Warehouse Fulfillment Overview

GoldFinch Warehouse Fulfillment helps organizations move customer orders efficiently from inventory allocation through picking, packing, shipping, and invoicing.

Built natively on Salesforce, GoldFinch connects sales orders with inventory, warehouse activity, shipments, customers, and financial records. This gives sales, customer service, warehouse, operations, and accounting teams shared visibility throughout the fulfillment process.

A Connected Order-to-Shipment Process

GoldFinch can support a coordinated fulfillment workflow:

1. Confirm the customer’s sales order.
2. Review product availability.
3. Allocate available inventory.
4. Identify shortages or replenishment requirements.
5. Create warehouse shipment activity.
6. Pick and confirm the required products.
7. Pack the order and record package information.
8. Ship the order and capture applicable tracking details.
9. Update the customer order and prepare it for invoicing.

The exact workflow depends on the organization’s configuration and operating procedures.

Inventory Availability and Allocation

Before fulfilling an order, GoldFinch can help users confirm whether the required products are available at the appropriate warehouse.

Inventory allocation can help organizations:

• Reserve available stock for customer orders.
• Identify shortages and backorders.
• Prioritize demand according to business requirements.
• Prevent the same inventory from being committed more than once.
• Reallocate products when fulfillment priorities change.
• Coordinate replenishment, purchasing, transfers, or production.

This visibility helps sales and customer service teams provide customers with more reliable order-status information.

Warehouse Shipments

Warehouse shipment records organize the products and quantities that warehouse teams need to fulfill. They connect physical shipping activity with the originating customer and sales order information.

A warehouse shipment may include:

• Customer and delivery address
• Related sales order
• Warehouse and shipping location
• Products and quantities to ship
• Requested shipment or delivery date
• Carrier and shipping service
• Package and handling information
• Shipment status
• Tracking information

Keeping this information connected reduces dependence on separate spreadsheets, emails, and shipping lists.

Picking

Warehouse teams can use GoldFinch to identify and confirm products required for outgoing shipments. Depending on the selected GoldFinch capabilities and warehouse processes, fulfillment may include:

• Individual order picking
• Batch or wave picking
• Bin-directed picking
• Mobile barcode scanning
• Lot or serial number tracking
• Unit-of-measure handling
• Pick confirmation and exception reporting

These capabilities can help improve picking accuracy and provide more timely inventory updates.

Packing and Shipping

After picking, users can confirm packed quantities and prepare the shipment for dispatch. Shipment information can remain connected to the customer, sales order, and related inventory transactions.

Depending on the organization’s process and integrations, users may manage:

• Packages and shipment quantities
• Carrier selection
• Shipping service
• Freight and handling information
• Shipment labels
• Tracking numbers
• Shipment confirmation
• Customer shipping notifications

Available carrier and shipping functionality depends on the GoldFinch modules and integrations the organization selects.

Partial and Multiple Shipments

Customer orders do not always ship at one time or from one location. GoldFinch can support scenarios such as:

• Partial shipments when only some products are available
• Multiple shipments for one sales order
• Fulfillment from multiple warehouses
• Backordered quantities shipped later
• Split deliveries requested by the customer
• Separate shipments based on delivery dates

The relationship among the sales order, individual shipments, and remaining quantities helps teams understand what has shipped and what still requires fulfillment.

Special Orders and Drop Shipments

Not every customer order is fulfilled from available warehouse inventory. GoldFinch can also connect fulfillment with:

• Special purchases made for a specific customer
• Vendor drop shipments sent directly to the customer
• Inventory transfers between warehouses
• Kits or assemblies
• Make-to-order production

These connected processes help operations teams coordinate the supply required to complete a customer order.

Shipping Integrations

GoldFinch can work with supported shipping applications to extend parcel-processing and carrier-management capabilities. Depending on the selected integration, organizations may be able to generate labels, retrieve rates, record tracking numbers, and update shipment status.

Shipping integrations and related services may require separate subscriptions, configuration, or professional services.

Customer and Team Visibility

Because GoldFinch is native to Salesforce, authorized teams can access relevant fulfillment information from the same platform used to manage customers and orders:

• Sales teams can monitor whether customer orders have been allocated or shipped.
• Customer service teams can respond to delivery and tracking questions.
• Warehouse teams can organize picking, packing, and shipping work.
• Operations teams can identify shortages, delays, and fulfillment priorities.
• Purchasing and manufacturing teams can respond to unmet demand.
• Accounting teams can follow shipment and invoicing status.

Invoicing Connection

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

This helps organizations maintain continuity from the customer order through operational and financial completion.

Reporting and Exception Management

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

• Orders awaiting allocation
• Orders ready to pick
• Open warehouse shipments
• Partially shipped orders
• Backordered quantities
• Late or delayed shipments
• Fulfillment by warehouse
• Shipment volume and status
• Orders awaiting invoicing
• Exceptions requiring attention

These tools help warehouse and operations teams focus on priorities and unresolved issues.

Business Benefits

GoldFinch Warehouse Fulfillment helps organizations:

• Connect customer orders with warehouse execution.
• Improve inventory and shipment visibility.
• Reduce duplicate entry and manual coordination.
• Increase picking and shipping accuracy.
• Support partial and multi-warehouse fulfillment.
• Provide faster answers to customer delivery questions.
• Coordinate shortages with purchasing, transfers, or production.
• Maintain traceability from sales order through shipment.
• Connect fulfillment activity with invoicing and accounting.
• Manage operational information directly on Salesforce.

Learn More

GoldFinch customers can sign in to access detailed instructions for allocating inventory, creating warehouse shipments, picking products, confirming shipments, and resolving fulfillment exceptions.

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