Draft - Receiving & Putaway Process

Purchase Order PDF Configuration

• TBD - Just use BOL or Packing Slip?

Receipt Labels Configuration

• Prints Labels from GoldFinch.

Receipt Process

• Warehouse Staff reviews delivery.

  • Counts inventory writes down any discrepancies from the Bill of Lading/Packing Slip

• Office Administrator processes receipt

  • https://help.goldfinchcloudsolutions.com/goldfinch/create-a-warehouse-receipt

  • Reviews BOL/Packing Slip and notes from staff

  • Creates receipt in GoldFinch

  • Edit Warehouse Receipt based on notes from warehouse staff.

    • See this page for instructions how to update a Warehouse Receipt: https://help.goldfinchcloudsolutions.com/goldfinch/multiple-open-whse-receipts-for-one-purchase-order

  • Posts Receipt

  • GoldFinch system processes auto-putaway.

  • Do Not Close the Purchase Order

  • Create as many receipts as necessary until everything for that Purchase Order is received.

Purchase Invoice

• Office Administrator Create Purchase Invoice based on Warehouse Receipt.

Closing Purchase Order

• A purchase order can stay open as long as necessary.

• After all items are received, then close the purchase order.

  • https://help.goldfinchcloudsolutions.com/goldfinch/close-a-purchase-order