KickStarter aka Clients Order (B2C) Sales Orders

Total Sales and GoldFinch Sales Orders Process

1. Receive Client Orders and Item Lists

   • Gather order information and item lists from clients.

2. Review and Create Client Items in Salesforce

   • Review the client’s items and create corresponding records in Salesforce.

3. Create Item Keys for SKU Synchronization

   • Establish item keys for orders to sync SKUs accurately.

4. Confirm SKU Relationships

   • Verify that the SKU relationships are correct with the approval of the Warehouse Manager.

5. Review Orders and Inventory Availability

   • Compare total orders and items against available inventory.

6. Approve Inventory for Fulfillment

   • Approve available inventory to ensure the project can be fulfilled.

7. Upload Data to Import Sales Orders

   • Create GF Sales Orders, Allocation, Shipment, and Sales Invoices

   • Only fully allocated orders can be picked/packed and shipped.

External System Configuration and Fulfillment Process

1. Configure Orders in the External System

   • Configure the orders using the external system.

2. Get Updated CSV with Configuration Numbers

   • Obtain the updated CSV file containing configuration numbers.

3. Create Items in the Shipping System (ShipStation)

   • Input the necessary items into ShipStation.

4. Upload Orders to the Shipping System

   • Upload the orders into the shipping system for processing.

5. Assign Boxes and Carrier Services

   • Assign boxes based on order configuration and select carrier services based on shipment details (domestic/international, weight, configuration).

6. Print Labels and Ship Products

   • Follow the fulfillment plan by printing shipping labels by location and configuration, and ship them out of the warehouse.

7. Track Shipped Products

   • The system pulls inventory data as labels are created, updating the stock of shipped products.

8. Complete Fulfillment Plan

   • Continue shipping until all orders are fulfilled.