Update Goldfinch Sales Order from Salesforce Quote

Lidd to provide BRD to GoldFinch outlining how requests from Field Service will be made.

As needed, the office administrator will:

• Update the sales order.

  • If any item on this update should not be included in the commissions calculation, the “Post Sales” checkbox should be checked.

  • See customization details here:

    • https://mdnusa.atlassian.net/wiki/spaces/FenceGate/pages/3321364494

• Create a new warehouse shipment.

• Invoice the customer.