Do you want to limit who has access to create and receive purchase orders?

Discuss User Permissions

Create Purchase Order

Review General Fields

After selecting the vendor:

Point out how the values for the Payment Terms, Warehouse, etc, are automatically updated based on that vendor.

But also how they can be edited as needed.

Add Lines to a Purchase Order

Also show how Prices/Discounts are automatically updated based on selected vendor.

What type of equipment will your receiving staff have?

Discuss the two options:

Desktop vs Mobile Scanning

When the shipment arrives, do you want to receive in all the items at once without having to enter each item?

Discuss creating Warehouse Receipts on the Desktop.

And also discuss permissions so that only those with access can perform this action.

Point out that when creating a receipt on the desktop, it receives in all of expected items/quantity.

If the actual items/qty is different than the expected, show how to delete WH receipt lines.

Or do you want to confirm the receipt by scanning the item number, lot, serial number, etc. and counting the quantity?

Show option of using Mobile App to scan in loads from Purchase Order shipment.

Review scanning a lot number, serial, number

How do you manage a purchase order where all the items have not yet been delivered?

Point out the “Status” on the Purchase Order

Show “Total” section

Discuss multiple warehouse receipts.

Posting/Closing/Saving a Warehouse Receipt.

Discuss what “Post” does for the Warehouse Receipts.

Do you use general inventory storage without tracking which bins/locations you put an item?

Quick Review of Out of the Box Bypass Putaway Configuration discussed in Day 1 Training.

Discuss how items are “putaway” after the warehouse receipt is posted.

Or is inventory tracked in distinct bin/locations?

Quick Review of Bin Setup, discussed in Day 1 Training.

Show how to create a putaway for a warehouse receipt.

Does your WH staff know where items should go?

And therefore, you can just confirm all the putaway activities are complete without having to scan each item.

Show how to post the Putaway

Or do they need instructions telling them which Bin/Rack location to take a pallet/case to?

Show how to print the Putaway Instructions

How do you want to confirm a putaway where the WH staff was given instructions?

Option 1:

After everything has been putaway:

The WH staff gives their completed list of putaway instructions to the office staff to enter in to the system.

Show how to post a putaway in the desktop

Option 2:

The WH Staff selects the putaway instructions from the mobile scanning device, and the putaway is confirmed in real time.

Show how to select a putaway instruction from the mobile device

Scan the details for the load that is being putaway an item, enter the Lot or Serial Number.

Scan the Bin/Rack location.

Also, show how they can scan another Bin/Rack location if they want to put the load away somewhere else.

Do you want to limit who has access to create purchase invoices?

Discuss User Permissions

Creating Purchase Invoices

https://help.goldfinchcloudsolutions.com/goldfinch/process-purchase-invoices

Do you create one purchase invoice after everything on the PO has been received?

Review WH Receipt and discuss how & when the invoice can be created.

Or do you create multiple invoices if items are received on different days?

Discuss multiple WH receipts over different days.

Review process to create multiple invoices.

Do your vendors send an invoice for multiple POs?

Do you want to create a purchase invoice that includes items received from multiple purchase orders?

Show the “Select WH Receipt” Lines.

Discuss how items received from the same vendor across multiple POs are displayed.

Show how you can add any of these lines to the invoice.

https://help.goldfinchcloudsolutions.com/goldfinch/get-receipt-lines

Do you create purchase invoices for services?

https://help.goldfinchcloudsolutions.com/goldfinch/process-purchase-invoices-for-non-inventory-relate

Do you need to make payments for services that aren’t defined in the system?

Do you need to ad a line on a purchase invoice that is just related to a GL account?

https://help.goldfinchcloudsolutions.com/goldfinch/post-to-gl-accounts-directly-on-purchase-invoices-

Paying invoices

https://help.goldfinchcloudsolutions.com/goldfinch/creating-vendor-payments

Can be found in the Accounting App

Do you ever have to withhold taxes for a vendor?

Show how these fields can be setup on the Vendor Payment page.

Discuss how the values can be manually or automatically entered.

Do you pay more than one invoice at a time?

Discuss batch payments.

Do you print checks?

Discuss option to order more checks, set up printing, make adjustments, void, etc.

https://help.goldfinchcloudsolutions.com/goldfinch/print-checks-and-remittances

Select how payment is applied.

https://help.goldfinchcloudsolutions.com/goldfinch/applying-vendor-payments

Select one or more Purchase Invoices.

Show how the Applied Amount and Applied Balance update as you enter the values.

Closing a PO

Do you close a PO if all the items haven’t been received yet?

Discuss how to do this.

Or do you wait until everything has been received and paid for?

Point out how you can review the the “Total” section of the PO.

Review “Document Status” = Completed

Close the PO

Implementation Tips

https://help.goldfinchcloudsolutions.com/goldfinch/purchase-process-implementation-tips

Reviewing current inventory and what is available/on hold, etc.

https://help.goldfinchcloudsolutions.com/goldfinch/inventory-inquiries

Point out how to access these reports by clicking buttons on the item list.

Do you need to make adjustments due to counting errors, disposing goods, updated costs, transfers, etc?

https://help.goldfinchcloudsolutions.com/goldfinch/item-journals

Review the 5 different types of item journals that can be created:

• Inventory Adjustment

• Inventory Cycle Count

• Inventory Transfer

• Production Journal

• Revaluation Journal

Do you transfer items from one warehouse to another location (another warehouse, retail location, etc)?

Review how to create transfer orders.

https://help.goldfinchcloudsolutions.com/goldfinch/create-a-transfer-order

Note: Picking & shipping items for transfer orders is similar to processing sales orders. This process will be reviewed later.

Do you need to move items to different bin locations?

Discuss how movements can be recorded using the desktop app.

https://help.goldfinchcloudsolutions.com/goldfinch/movement

Do you ever break pallets so you can move a smaller quantity to another location (like a forward pick location/pickface)?

Review how this can be done on the desktop app.

Do you want to use the mobile scanning app to move inventory or break a pallet/load?

Show how someone can select an item from one bin, enter the quantity to move, and confirm which bin they moved it to.

https://help.goldfinchcloudsolutions.com/goldfinch/scan-move

Do you perform cycle counts?

Discuss how cycle count plans can be created from the desktop.

Show how quantities, lots and serial numbers can be updated if necessary.

Do you want to use the Mobile Scanning App to perform cycle counts?

Show how a cycle count sheet can be printed and used alongside the Mobile App.

Also discuss how single counts can be performed from the Mobile Scanning App without having to create a cycle count plan.

Implementation Tips

https://help.goldfinchcloudsolutions.com/goldfinch/inventory-process-implementation-tips