Additional Sales Features Overview

GoldFinch provides additional sales capabilities for organizations that need to manage processes beyond standard quotes, sales orders, shipments, and invoices.

Built natively on Salesforce, these features remain connected to customers, products, inventory, purchasing, manufacturing, warehouse operations, and accounting. Organizations can activate and configure the capabilities that best match their sales and fulfillment requirements.

Support More Complex Sales Processes

GoldFinch can support sales scenarios such as:

• Long-term customer commitments
• Blanket orders and scheduled releases
• Kits, bundles, and configured products
• Special orders and drop shipments
• Customer deposits and prepayments
• Partial and multiple shipments
• Multi-warehouse fulfillment
• Customer-specific product references
• High-volume order processing
• E-commerce and EDI orders
• Customer portal transactions

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

Blanket Sales Orders

Blanket sales orders help organizations manage customer commitments that are fulfilled through multiple releases over time.

An authorized user can record the overall agreement and create individual sales orders as quantities are requested or scheduled. GoldFinch maintains the relationship between the blanket order and its released sales orders, helping teams monitor:

• Total committed quantities
• Quantities already released
• Remaining quantities
• Agreed prices and terms
• Effective and expiration dates
• Related sales orders and fulfillment activity

This visibility can also support inventory, purchasing, and production planning.

Kits, Bundles, and Configured Products

GoldFinch can support sales involving kits, assembled products, bills of material, and configured or made-to-order products.

Depending on the product and process, a sales order can be connected with:

• Components required for fulfillment
• Inventory availability
• Assembly or production activity
• Purchasing requirements
• Warehouse picking and shipment
• Related costs and accounting activity

This allows organizations to sell more complex products while maintaining visibility into how they will be supplied and fulfilled.

Customer Product Cross-References

Customers may refer to products by their own item numbers, descriptions, or units of measure. GoldFinch can maintain relationships between customer-specific identifiers and the organization’s internal product records.

Customer product cross-references can help:

• Accelerate quote and order entry
• Reduce product-selection errors
• Interpret customer purchase orders
• Support EDI transactions
• Improve customer-facing documents
• Maintain consistent internal product information

Special Orders

Use a special order when a product must be purchased or produced specifically for a customer.

Connecting the customer’s sales order with the related purchasing or manufacturing activity helps users understand:

• Which customer requirement created the demand
• How the product will be supplied
• Expected availability and delivery
• Related costs
• Fulfillment status
• Whether the order is ready to ship or invoice

Special orders are useful for nonstock products, custom items, and other customer-specific requirements.

Drop Shipments

A drop shipment allows a vendor to send a product directly to the customer instead of delivering it through the organization’s warehouse.

GoldFinch can connect the customer order with the related vendor purchase, shipment, invoice, and accounting activity. This maintains visibility and traceability even when the organization does not physically handle the product.

Customer Prepayments

Some orders require a deposit or full payment before production or fulfillment begins. GoldFinch can record customer prepayments and connect them with the applicable customer, sales order, invoice, and accounting records.

Authorized teams can monitor:

• Prepayments received
• Orders awaiting required payment
• Amounts applied to invoices
• Remaining unapplied balances
• Additional amounts due
• Refunds or canceled transactions

Partial and Multiple Shipments

Customer orders do not always ship completely or from one warehouse. GoldFinch can support:

• Partial fulfillment
• Backordered quantities
• Multiple shipments from one sales order
• Fulfillment from different warehouses
• Customer-requested split deliveries
• Different shipment dates by order line

Connected order and shipment records help teams distinguish what has shipped from what remains open.

Sales Order Templates and Mass Processing

Organizations processing a high volume of orders may use templates, filters, list views, and mass-processing tools to organize recurring work.

Depending on the enabled functionality, teams may be able to group eligible orders for activities such as:

• Inventory allocation
• Picking
• Shipment preparation
• Document generation
• Invoicing
• Customer-receipt processing

These capabilities improve efficiency while preserving each transaction's detail and audit history.

Customer-Specific Pricing and Discounts

GoldFinch can support pricing arrangements based on factors such as:

• Customer
• Product
• Quantity
• Unit of measure
• Effective date
• Contract or promotion
• Approved discount

Salesforce approval capabilities and business rules can also help control nonstandard discounts and manual price adjustments.

E-Commerce and EDI Orders

GoldFinch supports integration with selected e-commerce, EDI, and related transaction platforms.

Depending on the integration, organizations may automate or streamline:

• Sales order creation
• Customer and product matching
• Order acknowledgments
• Order changes or cancellations
• Shipment information
• Invoice information
• Customer-specific product references

Integrations may require separate subscriptions, mapping, testing, and professional services.

Customer Portal Capabilities

A Salesforce-based customer portal can extend selected sales capabilities to authorized customers.

Depending on the implemented solution, customers may be able to:

• Review permitted account information
• Submit or review orders
• Access sales documents
• Monitor order and shipment status
• View invoices
• Interact with other approved processes

Portal functionality, licensing, and security are configured according to each organization’s requirements.

Reporting and Exception Management

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

• Open blanket orders and remaining commitments
• Special orders awaiting supply
• Open drop shipments
• Partially fulfilled orders
• Orders awaiting customer prepayment
• Pricing and discount exceptions
• Integrated orders requiring review
• Orders awaiting shipment or invoicing
• Other sales exceptions requiring attention

This helps users focus on transactions that require action or follow-up.

Business Benefits

GoldFinch’s additional sales features help organizations:

• Support complex customer and fulfillment requirements.
• Manage long-term commitments and scheduled releases.
• Connect customer demand with purchasing and manufacturing.
• Reduce repetitive order entry and manual processing.
• Improve visibility into partial and multi-warehouse fulfillment.
• Maintain customer-specific pricing and product information.
• Control customer prepayments and pricing exceptions.
• Connect e-commerce, EDI, and portal activity with operations.
• Preserve traceability across related transactions.
• Extend Salesforce CRM into operational sales management.

Choosing the Right Features

Not every organization needs every advanced feature. GoldFinch can begin with essential sales processes and add capabilities as requirements develop.

Some features may require:

• An eligible GoldFinch edition or optional module
• Additional Salesforce licensing
• A supported third-party service
• Customer-specific configuration
• Integration and data mapping
• Professional services
• User acceptance testing

Learn More

To discuss which sales capabilities fit your organization, please contact GoldFinch Cloud Solutions.