Implementing GoldFinch ERP Overview

Applies toImplementing GoldFinch

AudienceAll users

Last updatedOctober 02, 2025

Now that your organizations (Production and Sandbox UAT Orgs) have been created, you can begin the implementation process in the Sandbox Org to configure GoldFinch according to your company’s business needs.

Implementation Approach

We recommend a "Crawl, Walk, then Run" methodology:

• Start with out-of-the-box GoldFinch functionalities.

• Keep configurations as simple as possible.

• Enable advanced features as needed.

Follow the steps below to quickly begin processing transactions.

Master Data Setup

Item Setup (Enter a few items with unique requirements)

• Create Inventory Items
• Create Service Items

Customer & Vendor Setup (Enter a few accounts with unique requirements)

• Setup Customer/Vendor Accounts

Basic Warehouse Configuration

• Basic Warehouse Setup with One Pick Bin

Testing Transactions

Purchase

Purchase Setup

• Purchase Prices

Process Purchase Orders

• Create Purchase Orders
• Vendor Prepayments

Create Whse Receipts

• Create Warehouse Receipts

Process Purchase Invoices

• Create and Post Purchase Invoices
• Process Purchase Invoices for Non-Inventory Related Expenses
• Post to GL Accounts Directly on Purchase Invoices or Sales Invoices

Process Purchase Returns

• Create Purchase Returns

• Process Purchase Credit Memos

Manage Landed Costs

• Actual Landed Cost Assignment for FIFO Costing

Sales

Sales Setup

• Configure Sales Prices
• Configure Sales Tax

Process Sales Quote

• Create Sales Quotes
• Convert Sales Quotes

Process Sales Orders

• Create Sales Orders
• Sales Order Allocations
• Customer Prepayments
• Explode BOMs

Process Special Orders/Drop-Ship Orders

• Process Special Purchase Orders
• Process Special Work Orders
• Process Drop Ships

Create Whse Shipments

• Create Warehouse Shipments

Process Sales Invoice

• Create and Post Sales Invoices
• Sales Invoices with Bypassing Shipment

Process Sales Return

• Process Sales Returns

Process Credit Memo

• Process Sales Credit Memos

Inventory Management

Item Setup

• Create Inventory Items
• Create Service Items
• Configure Item Unit of Measures
• Cross References

Process Item Journals

• Inventory Adjustments
• Inventory Transfers
• Kitting Process
• Inventory Cycle Counts Journals
• Cycle Count by Importing Inventory Ending Balances

Process Transfer Order

• Transfer Order Setup
• Create Transfer Orders
• Transfer Order Allocations
• Create and Post Transfer Shipments
• Create and Post Transfer Receipts

Inventory Advanced Features

• Serial Number Tracking

• Lot/Serial Tracing

Inventory Reporting

• Multi-Level Formula Report
• Item Availability Status Report
• GF1003 Inventory to GL Reconciliation Report (As Of Date)

Warehouse Management

Warehouse Management Setup

• Basic Warehouse Setup with One Pick Bin
• Configure Bin Types
• Configure Bins
• Warehouse Setup with One Pick Bin and One Input Bin
• Warehouse Setup with Ship, Receive, Cross Dock, and QC Bin

Inbound Activities

• Process Warehouse Receipts
• Print Receipt Labels
• Create Put-aways

Outbound Activities

• Create Pick Tickets
• Process Bills of Lading

Internal Activities

• Movements
• Breakbulks

Manufacturing

Manufacturing Setup

• Configure Items for Manufacturing
• Configure Units of Measure for Manufacturing
• Configure Item Formulas (BOMs)
• Configure Item Routing
• Configure Warehouse for Manufacturing
• Standard Manufacturing vs. Batch Manufacturing

Process Work Orders

• Create Work Orders
• Create Picks from Work Orders
• Process Output Journals
• Finish Work Orders
• Replenishing Production Input Bin

Co-packing Management

• Standard Co-Packing Management
• Advanced Co-Packing Management

Demand Planning

Planning Setup

• Update Demand Planning Setup
• Unit of Measure Setup for Supply Planning and Order Creation
• Create Item Stockkeeping Units (SKUs)
• Update Planning Parameters on SKU
• Calculate Item Low Level Code

Sales Forecasting

• Sales Forecasting
• Calculate Supply Plans

Project Management

• Manage Project Inventory

Administration Features

• Electronic Document Management
• Review User Adoptions
• Application Special Permission
• GoldFinch Job Scheduler
• Feature Retirements
• Field-Level Help
• Support Policy

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Article Implementing-GoldFinch-ERP-Overview  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center