Use Account Ordering Pattern Object

Understanding a customer's buying pattern helps you make informed decisions to boost sales, predict future orders, maintain accurate inventory, and develop targeted marketing campaigns and promotions. While gathering historical data can be challenging, GoldFinch simplifies the process with the Account Order Pattern feature.

How to Use the Account Order Pattern

• Populate the Account Order Pattern Table:

  • Schedule a daily job to automatically populate the data in the Account Order Pattern table.

• View the Data:

  • Create a new tab to display the Account Order Pattern data.

  • Navigate to this tab to review the customer's buying patterns.

• Utilize the Data:

  • Use the Account Order Pattern object to run reports or create workflows that help manage any exceptions.

Article Use-Account-Ordering-Pattern-Object  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center