This FAQ answers common questions about GoldFinch Sales capabilities. Detailed setup and operating instructions are available to signed-in GoldFinch customers.
General
What is GoldFinch Sales?
GoldFinch Sales helps manufacturers, distributors, and other product-based organizations manage customer sales from quotation and order entry through inventory allocation, fulfillment, shipment, invoicing, payment, and returns.
Because GoldFinch is built natively on Salesforce, customer, operational, and financial information can remain connected on one platform.
Is GoldFinch Sales native to Salesforce?
Yes. GoldFinch is a Salesforce-native application. Users can work with GoldFinch sales information within Salesforce alongside accounts, contacts, opportunities, reports, dashboards, workflows, and other authorized data.
Does GoldFinch replace Salesforce Sales Cloud?
GoldFinch complements Salesforce CRM capabilities by extending the sales process into operational order management. Salesforce can manage leads, opportunities, and customer relationships, while GoldFinch connects confirmed demand with inventory, purchasing, manufacturing, fulfillment, invoicing, and accounting.
The exact combination of Salesforce licenses and GoldFinch modules depends on the organization’s requirements.
What types of organizations use GoldFinch Sales?
GoldFinch Sales is designed primarily for manufacturers, distributors, food and beverage companies, configure-to-order businesses, nonprofit meal programs, and other organizations that manage products, inventory, or complex fulfillment processes.
Quotes and Sales Orders
Can GoldFinch create customer sales quotes?
Yes. Sales teams can prepare quotes containing customer, product, quantity, pricing, discount, delivery, and commercial information. Accepted quotes can be converted into sales orders, reducing duplicate entry and preserving the agreed terms.
Can sales orders be created without a quote?
Yes. Authorized users can enter sales orders directly when a formal quotation is unnecessary.
Depending on the selected integrations and configuration, sales orders may also originate from blanket orders, e-commerce platforms, EDI transactions, customer portals, or approved data imports.
What information can be included on a sales order?
A sales order can bring together information such as:
- Customer and contact
- Billing and shipping addresses
- Products and quantities
- Units of measure
- Prices and discounts
- Requested shipment or delivery dates
- Warehouse
- Shipping and payment terms
- Inventory allocation
- Shipment and invoice status
- Related purchasing or production activity
Available fields and processes depend on the organization’s configuration.
Can GoldFinch manage blanket sales orders?
Yes. Blanket sales orders can record longer-term customer commitments and generate individual sales orders as quantities are released. Users can monitor the original commitment, quantities ordered, and remaining quantities.
Does GoldFinch support recurring customer orders?
GoldFinch can support recurring or repeated ordering through features such as blanket orders, templates, integrations, and other configured processes. The best approach depends on whether the requirement involves scheduled releases, recurring billing, subscriptions, or repeated product orders.
Pricing and Discounts
Does GoldFinch support customer-specific pricing?
Yes. GoldFinch can support negotiated or contracted prices for individual customers in addition to standard product pricing.
Can prices vary by quantity or unit of measure?
Yes. Pricing can be structured according to factors such as customer, product, quantity, unit of measure, and effective date.
Does GoldFinch support discounts?
Yes. GoldFinch can support approved customer, product, quantity, promotional, and transaction-level discount arrangements, depending on configuration.
Can price overrides or discounts require approval?
Salesforce approval processes and business rules can control pricing exceptions, nonstandard discounts, or other transactions requiring management review.
Inventory and Fulfillment
Can sales teams see inventory availability?
Yes. Because sales orders and inventory are connected, authorized users can review relevant inventory information during sales and order-management activities.
The available quantity may depend on on-hand inventory, existing allocations, warehouse, unit of measure, and other operational considerations.
What is inventory allocation?
Inventory allocation reserves or commits available products to customer demand. It helps teams identify which stock is intended for particular orders and which quantities remain available for other requirements.
Can an order be fulfilled from more than one warehouse?
Yes. GoldFinch can support fulfillment from multiple warehouses and the creation of multiple shipments for one customer order, depending on the organization’s process and configuration.
Can GoldFinch handle partial shipments?
Yes. An order may be fulfilled in stages when only some products are available or when the customer requests separate deliveries. Remaining quantities can continue to be monitored until they are fulfilled or otherwise resolved.
Does GoldFinch support picking, packing, and shipping?
Yes. GoldFinch can connect sales orders with warehouse shipment, picking, packing, and shipping activities. Optional warehouse and shipping capabilities may include barcode scanning, wave or batch picking, lot or serial tracking, labels, and carrier integrations.
Does GoldFinch provide shipment tracking?
Tracking information can be recorded and connected with the shipment and customer order. Additional carrier-related capabilities may be available through supported shipping integrations.
Special Orders, Drop Shipments, and Production
What is a special order?
Use a special order when a product is purchased specifically to fulfill a customer’s sales order. The related sales and purchasing activity can remain connected for visibility and traceability.
