GoldFinch Inventory Management helps manufacturers, distributors, food and beverage companies, and nonprofit organizations manage inventory directly on Salesforce. It connects inventory with purchasing, sales, manufacturing, warehouse operations, and accounting to provide a consistent view of products, quantities, locations, and transactions.
Centralized Inventory Information
Maintain inventory information in one connected system, including:
- Items and item categories
- Warehouses and storage bins
- Units of measure
- Lots and serial numbers
- Quantities on hand
- Allocated and available quantities
- Inventory costs and values
- Related purchasing, sales, and manufacturing transactions
Business benefit: Teams work from shared information, reducing reliance on spreadsheets and disconnected systems.
Multi-Warehouse and Bin Management
Track inventory across multiple warehouses, operating locations, and storage bins. Receive, transfer, move, pick, consume, and ship inventory from designated locations.
Business benefit: Improve location-level visibility and help warehouse teams find, move, and fulfill inventory more efficiently.
Lot and Serial Number Tracking
Track products by lot or serial number throughout purchasing, storage, production, and sales processes. Maintain relevant manufacturing and expiration dates when required.
Business benefit: Strengthen traceability, support quality-control processes, and respond more effectively to product inquiries or recalls.
Inventory Availability and Allocation
Review inventory on hand, quantities committed to demand, and quantities available for fulfillment. Connect inventory information with sales orders, warehouse activity, production requirements, and other demand sources.
Business benefit: Help sales and operations teams make more reliable fulfillment decisions and recognize potential shortages earlier.
Inventory Movements and Transfers
Record inventory movements between bins, warehouses, and organizational locations while maintaining a traceable history of each transaction.
Business benefit: Improve inventory accuracy and accountability when products are relocated within or between facilities.
Physical Inventory and Cycle Counting
GoldFinch supports physical inventory, cycle counting, and blind counting processes. Organizations can select counting approaches based on their operating requirements and inventory-control policies.
Business benefit: Identify discrepancies earlier, reduce inventory errors, and maintain more dependable on-hand quantities.
Inventory Adjustments
Authorized users can record inventory corrections with the appropriate transaction history and supporting information.
Business benefit: Provide a controlled and auditable method for resolving differences caused by damage, spoilage, counting errors, or other operational events.
Expiration-Date Management
Organizations handling perishable or time-sensitive products can track expiration information by lot and use it when reviewing inventory availability and warehouse priorities.
Business benefit: Reduce spoilage risk, improve product rotation, and support expiration-sensitive fulfillment practices.
Purchasing Integration
Purchase receipts update inventory information as products are received. Item, warehouse, lot, quantity, and cost information can flow through purchasing and receiving.
Business benefit: Give purchasing and warehouse teams better visibility into incoming inventory and current stock levels.
Sales and Fulfillment Integration
Inventory availability can support sales-order allocation, picking, shipping, and invoicing activities. Sales and operations teams can work from connected customer, order, and inventory information.
Business benefit: Improve order fulfillment, reduce communication gaps, and provide better information when responding to customers.
Manufacturing Integration
Manufacturing transactions can consume component inventory and add finished goods or intermediate products to inventory. Material activity remains connected with production and item records.
Business benefit: Improve visibility into material usage, production output, component shortages, and finished-goods availability.
Inventory Costing and Accounting
Inventory transactions can maintain cost and valuation information. When you use GoldFinch Accounting, inventory activity can connect to financial posting and general-ledger reporting.
Business benefit: Improve coordination between operations and finance while supporting more timely inventory reconciliation and financial reporting.
Reporting and Analytics
Use Salesforce reports, dashboards, and GoldFinch data to analyze inventory by item, warehouse, bin, lot, availability, value, or transaction history.
Organizations can monitor areas such as:
- Inventory quantities and values
- Available and allocated inventory
- Slow-moving or excess inventory
- Inventory shortages
- Expiring lots
- Inventory adjustments
- Warehouse movements
- Historical inventory positions
Business benefit: Turn inventory data into actionable information for purchasing, fulfillment, production, and financial decisions.
Salesforce-Native Platform
GoldFinch Inventory Management operates on Salesforce, allowing inventory information to connect with customers, suppliers, products, orders, service activity, reporting, workflows, and approved integrations.
Business benefit: Extend Salesforce beyond CRM and give operational teams a shared platform for managing inventory-related processes.
Overall Business Benefits
With GoldFinch Inventory Management, organizations can:
- Improve inventory visibility across departments and locations
- Maintain more accurate inventory quantities
- Strengthen lot and serial-number traceability
- Reduce stockouts, excess inventory, and spoilage
- Improve warehouse and fulfillment efficiency
- Coordinate purchasing, sales, manufacturing, and accounting
- Reduce duplicate data entry and spreadsheet dependency
- Support better operational and financial decisions
- Maintain a traceable history of inventory activity
- Manage inventory within the Salesforce platform
Learn More
Authorized GoldFinch customers can access detailed setup instructions, transaction procedures, field definitions, and troubleshooting resources.
Sign in to GoldFinch Clientcare or contact GoldFinch Support to learn how these capabilities can support your organization’s inventory operations.
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