Setup

• User Setup

  • https://help.goldfinchcloudsolutions.com/goldfinch/user-setup

Receiving

Goods Orders

Receiving in Desktop

• https://help.goldfinchcloudsolutions.com/goldfinch/create-a-warehouse-receipt

Scan Receipt - Mobile

• Select Goods Order (Purchase Order)

  • https://help.goldfinchcloudsolutions.com/goldfinch/scan-receive

• Scan Item

  • GTIN Number

    • https://help.goldfinchcloudsolutions.com/goldfinch/scan-receive#ScanReceive-ScanningGTINinsteadofItem#

  • Lot Number

  • Qty

• Post Receipt

Drop Shipped Orders

• Sales Order Lines = Drop Ship

  • Drop Ship - Create Receipt button to the Sales Order object

Troubleshooting

• Can’t over-receive

  • Review Tolerance

    • https://help.goldfinchcloudsolutions.com/goldfinch/over-receive-a-purchase-quantity

• Mobile Scanning - Items are not on PO

  • Receive Items not on the PO

Putaway

Desktop

• Create Putaway from Warehouse Receipt

  • https://help.goldfinchcloudsolutions.com/goldfinch/create-put-away

Scan Putaway - Mobile

• https://help.goldfinchcloudsolutions.com/goldfinch/scan-putaways

Sales Orders

Prepare for Fulfillment

• Allocate

• Causmic Customization:

  • Add Funding Source.

• Create Shipment

• Causmic Customizations:

  • Add Actual Shipment Date

• Unpost Warehouse Shipment

• Create Picks

Troubleshooting

Not Enough Inventory to Pick

• Click on the Item

• Review the Bin Contents

• If not enough inventory is in the warehouse

  • Will need to create a Goods Order (Purchase Order)

• If there is inventory, the items may be in a bin that isn’t available for picking

  • Move Inventory from Storage to Pick location- See https://mdnusa.atlassian.net/wiki/spaces/MDN/pages/edit-v2/3141140484#Moving-Inventory

Picking

• https://help.goldfinchcloudsolutions.com/goldfinch/scan-picks

Moving Inventory

• On Mobile Scan

  • Ad Hoc Move - Not preplanned

  • https://help.goldfinchcloudsolutions.com/goldfinch/scan-move

• Pre Defined Movements

  • Create Movements

    • https://help.goldfinchcloudsolutions.com/goldfinch/movement

    • Item

    • From Bin

    • To Bin

  • Confirm in Desktop

    • Printable View

  • Confirm on Mobile Scan

    • Select Movement

Bin Counting

• Create Cycle Count Journal

  • https://help.goldfinchcloudsolutions.com/goldfinch/inventory-cycle-counts

  • Calculate Counts

  • Print Cycle Count Sheet

  • Add Physical Count

• Blind Cycle Count - Coming soon