December 4, 2024

Introduce Jodi Rudolph

Payment Portal Integration: Gather requirements and define the scope for Nuvei payment portal integration

eSign Solution: Demonstration of the eSign solution

Sales Order Conversion

Sales Order Types: Review and refine the solution design (Retail vs. Installation)

Item Configurations:

• Demo: Configuring Item Formulas https://help.goldfinchcloudsolutions.com/goldfinch/creating-formula-versions-and-item-formulas

• Demo: Configuring Item Routings https://help.goldfinchcloudsolutions.com/goldfinch/creating-routing-instructions