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System Overview and Feature List

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Automating your business. Empowering your team.

Discover GoldFinch—an all-encompassing ERP solution natively built within the Salesforce ecosystem, managing your Distribution, Manufacturing, Accounting and Project Management needs.


We are the most cost-effective and flexible ERP and Accounting solution built on the Salesforce platform.

Key benefits include:

  • PRODUCT: Comprehensive end-to-end product features, including both ERP and Accounting

  • PRICING: License price includes all features – not modular-based

  • PEOPLE: Seasoned implementers with 10+ years of industry knowledge

  • PROCESS: Proven, flexible, and customizable implementation methodologies.

  • SUPPORT: Assigned implementation and support team is with you for the duration of your engagement


Sales Management

Sales Prices and Discounts Setup

  • Set up Sales Prices by Pricing Group, Customer, Item, Unit of Measure, Effective Dates Quantity, and Currency.

  • Set up Sales Discounts by Customer, Item, Unit of Measure, Item Category, and Effective Dates.

Sales Order

  • CRM integration to create Sales Orders from Opportunities or Salesforce Quotes.

  • EDI Integration to create Sales Orders from EDI 850 automatically.

  • E-commerce integration to create Sales Orders automatically from websites.

  • Full allocation feature to reserve inventory based on Shipment Date, Customer Priority, or FIFO.

  • Ability to archive multiple versions of Sales Order for comparison.

  • Electronic Document Management to email Sales Orders PDF to pre-defined Customer Contacts with pre-defined Email Subject and Email Body.

  • Put Sales Orders on Hold due to Credit Limit or overdue AR Balance.

  • Display Open Accounts Receivables on Sales Orders.

  • Create Prepayment Invoices and get paid before Warehouse Shipment.

  • Close Sales Orders to remove the demand but keep the original Sales Orders for reporting.

  • Fulfill Sales Orders by Inventory, Special or Drop-Ship Purchase Orders, or Special Work Orders.

  • Process Weekly Standing Order Templates to create Sales Orders.

  • Auto-create Customer Ordering Pattern records to detect trends and exceptions.

Sales Tax

  • Assign a separate Sales Tax Account by Tax Jurisdiction.

  • Set up Tax Details by Tax Jurisdiction. The same Tax Jurisdiction can be reused in different Tax Areas.

  • Tracks individual Tax Rates and Tax Amounts by Tax Jurisdiction on Sales Lines and Sales Invoice Lines.

  • Post Sales Tax GL Entries by Tax Jurisdictions.

  • Print Sales Tax by Tax Jurisdictions on the Sales Order PDF and Sales Invoice PDF.

Whse Shipment

  • One Sales Order can have multiple fulfillment Whse Shipments.

  • Integration with EDI 940 and EDI 945 to auto process Whse Shipments.

  • Create Pallets and Print Pallet Packing Lists and Pallet Labels.

  • Create combined Whse Shipment from multiple Sales Orders.

  • Print Shipment Packing List.

  • Create BOLs and Print BOL, Certificate of Origin, and Commercial Invoice.

Sales Invoices

  • Create Sales Invoices from Sales Orders or Whse Shipments.

  • Create a combined Sales Invoice from multiple Whse Shipments.

  • Electronic Document Management to email Sales Invoice PDF to pre-defined Customer Contacts with pre-defined Email Subject and Email Body.

  • Integration with EDI 810.

  • Record straight Sales Invoices either with a Service Item or with a GL Account.

  • Process Sales Returns and create Credit Memos.

  • Promotion and Deduction Management.

Purchase Management

Purchase Prices Setup

  • Set up Purchase Prices by Vendor, Item, Unit of Measure, Effective Dates Quantity, and Currency.

Purchase Tax

  • Similar to Sales Tax.

Purchase Order

  • Create Purchase Orders from MRP or Supply Plan.

  • Create Special Purchase Orders or Drop-Ship Purchase Orders directly from Sales Orders.

  • Use Vendor Item No. to create and print Purchase Orders.

  • Electronic Document Management to email Purchase Orders PDF to pre-defined Vendor Contacts with pre-defined Email Subject, and Email Body.

  • Create Vendor Prepayment Invoices and pay Vendors before deliveries according to the Vendor Payment Terms.

  • Close Purchase Orders to remove the supply but keep the original Purchase Orders for reporting.

  • Create Purchase Orders in Foreign Currency.

Whse Receipts

  • One Purchase Order can have multiple Whse Receipts.

  • Receive in Lot Numbers and/or Serial No.

  • Mobile App to scan to receive.

  • Ability to over-receive up to a certain Tolerance %.

  • Receive in Pallets and Put-away in Pallets.

Purchase Invoices

  • Create Purchase Invoices from Purchase Orders or Whse Receipts.

  • Create a combined Purchase Invoice from multiple Whse Receipts.

  • Assign inbound Landed Costs to inventory using Actual or Accrual methods.

  • Assign outbound Freight to Sales Invoices for more accurate COGS reporting.

  • Process Purchase Returns and create Credit Memos.

