December 17, 2024 Notes

• Add a packing slip button on sales orders to consolidate components for easier packaging.

  • Picking lists will group identical components across multiple kits.

  • Create a report for grouped picking lists.

• Service items (e.g., install fees) to generate purchase orders when BOMs are exploded.

Action Items:

For GoldFinch Team:

• Address pricing import issues and ensure accounts are properly imported.

• Design and implement packing slip functionality.

• Create and validate a report for grouped picking lists.

For Fencescape Team:

• Begin kit creation and track progress using provided list views and reports.

• Prepare sample opportunities in the sandbox for testing.