Add a packing slip button on sales orders to consolidate components for easier packaging.
Picking lists will group identical components across multiple kits.
Create a report for grouped picking lists.
Service items (e.g., install fees) to generate purchase orders when BOMs are exploded.
Action Items:
For GoldFinch Team:
Address pricing import issues and ensure accounts are properly imported.
Design and implement packing slip functionality.
Create and validate a report for grouped picking lists.
For Fencescape Team:
Begin kit creation and track progress using provided list views and reports.
Prepare sample opportunities in the sandbox for testing.