Dealer Opportunity End-to-End Flow

GF - Item to Salesforce Product Integration

We have a checkbox named Non-Sellable on the item.

• If Non-Sellable is true, a new product will not be created in CRM Products.

• If Non-Sellable is false, a new product will be created ( Item No. = Product number, Item Description = Product Name) and the product will be linked to the item.

GoldFinch Items - Salesforce Products Integration

GF - Create Sales Order from Opportunity

• Item Configurations

  • Purchasing Type must be Special Order

  • The Replenishment System must be the Work Order

  • Report Output by Routing must be checked

Create GF Sales Order from SF Opportunity

GF - Scheduled in Production

• Create Requisition

• Create Work Orders

• One Sales Line, one Work Order

• Create Production Journal ( Inventory is available for component items Test-Bearing and Test Spindle)

• Finish Work Order

• Show Total Finished Cost mount on Work Orders

• Show Allocation on Sales Order and Create Shipment from Sales Order

• Print Packing List

• Post Shipment

• GF - GoldFinch will create a Fixed Asset recording after a shipment is posted

• Create and Post Sales Invoice