Disclaimer: Unfortunately, not all of these options are available on the web platform due to programming limitations. However, all of them are available on FileMaker Pro desktop.
Easily Manage Sales Rep Commissions
Sales Rep Commissions can be set up to calculate based on a per unit calculation, a percentage calculation, or both. These should be entered at the beginning of the sales season prior to when the Bookings are entered. These are set up on a per year basis and will need to be entered every year. The process for carrying it over year to year is outlined below.
How to Create a New Budget in Seed System Solutions
Did you know that you can build a budget within Seed System Solutions? You will first have to have a chart of accounts entered. This can be entered under Menu – System Settings – Chart of Accounts.
A Step-by-Step Tutorial to Processing Customer Returns
Returns are processed from the Customer Detail Page for the customer on the booking through the Line Items Tab. Open the Green “Return/Transfer” button.
NEW FEATURE! Receiving a Refund Payment from a Vendor
We’re excited to announce a new and improved way to receive Vendor Refund payments directly into your Vendor account! This process integrates seamlessly with your normal deposit workflow, making it easier than ever to manage your payments.
Creating and Printing Batch Checks
Did you know that you can build a batch of checks off of open payables that you have?
Pick Ticket, Packing Slip, and Delivery Features
We know you all have created a plethora of Pick Tickets in your time, but we wanted to call attention to a few things you may or may not know about within Pick Tickets.
Easily Create Work Orders from Inventory!
There are numerous ways to create a work order but one of my favorite ways is directly from inventory. From inventory you can create work orders based on an individual line or as a Found Set.
New Work Order Features in Build 100!
We have some exciting changes for Work Orders that I wanted to share with you that became available in Build 100 in the Work Order Module.
How to Set Up Menu, Tab, and Layout Options for Job Codes
Within each organization at least one Full Access or Admin user has the ability to setup the layouts, tab and menu options that individual users within that organization can view.