Salesforce CRM Configuration
In Salesforce CRM, Sales Representatives will utilize Opportunities and Quotes. Customize the Edit Quote page to include the following fields for a streamlined quoting process:
Fields for Edit Quote Page:
Line No. | Material | Width | Length | Bleed | Content Description | Unit Price | Quantity | Line Amount |
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 |
Field Details and Help:
Material: Choose from a picklist with approximately 10 to 15 options.
Width: Range from 0 to 120 inches with 2 decimals.
Length: Range from 0 to 20 inches with 2 decimals.
Content Description: Free text input.
Unit Price: Automatically calculated based on predefined rules.
Allow to update images per Quote Line.
Unit Pricing Logics
(Length (inches to 2 decimals) + Bleed (from bleed table)
X
(Width (inches to 2 decimals) + Bleed (from bleed table)
/
144 (this is to get ft2)
x
Product Type Price $ (from Product Pricing Table)
Tables
Bleed Table - We might need to change in future, plus could be the option one day for no bleed, hence the table.
Option | Amount |
|
Bleed 1 | 0.2” |
|
Bleed 2 |
|
|
about 4 options |
|
|
Material Pricing Table
Material Description | Amount ($/ft2) |
|
Material A | $4.25 |
|
Material B | $6.30 |
|
Material C | $8.40 |
|
|
|
|
Notes:
Quote Discount: Automatically calculated based on predefined Discount Code set up on the Account.
Discount Code | Discount % |
|---|---|
Tier 1 | 20% |
Tier 2 | 25% |
Tier 3 | 30% |
rules on the entire quote.
Salesforce Price Books are not required for this setup.
Automatic Product Creation:
When saving a quote, if the product does not exist, automatically create a new product with the following format:
Format:
ABC123-XY-10-09-001ABC = 6-digit customer code
XY = Material Code
10 = Nearest integer for Width in inches (e.g., 10.25 inches becomes 10)
09 = Nearest integer for Length in inches (e.g., 9.25 inches becomes 09)
001 = Sequential value for each quote line
Sales Order Creation for Approved Quotes:
One Opporutnity can have multiple approved quotes.
Do not sync quotes to opportunities.
Hide Opportuntity Amount.
Click a button to generate a Sales Order.
Create new items if they do not already exist.
Establish item formulas and routing.
One opportunity can have multiple quotes
Raw Material Items:
Enter all raw material items directly in GoldFinch; these will not sync back to Salesforce.
Predefine BOMs (Bill of Materials) and Routings based on Material segment.
One Material can have multiple components.
Set up the sales price by Items and Customer Accounts.
Configure a Cross Reference Table to map the Customer Item Number with the GoldFinch Item No..
Order Entry for Repeated Orders:
All repeated orders are entered directly in GoldFinch Sales Order. Orders can be entered using either the Customer Item Number or the GoldFinch Item Number for easy cross-referencing.
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