Draft - General Setup
- Becky Christiansen (Unlicensed)
- Sarah Al-Obaidi
Warehouses
Main - 2550 Delzato
Auto Putaway
Bypass Picking for Shipment?
Enable Pick on Work Order?
Overflow - 4140 Ramsayville
Main WH Bins
Setup these bins and do picks?
Receive Staging Area
Outside
Shop
Mezzanine
Boxes and Cases for the Fitting Room are stored here.
Fitting Room Top Shelves
Fitting Room
Replenished from Mezzanine or Top Shelves in Fitting Room
Cutting Room
This will be configured as the Input and Output bins
Ship Staging Area
Shipping Agents
"Truck"
Items
Goldfinch to Import Items & Properties
Item Name
Item Type
Inventory
Service
Safety Stock
Replenishment Method
Purchasing Type
Costing Method
Standard Base Cost
Inventory Items
Sync GF to SF
Standard Base Price
Pull price from Opportunities to GF Sales Order
No need to sync sales pricebook to GF
Add these fields to the Item Details page:
Non-Commissionable Flag
Hide these sections on the Item Details page:
Catch Weight
Item Default Bin
TBD
Item Units of Measure
Wood
Foot
Screws, Brackets, Fittings, etc
Each
Chain Link
TBD
Gravel/Sand
TBD
Bills of Material / Formulas
Kits for Sale Orders
Cut Wood
Base Cost for the cut wood includes Item & Labor
Accounts
Vendors
Approximately 60-70
Include Currency Code
Options to enter into GoldFinch system
GoldFinch to Import
Fencescape to Enter
Explore customization options for setting up 3 customer types on Accounts: retail, residential (installation), and contractor.
Purchase Prices
Service Items
3rd Party Vendors for Labor
Inventory Items
Inventory Items Prices will be managed in GoldFinch
Sales Prices
Items for Child Sales Orders
Will be configured by Lidd
Sales Item Prices will be managed in Salesforce Pricebook
Pull price from quote on opportunity.
Price Sync Flag on Sales Cloud Integration Settings
Other inventory items
Other
Send Documents
Projects
Chatter - Messages to Customers
Purchase Order PDF
For Supply/Parts Vendors
email tbd
For Fence Installers
email tbd
Sales Invoice PDF