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Salesforce CRM Configuration

In Salesforce CRM, Sales Representatives will utilize Opportunities and Quotes. Customize the Edit Quote page to include the following fields for a streamlined quoting process:

Fields for Edit Quote Page:

Line No.

Material

Width

Length

Bleed

Content Description

Unit Price

Quantity

Line Amount

1

2

Field Details and Help:

  • Material: Choose from a picklist with approximately 10 to 15 options.

  • Width: Range from 0 to 120 inches with 2 decimals.

  • Length: Range from 0 to 20 inches with 2 decimals.

  • Content Description: Free text input.

  • Unit Price: Automatically calculated based on predefined rules.

Notes:

Quote Discount: Automatically calculated based on predefined rules on the entire quote.

Salesforce Price Books are not required for this setup.

Automatic Product Creation:

When saving a quote, if the product does not exist, automatically create a new product with the following format:

  • Format: ABC123-XY-10-09-001

    • ABC = 6-digit customer code

    • XY = Material Code

    • 10 = Nearest integer for Width in inches (e.g., 10.25 inches becomes 10)

    • 09 = Nearest integer for Length in inches (e.g., 9.25 inches becomes 09)

    • 001 = Sequential value for each quote line

Sales Order Creation for Approved Quotes:

Once a quote is approved:

  • Click a button to generate a Sales Order.

  • Create new items if they do not already exist.

  • Establish item formulas and routing.

  • One opportunity can have multiple quotes

Raw Material Items:

  • Enter all raw material items directly in GoldFinch; these will not sync back to Salesforce.

  • Predefine BOMs (Bill of Materials) and Routings based on Material segment.

  • Set up the sales price by Items and Customer Accounts.

  • Configure a Cross Reference Table to map the Customer Item Number with the GoldFinch Item No..

Order Entry for Repeated Orders:

All repeated orders are entered directly in GoldFinch Sales Order. Orders can be entered using either the Customer Item Number or the GoldFinch Item Number for easy cross-referencing.

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