Solution Design
Overview
Now that your organizations have been created, you are ready to start working in the Sandbox org to determine the best configuration for your company’s business needs. We call this process Solution Design.
Both the Live and the Sandbox orgs have been configured for GoldFinch best practices and are ready for use. Review Rapid Setup Steps folder for more information. If you are working with a GoldFinch Implementer, he/she will schedule conference calls/web meetings to:
Review and discuss your business processes
Provide an overview of the master data setup
Demonstrate how to perform various transactions
The information gathered during these discussions will help to uncover any configuration changes that may be needed. The configuration will be fine-tuned until all business processes have been covered and procedures for each of your business transactions have been defined.
Available GoldFinch Features | |
Customer Relationship Management (CRM) | Help Page |
Account Management: Retailer/Customer/Distributor/Broker/Vendor |
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Contact Management |
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Multiple Ship-to Addresses |
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Activity Management | Salesforce Activity can be implemented for Accounts, Contacts, all GoldFinch objects such as Sales Orders, Purchase Orders and Work Orders. Read Salesforce help for more information. https://help.salesforce.com/articleView?id=activities.htm&type=5 |
Inventory Management | |
Ability to track Inventory & Non-Inventory |
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Lot Traceability |
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Multiple Units of Measure |
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FIFO Costing Method |
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Item No. Cross References | |
Landed Cost Management | |
Purchase Management | |
Purchase Order/Invoice Management | |
Purchase Prices by Vendor, Item, Unit of Measure | |
Inventory Availability Projection | |
Sales Order/Invoice Management | |
Sales Order/Invoice Management | |
Sales Prices by Customer, Pricing Group, Item Category, Item, Unit of Measure | |
Sales Discounts | |
Sales Invoicing | |
Special Orders | |
Drop Ship Orders | |
Return Orders | |
Sales Forecasting & Promotion Tracking | |
Sales Forecasting | |
Monthly Promotion Calendar Tracking | |
Warehouse Management | |
Standard Warehouse Management (with Limited Bins and Printed Pick Ticket) | |
Advanced Bin Management (with Electronic Pick Ticket) | |
Transfer Order Management | |
Cycle Counts | |
Kitting | |
Kitting | |
Basic Production | |
Bill of Materials/Recipe/Formula Management |
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Work Order Management | |
Outside Service Processing | |
Basic Inventory/Supply Planning |
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Advanced Production | |
Item Routings and Work Centers | |
Formula/BOM Versions | |
Advanced MRP | |
Backward Flushing | |
Ability to Produce By-Products | |
Quality Control | |
Quality Controls for Purchased or Manufactured Items/Lots | |
Technical Sheet Questionnaire for Quality Control | |
Certificate of Analysis report | |
Mobile Management | |
Scan to Ship | |
Scan to Pick | |
Scan to Count | |
Scan to Receive | |
Automatic Email Processing | |
Automatic Email Processing (to schedule email jobs) | |
Integration Options | |
Accounting Integration | Help Page |
Accounting Seed Integration | |
QuickBooks Online Integration | |
QuickBooks Desktop File Transfer | |
E-Commerce Integration (order management and upload of items) | |
Shopify | |
Woo-Commerce | |
Shipping System Integration | |
ZenKraft | |
EDI Integration | |
True Commerce File Import/Export | |
Integral Group (Fully Integrated EDI Solution) |
Additional Considerations
Review Documents
As you go through each process, you will want to consider the documents that you will use. GoldFinch comes with many standard documents that you can print - be sure to test each of them.
Review Reports
As you go through each process, you will want to review the "must-have" reports that you will use. GoldFinch comes with many standard reports. You may need to customize them or create new reports to fit your needs.
Maintain Live Configuration
Remember you started in the Production environment with some basic configuration. If along the way, you have modified or added configuration, you will want to make sure you keep your Production environment up to date.
Once you are happy with the Sandbox data, you can move on to input Production data.
Develop, Test and Deploy Customizations
If you have been working with a GoldFinch Implementer to develop any custom functionality, you will want to make sure that it is tested along with all the standard processes. Once testing is complete, our technical staff will deploy the customizations to your Production environment.