Projects
Include all fields from Opportunity
Project would stay open until fulfillment/delivery.
This would replace cases they currently created.
TBD - Chris will review week of 7/2 and get back to us with requirements.
Requirements may include:
Show Fulfillment Process/Stages
Allocation
Picks
Shipment
Shipped
Delivered
Sales Quotes
Use out of box GoldFinch Quote
Multiple Quotes
Primary Quotes
Trade Ins
Trade in with Used Intake Form
Should add trade-in items to the inventory.
Allocation
Allocate Inventory on the Quoting stageCustomer need financing.
Create Sales Order
Then allocate inventory for the order.
Customer will get finance approval & customer accepted it.
But if they don’t get financing, then order is cancelled and inventory is available again.
“Service” Sales Order – NOT SERVICE ORDER
Add the following custom fields
Service Item Number
Service Serial Number
“Service” Sales Line Type
Add the following custom fields
Actual Qty
Assigned To
Signing Documents
Use a digital signing tool.
Digitally signed documents should be accessible in Salesforce.
Adding Dealer Option Packages
Add a Finished Good Item see https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087728641/GoldFinch+Setup#Item-Formulas
Explode BOM so the Details of the Formula is displayed
Select “Service Needed”
Shipment & Delivery
No longer use Tag & Title Salesforce Cases for Serialized Items