End User Opportunity End-to-End Flow

General Design Principles

• Opportunity is required for every closed End User sale.

• Serial No. must be registered against opportunities.

• Warranty Registration must be registered against a Serial No.

Scenario 1 - Inside Sales Lead

• Inside Sales can work on the Lead, to Opportunity, and then to Quote.

• Inside Sales can decide to turn the Lead, or Opportunity, or Quote to a dealer to work on.

Scenario 2 - Dealer Cash Deal

• No need to quote

• Register Warranty directly on Serial No. to create an opportunity

Scenario 3 - Dealer Quote

• For walk-in customers

• Must create an opportunity first to create quotes

• Register Warranty after a quote is closed

Objects for PRM

• Lead

• Account/Contacts

• Opportunity/Lines

• Quote/Lines

• Serial No./Serial No. Ledger Entry

  • Dealer inventory using Serial No.

  • No part inventory

• Case (Serial No.) = Warranty Ticket

  • Warrant Ticket Line

  • Capture part usage

  • Approvers must have access to both CRM and GFERP licenses.

• Warranty (based on Opportunity)

• GoldFinch Sales Order/Lines

• GoldFinch Whse Shipments/Lines