February 11, 2025 Meeting Notes

Key Discussion Points:

1. Floor Plan Sales Order Checkbox

• The Floor Plan SO checkbox should be defaulted to checked for all trailer sales orders.

• If there is no floor plan purchase order, the system will perform a lookup but not find an invoice. This does not cause an issue.

• Need to remove the checkbox field from the UI and handle the logic automatically.

• Ensure only one serialized item is allowed per sales order.

2. Invoice PDF Updates

• PDF formatting adjustments:

  • Resize/move the logo and address for better alignment.

  • Ensure warehouse address is always displayed in the correct section.

• Sales order vs. invoice PDF distinction: Ensure the document header correctly reflects "Sales Order" or "Sales Invoice" based on context.

• Co-applicant name:

  • Pull first, middle, and last name from the project’s finance section when the co-applicant checkbox is checked.

  • Ensure it is displayed on the sales order and invoice PDFs.

  • The co-applicant signature line should always be present.

3. Sell-To, Bill-To, and Ship-To Clarifications

• Sell-To should always be the customer for DMV compliance, even when a lender is involved.

• Bill-To should be the lender in finance deals, but this does not need to be displayed on trailer sales order invoices.

• Ship-To should be the end customer's mailing address, pulled from the alternate ship-to table in Goldfinch.

4. Serial Number Table Updates

• The serial number table is in UAT, pending production deployment.

• Remove "Shipping Agent" field from trailer sales invoices and PDFs.

5. Down Payment and Invoice Totals

• Add “Amount Due” field to invoice PDFs.

• Prepayment (down payment) should be displayed at the bottom after tax.

• Subtotal → Tax → Total → Down Payment → Amount Due

6. Trade-In Handling

• A follow-up meeting is scheduled to finalize the trade-in process.

• Need to determine whether to use service items for trade-in allowance and payoff.

• Trade allowance should reduce the taxable amount, but exact tax implications need review.

7. Assigned Mechanic Field

• The "Assigned To" field should be available at the sales quote line, sales order line, and sales invoice line level.

• It should reference Goldfinch users, not Salesforce users.

• If a Goldfinch user lookup is not possible, a picklist of mechanics will be used instead.

8. Used Inventory Import Process

• Used inventory needs to be entered into Goldfinch.

• The approach:

  • Create purchase orders and purchase invoices with a backdated posting date (e.g., 12/31/24).

  • After entry, Goldfinch support will clear out purchase invoices to remove financial impact while keeping purchase orders closed.

Action Items: