2. Activation request. Send a request to technical suport (support@plantingnursery.com) for Xero integration activation. Once your integration is active, Xero section will be available and Xero icon wil be active. 3. Xero integration configuration. 3.1 Due to Xero purchase order does not have a freight cost field, we have to define a purchase freight service.Continue reading “Integration with Xero”
Author Archives: Content Writer
Entering supplier receipts
This explanation is for the US, Canada, Europe, South America and South Africa. Maybe in other countries you can work in a different way. If you have a different procedure for entering suppliers receipts, just let us know and we can create a special feature. You have to complete two steps at two different moments ofContinue reading “Entering supplier receipts”
Services
Back The Services section contains the different services which the company offers. Add a Service: To add a Service simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Code: Unique identifier of service. Name: Name of service. Price: Price for service. Taxable: IfContinue reading “Services”
Carrier Types
The Carrier Types section contains the different carrier types which the company will use. Add a Carrier Type: To add a Carrier Type simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Name: Name of carrier type.
Carriers
The Carriers section contains the different carriers which the company will use. Add a Carrier: To add a Carrier simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Name: Name of carrier. SCAC Code: The Standard Carrier Alpha Code (SCAC) is a unique two-to-four-letterContinue reading “Carriers”
Freight Payments
The Freight Payments section contains the different fright payments which the company will use. Add a Freight Payment: To add a Freight Payment simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Name: Name of freight payment.
Delivery Methods
The Delivery Methods section contains the different delivery methods which the company will use. Add a Delivery Method: To add a Delivery Method simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Name: Name of delivery method.
Devices
The Devices section contains the different devices which are connected to the company and will be used by employees. Add a Device: To add a Device simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Serial: Serial number on device. Name: Name ofContinue reading “Devices”
Labors
The Labors section contains the different labors which will be done throughout the company. Add a Labor: To add a Labor simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Name: Name of labor.
Chemical Licenses
Back The Chemical Licenses section contains all of the Chemical Licenses that will be used later on when dealing with chemicals. Add a Chemical License: To add a Add a Chemical License simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: License Number:Continue reading “Chemical Licenses”
Chemical Protective Gear
Back The Chemical Protective Gear section contains all of the protective gear that will be used later on when dealing with chemicals. Add a Chemical Protective Gear: To add a Add a Chemical Protective Gear simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. FieldsContinue reading “Chemical Protective Gear”
Chemical Active Ingredients
Back The Chemical Active Ingredients section contains all of the chemical active ingredients that will be used later on for things like spraying and pest control. Add a Chemical Active Ingredient: To add a Add a Chemical Active Ingredient simply click on the Add button and fill out the fields. After that, just Save orContinue reading “Chemical Active Ingredients”
Reason Categories
The Reason Categories section contains the different categories which Reasons may belong to. Add a Reason Category: To add a Reason Category simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Description: Description of Reason Category. Reason Type: Type of Reason Category.
Reasons
The Reasons section contains all of the reasons that will be used later on when there is a production loss, inventory stock adjustment, purchase order change, etc. Add a Reason: To add a Reason simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline:Continue reading “Reasons”
Resource Groups
The Resource Groups section contains the different groups of resources which will be used throughout the company. Add a Resource Group: To add a Resource Group simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Code: Unique identifier for Resource Group. Name: NameContinue reading “Resource Groups”
Resource Categories
The Resource Categories section contains the different categories of resources which will be used throughout the company. Add a Resource Category: To add a Resource Category simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Name: Name of Resource Category. Type: Type ofContinue reading “Resource Categories”
Unit Of Measures
The Unit Of Measures section contains the different Unit of Measures which will be used throughout the company. Add a Unit of Measure: To add a Unit of Measure simply click on the Add button and fill out the fields. After that, just Save or Cancel the changes. Fields Outline: Code: Unique identifier for thatContinue reading “Unit Of Measures”
UOM Types
The UOM Types section contains the different Unit of Measure Types which a company may have. Fields Outline: Name: Name of UOM Type Primary UOM: Primary Unit of Measure
Plants
The Plants section describes the different colors, genuses, species, and varieties of plants. Add a Plant: To add a new Plant just click on the Add button and fill out the fields. Then simply Save or Cancel the changes. Fields Outline: Name: Scientific plant name. Common Name: Common plant name. Genus: Genus which that plant belongs to. Specie: Specie which thatContinue reading “Plants”
Varieties
The Varieties section describes the different varieties of plants. Add a Variety: To add a new Variety just click on the Add button and fill out the fields. Then simply Save or Cancel the changes. Fields Outline: Name: Variety name. Genus: Genus which that Variety belongs to. Specie: Specie which that Variety belongs to.
Species
The Species section describes the different species that plants belong to. Add a Species: To add a new Species just click on the Add button and fill out the fields. Then simply Save or Cancel the changes. Fields Outline: Name: Species name. Genus: Genus which that Species belongs to.
Genuses
The Genuses section describes the different genuses that plants belong to. Add a Genus: To add a new Genus just click on the Add button and fill out the field Name. Then simply Save or Cancel the changes. Fields Outline: Name: Genus name.
