Sales Order Management Overview

GoldFinch Sales Order Management helps manufacturers, distributors, and other product-based organizations manage customer orders from entry through fulfillment and invoicing.

Built natively on Salesforce, GoldFinch connects sales orders with customer information, inventory, pricing, purchasing, manufacturing, warehouse operations, shipments, and accounting. Teams can work from a shared source of information while maintaining visibility throughout the order lifecycle.

A Connected Order-to-Fulfillment Process

GoldFinch supports a coordinated sales order process:

1. Create a sales order from a customer request, approved quote, integration, or imported order.
2. Apply the appropriate customer, product, price, discount, tax, shipping, and payment information.
3. Check inventory availability and allocate available stock.
4. Identify products requiring purchasing, transfer, assembly, or production.
5. Pick, pack, and ship the order.
6. Create the customer invoice.
7. Monitor payment, returns, credits, and order completion.

This connected workflow helps reduce duplicate entry and gives sales, customer service, operations, warehouse, and accounting teams consistent information.

Centralized Customer and Order Information

Each sales order brings together essential information such as:

• Customer and billing details
• Shipping address and delivery instructions
• Products, quantities, and units of measure
• Customer-specific pricing and discounts
• Requested shipment and delivery dates
• Warehouse and fulfillment information
• Payment terms and credit information
• Inventory availability and allocation status
• Shipment and invoicing status
• Related purchasing or production activity

Because Salesforce maintains this information, authorized users can review customer and order activity without switching between disconnected applications.

Flexible Order Creation

Sales orders may be created in several ways, depending on the organization’s processes and enabled integrations:

• Entered directly by an authorized user
• Converted from an approved sales quote
• Released from a blanket sales order
• Received through e-commerce or EDI integrations
• Imported from an approved data source
• Created through a customer portal or other integrated application

Regardless of the source, GoldFinch helps teams manage the resulting order through a consistent fulfillment process.

Pricing and Discounts

GoldFinch can determine sales prices using factors such as:

• Customer
• Product
• Unit of measure
• Quantity
• Order date
• Effective pricing period
• Contracted or customer-specific pricing
• Applicable discounts

This helps organizations apply pricing more consistently while allowing authorized users to manage approved exceptions when necessary.

Inventory Availability and Allocation

Sales orders connect to inventory information so teams can see whether products are available for fulfillment.

Depending on the business process, GoldFinch can help users:

• Review inventory availability
• Reserve or allocate stock to customer orders
• Identify shortages and backorders
• Reallocate inventory when priorities change
• Fulfill an order from one or multiple warehouses
• Coordinate replenishment, transfers, purchasing, or production

This visibility allows sales and customer service teams to provide customers with more reliable order information.

Support for Different Fulfillment Models

GoldFinch can support a range of order and fulfillment scenarios, including:

• Standard stock orders
• Blanket orders with scheduled releases
• Special orders
• Drop shipments
• Configure-to-order and make-to-order products
• Kits and assembled products
• Prepaid orders
• Multi-warehouse fulfillment
• Partial shipments
• Intercompany sales
• E-commerce and EDI orders

Available functionality depends on the GoldFinch modules, integrations, and configuration each organization selects.

Warehouse Fulfillment

Approved sales orders can flow into warehouse activities for picking, packing, and shipping. Warehouse teams can work from the same underlying order information while recording fulfillment progress.

Shipment records may include:

• Products and quantities shipped
• Warehouse and shipping location
• Package information
• Carrier and service
• Shipment and tracking details
• Partial or complete fulfillment status

Connecting sales orders with warehouse activity helps customer-facing teams answer fulfillment questions more quickly.

Invoicing and Payment Visibility

Completed sales and shipment activity can create customer invoices. When you use GoldFinch Accounting, sales orders, shipments, invoices, receivables, customer payments, and general ledger activity remain connected within Salesforce.

Authorized users can review an order's financial status without losing its relationship to the original customer and fulfillment records.

Returns and Credits

GoldFinch can support customer returns, replacements, and credits while maintaining links to the relevant customer and transaction history. This gives customer service, warehouse, inventory, and accounting teams greater visibility into the complete order lifecycle.

Reporting and Exception Management

Salesforce reports, dashboards, list views, and notifications can help users monitor:

• Open and completed sales orders
• Orders awaiting approval or allocation
• Inventory shortages and backorders
• Orders ready for shipment
• Partially shipped orders
• Delayed or overdue orders
• Orders awaiting invoicing
• Sales by customer, product, salesperson, or period
• Returns, credits, and other exceptions

These tools help teams focus on orders that need attention instead of manually reviewing every transaction.

Business Benefits

GoldFinch Sales Order Management helps organizations:

• Connect customer demand with inventory and operations.
• Reduce duplicate entry across business systems.
• Improve order accuracy and status visibility.
• Coordinate sales, purchasing, manufacturing, and fulfillment.
• Respond more quickly to customer questions.
• Manage complex fulfillment scenarios.
• Improve control over pricing and discounts.
• Maintain a more complete customer history in Salesforce.
• Connect fulfillment activity with invoicing and accounting.

Learn More

GoldFinch customers can sign in to access detailed instructions for creating sales orders, managing allocations, processing shipments, invoicing customers, and handling returns.

To learn how GoldFinch can support your organization’s sales order and fulfillment processes, please contact GoldFinch Cloud Solutions.