August 6, 2024

Review GoldFinch General Setup

• Company

• Warehouses & Locations

Review Account Setup

• Customers

• Vendors

Review Item Setup

• Inventory Items

• Service Items

• Cost

• Prices

• Categories

• Item Formulas 

• Taxes/Fees

• Cross References

Assign "Homework"

• Update

  • Company

  • Warehouses/Locations

    • Clone if more are needed

• Add a few of the following for Testing

  • Customer Accounts 

  • Vendor Accounts

  • Items 

• Make Notes if any Changes Are Required for any of the above