Prerequisites
General Salesforce Admin Knowledge
Review here: https://help.goldfinchcloudsolutions.com/goldfinch/administrator-overview
Getting Started
Why GoldFinch ERP
We are the most cost-effective Manufacturing and distribution solution 100% built on the Salesforce platform.
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Key benefits include:
PRODUCT: Complete end-to-end ERP product features
PEOPLE: Seasoned implementers with 10+ years of industry knowledge to minimize your learning curve
PROCESS: Proven, flexible, and customizable implementation methodologies
SUPPORT: Account-dedicated implementation and support team for the duration of your engagement
Read user reviews: GoldFinch ERP Manufacturing, Distribution, Inventory, and Supply Chain
Using Your Playground Instance
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How to Navigate to GoldFinch Modules
For Example: Setup, Purchase, Accounting, etc
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Create a new user
GoldFinch License Assignment
Salesforce Permission Set
Profile
GoldFinch User Setup table
Company and Warehouse Setup
Client Requirement |
Training Topic |
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General Company Setup |
Common Configurations of Company Setup Company Extended Setup |
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How many physical warehouse locations? Are they warehouses or retail stores? |
Create new Warehouse Add Description & Address Help: https://help.goldfinchcloudsolutions.com/goldfinch/clone-to-create-new-warehouse |
Do you use general inventory storage without tracking individual bins/racks? |
Out-of-Box One Pick Bin Configuration to bypass Pick and Putaway. Discuss how a single bin can used without having to define multiple bins/locations. Default name = “Pick” But this can be changed. |
Or is inventory tracked in distinct bin/locations? |
Review Bin Types Discuss how each Bin Type is used Help: https://help.goldfinchcloudsolutions.com/goldfinch/advanced-bin-management-implementation |
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Do you have staging areas:
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Review Bin Types Assign Default Bins to Warehouse (Cross Dock, Ship, etc.) |
Do you have Bulk Storage that isn’t used for picking orders? |
Discuss which fields should be checked on the Bin Setup so that items can be putaway to, but not picked from these locations/bins/racks. Help: https://help.goldfinchcloudsolutions.com/goldfinch/bin |
Do you use Pickfaces / Forward Picking Locations? |
Discuss which fields should be checked on the Bin Setup so that items can’t be putaway to but sales orders can be allocated to these bins/locations. Help: https://help.goldfinchcloudsolutions.com/goldfinch/bin |
Can some bins/locations be used for both putaway/storage & picking? |
Discuss which fields should be configured. |
Do you have a just a few bins/locations or many? |
Show how to Import Bins |
Item Setup
Client Requirement |
Training Topic |
|---|---|
General Item Setup |
Review item setup basics such as Item Number, Description, Item Type, Item Class Help: https://help.goldfinchcloudsolutions.com/goldfinch/inventory-setup Note: Transactions such as receiving, manufacturing finished good, assembly work orders, and picking/shipping sales orders will be reviewed later. The following will only focus on setting up in preparation for processing those transactions. |
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Do you have Service Items in additional to physical items? Such as service fees, assembly, packing, etc. |
Review Item Types |
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How do you track units of measure? Just Eaches? Eaches, Cases, Pallets? Pounds, Kilograms? |
Review how different UOMs can be configured for different items. |
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Do you have Lot Tracked items? Do you have Serialized Items? |
Review Item Details |
Do you perform quality checks during receiving? |
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Is this just a basic check like “Damaged” or “Hold” |
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Or do you have a full list of QC questions before releasing an item to inventory? |
Review “Quality Section” Show how to create a technical sheet with QC questions. Review the different types of questions. Question types can be configured in the Object Manager |
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Do you store items that are used in manufacturing finished goods? Are these items part of a Bill of Materials or Recipe/Formula? |
