Go to “Total Sales, then GoldFinch Sales Orders….
Receive Items and order lists from clients
Review and create Client Items in Salesforce
Create Item Key of orders to sync SKUs
Confirm the SKU relationship is correct with the Warehouse Manager’s approval
Review Total Orders and Total Items against inventory availability.
Approve inventory available to fulfill the project
Configure Orders in the External System
Get updated CSV with configuration numbers
Create items in the shipping system (Ship Station)
Upload Orders to the shipping system
Assign boxes based on configuration
Assign Carrier service based on domestic/international, weight and configuration
The fulfillment plan is to print labels by location and configuration at a time and ship them out of the warehouse
The system pulls inventory of shipped products when labels are created
Continue fulfillment plan till all orders have been shipped
Import SO’s, Allocation, Shipment, Sales invoice