As you use conduct perpetual and periodic inventory maintenance, refer to the workflow closest to your nursery type to be sure that you are completing all of the necessary software-related tasks.
The following workflow represents a typical annual inventory cycle, which begins with a formal physical count in June and conducts ongoing inventory maintenance throughout the year. This workflow assumes that new users have completed the initial inventory set up. Refer to Set Up Inventory in the New User Guide for more information.
| Time of Year | Task | Where to Go? |
|---|---|---|
| June | Conduct a formal count at the end of the shipping season to compare on-hand quantities, ensure accurate count, ready product, and spoilage variances. |
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| June | Update product sell dates from the current year to the next. | Inventory > Inventory Edit Quick-Change Grid |
| June | Import or enter future prices. |
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| June | Set the last effective date for the current year's prices via the admin option oestopcatprice. Also, if future pricing is used, copy the future price to the current price in the product catalog.
Important: CompuPlants recommends that you change oestopcatprice and copy future prices to the catalog price on the same day. Do not enter new shipping orders during this time.
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| July - May | Enter inventory changes, process orders and post pick lists to ensure accurate on-hand quantities. |
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| End of May | (Optional) Consolidate locations before beginning a physical count. | Inventory > Inventory Control Transactions > Consolidate locations |
The following workflow is designed to guide you through software-related tasks as you conduct estimates, allocate, and then ship this year's crop. It assumes the first field estimate occurs in the month of June.
| Time of Year | Task | Where to Go? |
|---|---|---|
| June | Enter first field estimate for this year's crop and then post to sales.
Note: It is critical that you enter a sell date for the estimate.
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Inventory > Field Inventory > Estimates |
| June | Import or enter future prices. |
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| June | Set the last effective date for the current year's prices via the admin option oestopcatprice. Also, if future pricing is used, copy the future price to the current price in the product catalog.
Important: CompuPlants recommends that you change oestopcatprice and copy future prices to the catalog price on the same day. Do not enter new shipping orders during this time.
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| July | Send order acknowledgements. | Orders > Documents > Orders 5.6 |
| August | Update field estimates. | Inventory > Field Inventory > Estimates |
| August - September | Allocate products and send order confirmations. |
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| October - January | As plants are harvested and graded, enter grades by field ID or estimate ID. | Inventory > Field Inventory > Grade by Field ID or Grade by Estimate ID |
| February - May | Ship plants. | Trucks module |
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The following steps lead you through processing an order, from entering an order to editing a pick list, to posting the order and collecting payment.
| Step-by-Step Procedures | Where to Go? |
|---|---|
| 1. Enter a shipping order, or a shipping order tied to a master. | Orders > Entry Forms |
| 2. Print a confirmation. | Orders > Documents |
| 3. Pull: Print a pull report.* | Orders > Documents |
| 4. Load: Print load list. | Orders > Documents |
| 5. (Optional) Print customer product labels. | Label Inventory |
| 6. Revise order according to what was loaded. | Orders > Entry Forms |
| 7. Deliver: Print packing list. | Orders > Documents |
| 8. Update inventory: Make and edit pick list.* | Orders > Order Posting |
| 9. Post the pick list. | Orders > Order Posting |
| 10. Calculate freight charges. | Orders > Shipping Orders > Summary page. |
| 11. Print invoice. | Orders > Documents |
| 12. Post order to Receivables. | Orders > Order Posting |
| 13. Enter customer payment and apply to invoice. | Receivables > Payments, Receipts, and Prepaids |
| 14. Make a bank deposit. | Receivables > Payments, Receipts, and Prepaids |
A pull report indicates where products are and how many are available in each location. A pick list, on the other hand, confirms how many products were picked from each location and keeps your inventory records up-to-date. Depending on your preferences, you may sequence these steps differently:
a. If you are relying on the application to suggest available quantities and locations, execute a pull report first, then make and edit a pick list after the pull (this is more common).
b. If you know your inventory well, or have your own strategy for pulling products, make and edit a pick list before the pull.
FAQ: What criteria does the program use to suggest locations for pull reports and pick lists?
The following steps lead you through processing multiple orders at once, from entering an order, to building a truck, to posting the truck to receivables. The process is virtually the same for single-truck orders and multiple-truck orders. Note variations to the sequencing of pull reports and pick lists.
| Step-by-Step Procedures | Where to Go? |
|---|---|
| 1. Enter shipping orders from a master or independent of a master. | Orders > Entry Forms |
| 2. Optional: Print confirmations. | Orders > Documents |
| 3. Build a truck. | Trucks > Entry Forms |
| 4. Pull: Build and print a mass pull or a different kind of pull report, depending on your needs.* | Trucks > Truck Reports > Pulling Reports |
| 5. Optional: Print pull tags. | Label Inventory |
| 6. Load: Print load list by truck. | Trucks > Truck Reports > Loading Reports |
| 7. Optional: Print customer labels. | Label Inventory |
| 8. Revise orders based on what was loaded. | Orders > Entry Forms |
| 9. Deliver: Print delivery documents by truck. | Trucks > Truck Reports > Delivery Reports |
| 10. Update inventory: Make pick list by truck or by mass pull and change locations.* | Trucks or Mass Pull> Picklist & Post Inventory |
| 11. Post pick list. | Trucks > Pick List & Post Inventory |
| 12. Calculate freight charges. | Orders > Shipping Orders > Summary Page |
| 13. Print invoices. | Receivables > Invoices, Credit Memos, and Order Holds |
| 14. Post truck to Receivables to close orders. | Orders > Order Posting |
| 15. Enter customer payment and apply to invoice. | Receivables > Payments, Receipts, and Prepaids |
| 16. Record a bank deposit. | Receivables > Payments, Receipts, and Prepaids |
A pull report indicates where products are and how many are available in each location in order to facilitate a pull. A pick list, on the other hand, confirms picking locations and quantities after a pull in order to keep your inventory records accurate. Depending on your preferences, you may sequence these steps differently:
a. If you are relying on the application to suggest available quantities and locations, execute a pull report first, then make and edit your pick list based on pick locations (this is more common).
b. If you know your inventory well, or simply want to choose locations before pulling, make and edit a pick list before the pull.