December 9, 2024 Notes

Key Discussion Points

1. Customer and Vendor Master Data

• Customer Setup:

  • Ensure fields like Tax Liable checkbox, Tax Area field, and payment terms are configured correctly.

  • Clarify who is responsible for creating new accounts.

• Vendor Setup:

  • Confirm if vendor data has been imported.

  • Plan to request missing data and align vendor fields.

2. Master Data Preparation for Production

• Finalize templates and cleanse data for production import.

• Address historical and open transactions, including AR/AP, sales, and purchase orders.

• Discuss QuickBooks data extraction challenges and ensure compatibility with Goldfinch templates.

3. Warehouses and Inventory Management

• Confirm setup of Primary and Overflow warehouses.

  • Understand specific use cases (e.g., storage, shipping, receiving).

  • Plan for beginning inventory input by warehouse and bin.

• Verify the minimal use of bins (e.g., three broad areas).

4. Sales and Pricing Configurations

• Pricing Setup:

  • Confirm retail pricing will come from Goldfinch and align contractor levels with sales price groups (e.g., 20%, 22%, 25% discounts).

• Retail Order Process:

  • Confirm if a streamlined customer setup process is needed for walk-in orders.

• Discuss how discounts will be applied and ensure the implementation remains simple initially.

5. Tax and Landed Costs

• Tax Configuration:

  • Confirm tax setup in Goldfinch (GST, PST, HST, QST).

  • Evaluate automation options for tax areas based on shipping addresses.

• Landed Costs:

  • Present pros and cons of accrual vs. actual methods.

  • Align on a single method to avoid implementation complexity.

6. Key Integrations

• Global Payments Integration:

  • Discuss demonstration schedule and readiness.

• Salesforce-Goldfinch Mapping:

  • Ensure fields like Tax Area and Payment Terms are properly mapped.

7. Open Topics for Clarification

• Address gaps in customer and vendor master data, including:

  • Missing Goldfinch-specific fields (e.g., payment terms, tax area).

  • Vendor data import status.

• Align on expectations for retail order pricing and contractor discounts.

• Confirm beginning inventory and master data requirements for production.

Next Steps

• Compile a detailed agenda for the Fencescape meeting.

• Confirm and communicate discussion points with Kevin, Renato, and other key stakeholders.

• Coordinate with Fencescape on outstanding master data inputs and testing requirements.

• Plan follow-ups for Global Payments demonstration and field mapping.