Salesforce B2B Portal is designed to suit the complex B2B buying journey, including negotiated pricing, account-specific terms and conditions, and discounts, to give your business customers a superior online buying experience.
GoldFinch ERP offers a complete Inventory and Order Fulfillment Management solution built 100% natively on the Salesforce platform.
Salesforce B2B Portal Integration module streamlines the operations between your B2B Portals and your Operation team.
Unit of Measure
Available (Quantity - Allocated)
Sync’d from GoldFinch real time
Allocated is a roll-up summary field from the Product Allocations object.
Used by B2B Portal to show product availability.
Insert/Modify/Delete real-time based on the Order object.
Maintained separately or sync’d from the GoldFinch Sales Prices object.
Sync’d from GoldFinch Warehouse object or maintained separately.
Created by B2B, or entered manually.
Update Product Allocations in real-time.
Used to manage pick/pack/ship/delivery directly using Order object.
Hourly routine copies Orders with Status = Delivered or Picked up to GoldFinch Sales Invoices to post, in order to:
Deduct Production Allocations
Create accounting entries
Alternatively, orders can be copied to the GoldFinch Sales Order object, so pick/pack/ship/delivery can be managed in GoldFinch.