option Packages

• Add a Finished Good Item see https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087728641/GoldFinch+Setup#Item-Formulas

• Explode BOM so the Details of the Formula is displayed

• Select “Service Needed”

Shipment & Delivery

• No longer use Tag & Title Salesforce Cases for Serialized Items

Sales Invoice

• Tax Liable always defaulted to “Yes”

• Unless the client is tax exempt