01/07/2025 Meeting Summary

Go Live: February 1st

Want a report that shows the location
- Look at the Bin Contents table (list view)
- There is an Item Shelves table
- We should blank out Default Bin and hide the field (wait for their internal discussion)
Go over Go Live todos
- All development done in partial sandbox
- Moved to full sandbox for testing → then it is moved to PROD
Import POs from Netstock to create GoldFinch POs (Scott/Kory/Derek)
For Arrowquip items, only inventory will be in Netstock

Duplicate accounts solution
- Clean up duplicate suppliers/customers/dealers (Kory)
Fix Vendor Ledger entry to add supplier invoice no. column to AP aging report
- show them how to add and hide fields from the Edit page

GF Todo	Arrowquip Todo

GF Todo	Arrowquip Todo
On Item page, we should blank out Default Bin and hide the field (wait for their internal discussion and their confirmation) Follow up with Zon on two issues from Rick Populate UOM on SKU / accounting variable Follow up with Chris on Vendor payment issue (check print out)	Mitch: see if you can compile the open Purchase Orders Clean up duplicate suppliers/customers/dealers (Kory) Add reason codes for inventory adjustments
Waseem will import beginning inventory today Bin and SKU table	After Waseem imports, Tara will see Arrowquip inventory in Netstock tomorrow / test it
Import POs from Netstock to create GoldFinch POs (Scott/Kory/Derek) Wait for their csv	Import POs from Netstock to create GoldFinch POs (Scott/Kory/Derek) send csv to Scott
After Derek and Rick’s approval, Scott will import transaction files to Full UAT	Test and confirm data in PROD (Rick) Move modifications from full UAT to partial UAT (Derek) → let Scott know

Yakta/Arrowquip