GOLDFINCH FOR DISTRIBUTION & MANUFACTURING

Combining Salesforce CRM With A Powerful Set of ERP Features

Natively developed on the Salesforce Cloud, the GoldFinch software provides a scalable solution for any small- to medium-sized business. With features such as sales management, discrete manufacturing, inventory and warehouse management, production order planning and scheduling, lot tracking, accounting integration and more, it’s inevitable that your processes and workflows will improve, allowing your materials to come in and product to be sold more quickly.

Stay Up-To-Date Wherever You Are

Whether you’re in the office or at an off-site meeting, stay on top of your business by using our Salesforce cloud-based platform. The only requirement you’ll need is the internet!

Combining Salesforce CRM With A Powerful Set of ERP Features

Natively developed on the Salesforce Cloud, the GoldFinch software provides a scalable solution for any small- to medium-sized business. With features such as sales management, discrete manufacturing, inventory and warehouse management, production order planning and scheduling, lot tracking, accounting integration and more, it’s inevitable that your processes and workflows will improve, allowing your materials to come in and product to be sold more quickly.

Sales Order Management

  • Automated EDI including Orders, Acknowledgments, ASN & Invoicing

  • Drop Shipments & Special Orders

  • Price management by customer, customer type or by customer/product

  • Multiple Ship to’s with option for Master Account Billing

Manufacturing

  • Multi -Level BOM Management

  • Version History Management

  • Master Scheduling of Requirements by SKU

  • Time Phased Materials Resource Planning

  • Routing Steps & Capacity Planning

  • Labor & Machinery usage tracking

  • Production Yield & Scrap Analysis

Inventory Management

  • Purchase Order Processing

  • Multiple Warehouses

  • Barcode Data Capture for Receiving, Put away and Fulfillment

  • Automated EDI integration to 3PL’s

  • Advanced Backwards & Forward Lot Tracking

  • Shelf Life & Bin Management

  • Virtual Real Time EDI integration

  • Seamless Multi Carrier on-line Shipping System integration

  • Cycle Counting with Scanning

Sales & Trade Management

  • Promotion Documentation & Schedule Management

  • Salesforce CRM Management

  • Manage MCB’s, Slotting Fees, Retailer Scan promotions

  • Manage effectiveness of each Promotional activity

  • Promotional pricing by period, customer and/or products

  • Expedited Cash Applications matching Chargebacks

  • Promotional Calendar

  • Track Promotion Effectiveness

  • Manage Chargebacks

  • Promotion Validations of Products Shipped

  • Broker Management of Promotions

Financial Integration

  • Real Time Integration with QuickBooks On Line

  • Batch integration with QuickBooks Desktop

  • Real Time Integration with Microsoft Dynamics NAV & Business Central

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