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  • Fence Project Walkthrough in GoldFinch

    • Convert Opportunity into GF Project & Sales Orders

    • Preview Parent Sales Order

      • Explode BOM

    • Preview Child Sales Orders

      • Work Orders

      • Invoicing

    • Preview Project Gross Margin

  • Discount Configuration Review

    • Pricing Setup Validation

  • Price and Cost Roll-Up Process

  • Retail Sales Process Review

  • Snow and Lawn Invoicing Procedure

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