Opportunity
Quote
Products are linked to Kit Parent Items
Sync Quote to Opportunity
Click Create Sales Order & Project button from Opportunity to create
GoldFinch Sales Order
Product Linked to Kit Parents
Sales Prices
Sales Discount (Line Discount, and Invoice
Sales Tax - Canada
GoldFinch Project
Project Task
Sales Order
Explode of Kit Parents to get
Component Items & Labor
Allocations on Sales Order
Create Special Purchase Orders for the Labor
Purchase Price
Supply Plan
Review Item, SKU, Inventory Status
Inventory Management
Create Purchase Order
Purchase Prices (Vendor Contracts)
Approval
Item Costs
ETA
From Sales Order
Create Prepayment Invoices
Project from SO
Project Task must be prepayment
Create Pick/Pack/Ship
Create Final Invoice
Financial Management
Project
Cost and Revenue
Accounts Receivable
Accounts Payable
General Ledger Management
Financial Reporting
General
Content
Integrations