Sales Overview

GoldFinch Sales helps manufacturers, distributors, and other product-based organizations manage the complete sales process—from quotation and order entry through allocation, shipment, invoicing, and returns.

Because GoldFinch is built natively on Salesforce, sales, customer service, warehouse, operations, and accounting teams can work from the same customer and transaction data. This reduces duplicate entry, improves visibility, and helps teams respond to customers more quickly.

Connect Sales and Operations on Salesforce

Traditional CRM systems provide visibility into prospects and opportunities but often stop when an order is placed. GoldFinch extends Salesforce beyond CRM by connecting customer relationships with inventory, fulfillment, and financial processes.

Authorized users can follow sales activity through a connected workflow:

1. Create a sales quote or enter a sales order.
2. Apply customer-specific prices and discounts.
3. Check inventory availability and allocate products.
4. Coordinate special orders, drop shipments, or production requirements.
5. Pick, pack, and ship customer orders.
6. Create and post sales invoices.
7. Monitor receivables, payments, returns, and credits.

This connected approach gives teams a clearer view of each order—from the original customer request through fulfillment and financial completion.

Key Sales Capabilities

Sales Quotes

Create and manage customer quotations directly in Salesforce. Quotes can include products, quantities, pricing, discounts, requested delivery dates, and other relevant sales information. Approved quotes can be converted into sales orders, reducing duplicate entry and maintaining continuity throughout the sales process.

Sales Orders

Manage customer orders using customer, product, pricing, warehouse, shipping, and payment information already maintained in GoldFinch. Sales teams can monitor order status and collaborate with operations without moving information between disconnected systems.

Pricing and Discounts

Support standard prices, customer-specific prices, quantity-based pricing, promotional arrangements, and sales discounts. GoldFinch helps apply the appropriate price based on the customer, item, unit of measure, quantity, and effective date.

Inventory Availability and Allocation

Connect sales orders with real-time inventory information. Allocate inventory to customer orders to help sales and fulfillment teams understand what is available, committed, backordered, or awaiting replenishment.

Blanket Sales Orders

Manage longer-term customer commitments with blanket orders. Quantities can be released into individual sales orders according to customer schedules, while users retain visibility into the original commitment and quantities already ordered.

Special Orders and Drop Shipments

Support orders that require products to be purchased specifically for a customer or shipped directly from a vendor. Connected sales and purchasing records help teams coordinate customer demand with supplier activity.

Configured and Made-to-Order Products

GoldFinch can support sales processes involving bills of material, kits, configured products, or items that must be manufactured to fulfill an order. Sales demand can connect to the appropriate inventory, purchasing, or production activity.

Warehouse Fulfillment

Coordinate sales orders with warehouse operations, including inventory allocation, picking, packing, and shipment creation. Shipment and tracking information can remain connected to the customer and sales order records in Salesforce.

Customer Prepayments

Record customer deposits and prepayments and apply them to the appropriate sales transactions. This is particularly useful for custom orders, advance-payment arrangements, and customers requiring payment before fulfillment.

Sales Invoicing

Create sales invoices from completed sales and shipment activity. When you use GoldFinch Accounting, invoices, receivables, customer payments, and general ledger activity remain connected within the same Salesforce environment.

Returns and Credits

Manage customer returns and related credit activity while maintaining links to the original customer, product, shipment, and financial records. This gives customer service, inventory, and accounting teams better visibility.

Better Visibility Across Teams

GoldFinch provides a shared view of sales and fulfillment information for different business functions:

• Sales representatives can review customer, order, pricing, and fulfillment information.
• Customer service teams can respond to questions about availability, order status, and shipments.
• Operations teams can see customer demand and fulfillment priorities.
• Warehouse teams can coordinate picking, packing, and shipping activities.
• Purchasing and manufacturing teams can respond to demand created by customer orders.
• Accounting teams can manage invoicing, receivables, payments, returns, and credits.

Salesforce reporting and dashboards can also analyze orders, shipments, customers, products, sales performance, and exceptions requiring attention.

Business Benefits

GoldFinch Sales helps organizations:

• Maintain a connected quote-to-cash process.
• Reduce duplicate entry between CRM, inventory, and accounting systems.
• Improve inventory and order-status visibility.
• Apply pricing and discounts more consistently.
• Coordinate sales demand with purchasing, manufacturing, and warehouse operations.
• Respond more quickly to customer questions.
• Improve collaboration across sales, customer service, operations, and accounting.
• Keep customer and operational information together on Salesforce.

Built for Your Business Processes

GoldFinch Sales can support a range of selling and fulfillment models, including:

• Stock sales
• Wholesale and distribution
• Configure-to-order and make-to-order sales
• Blanket orders and scheduled releases
• Special orders
• Drop shipments
• Prepaid orders
• E-commerce and EDI orders
• Multi-warehouse fulfillment
• Intercompany sales

Available capabilities depend on the GoldFinch modules, integrations, and configuration each organization selects.

Learn More

Explore the Sales section to learn more about GoldFinch’s order management, pricing, allocation, fulfillment, invoicing, and return capabilities.

Detailed configuration and operating instructions are available to signed-in GoldFinch customers. To discuss how GoldFinch can support your sales and fulfillment processes, please contact GoldFinch Cloud Solution.