Quoting and Item Configurations

Line No.	Material	Width	Length	Content	Unit Price	Discount	Quantity	Line Amount
1
2

Field	Field Help
Material	about 3 values using picklist
Width	from 0.25 to 120 inches, incremented by 0.25
Length	from 0.25 o 20 inches, incremented by 0.25
Content	free form text
Unit Price	calculated automatically based on pre-defined logic No need to configure Salesforce Price Books
Discount	calculated automatically based on pre-defined logic

Upon Saving the Quote, if the Product does not exist, create a new Product using this format: ABC-01-1025-0925-001, where:
- ABC = 3 digit customer code
- 01 = Material Code
- 1025 = 10.25 inch for width
- 0925 = 9.25 inch for length
- 001 = sequential values assigned to each unique content description
When Opportunity is closed won, click a button to create Sales Order.
- Create new items if they don’t already exist.
- Establish item formulas and routings based on preset rules.

Create a custom Product Configurator page in GoldFinch with the following fields to create finished goods and sync to Salesforce Product
- Customer Code
- Material
- Width
- Length
- Content
Enter all raw material items in GoldFinch and will not sync back to Salesforce.
Preconfigured BOMs and Routings based on item segments.
Configure Sales Price
Configure Cross Reference table to map Customer Item No. with GoldFinch Item No.
All repeated orders will entered in GoldFinch Sales Order
- Allow to enter orders using either Customer Item No. or GoldFinch Item No.