Purchase Order Configuration
Add “Default Project Task”
Annual Sales Report
At the end of each year, review the last year’s Sales Orders.
As a rule of thumb, Fencescape orders about 50% of what was sold that year.
More complex Supply Planning will be discussed in Phase 2.
Import Sales Orders from from Quickbooks for 2023-2024
One Year before Go Live Date
Create Sales Order Report:
Item
Sum Quantity
Filter Last 12 months
Purchase Order Process
Create a Purchase Order for large quantities from a Vendor.
https://help.goldfinchcloudsolutions.com/goldfinch/create-a-purchase-order
Add Items & Quantity that Vendor Provides.
Items from Sales Report.
Quantity = 50% of Sales Report Quantity.
Create prepayment Purchase Invoice if needed.