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Sales Implementation Tips

  1. You can manually enter sales orders, or use Import Sales Order to import orders from EDI or E-Commerce platforms.

  2. You must allocate inventory to a Sales Order before creating Whse. Shipment.
    Allocation on Sales Orders is global and is associated only with the Warehouse, Item, and Unit of Measure level, not Bin, Lot No, or Serial No.

    1. GoldFinch is configured to allocate inventory when you save an order. You can disable the auto allocation company-wide, or by customer accounts.

    2. On creating a Whse. Shipment, or Pick, GoldFinch performs a detailed allocation to Bin, Lot No. or Serial No. level.

  3. You can manage inventory by multiple Units of Measure per Item. 
    All inbound and outbound inventory transactions must be tagged to Item Units of Measure. It is important to configure Item Units of Measure with an accurate conversion before entering transactions.  It will be very time-consuming to change the conversion later. 

  4. You can execute other configurations available in GoldFinch for efficiency. 

    1. You can bypass Pick or Put-Away if your company does not require these. 

    2. Several Sales Order Batch Processing routines are available such as allocation, creation of shipments, invoices, and posting of shipments and invoices.  

  5. Salesforce Views should be used to manage records with different filtering criteria such as Document Status.  Read Batch Sales Processing Routines to learn more.

  6. Salesforce Native features are available such as Chatter, Tasks, Notes, Attachments, and Emails, which could improve collaboration and efficiency if implemented properly. 

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