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February 4th, 2025 Meeting Agenda

February 4th, 2025 Meeting Agenda

Owned by Sarah Al-Obaidi
Last updated: Feb 03, 2025
1 min read

  • Fence Project Walkthrough in GoldFinch

  • Convert Opportunity into GF Project & Sales Orders

  • Preview Parent Sales Order

    • Explode BOM

  • Preview Child Sales Orders

    • Work Orders

    • Invoicing

  • Preview Project Gross Margin

  • Discount Configuration Review

    • Pricing Setup Validation

  • Price and Cost Roll-Up Process

  • Retail Sales Process Review

  • Snow and Lawn Invoicing Procedure

 

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