LableX Quoting User Help
- Scott Zhuo
Setups
Global Picklist: Base Material
Used across multiple tables, including Product, Base Material Pricing, Base Material Setup, Quote Line, Item, and Item Configuration.
Do not use the GoldFinch Configurator1. Salespeople without a GoldFinch license cannot access this global picklist.
Material Build Pricing
Field | Field Help |
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|---|---|---|
Material Build |
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Minimum In2(Square Inches) |
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Currency |
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Amount ($/ft2) |
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Material Build Setup
Field Name | Field Help |
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|---|---|---|
Material Build |
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Cost/in2 |
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Weight (LB/in2) |
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Quote Discounts
Note: Salesforce Price Books are not required for the pricing and discount setup.
Customer Accounts Setup
Quote Discount: Assign when needed.
Account Currency: Used within Salesforce CRM and default to Opportuntity then to Quote.
Last Line No.:
Automatically updated to assign unique line numbers to each quote line.
This field is system-managed and should be hidden.
Currency Code: Required for GFERP. Populated automatically based on Account Currency. It should be hidden.
GL Ledger: Used within GFERP.
Steps to Create or Edit a Quote
Start from an Opportunity:
Click New Quote to create a new quote.
Click Quote Number to edit an existing quote.
Modify the Quote:
Click Edit to make changes to the quote.
Use Edit Quote Lines to add, delete, or modify quote lines.
Field Name | Field Help |
|---|---|
Line No. |
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Material Build | Required. |
Width | Required. Enter values ranging from 0 to 120 inches, with 2 decimal places. |
Length | Required. Enter values ranging from 0 to 20 inches, with 2 decimal places. |
Bleed | Select from a picklist with 3–4 options. |
Product | Populated automatically after the following fields are completed:
|
Content Description | Free text entry field |
Customer Item No. | Optional. If it is filled in, Cross Reference will be created when the Quote is converted to a Sales Order. |
Unit Price | The Unit Price is calculated using this formula: Step 1 - Total Square Inch
Step 2 - Use Total Square Feet as Qty Break to look up Material Build Pricing Step 3 - Calculate Unit Price
|
Quantity | Required. |
Discount % | Editable. |
Discounted Unit Price | Editable. Discounted Unit Price = Unit Price x (1 – Discount Pct). Transferred to the Sales Order as the final Unit Price. |
Discount | Editable. |
Line Amount | Not editable. Unit Price x Quantity |
Unit Weight | Not editable. Material Build Weight x Width x Length. When creating SO, and when creating Item and Item Unit of Measure, automatically populate the "Weight" field in the Item UOM table using Unit Weight |
Line Weight | Not editable. Unit Weight x Quantity |
Unit Cost | Not editable. Material Build Cost x Width x Length |
Line Cost | Not editable. Unit Cost x Quantity |
Unique Line No. is assigned automatically to ensure Product No. is unique for every quote line.
Error checking on the Width and Length fields.
Quote Line Details:
Click the Name on the Quote Line to upload an image.
These two out-of-the-box buttons on the Quote Line are disabled.
Automatic Product Creation
Upon saving a quote, if a product does not already exist, it will be automatically created. The product code follows this format:
Format: ABC123-RXYZ-10-09-001
ABC123: 6-digit Account Number (an error will display if the Customer Number is blank when saving a quote)
RXYZ: Material Build code
10: Nearest integer for Width in inches (e.g., 10.5 inches becomes 11)
09: Nearest integer for Length in inches (e.g., 9.45 inches becomes 09)
001: Sequential number for each quote line
Creating Sales Order
Each Opportunity may have multiple approved quotes.
Quotes do not sync with Opportunities, and the Opportunity Amount is hidden.
Change Status to Approved on the quote.
Click Create GF Sales Order to create a GoldFinch Sales Order.
Click the Sales Order to view the GoldFinch Sales Order details.
New Sales Order
Default Values
GL Ledger: Copied from the GL Ledger from the Customer Account.
Sales Lines:
Replenishment System: Set to "Work Order."
Purchase Type: Set to "Special Order"
New Items
New items are created if they do not already exist in GoldFinch, with pre-configured BOMs (Bill of Materials) and routing.
Base Material (new field)
Width (new field)
Length (new field)
Bleed (new field)
Content Description, to Description
Base Unit of Measure is EA
Default Values:
GL Ledger: Copied from the GL Ledger from the Customer Account.
Replenishment System: Set to "Work Order."
Purchase Type: Set to "Special Order"
AvaTax Tax Code: Use "PL018834."
New Sales Prices
Created automatically
Default Values
Starting Date: Quote date.
Ending Date: Starting Date + 10 years.
Currency Code: Copied from the Customer Account’s Currency Code.
Pricing Type: Set to "Specific Account."
Item: Select the newly created item.
Unit of Measure: Set to "EA."
Minimum Quantity: Set to "1."
Unit Price: Derived from the Discounted Unit Price on the Quote Line.
New Item Formulas
Use Item Configurations to create formulas for the newly created items.
Per = Width x Length of the Parent item.
Parent Item = New Item just created
Component = from Item Configuration
Unit of Measure = from Item Configuration
New Cross References
Created automatically if Customer Item No. is not blank.
Default Values
Account
Item
Cross Reference No.
Unit of Measure
Raw Material Items
Enter all raw materials directly in GoldFinch; these do not sync back to Salesforce.
BOMs (Bill of Materials) and routings are predefined based on Material, with one Material potentially having multiple components.
GoldFinch Sales prices are configured per Item and Customer Account.
A Cross Reference Table is available to map the Customer Item Number with the GoldFinch Item Number.
Order Entry for Repeated Orders
All repeat orders are entered directly in GoldFinch Sales Order using either the Customer Item No. or the GoldFinch Item No.