August 15, 2024 & August 20, 2024 (continued)

GoldFinch to guide Fencescape Team how to create projects

Create Project & Orders

• Create Project

  • Name Project

  • Project Topics to review in a later meeting

    • Accounting

    • Project Health

    • Project Budget Summary

    • Tasks

• Create Sales Orders

  • Parent Sales Order

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      • See here to create kits: Login - GoldFinch Cloud Solutions Knowledge Base

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    • Question: Do you set the price to $0 at this point?

    • We will review tax at a later meeting.

  • Customer #1 Sales Order

    • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

    • Add Order Note

  • Customer #2 Sales Order

    • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

    • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak Gate

    • Add Order note

• Parent Sales Order

  • Explode BOM

    • Refresh page if necessary

  • Edit

    • Update Labor Line = Special Order

  • Insert Requisition

    • Creates Purchase Order for Labor

      • Review Related List in Project:

        • Purchase Orders

Process Initial Customer Payments

• Customer #1 Sales Invoice - Initial Payment

  • Let’s review options for payments

  • Update Sales Invoice with First Payment

  • Post Sales Invoice

  • Send Documents

  • Create Customer Receipt

  • Post Customer Receipt

• Customer #2 Sales Invoice - Initial Payment

• Review Related List in Project

  • Invoices

Ship Parts & Supplies from Warehouse Phase 1

• Note: We will review warehouse inventory, etc in a future meeting

• Create Shipment

  • Note Allocated Quantities

    • For this example everything isn’t available

• Post Shipment

• Print Packing Slip

• Create Invoice

  • Let’s review the $0 invoice

• Post Invoice

• Review Related List in Project

  • Shipment

  • Invoices

Create Phase 2 Sales Order

• Add Parts & Supplies to Sales Order Lines

• Update Labor Line = Special Order

• Create Purchase Order

  • Same Process as above

Complete Project

• Update Project Status

• Update Completion Date