  • Record straight Purchase Invoices either with a Service Item or with a GL Account.

Inventory Management

Inventory Setup

  • Items can be set up as regular inventory items or service items.

  • One item can have multiple Units of Measure with conversions.

  • Items can be set up to track Lot Numbers, Serial Numbers, and as a Catch Weight item for all inbound and outbound transactions.

  • Ability to Trace Lot Number/Serial Number from Origin to Usage or from Usage to Origin for recall purposes.

  • FIFO, Standard, and Specific Costing Methods.

  • Item Low-Level Code, for bottom-up Roll-up Cost calculations, or top-down Supply Plan calculations.

  • Items can have multiple versions of BOMs or Routings.

  • Production Configuration feature to create items based on pre-configured Options with dependency.

  • Track inventory by Item, Units of Measure, Warehouse, Bin, Lot, and Serial Numbers.

Item Journals

  • Inventory Adjustment Journal to increase or decrease inventory.

  • Inventory Transfer Journal to transfer inventory between Warehouses or Bins.

  • Production Journal to report output and consumption.

  • Inventory Cycle Count Journal is used to count inventory and post discrepancies.

  • The Revaluation Journal is used to adjust inventory costing.

  • Kitting (bundling) of more than one item together. Reverse Kitting is also supported.

Quality Control

  • Set up QC Questions and Technical Sheet.

  • Assign items with a pre-defined Technical Sheet.

  • Create QC Tests when receiving or when reporting outputs.

  • Print Certificate of Analysis.

Warehouse Management


  • Warehouse Management can be set up to have one bin or multiple bins with directed picks and put-aways.

  • Extensive reports and inquiry screens to understand an item’s inventory position and costing.

Whse Activities

  • Create Picks from Whse Shipments using Bin Ranking, FIFO, or FEFO of lots.

  • Wave Picks can be created for multiple Sales Orders to improve efficiencies.

  • Create Put-aways from Whse Receipts.

  • Create Movements to replenish inventory from Storage Bins to Picking Bins.

  • Create Breakbulk activities to convert inventory from one Unit of Measure to another.

  • Use Cross Dock Bin for faster fulfillment between Sales Orders and Special Purchase Orders.

Transfer Order

  • Use Transfer Orders to manage inventory transfers between Warehouses using Whse Shipment and Receive operations with proper. documents.

  • In-Transit Warehouse tracks inventory on the road.

  • Ability to allocate inventory on Transfer Orders.

Mobile Scanning Applications

  • Scan Receive

  • Scan Ship

  • Scan Bin Count

  • Scan Shop Floor

  • Scan Bin Content

  • Scan Move

  • Scan Pick

  • Scan Put-away

  • Scan Drop Off/Pick Up

Manufacturing Management

Discrete Manufacturing

  • Multiple Versions of BOMs.

  • Multiple Versions of Item Routines.

  • Phantom BOM

  • Work Center Capacity Planning

  • Mobile device to scan to register work, report output, and any scrap quantity.

Batch Manufacturing

  • Multiple Versions of Item Formula with Percentage as Formula Management

  • Multiple Units of Measure to track inventory of ingredients

  • Tolerance % to report Output and Consumption

  • Routines to replenish ingredient inventory for multiple Work Orders to the Batch Input Bin.

Work Order

  • Create Work Orders automatically from Supply Plan, or from Sales Orders, or manually.

  • Print Work Order report with detailed Routing instructions.

  • Automatically group BOMs/Ingredients by Routing Steps.

  • Scrap reporting.

  • Create a Pick Ticket to move inventory from the Warehouse to the shop floor.

  • Clone Work Order with current Work Lines, or refresh to retrieve the latest BOMs and Routings.

  • Report Output and Consumption per Work Order or per Routing Step.

  • Report Output and Consumption by Lot No. or Serial No.

  • Ability to generate outside service Purchase Orders for a Work Order.

Advanced Outside Service

  • Create outside service Purchase Orders directly without a Work Order.

  • Deduct components, then add finished goods inventory when posting Whse. Receipt.

  • Ability to consume components from the Vendor’s Warehouse or from the Company’s Warehouse.

  • Finished Goods cost is updated automatically by the costs of the components and the cost of the outside service Purchase Invoice.

Financial Accounting


  • Eliminates the integration module between Accounting and ERP.

  • Multi-Ledger.

  • Multi-Currency.

  • Real-Time Financial Reporting without having to close a month.

GL Ledger

  • Chart of Accounts with multiple Accounting Variable dimensions.

  • GL Accounts with configurable groupings.

  • Separate GL Entries will be posted if you have different Line Descriptions when posting Sales Invoices and Purchase Invoices.

  • Real-time roll-up summary of Total Amount, Debit, and Credit balances for every GL Account.

  • Automatic Recurring Transactions (General Journal, Purchase Invoice, Sales Invoice).

  • Maintain GL Balances in Base GL Currency and Foreign Currency.

  • Bank Reconciliation and Bank Connect.


  • One-click to import GL Budget.