Review Components/Raw Materials Review Formulas & BOM Manufacturing features such as work centers and routing items for production will be reviewed later. |
Do you send items for finishing/production to outside vendors? |
Review outside service Details about how to create purchase orders for these services will be reviewed later. |
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Do you pay different prices for items based on vendors? Do you receive discounts for bulk purchases or special contracts with vendors? |
Review Purchase Prices Help: https://help.goldfinchcloudsolutions.com/goldfinch/purchase-prices Details about how to create purchase orders, posting, and paying invoices will be reviewed later. |
Do you allow over receipts? |
Review how to setup PO Qty Tolerance % |
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Do your vendors ship items with barcodes such as SKU or UPC? Do you want to enter or scan these numbers? |
Discuss cross references setup https://help.goldfinchcloudsolutions.com/goldfinch/cross-references |
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Do you have another system where you manage products or items? Will you need to integrate or import from that system? |
Show how to import items. Technical discussions about how setup integrations will be discussed in future training sessions. |
Accounting Setup (Ledgers, Costing, Etc)
Client Requirement |
Training Topic |
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GL Ledgers |
Discuss post installation scripts for setting up defaults. Review Multi-Ledger Help: https://help.goldfinchcloudsolutions.com/goldfinch/accounting-setup https://help.goldfinchcloudsolutions.com/goldfinch/gl-entry-map Transactions such as posting/paying invoices, ledger entries, etc will be reviewed later. |
Do you need to manage multiple ledgers or ledgers in different currencies? |
https://help.goldfinchcloudsolutions.com/goldfinch/multi-ledger-configurations https://help.goldfinchcloudsolutions.com/goldfinch/turn-on-multi-currency |
Do you have Customers and Vendors already setup in Salesforce |
Review Accounts. |
Do you need to map Customer or Vendor accounts to GL Ledgers? |
https://help.goldfinchcloudsolutions.com/goldfinch/update-account-posting-setup |
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What type of Payment Terms do your vendors require? How do you manage that? |
Discuss Setting up a Payment Term on Accounts. |
Do you need to run financial statements by accounting variables such as department or project? |
https://help.goldfinchcloudsolutions.com/goldfinch/configure-accounting-variables |
Accounting Periods |
https://help.goldfinchcloudsolutions.com/goldfinch/creating-accounting-periods |
How do you track costs? |
Review Different options and how to set up on an item: FIFO Standard Help: https://help.goldfinchcloudsolutions.com/goldfinch/inventory-costing-and-posting |
Do you pay sales tax on the items you purchase? |
Review how to setup Tax Area, Tax Jurisdiction and Tax Detail. Help: https://help.goldfinchcloudsolutions.com/goldfinch/setup-sales-taxes |
Accounts Receivable |
https://help.goldfinchcloudsolutions.com/goldfinch/cash-receipts-setup |
Accounts Payable |
https://help.goldfinchcloudsolutions.com/goldfinch/accounts-payable-setup |
Do you manage discounts from certain vendors? |
Review the Vendor Payment Discount on the Company setup |
Do you sent out 1099s? |
Review how to set up a 1099 vendor and how the values are captured when making payments. |
General Implementation Tips |
https://help.goldfinchcloudsolutions.com/goldfinch/accounting-process-implementation-tips |
Review & Homework
Review Rapid Setup Steps Videos: https://help.goldfinchcloudsolutions.com/goldfinch/rapid-setup-steps
Create a new standard GoldFinch user and assign proper permissions.
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Update Company Setup
Add Custom Accounting Variables
Create an Account Posting Setup
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Update Warehouse Setup
Configure the Warehouse to bypass Pick and Put-away
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Configure another Warehouse with multiple bin locations:
Staging
Putaway
Picking
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Create the Following Items
Lot Tracked Item with 3 Different UOMs (Each, Case, Pallet)
Serialized Item
Raw Material Item
Finished Good Item with a Formula/BOM
Service Item
Item with 2 Purchase Prices for Different Vendors
Item with FIFO Costing
Clone one of these items and update the fields.
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