GoldFinch Phase 1 Scope

High-Level Design

High Level Design

Objectives

• Standardize

• Streamline

• Automate

• Document

Master Data

• Vendors maintenance

  • Use Account object to manage all vendors with Record Type = Vendor

• Agencies

  • Use Account object to manage all agencies with Record Type = Site

  • Agency profile page (customization)

    • Met Council Account Layout & Data.xlsx

    • Account Page Mockup.pptx

• Warehouse

  • Each digital and non-digital pantry will have a warehouse record.

  • For phase 1 Bin Management - < 10 bins configuration

    • No scanning for phase 1

• Item creation

  • Out of box Item No. creation.

    • Allow renaming Item No. after transactions are created.

  • Item by Multiple UOMs

  • Lot tracking and expiration date tracking.

  • Bundle Items creation.

  • Display Kosher certificates and other characteristics

  • Inventory management with both quantities and costing

  • Expired and unusable inventory tracking.

Purchase Order Creation/Receiving

• Email POs to vendors.

• Import Purchase Orders

• Manage available funding by sources and agencies on the PO.

• Drop-Ship a purchase order to a pantry.

• Donation Receiving

  • A Donation Purchase Order with 0 costs must be set up first either manually or by CSV upload.

Agency Order Creation/Allocation/Shipments

• User Transfer Order

  • Alternate Shipping

  • Alternate Delivery Contact

• Custom screen (Ben’s screen) for Agency Order creation (customization)

  • Allocate inventory with Qty. on Hand and Qty. on PO

  • Create or update Transfer Order

  • Add fresh products to an existing order

  • Email agency orders

• Will be used or both digital and non-digital.

  • Month-end routine to zero out inventory in the non-digital warehouses

  • Month-end routine to cycle count inventory in the digital warehouses.

• Inventory Adjustments with reason codes

• Warehouse Activities

  • Movements

  • Breakbulk

• Cycle Counts

• Calendar for both outbound and inbound shipments (Salesforece calendar)

Pantry Management 

• Transfer Order Receiving 

• Inventory Adjustments/ Put-aways to the Sales UOM.

• Cycle Counts

• Client Order Management

  • Receive orders from B2B Portal

  • Manage orders by different status

  • Allocation of inventory

  • Support manual insert/update orders.

    • RafterOne provides routines to update “points calculation”???

  • Mass print or individual print Packing List

    • Allow for custom configurations of the “to address” section on the Delivery Label.

    • Option to group delivery.

Reports/Dashboards

• Inventory Valuation

• Purchase order report

• Agency Transfer Orders

• Inventory by Warehouse

• Client Orders

• …………

Security

Pantry Managers should only see their own pantry’s transactions:

• Warehouse

• Pantry Orders

• Transfer Orders

• Pantry Inventory

  • Bin Content

  • Item Ledger Entry

  • Warehouse Entry

Data Conversion

• Items

• Item Formula

• Vendors

• Sites

• Open Purchase Orders

• Open Inventory

• Closed Purchase Orders (from 1/1/22)

• Closed Agency Orders (from 1/1/22)

• Client Orders (from 1/1/22)????? vs. Pounds and People served by month by agency???

Integration with B2B Portal

• GoldFinch Item to Salesforce Product

  • When an inventory item is created or updated in GoldFinch, a corresponding Product will be automatically created or updated in Sales Cloud. GoldFinch Items and Sales Cloud products are linked.

• Salesforce Orders to GoldFinch Sales Invoices

  • Order Allocations - When a Salesforce Order is created, updated, or deleted, Product Allocation for each Order Product is also created, updated, or deleted.

  • If an item is Lot Tracked, lot numbers are allocated using FEFO.

• Maintain Qty. Available for B2B Portal on Bin Content object.

• Copy Salesforce Orders to GoldFinch Invoices, after an Order is fulfilled, either manually, or by an automation routine.

Go Live Date

2/1/23

Phase 2

• Barcoding

• Scan Receive and scanning apps

• Advanced Warehouse Bin Management

Out of Scope