  • Budget by GL Account and Accounting Variable dimensions.

  • An unlimited number of GL Budget ledgers.

  • Configurable Financial Reports to compare GL Budget to Actuals, or GL Budget to GL Budget.

Accounts Receivable and Payable

  • Run “As Of” any Historical Date report for AR Aging and AP Aging reports.

  • Apply payments to both invoices and credit memos.

  • Apply credit memos to invoices at different exchange rates.

  • Tools for printing checks and managing check-related activities.

  • Calculate Exchange Rate Gain/Loss when applying payments to invoices.

Financial Reporting

  • Full set of financial reports, including Trial Balance, Profit and Loss, and Balance Sheet Statements with unlimited drill-down capability.

  • Detailed analysis of variances between actual, budgets, and other financial periods, with the ability to drill down into the underlying data.

  • Customizable Financial Statements.

  • Export reports and dashboards to various formats, including PDF, Excel, and CSV.

Project Management

Project Inventory Management

  • Create Sales Forecasts based on opportunities that have passed a certain Opportunity Stage.

  • Convert closed Opportunities to GoldFinch Sales Orders.

  • Run Demand Planning to suggest Purchase Orders or Work Orders to fulfill demand.

  • Run Sales Order Planning to review the supply and demand of lower-level components that require purchasing or manufacturing.

  • Ability to explode Parent Items to lower-level components on Sales Orders → Pick/pack/ship components → Invoice Parent Items

  • Create special Purchase Orders, Drop Ship Purchase Orders, or special Work Order for the Sales Order demand.

  • Updating the Shipment Date on Sales Orders automatically updates the Due Date on Purchase Orders and Work Orders.

Time & Expense

  • Time tracking.

  • Expense reporting.

  • Create Invoices based on Timesheets and Expenses.

Project Financial Reporting

  • Set up budgets by Project and Project Tasks.

  • Tag Sales Orders, Purchase Orders, and Item Journals with Project and Project Tasks.

  • Post Project and Project Task to Sales Revenue, Cost of Goods Sold, and Expenses accounts for financial reporting.

  • Run Profit and Loss by Projects with capabilities to drill down into underlying transactions.

  • Compare Project Budget versus Actual.

Demand Planning

  • Create SKUs by Item and Warehouse.

  • Configure Planning Parameters on SKU.

  • Automatically create Sales Forecasts from historical sales, Opportunities, or import manually.

  • Configure unlimited Forecasting Models with historical periods, growth trends, and seasonalities.

  • Schedule Daily Routines to update Item Usage, update Planning Parameters, and calculate the Best-Fit model for every SKU.

  • Run Supply Plans to suggest Purchase Orders, Work Orders, and Transfer Orders.

System Integrations

Stripe Integration

  • Pay Now button embedded in the Sales Invoice email.

  • Configurable Sales Invoice Email Template.

  • Ability to configure Strip integration on any objects, with any Amount fields.

  • Allowed to configure Request, Authorize, Charge, Void, and Refund actions.

  • Allow customers to pay partially on the Pay Now button.

  • Use a Custom Site from Your Salesforce instance for payment security.

  • Ability to save Payment Methods when customers pay by using the Pay Now button.

  • Auto-create and post Cash Receipt with pre-defined Credit Card Fee %.

Salesforce SFCC Integration

  • Automatically update Items, Pricing, and Inventory from GoldFinch to SFCC.

  • Automatically download Orders from SFCC to GoldFinch and post them to deduct inventory and create AR.

Salesforce Sales Cloud Integration

  • Create Products for every sellable Item.

  • Create GoldFinch Sales Orders from Salesforce Opportunities or Quotes.

Sales B2B Portal Integration

  • Create Products for every sellable Item.

  • Reserve inventory for Salesforce Order

  • Create GoldFinch Sales Orders from Salesforce Orders.

Shopify Integration

  • Updates items, Units of Measure, and Prices to Shopify.

  • Pull down new orders from Shopify to GoldFinch.

  • Upload fulfillment Status from GoldFinch to Shopify.

  • Option to push Shopify Orders to GoldFinch using Webhooks.

Salesforce Field Service Lightning Integration

  • Sync GoldFinch Items to FSL Products.

  • Sync inventory from GoldFinch Warehouses to FSL Locations.

  • Replenish Vehicle inventory from GoldFinch Bins.

  • Sync FSL Work Order to GF Sales Invoice and post to deduct inventory and create AR.

About GoldFinch Cloud Solutions

GoldFinch Cloud Solutions, headquartered in the United States, has helped hundreds of companies grow by offering industry-specific ERP solutions since 2005. They identified a common problem in the ERP market – outdated solutions with lengthy implementations and high costs.

In 2017, GoldFinch Cloud Solutions introduced the GoldFinch ERP app on the Salesforce AppExchange. Today, GoldFinch ERP stands as the most cost-effective and flexible Accounting and ERP solution built on the Salesforce platform, managing your Accounting, Project Management, Supply Chain, and Manufacturing needs.

Learn more at

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