System Overview and Feature List

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 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 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.

General

• 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

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.

General

• 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.

Budgeting

• 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 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.

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.