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Salesforce CRM Configuration

In Salesforce CRM, Sales Representatives will utilize Opportunities and Quotes. Customize the Edit Quote page to include the following fields for a streamlined quoting process:

Fields for Edit Quote Page:

Line No.

Material

Width

Length

Content

Unit Price

Discount

Quantity

Line Amount

1

2

Field Details and Help:

  • Material: Choose from a picklist with approximately three options.

  • Width: Range from 0.25 to 120 inches, with increments of 0.25 inches.

  • Length: Range from 0.25 to 20 inches, with increments of 0.25 inches.

  • Content: Free text input.

  • Unit Price: Automatically calculated based on predefined rules.

  • Discount: Automatically calculated based on predefined rules.

Note: Salesforce Price Books are not required for this setup.

Automatic Product Creation:

When saving a quote, if the product does not exist, automatically create a new product with the following format:

  • Format: ABC-01-1025-0925-001

    • ABC = 3-digit customer code

    • 01 = Material Code

    • 1025 = Width in inches (e.g., 10.25 inches becomes 1025)

    • 0925 = Length in inches (e.g., 9.25 inches becomes 0925)

    • 001 = Sequential value for each unique content description

Sales Order Creation upon Closed Opportunity:

Once an Opportunity is marked as Closed Won:

  • Click a button to generate a Sales Order.

  • Create new items if they do not already exist.

  • Establish item formulas and routings using preset rules.

GoldFinch Product Configurator Setup

In GoldFinch, configure a Custom Product Configurator page to create finished goods and sync with Salesforce. The following fields will be used:

Product Configurator Fields:

  • Customer Code

  • Material

  • Width

  • Length

  • Content

Process for Product Data:

  • Enter all raw material items directly in GoldFinch; these will not sync back to Salesforce.

  • Predefined BOMs (Bill of Materials) and Routings based on item segments are configured.

  • Set up the sales price.

  • Configure a Cross Reference Table to map the Customer Item Number with the GoldFinch Item Number.

Order Entry for Repeated Orders:

All repeated orders are entered directly in GoldFinch Sales Order. Orders can be entered using either the Customer Item Number or the GoldFinch Item Number for easy cross-referencing.

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