Frequently Asked Questions
Helpful answers to common questions
What differentiates GoldFinch ERP from other solutions?
GoldFinch ERP was designed as a modern, complete, and easy-to-use solution for distributors and manufacturers who have outgrown their existing business management tools. Manage growth by controlling inventory, real-time analytics, and customer relationships. By combining Salesforce, the world’s leading CRM solution, with GoldFinch ERP’s functionality, the entire picture comes together in a single unified solution.
But Salesforce is expensive, and only large companies can afford to use it!
Yes, Salesforce is a premium solution used by 77% of Fortune 500 companies. BUT, surprisingly, it has a 44.5% market share with companies between 1-100 employees. As an ISV-developed application, our GoldFinch ERP solution is built on the Salesforce platform and comes with much of the enterprise functionality you have come to expect with a complete ERP system.
What are the requirements needed to access GoldFinch ERP?
As a true cloud-based solution, GoldFinch ERP on the Salesforce platform can be accessed from virtually any device and location where internet connectivity is available. With the Salesforce Mobile app, the system is natively available on mobile devices. It is platform- and browser-agnostic, meaning it will run on PC or Mac and within IE, Chrome, Firefox, Microsoft Edge, or Safari.
Is GoldFinch ERP accessible from a mobile device?
Our platform was built from the ground up specifically supporting mobile access as a core function. Enjoy fast and reliable service from your favorite web browser or natively within the Salesforce mobile app.
What about Trade Promotions and Chargebacks?
Managing and controlling trade promotions and chargebacks are common concerns among food manufacturers and distributors. We made supporting these issues a key feature of GoldFinch ERP, including extensive reporting of each promotion and real-time validation of chargebacks.
Does GoldFinch ERP handle food safety compliance requirements?
GoldFinch ERP is one of the most comprehensive Lot Tracking applications on the market. The solution is a true farm-to-fork compilation of virtually every transaction that affects a lot number. It also includes any and all allergen controls in the warehouse and the Country of Origin down to the lot level. By bringing these together, GoldFinch ERP is designed to meet the most stringent compliance issues.
Are you integrated with any shipping solutions?
GoldFinch ERP integrates with the native Salesforce application, Shipmate, with over 10,000 customers worldwide. Our partner, Kuebix, offers a modular, scalable, and intuitive TMS platform that also integrates with GoldFinch ERP quickly and easily.
What is the minimum number of users required?
GoldFinch ERP requires a minimum of 3 users. There are no limits on the maximum number of users or the amount of data that is being processed.
What is the timeframe of a typical implementation?
A typical GoldFinch ERP implementation, up to 10 users, normally requires 90 days to be operational. Much depends, of course, on the type of organization and complexity of processes. Manufacturing companies may require additional time. Our experienced team has a proven implementation protocol and will be by your side every step along the way.
How is your EDI integration more efficient?
We often find that most EDI solutions require either the use of web forms or data downloaded from a provider’s site, such as True Commerce or SPS. These also tend to run a process to import that data into the ERP application. With GoldFinch EDI, all orders are transmitted in real-time to GoldFinch ERP and created as a Sales Order to be reviewed and processed. From there, orders are marked as an EDI-created order for validation.
Which inventory control and planning features are available?
GoldFinch ERP was designed to overcome the common limitations of existing commercially available accounting systems such as QuickBooks, Xero, or Sage. Often, these products require a bolt-on inventory management solution. This is where the GoldFinch ERP proudly differs, being a complete warehouse management solution that serves multi-location, multi-bin, multi-units of measure, and extensive MRP planning tools to effectively determine requirements.
Does GoldFinch ERP handle Batch Manufacturing & Processing?
Yes. GoldFinch ERP comes complete with a manufacturing Work Order system that handles both discrete and batch processing with multiple pack-outs, multiple units of measure, and extensive yield analytics.
Why wouldn’t I stay with QuickBooks and purchase an add-on?
For some companies that may work. For others, the add-on solution likely lacks all the scalability and functionality needed. The add-on may also not be modifiable. It all depends on what your business requires. Contact us to discuss your business needs.
Do other solutions offer an AppExchange with more than 4,000+ applications?
The Salesforce ecosystem has over 4,000 certified and tested apps that can enhance GoldFinch ERP with added functionality—many are available at no cost! Rather than paying for expensive add-ons or custom code development, the AppExchange often provides a quick and inexpensive solution. If your app download doesn’t work as expected, no problem—just uninstall the app without affecting your program or stored data.
Is it a true cloud solution or is it hosted on a cloud server like Amazon Web Services (AWS) or Azure?
The GoldFinch ERP solution on the Salesforce Platform is a cloud multi-tenant application. All 250,000+ Salesforce users processing over 8 billion transactions per day utilize the same Salesforce programs. Updates and new releases happen automatically and do not affect existing data or modifications.
Are there charges for upgrades to GoldFinch ERP?
No. Upgrades and enhancements are all included in your subscription.
What is the support policy and cost?
Our support team is ready to address any issues you may have with GoldFinch ERP functionality. Included in your subscription is the standard support response time of one business day. Higher support level agreements are also available.
Do you support aggregated promotion analytics?
GoldFinch ERP gives you the ability to view all promotions for a given retailer for the calendar year in a one-glance view; annual/quarterly total gross sales at the retailer and aggregate level by product-line; annual/quarterly estimated cost of promotions at the retailer and aggregate level by product-line; annual/quarterly net sales at the retailer and aggregate level by product-line.