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Last Updated Date 11/2/22

High-Level Design

High Level Design

Main Warehouse

  • Vendors maintenance

    • Use Account object to manage all vendors with Record Type = Vendor

  • Warehouse

    • Each digial and non-digital pantry will have a warehous record.

  • Item creation

    • Lot tracking and expiration date tracking

    • Inventory management with both quantities and costing

  • Purchase Order Creation/Receiving/Put-aways

    • Drop-Ship a purchase order to a pantry

  • Donation Receiving

    • A Donation Purchase Order with 0 cost must be set up first either manually or by CSV upload.

  • Transfer Order Creation/Allocation/Picking/Shipments

    • Will be used or both digital and non-digital.

    • Month-end routine to zero out inventory in the non-digital warhouses

    • Month-end routine to cycle count inventory in the digital warehouses.

  • Inventory Adjustments with reason codes

  • Warehouse Activities

    • Movements

    • Breakbulk

  • Cycle Counts

Pantry Management 

  • Transfer Order Receiving 

  • Inventory Adjustments

  • Cycle Counts

  • Client Order Management

    • Receive orders from B2B Portal

    • Upon SF Orders creation/update, allocate inventory. 

    • Mass print or individual print Packing List and Delivery Label documents.

      • Allow for custom configurations of “to address” section on the Delivery Label.

      • Option to group delivery.

      • A report to support integration with a delivery platform.

    • Sync SF Orders with Status = “Picked up” or” Delivered” to GF Sales Invoices

      • Post manually to be posted to update allocation and deduct inventory

      • Automatically consume inventory FEFO by lots

Reports/Dashboards

  • Inventory Valuation

  • Inventory by Warehouse

Integration with B2B Portal

  • GoldFinch Item to Salesforce Product

    • When an inventory item is created or updated in GoldFinch, a corresponding Product will be automatically created or updated in Sales Cloud. GoldFinch Items and Sales Cloud products are linked.

  • Salesforce Orders to GoldFinch Sales Invoices

    • Order Allocations - When a Salesforce Order is created, updated, or deleted, Product Allocation for each Order Product is also created, updated, or deleted.

    • If an item is Lot Tracked, lot numbers are allocated using FEFO.

  • Maintain Qty. Available for B2B Portal on Bin Content object.

  • Copy Salesforce Orders to GoldFinch Invoices, after an Order is fulfilled, either manually, or by an automation routine.

After Phase 1

  • Scan Receive and scanning apps

  • Full-blown Warehouse Bin Management

Out of Scope

  • No labels