What is a drop shipment?
A drop shipment occurs when a vendor delivers the product directly to the customer rather than shipping it through your warehouse. GoldFinch can maintain the relationship among the customer order, vendor purchase, shipment, invoice, and related financial activity.
Can a sales order create purchasing demand?
Yes. Customer demand may connect to purchasing requirements when inventory is unavailable or when products are purchased specifically for an order.
Can GoldFinch support made-to-order or configured products?
Yes. GoldFinch can support kits, bills of material, assemblies, configure-to-order products, and make-to-order processes. The appropriate workflow depends on the product structure and selected manufacturing capabilities.
Invoicing and Payments
Can GoldFinch create sales invoices from orders or shipments?
Yes. Completed sales or shipment activity can create customer invoices based on the organization’s billing process.
Is GoldFinch Accounting required?
No. You can use GoldFinch Sales with supported accounting arrangements. However, using GoldFinch Accounting keeps sales orders, shipments, invoices, receivables, payments, inventory, and general ledger activity natively connected in Salesforce.
Integration requirements and available functionality depend on the accounting solution selected.
Can GoldFinch manage customer prepayments?
Yes. GoldFinch can record deposits and other advance payments and connect them with the relevant customer, sales order, invoice, and accounting activity.
What payment methods are supported?
Depending on the selected modules and integrations, customers may pay by check, ACH, bank transfer, wire transfer, or credit card.
Payment-processing services may require separate subscriptions, transaction fees, and implementation.
Does GoldFinch support multiple currencies?
Yes. GoldFinch can support multi-currency sales and accounting processes. Review requirements during implementation because exchange rates, pricing, invoicing, and accounting policies can vary by organization.
Returns and Customer Service
Can GoldFinch manage customer returns?
Yes. GoldFinch can connect returned products with the original customer, sales order, shipment, invoice, warehouse, and financial records.
What can happen to returned inventory?
Depending on the product’s condition and company policy, it may be returned to available inventory, placed in inspection or quarantine, repaired, returned to the vendor, or disposed of.
Can a return result in a credit or replacement?
Yes. Authorized users can manage resolutions such as customer credits, refunds, replacement shipments, repairs, and applicable fees according to company policy.
Does GoldFinch support lot- and serial-tracked returns?
Yes, when you enable the applicable inventory tracking capabilities. This can help organizations maintain traceability for regulated, warrantied, serialized, or recall-sensitive products.
Integrations and Automation
Can GoldFinch receive e-commerce orders?
Yes. GoldFinch supports integrations with selected e-commerce platforms. Available integrations, features, and implementation requirements vary by platform.
Does GoldFinch support EDI?
Yes. GoldFinch can support EDI sales-order and related transaction workflows through approved integrations and trading-partner configurations.
Can GoldFinch integrate with shipping applications?
Yes. GoldFinch supports selected shipping integrations that can extend capabilities such as carrier processing, labels, rates, tracking numbers, and shipment-status updates.
Can GoldFinch automate sales processes?
Salesforce automation, approvals, notifications, scheduled processes, and GoldFinch functionality can help automate appropriate parts of the sales cycle. Design automation around the organization’s policies, exceptions, and internal controls.
Reporting, Security, and Access
Can users report on sales activity?
Yes. Salesforce reports, dashboards, and list views can analyze information such as:
- Quotes and conversion activity
- Open and completed orders
- Sales by customer, product, salesperson, or period
- Pricing and discounts
- Inventory shortages and backorders
- Shipment status
- Orders awaiting invoicing
- Returns and credits
- Exceptions requiring attention
Can users access sales information from Salesforce CRM records?
Yes. Because GoldFinch is native to Salesforce, authorized users can access connected operational information from relevant customer and transaction records.
How is access to sales information controlled?
Organizations can use Salesforce security capabilities, including users, profiles, permission sets, roles, sharing rules, and field-level security, to control access according to business responsibilities.
Can sales processes be customized?
GoldFinch can be configured to support an organization’s products, warehouses, pricing policies, approvals, fulfillment practices, and reporting requirements. Some requirements may involve configuration, integration, or professional services.
Licensing and Implementation
Are all sales features included automatically?
Available functionality depends on the GoldFinch edition, modules, integrations, Salesforce licenses, and the configuration the organization selects. Certain capabilities or third-party services may require additional subscriptions.
How is GoldFinch Sales implemented?
Implementation typically includes business-process review, configuration, data preparation, testing, training, and go-live support. The scope and timeline depend on the organization’s complexity, transaction volume, integrations, and data-conversion requirements.
Where can customers find detailed instructions?
Signed-in GoldFinch customers can access detailed operating, configuration, and troubleshooting articles in GoldFinch Clientcare.
Learn More
To discuss your sales, inventory, fulfillment, integration, and accounting requirements, please contact GoldFinch Cloud Solutions.
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