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: Uncheck the Do Not Allocate field on the orders. Update the Allocations for the sales lines. Delete allocations for Return Orders or Closes Orders if any exist.	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. Any errors will be written to the header of the shipments.	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.
Any errors will be written to the header of the invoices.

Open

This view is filtered on the Document Status

Batch Unpost

A scheduler is created to unpost selected invoices one by one.
Any errors will be written to the header of the invoices.

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.