Batch Sales Processing Routines
GoldFinch has batch routines available on several list views to help you process sales orders, shipments, and invoices more efficiently. Any views (with the exception of Recently Viewed) within the lists defined below will have these batch routines available. If buttons are not on the lists, ask your administrator to add them. We have outlined the suggested views to work with when processing these functions.
Sales Order List
Button Name | Button Description | Suggested Views to Work With |
---|---|---|
Mass Allocate | For all order that have been selected, GoldFinch will do the following: | Ready to Allocate This view is filtered on orders where the Document Status is Open or Back Order and the Allocation Status is not equal to Full. |
Mass Deallocate | Delete allocations for the selected orders | Open or Back Order These views are filtered on the Document Status |
Mass Print Confirmation | The Confirmation documents will print for all orders selected. | Open This view is filtered on the Document Status |
Mass Create Shipments | A shipment will be created for all orders selected. | Create Shipments with Partial Allocation This view is filtered on orders where the Document Status is Open or Back Order and the Allocation Status is Partial Create Shipments with Full Allocation This view is filtered on orders where the Document Status is Open or Back Order and the Allocation Status is Full |
Mass Close | All sales orders selected where the invoices have been posted for any posted shipments will be marked as Closed. You will want to Deallocate these orders before processing the Close function. | Open or Back Order These views are filtered on the Document Status |
Mass Delete | All sales orders selected will be deleted where a shipment has not been created or posted. | Open This view is filtered on the Document Status |
Whse. Shipment List
Button Name | Button Description | Suggested Views to Work With |
---|---|---|
Mass Print Packing Slips | The Packing Slip document will print for all shipment selected. | Posted This view is filtered on the Document Status |
Batch Post | A scheduler is created to post selected shipments one by one. | Open This view is filtered on the Document Status |
Mass Create Invoices | An invoice will be created for all orders selected. | Posted This view is filtered on the Document Status |
Mass Delete | All shipments selected will be deleted where an invoice has not been created or posted. | Open This view is filtered on the Document Status |
Sales Invoice List
Button Name | Button Description | Suggested View to Work With |
---|---|---|
Batch Post | A scheduler is created to post selected invoices one by one. | Open This view is filtered on the Document Status |
Batch Unpost | A scheduler is created to unpost selected invoices one by one. | Posted Invoices This view is filtered on the Document Status |
Mass Delete | All Invoices selected will be deleted where an invoice has not been posted. | Open This view is filtered on the Document Status |
For Instances that have Shopify Integration, there are two batch routines available.
Batch Download Shopify Orders
You can choose to batch download Shopify orders manually, or automatically.
To download manually:
Select Shopify Orders on the left menu.
Click on the Undownloaded tab.
Select the Shopify Orders to download.
Click the Download button to download.
To download automatically:
Turn on the Automatic Download function. GoldFinch will setup a scheduler to download Shopify orders once every hour.
Batch Create Sales Orders
Before using this function, you will want to create a tab for the Import Sales Orders object in your instance and add the Create Sales Order button to the list.
Button Name | Button Description | Suggested Views to Work With |
---|---|---|
Create Sales Orders | Select orders, then click on the button to batch create sales orders | Pending This view is filtered on orders where the Processed field is not checked. |