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Sales Order Allocations

  • A new object "GF Item Allocation Summary" is created to store summarized item allocation by warehouse by item and by unit of measure.

  • Trigger "GF_ItemAllocationTrigger" is added to detect Insert, Update, and Delete operations against the GFERP's Item Allocation object. The system will increase or decrease the quantity count in the summarized table base on the operation type/or the quantity change detected by the trigger.

  • A nightly job is scheduled to recalculate allocated quantity in the summarized table.

    • Night job will runs the bataches in following order.

  1. Empty the summarized table - GF_DeleteSummarizedItemAllocationBatch

  2. Prepare the item allocation table - GF_UpdateItemAllocationBatch

  3. Generated summarized item allocation records - GF_SummarizeItemAllocationBatch

Sales and AR Process

https://goldfinch-cloud-solutions.monday.com/docs/4593484332

Accounts

  • Sales can create “Prospect” account.

  • Need approval process to convert Prospect accounts to Customer accounts.

Warehouses

  • Simple configuration - for 3PL and vendor warehouses

    • One pick bin

  • Complex configuration - for warehouses owned

    • Allow pick and putaway

  • Clone to create new warehouses

Items

  • Master Data

    • Item No. structure

    • Item Unit of Measures

  • Cross-References

    • Required for EDI and Shopify integration

  • Item Formulas

    • How to setup?

  • Items

  • Naming of Bins

  • Ranking of Bins

Division Tracking

  • 3 divisions

  • Default from User Account

  • Can update from Item Journal Sales Order, Purchase Order, Sales Inovice, and Purchase Invoice

  • Division code is passed to Accounting Seed as Accounting Variable 1

  • Division related logo and addresses are printed on Sales Order Confirmation, Sales Invoice, and Purchase Order.

Integration with Shopify

  • Could be multiple - Self and clients’ 

  • For B2C orders

  • One Customer account per Shopify site

  • End customer addresses are stored on the transactions.

  • Item Cross References to map customer item numbers with Ad Magic Item No.

  • Configure Shopify webhooks push orders in GF.

  • Need to think about Update logic. Up to when can an order be updated?

  • Shopify Orders to GF Import Orders to GF Sales Order, GF WS, Zenkraft Shipment, GF Invoices

  • Custom code for Shopify

Integration with FBA

  • Transfer Order to transfer inventory to FBA

  • Use SOAP XML to download FBA orders to GF Import Shipments table, to GF Sales Invoices to post. 

  • Replenish FBA based on Reorder Point.

Sales Order

  • Most orders are through EDI

  • To process EDI orders, go to the Import Sales Orders tab.

  • Allocation

Whse. Shipment 

  • Whse. Shipments can be created for orders that have allocated quantities.

  • Integration with Zenkraft

Zenkraft Integration

  • How to download packages instructions from the website to GoldFinch for packing?

  • Compare live shipping rates vs. billed actual cost vs amount billed to customers

  • Salesforce weight is accurate, but without box weight

  • LTL, Small parcel and large parcels

  • Zenkraft use as a freight option

  • Admagic use Fedex Services for Zenkraft

  • They have around 150 small shipments

  • Do you required BoL in shipment?

  • For Transfer order cant be use as it is between warehouses you have to use the sales order to ship the goods

  • All the shipment needs to go through Zenfkraft to get pack

Sales Invoice 

Consignment orders

  • Ad Magic stock at supplier premises

  • Should be invoiced once they get sold

  • They can transfer that stock to other suppliers too

EDI Integration

  • Use TrueCommerce

  • Download 850 orders and import into GoldFinch.

  • Export 810 invoices then upload into True Commerce.

Purchase Order

  • One currency

  • Receive inventory to the Vendor Warehouse, then create a Transfer Order to transfer inventory US warehouses.

  • In the Transfer Order, you may use Shipment Method or Freight Status to describe how the inventory is being shipped and where the inventory is.

    • You can also have one or more In-Transit warehouses (must have a checkbox in Use as In-Transit)

Customer Portal

  • Not to save credit card information directly on the portal

  • Shari wants it for Phase 1?

  • Admagic right now takes the sales force object and put it on portal and only have the limited people excess

  • Admagic has  2 options Either they give the client goldfinch license or other option is to connect the goldfinch portal with cliental portal but this will take time.

Accounting Seeds

  • Integration of GF with accounting seeds.

  • AR/AP/GL required 

Royalties

  • Royalties is commission sales

  • Is a licensing agreement between suppliers and Admagic

  • Admagic need to work on Data table and wants to inform us what data needs to be Capture

Inventory End of Month

  • End of Month process

  • Run reports in GF

Work Order

  • No need to implement Work Order

Reports

  • Total Sales order

Business Entities

Account Ownership

Attached I have 3 different fulfillment POs. One is walmart, one is barnes and nobles and the other is an Amazon Order where the account is owned by our client. The other 2 the accounts are owned by us.

  • Warmart PO

  • Barnes and Nobles PO

  • Amazon POs

Ad Magic (ADM)

Subcontracting manufacturing that is 95% oversees and 5% domestic

For Ad Magic when a client pays we send a PO to a plant in China, information about job is provided and art work for the cards, game board, cases, etc are sent to the plant. I'll provide you a PO example of that a bit later today, I'm waiting for a sales team member to send me that. 

Blackbox - 

Warehousing services, fulfillment services, storage

For Blackbox it is the fulfillment POs - ???

Breaking Games (BG)

distribution (we own the inventory and sell it), representation (we do not own the inventory and sell on behalf of someone), and publishing (we create product using various IP, designers, and developers)

We get orders to send to big box retailers. The big box clients (walmart, target etc) work with breaking games but blackbox does the fulfillment of it.

Print & Play (P&P)

domestic manufacturing; This will be a part of a future phase

Owned Inventory

  1. Import

  • Direct Import: Sales channel (ex: Target & Walmart) directly imports product from overseas plant via FBA or FOB terms (pick up from plant or pick up from location outside of plant)

    • We own the inventory up until pickup and ownership transfers at time of pickup

  • Import: we ship to a international or domestic location where a sales channel then picks up or is shipped to

    • We own the inventory up until it ships from our location(s)

  1. Domestic

  • We import product to our domestic warehouse and fulfill domestic POs (from sales channels)

    • We own the inventory up until it ships from our location(s)

  • We create products domestically via sub-contracting

Consignment Inventory

  1. Import

  • Direct Import: Sales channel (ex: Target & Walmart) directly import products from overseas plant via FBA or FOB terms (pick up from the plant or pick up from location outside of plant)

  • Indirect Import: we ship to a international or domestic location where a sales channel then picks up or is shipped to

  1. Domestic

  • We import product to our main domestic warehouse and fulfill domestic POs (from sales channels)

  • We create products domestically via sub-contracting

  • No labels