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	Setup Customer/Vendor Accounts
Contact Management	Setup Customer/Vendor Accounts
Multiple Ship-to Addresses	Setup Customer/Vendor Accounts
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	Setup Items
Lot Traceability	Setup Items
Multiple Units of Measure	Setup Items
FIFO Costing Method	Setup Items Accounting Posting with FIFO Costing Method Daily Adjust Cost Routine Trace and Understand COGS from Sales Invoices
Item No. Cross References	Cross References
Landed Cost Management	Manage Landed Costs
Purchase Management
Purchase Order/Invoice Management	Process Purchase Orders Process Whse. Receipts Process Purchase Invoices
Purchase Prices by Vendor, Item, Unit of Measure	Purchase Prices
Inventory Availability Projection	Item Availability by Item Item Availability by Item by UOM Item Availability Status
Sales Order/Invoice Management
Sales Order/Invoice Management	Create a Sales Order Create and Post a Warehouse Shipment
Sales Prices by Customer, Pricing Group, Item Category, Item, Unit of Measure	Sales Prices
Sales Discounts	Sales Discounts
Sales Invoicing	Create and Post a Sales Invoice
Special Orders	Process Special/Drop Ship Orders
Drop Ship Orders	Process Special/Drop Ship Orders
Return Orders	Process Sales Returns
Sales Forecasting & Promotion Tracking
Sales Forecasting	Create Sales Forecasts Manually Import Sales Forecasts
Monthly Promotion Calendar Tracking	Promotion and Deduction Management
Warehouse Management
Standard Warehouse Management (with Limited Bins and Printed Pick Ticket)	Process Whse Activities Bypass Pick and Put-away - 3PL Configuration
Advanced Bin Management (with Electronic Pick Ticket)	Advanced Warehouse Management System (WMS)
Transfer Order Management	Process Transfer Orders
Cycle Counts
Kitting
Kitting	Production Journals/Kittings
Basic Production
Bill of Materials/Recipe/Formula Management	Setup Items
Work Order Management	Process Work Orders
Outside Service Processing	Process Outside Services
Basic Inventory/Supply Planning	Setup Items Item Availability Status
Advanced Production
Item Routings and Work Centers	Creating Routing Instructions
Formula/BOM Versions	Creating Item Formulas (BOMs)
Advanced MRP	Calculate Supply Plans
Backward Flushing	Daily Production and Back Flush Raw Materials
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 Ship
Scan to Pick
Scan to Count	Scan Bin Count
Scan to Receive	Scan Receive
Automatic Email Processing
Automatic Email Processing (to schedule email jobs)	Electronic Document Management
Integration Options
Accounting Integration	Help Page
Accounting Seed Integration	Accounting Seed Integration
QuickBooks Online Integration	QuickBooks Online GoldFinch/QBO Best Practices QuickBooks Month-End Reconciliation
QuickBooks Desktop File Transfer	QuickBooks Desktop QuickBooks Month-End Reconciliation
E-Commerce Integration (order management and upload of items)
Shopify	Shopify Integration
Woo-Commerce	WooCommerce Integration
Shipping System Integration
ZenKraft	Zenkraft Shipping Integration
EDI Integration
True Commerce File Import/Export	True Commerce EDI File Import/Export
Integral Group (Fully Integrated EDI Solution)	EDI Integration

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.