Inventory Management Overview

GoldFinch Inventory Management provides Salesforce-native tools for controlling inventory across items, warehouses, bins, units of measure, lots, and serial numbers. It connects inventory activity with purchasing, sales, manufacturing, warehouse operations, and accounting—helping teams work from consistent information within Salesforce.

Gain Clear Inventory Visibility

GoldFinch helps users understand what inventory is available, where it is located, and how it is being used. Depending on your configuration, inventory can be tracked by:

• Item
• Warehouse and bin
• Unit of measure
• Lot or serial number
• Inventory status
• Quantity on hand
• Quantity allocated or committed
• Quantity available for picking
• Inventory value

This shared visibility helps purchasing, sales, production, warehouse, and accounting teams make better-informed decisions.

Manage Inventory Across Locations

Organizations can manage inventory across multiple warehouses and storage bins. Inventory movements and transfers help maintain accurate location-level quantities while providing a traceable transaction history.

Warehouse and bin structures can support receiving, put-away, picking, shipping, production, and internal movement workflows.

Track Lots, Serial Numbers, and Expiration Dates

For businesses that require product traceability, GoldFinch supports lot-controlled and serial-controlled inventory. Organizations can maintain important information such as:

• Lot or serial number
• Manufacturing date
• Expiration date
• Warehouse and bin location
• Related receipts, movements, and shipments

These capabilities are especially valuable for food and beverage companies, regulated products, manufacturers, and distributors that need stronger inventory traceability.

Maintain Inventory Accuracy

GoldFinch supports multiple methods for reviewing and correcting inventory quantities, including:

• Physical inventory counts
• Cycle counting
• Blind cycle counting
• Inventory adjustments
• Bin-to-bin movements
• Warehouse transfers

These processes help organizations identify discrepancies, maintain reliable inventory balances, and improve warehouse discipline.

Support Inventory Allocation and Fulfillment

Inventory information can connect to sales orders, warehouse activities, production requirements, and other demand sources. Users can review quantities on hand, committed quantities, and inventory available for fulfillment.

This helps teams recognize shortages earlier, prioritize customer demand, and coordinate purchasing, production, and warehouse activities.

Connect Inventory with Purchasing, Sales, and Manufacturing

Because GoldFinch operates as an integrated platform, inventory transactions can connect with the business processes that create or consume inventory:

• Purchase receipts increase available inventory.
• Sales shipments reduce inventory.
• Manufacturing transactions consume components and produce finished goods.
• Transfers move inventory between warehouses or bins.
• Adjustments record approved inventory corrections.
• Posted inventory activity supports accounting and inventory valuation.

This connected approach reduces duplicate data entry and improves visibility across departments.

Inventory Costing and Valuation

GoldFinch maintains inventory quantities and related cost information to support operational analysis and financial reporting. Depending on the organization’s accounting policies and configuration, users can review inventory value and the transactions that affect it.

GoldFinch Accounting customers can connect inventory activity with the general ledger for an integrated operational and financial record.

Reporting and Auditability

Salesforce reporting and GoldFinch inventory data can help organizations analyze:

• Inventory quantities and availability
• Inventory by warehouse, bin, item, or lot
• Historical inventory quantities and values
• Inventory movements and adjustments
• Lot and serial-number activity
• Expiring inventory
• Inventory shortages and excess quantities
• Inventory transaction history

Maintaining inventory activity within Salesforce also gives authorized users access to record history, related transactions, dashboards, and reporting from a shared platform.

Business Benefits

GoldFinch Inventory Management helps organizations:

• Improve inventory visibility across locations
• Reduce stockouts and excess inventory
• Strengthen lot and serial traceability
• Improve fulfillment and warehouse coordination
• Maintain more accurate inventory records
• Connect operational activity with financial reporting
• Reduce dependence on disconnected spreadsheets and systems
• Provide teams with a shared view of inventory within Salesforce

Learn More

Authorized GoldFinch customers can access detailed configuration instructions, field definitions, transaction procedures, and troubleshooting resources.

Sign in to GoldFinch Clientcare or contact GoldFinch Support for assistance with your organization’s inventory processes.