Process Work Orders Overview

GoldFinch helps manufacturers manage production from material preparation through finished output. Work orders connect planned production with inventory, warehousing, purchasing, supply planning, and accounting—all on the Salesforce platform.

This connected process gives production and management teams real-time visibility into what is planned, what materials are required, what has been produced, and what work remains.

Work Order Processing

A typical production process includes:

1. Reviewing the work order and production requirements
2. Confirming that required materials are available
3. Preparing or moving materials to the production area
4. Recording finished or intermediate output
5. Recording the materials consumed
6. Posting the production activity
7. Completing the work order

The exact process can be adapted to the organization’s manufacturing method, warehouse operations, and reporting requirements.

Prepare Materials for Production

Before production begins, users can review component requirements and inventory availability.

GoldFinch supports several ways to prepare materials, including:

• Allocating available inventory
• Creating work-order picks
• Moving materials to production
• Requisitioning additional materials
• Preparing the appropriate quantities and units of measure

These capabilities help warehouse and production teams coordinate material availability and reduce delays caused by shortages or misplaced inventory.

Record Production Activity

Production activity is recorded through production journals connected to the work order.

A production journal can capture:

• Finished or intermediate output
• Components or ingredients consumed
• Actual production quantities
• Warehouse and bin locations
• Lot or serial-tracking information
• Relevant production dates

When you post the journal, GoldFinch updates inventory to reflect the manufactured output and materials consumed.

Actual Output and Consumption

Planned and actual production quantities do not always match. GoldFinch allows production teams to record what was actually produced and consumed.

This is especially useful when:

• Output differs from the planned quantity
• Actual material usage varies
• Production is reported across multiple shifts or days
• Different lots are produced separately
• Scrap, process loss, or substitutions occur
• Production is completed in stages

Recording actual activity improves inventory accuracy and provides a more complete history of production performance.

Partial Production

A work order can be processed through one or multiple production journals. This allows organizations to report partial production as work is completed instead of waiting for the entire order to finish.

Users can monitor:

• Planned production quantity
• Quantity already produced
• Remaining quantity
• Materials already consumed
• Remaining material requirements

This provides ongoing visibility into production progress.

Lot and Serial Traceability

For tracked items, GoldFinch can link production output and material consumption to the applicable lot or serial information.

This supports organizations that need to trace:

• Which materials were used
• Which finished lots or serialized items were produced
• When production occurred
• Where inventory was stored
• Applicable manufacturing and expiration information

Traceability is particularly valuable for food and beverage, industrial manufacturing, regulated products, and other quality-sensitive operations.

Complete the Work Order

After you record and review the required production activity, you can complete the work order.

The finished work order provides a consolidated production history, including planned quantities, actual output, material consumption, production dates, and related inventory activity.

Connected Manufacturing on Salesforce

Because GoldFinch is native to Salesforce, work-order information can be connected with:

• Customer and sales demand
• Inventory availability
• Purchasing and replenishment
• Warehouse activities
• Supply planning
• Quality-related information
• Inventory costing and accounting
• Reports, dashboards, automation, and approved AI capabilities

This gives operational and customer-facing teams access to consistent production information without relying on disconnected applications or spreadsheets.

Business Benefits

• Real-time visibility: Monitor production progress, completed output, and remaining requirements.
• Accurate inventory: Update finished goods and component quantities as production is recorded.
• Better material coordination: Connect production requirements with warehouse and purchasing activities.
• Flexible production reporting: Support full, partial, standard, and batch production processes.
• Improved traceability: Maintain a connected history of output, consumption, lots, and production activity.
• Unified operations: Bring manufacturing, inventory, sales, purchasing, and accounting together on Salesforce.

Signed-in customers can access detailed instructions for processing production journals, recording output and consumption, preparing materials, and completing work orders.