Last Updated Date 11/2/22
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
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.
Packing List and Delivery Label
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
Phase 1 “must have” Reports/Dashboards
After Phase 1
Scan Receive and scanning apps
Full-blown Warehouse Bin Management