Setup Customer/Vendor Accounts

Set Up Customer and Vendor Accounts

Salesforce's standard Account object is used to manage both customer and vendor records in GoldFinch. Before processing transactions, create or import your customer and vendor accounts and configure the required defaults.

Create Accounts

1. Open the App Launcher.
2. Search for and select Accounts.
3. Create a new account or edit an existing one.

A sample account named United Natural, Inc. is automatically created during the post-installation process. This account includes commonly used GoldFinch fields and can be used to test Sales Orders, Purchase Orders, and other business processes in your UAT (User Acceptance Testing) environment.

Import Accounts

If you have a large number of customers or vendors, use the Import Accounts – GoldFinch Clientcare feature to upload your existing account data in bulk instead of creating each account manually.

Import Shipping Addresses

A customer can have multiple shipping addresses.

You can:

• Manually create shipping addresses for each customer, or
• Use the Salesforce Import Wizard to import shipping addresses in bulk.

Import Customer and Vendor Contacts

Each customer or vendor can have multiple contacts.

Use the Salesforce Import Wizard to import contact information for your accounts, allowing you to maintain multiple points of contact for sales, purchasing, billing, and shipping.

Required Fields for Transactions

The following fields should be populated on each customer or vendor account before processing transactions. If any of these fields are left blank, GoldFinch automatically uses the default values defined in Company Setup.

These default values are used when creating transactions such as:

• Sales Orders
• Purchase Orders
• Sales Invoices
• Purchase Invoices

Configuring these fields helps ensure transactions are created consistently while reducing manual data entry. 

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• What is the Best Way to Make a Vendor Inactive So There is No Future Activity? – GoldFinch Clientcare
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