GoldFinch provides additional inventory capabilities that help organizations manage product identification, units of measure, traceability, inventory movements, and specialized operational requirements on Salesforce.
These features extend core inventory management and can be configured according to each organization’s products, warehouses, industry requirements, and business processes.
Multiple Units of Measure
An item may be purchased, stored, produced, transferred, or sold in different units of measure. For example, a product might be purchased by the case, stored by the individual unit, and sold by either unit.
GoldFinch can maintain item-specific units of measure and their relationships to the item’s base unit.
Depending on the transaction and configured process, unit-of-measure capabilities can support:
- Purchasing units
- Sales units
- Manufacturing units
- Warehouse handling units
- Transfer units
- Pallets, cases, packs, and individual units
- Weight- or volume-based quantities
Business benefit: Consistent unit conversions reduce manual calculations and help purchasing, warehouse, production, and sales teams work with the units appropriate to their roles.
Inventory Transfers with Different Units
When inventory is transferred between warehouses, organizations may need to use a different unit of measure at the destination. GoldFinch supports appropriate transfer and journal processes for changing the unit of measure while maintaining the corresponding base quantity.
Business benefit: Flexible unit handling supports locations that store or distribute the same item differently while preserving inventory accuracy.
Lot and Serial-Number Tracing
GoldFinch can connect lot-controlled and serial-controlled inventory with related receipts, warehouse movements, manufacturing activity, shipments, and other inventory transactions.
Authorized users can trace inventory in both directions:
- Backward tracing: Identify where the inventory originated.
- Forward tracing: Identify where the inventory was used, transferred, or shipped.
Traceability information may include:
- Item
- Lot or serial number
- Supplier or source
- Manufacturing and expiration dates
- Warehouse and bin
- Related production activity
- Related customers and shipments
- Remaining inventory quantities
Business benefit: Lot and serial tracing supports product investigations, quality control, warranty inquiries, expiration management, and recall readiness.
Item Cross-References
Organizations may identify the same inventory item using different numbers, such as:
- Internal item numbers
- Customer part numbers
- Supplier item numbers
- UPCs
- GTINs
- Barcodes
- Other external references
GoldFinch can maintain cross-references that help users identify the correct item during purchasing, sales, warehouse, and integration processes.
Business benefit: Cross-references reduce item-selection errors and make it easier to work with customers, suppliers, trading partners, and external systems.
Barcode and Mobile Scanning
GoldFinch supports mobile scanning for selected inventory and warehouse activities. Depending on the implementation, users may scan items, bins, lots, serial numbers, or related documents.
Scanning can assist with processes such as:
- Receiving
- Put-away
- Inventory movements
- Cycle counting
- Picking
- Shipping
- Lot and serial identification
Business benefit: Mobile scanning can reduce manual entry, improve transaction accuracy, and allow employees to record activity where the inventory is physically handled.
Catch-Weight and Variable-Weight Items
Some products are purchased, stored, or sold using both a standard unit and an actual weight. Depending on the organization’s requirements and configuration, GoldFinch can support inventory processes involving variable-weight or catch-weight products.
Business benefit: Variable-weight support is valuable for food, beverage, agricultural, and other industries where individual units may not have identical weights.
Item Kits and Components
GoldFinch can support items made up of multiple components. Depending on the business process, kits may be assembled for inventory or expanded into their components during an applicable transaction.
Business benefit: Kit functionality helps organizations manage packaged offerings, bundles, assortments, and other component-based products.
Inventory by Project or Operational Purpose
Inventory transactions can be connected with relevant projects or operational records when supported by the organization’s configuration.
This may help organizations understand inventory that has been:
- Purchased for a project
- Reserved for a specific purpose
- Consumed by project activity
- Transferred to a project location
- Returned from a project
Business benefit: Connecting inventory with projects improves cost visibility and accountability for project-related materials.
Expiration and Shelf-Life Information
For applicable lot-controlled products, GoldFinch can maintain manufacturing dates, expiration dates, and related shelf-life information.
Authorized users may use this information to:
- Identify products approaching expiration
- Support product rotation
- Review short-dated inventory
- Investigate quality concerns
- Improve fulfillment decisions
- Reduce waste and spoilage
Business benefit: Expiration visibility helps organizations manage perishable or time-sensitive inventory more effectively.
Inventory Blocking and Quality Status
Organizations may need to prevent certain inventory from being allocated, picked, shipped, or otherwise used. Depending on the configured process, organizations can restrict items, bins, lots, or inventory locations from selected activities.
Common reasons may include:
- Quality inspection
- Product holds
- Damage
- Expiration concerns
- Recall investigation
- Warehouse restrictions
- Inactive inventory
Business benefit: Inventory controls help reduce the risk of using or shipping products that require review.
Inventory Audit Trail
GoldFinch maintains related inventory transactions as products are received, moved, transferred, adjusted, produced, consumed, and shipped.
Authorized users can review transaction history to understand:
- What inventory changed
- When the activity occurred
- Which transaction caused the change
- Which warehouse or bin was affected
- Which lot or serial number was involved
- Which related business record initiated the activity
Business benefit: A connected audit trail supports investigation, reconciliation, accountability, and reporting.
Salesforce Reporting and Automation
Because GoldFinch operates on Salesforce, inventory information can be used with applicable Salesforce capabilities such as:
- Reports and dashboards
- List views
- Approval processes
- Notifications
- Workflow automation
- Role-based access
- Related customer, supplier, project, and transaction records
- Approved Salesforce integrations
Business benefit: Organizations can extend inventory processes using the same platform that supports their customer and operational information.
Key Business Benefits
GoldFinch’s additional inventory features help organizations:
- Manage products in multiple units of measure
- Maintain accurate quantities during inventory transfers
- Strengthen lot and serial-number traceability
- Improve customer and supplier item identification
- Support barcode and mobile warehouse workflows
- Manage variable-weight products
- Track kits and component-based items
- Connect inventory with project activity
- Monitor expiration and shelf-life information
- Restrict inventory requiring review
- Maintain a traceable history of inventory activity
- Extend inventory processes using Salesforce
Learn More
Available features depend on the GoldFinch modules licensed, the organization’s configuration, and its operational requirements.
Authorized GoldFinch customers can access detailed setup instructions, transaction procedures, conversion rules, field definitions, scanning workflows, and troubleshooting resources. Sign in to GoldFinch Clientcare or contact GoldFinch Support for assistance.
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