GoldFinch Basic Setup

This tutorial is designed to walk you through the essential initial configurations required to set up your account effectively. As an end-user, you can expect to learn:

• System Initialization: The key steps to configuring your workspace within the GoldFinch environment.

• Core Settings: An overview of the basic parameters necessary for managing your daily operations within the software.

• Workflow Orientation: A baseline introduction to how the platform handles data, setting the stage for more advanced tasks like Inbound or Outbound Transactions.

GoldFinch - Inbound Transactions

The video serves as a practical, step-by-step guide for handling incoming inventory and receiving processes within the GoldFinch cloud-based business management platform.

This tutorial focuses specifically on the workflow for logging items as they enter your business. As an end-user, you can expect to learn:

• Processing Receipts: How to accurately log and process incoming shipments or inventory into the GoldFinch system.

• Managing Purchase Orders: The steps to receive goods against existing purchase orders to ensure your physical intake matches your purchasing records.

• Inventory Updates: How logging these inbound transactions automatically updates your stock levels and warehouse data in real-time.

GoldFinch - Outbound Transactions

As the direct counterpart to inbound receiving, this tutorial walks you through the workflow of getting products out the door. As an end-user, you can expect to learn:

• Fulfilling Sales Orders: Step-by-step instructions on how to process outgoing customer orders accurately and efficiently.

• Picking and Packing: The standard procedures for locating inventory within your warehouse and preparing it for shipment.

• Managing Inventory Outflow: How logging these outbound shipments automatically deducts from your stock levels, ensuring your system always reflects your actual physical inventory.

• Production Workflows: Step-by-step instructions on setting up items, bills of materials (BOMs), routing, and creating work orders.

• Batch and Lot Management: How to track raw materials and finished goods through the manufacturing process, ensuring proper lot traceability and quality control.

• Resource Allocation: Managing the transformation of raw materials into finished products and understanding how these production runs automatically update your overall inventory levels.

GoldFinch - Accounting

As a crucial component of the GoldFinch ERP system, this roughly 43-minute tutorial walks you through how day-to-day operations tie into your company's financials. As an end-user, you can expect to learn:

• Financial Workflows: Step-by-step instructions on navigating the general ledger, accounts payable, and accounts receivable within the system.

• Transaction Integration: How physical inventory movements (like the inbound and outbound transactions covered in previous videos) automatically flow into and impact your financial records.

• Reporting: An overview of how to generate and review financial data to maintain accurate books and assess business health.