Customer Statements can be run for either an Individual Customer or All Customers. To run any statement, go to Menu → Customers → Open a Customer Detail. On the bottom left, there is a button for “Statement.”
Creating and Setting New Users and Jobs
All of the user setup is within the User Module. For our system, each user will need to have their own login.
Report Spotlight: Physical Inventory Report
The Physical Inventory Report is designed to take a physical count of your inventory. Once on the report, you can filter by any number of options, including product detail fields, location, lot, and current quantity on hand.
Process Spotlight: Entering Grower Production Costs Against Fields
One of the most common questions that we’re asked is how to link payments to a Grower back to the field costs. There are a few sections to set up before getting started with this process.
Report Spotlight: Customer Booking and Payment Totals
Today we would like to highlight a set of report options we have that are designed to compare customer booking totals to credits on their account. This lets you see which of your customers have paid their accounts and which customers have outstanding balances prior to invoicing.
Process Spotlight: Bank Reconciliation
In this walk through, we’ll show you how to start a new reconciliation, select your bank account, review transactions, add missing entries, and resolve discrepancies. You’ll also learn how to troubleshoot incorrect starting balances and missing transactions so every period reconciles cleanly.
Report Spotlights: Accounting Reports
Seed System Solution has a wide variety of useful Accounting Reports, such as the ones that are outlined below.
Process Spotlight: Vendor Prepay
Just like how most of your customers pay you prior to being invoiced, there are times of the year where you may need to pay a vendor before you receive an actual invoice from them. Below outlines the steps we recommended to complete this process.
Report Spotlight: Position Reports
The position reports are some of our most utilized reports. There are a few different versions used for varying nuances, but overall the purpose of these reports is to give the user an at-a-glance availability to sell based on hybrids or individual products.
Customer Credit Options
We’re often asked how to track whether a customer is in good credit standing or how to manage in-house credit limits.
In Seed System Solution, we’ve made this simple — two dedicated data tables are available under the Customer → Misc tab to help you manage credit information efficiently.