Setup

• User Setup

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

Receiving

Goods Orders

Mobile App

• Select PO

  • 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

Desktop

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

• Select Item

• Select Bin

• Post

Sales Orders

• Allocate

  • Causmic Customization: Add Funding Source.

• Create Shipment

  • Causmic Customizations: Add Actual Shipment Date

• Warehouse shipment can not be posted

Picking

• Creating Picks

• Mobile Picking

Moving Inventory

• On Mobile Scan

  • Ad Hoc Move

• Pre Defined Movements

  • Create Movements

    • Item

    • From Bin

    • To Bin

  • Confirm in Desktop

    • Printable View

  • Confirm on Mobile Scan

    • Select Movement

Bin Counting

• Create Cycle Count Journal

  • Calculate Counts

  • Print Cycle Count Sheet

  • Add Physical Count

• Blind Cycle Count - Coming soon