Colors
The Colors section describes the different colors that plants may have. Add a Color: To add a new Color just click on the Add button and fill out the field. Then simply Save or Cancel the changes. Fields Outline: Name: Color name.
Containers
Back The Containers section defines the description of a container, including the Size, Unit Of Measure, and Volume. Fields Outline: Description: Description of container. Size: Size of container. UOM: Unit of Measure of container. Sq Ft: Square Feet of container. Volume: Volume of container. Add a Container: To Add a container just click on theContinue reading “Containers”
Sizes
The Sizes section contains the Description of containers which specifies their size and weight. Add a Size: To add a new Size just click on the Add button and fill out the desired fields. Then simply Save or Cancel the changes. Fields Outline: Code: Any identifier that further specifies the type of container. Description: DescriptionContinue reading “Sizes”
Person Fields
Back The Person Fields section defines the different fields that a Person Type may have. Ex: SSN, Address, etc. Fields Outline: Name: Desired field name. Person Types: Person Types who are going to have this field. Required: Defines if the field is required or not. Add Person Field: To add a Person Field simply clickContinue reading “Person Fields”
Person Groups
Back The Person Groups section describes the different teams that a company wants to define. A team is a group of person types associated together in a work or activity. Add Person Group: To add a person group just click on the Add button and fill out the fields. Then simply Save or Cancel theContinue reading “Person Groups”
Person Types
Back The Person Types section contains all of the different person types that a specific company has. EX: Sprayer, External Worker, Driver, etc. These fields are completely customizable and can be as simple or as complex as one wants. The Person Types are used later on to set up the Person Fields section. Each PersonContinue reading “Person Types”
Storage Locations
Back The Storage Locations section defines the different locations to store resources, not including locations at the field like greenhouses or uncovered zones used for growing. In a storage location users cannot perform production tasks, they are only able to receive and deliver inventory stocks. These locations can include warehouses, packing houses and shelfs. AddContinue reading “Storage Locations”
Physical Locations
Back The Physical Locations section defines the different locations for a particular company including the Farms, Bays, and Greenhouses. Add Physical Location: To add a physical location simply click on the Add button and fill out the details including Name, Physical Location Type and Area size. Physical location types are arranged in a hierarchical structureContinue reading “Physical Locations”
Organizational Units
Back The section Organizational Units stores the independent company branches. These branches are completely independent from each other, although they belong to the same company. Add Organizational Unit: To add an Organizational Unit simply click on the Add button and complete the fields necessary. Fields Outline: Name: Name of organizational unit. Allow Sales Rep SelectContinue reading “Organizational Units”
Company Information
Back The Company Information section contains the company’s name, address, and email, amongst other details. Fields Outline: Company Name: Defines the name by which a corporation wants to be identified. Email: Email associated with the company. Street Address: Defines the address of the company. City: City where company is located. State: US State where company is located.Continue reading “Company Information”
Settings
The settings page is designed to help our users customize and configure every aspect possible of their business. In this page users are able to edit information about their company like Organizational Units, Physical Locations, Persons and their roles, Plants and Resources, amongst others. To edit or view a specific field simply use the dropdownContinue reading “Settings”
Lots
Back A Lot is a group of the same plants which are ready on the same date and have the same scheduled tasks and resources. View Lot Details: To view a specific lot detail simply click on the lot you want to see. Lot number: Unique identifier for each individual lot. Organizational Unit: Individual companyContinue reading “Lots”
Production Planning
Plan your production thinking about sales goals and finished products. We will generate all lots, tasks and resources requirements to grow your plants. Real quantities will be calculated based on percentage of germination and units per parent for each week of the year as defined in the bill of resources. Get real-time alerts if aContinue reading “Production Planning”
Growing Plants
Know what production tasks are scheduled for the current week. Manage all your production tasks in a single place. Create a bill of resources for each plant to automate production planning and ensure quality in your operations. Keep track of lot locations, planned vs potted quantity, ready date, dependencies, tasks, and resources.
Spray & Scouting
Back Stay compliant by keeping track of your spray records, license, and applied chemical active ingredients. Protect your people issuing re-entry warnings after a location was sprayed and define clear handling and protective gear requirements. Create spray orders with automated assistance to calculate spray mix by area or containers. Create a spray calendar to automateContinue reading “Spray & Scouting”
Sales
Create sales orders based on real availability, selecting packaging requirements, and service fees. Flexible pricing, discounts, shipping costs, and taxes. Advanced order processing to pick from the field, warehouse, or vendor. Create stylish plant assortments.
Purchases
Create purchase orders based on production plans to reduce risk, ensure the security of supply, quality, and lower costs. Validate vendor’s lead times and resources expiration dates. Create purchase orders for unexpected demand or loss.
Inventory Stocks
Our inventory system was designed to track plants in the fields, greenhouses, and warehouses. We keep track of lots, quantities, and availabilities across multiple locations, as well as all hard goods needed in the production process. The inventory is fully integrated with production, sales and purchasing processes. Every time a production task, a picking orderContinue reading “Inventory Stocks”
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