Recent changes to Sales

Sales modified by Tim Wahls

Tim Wahls — Thu, 27 Oct 2016 21:50:32 -0000

--- v14
+++ v15
@@ -181,8 +181,8 @@

 * to view an invoice, click "View"
 * to email an invoice to the sales target (customer) for that invoice, click "Send".  
-   * The invoice will be displayed for a final check before emailing.  Click the "Send" button at the bottom of the invoice display.
-   * ideally, a representative of the sales target will enter their initials in the "Invoice Approved By" box and click "OK".  If this is not possible, enter your initials into this box and click "OK".
-   * the invoice will be emailed to all email addresses associated with the sales target (Admin->Add->Sales->Target Email), and to all farm employees who receive invoices (Admin->Add->Sales->Farm Email).
+    * The invoice will be displayed for a final check before emailing.  Click the "Send" button at the bottom of the invoice display.
+    * ideally, a representative of the sales target will enter their initials in the "Invoice Approved By" box and click "OK".  If this is not possible, enter your initials into this box and click "OK".
+    * the invoice will be emailed to all email addresses associated with the sales target (Admin->Add->Sales->Target Email), and to all farm employees who receive invoices (Admin->Add->Sales->Farm Email).

 * if desired, use the "Download Invoice" button to download the invoice as a Comma Separated Value (CSV) file that can be opened as a spreadsheet.

Sales modified by Tim Wahls

Tim Wahls — Thu, 27 Oct 2016 21:48:49 -0000

--- v13
+++ v14
@@ -177,7 +177,7 @@
 * select the sales target (or All)
 * click "Submit".

-FARMDATA will display a table of all existing invoices that satisfy the specified parameters.
+FARMDATA will display a table of all existing invoices that satisfy the specified parameters.  If desired, use the "Download Full Report" button at the bottom of the page to download the details of all invoices displayed in the table as a Comma Separated Value (CSV) file that can be opened as a spreadsheet.

 * to view an invoice, click "View"
 * to email an invoice to the sales target (customer) for that invoice, click "Send".

Sales modified by Tim Wahls

Tim Wahls — Thu, 27 Oct 2016 21:43:31 -0000

--- v12
+++ v13
@@ -150,6 +150,8 @@

 Within the invoice, use the "Delete" button to delete an invoice line.

+If desired, use the "Download Invoice" button to download the invoice as a Comma Separated Value (CSV) file that can be opened as a spreadsheet.
+
 To add notes to an invoice (or edit existing notes), enter/edit the text in the "Add Notes" box and then click "Update Notes".  These notes are included in invoice reports and emailed invoices.

 There is no submit button for this form - simply navigate away from the form when the invoice is complete.
@@ -178,6 +180,9 @@
 FARMDATA will display a table of all existing invoices that satisfy the specified parameters.

 * to view an invoice, click "View"
-* to email an invoice to the sales target (customer) for that invoice, click "Send".  The invoice will be displayed for a final check before emailing.  Click the "Send" button at the bottom of the invoice display.
-* ideally, a representative of the sales target will enter their initials in the "Invoice Approved By" box and click "OK".  If this is not possible, enter your initials into this box and click "OK".
-* the invoice will be emailed to all email addresses associated with the sales target (Admin->Add->Sales->Target Email), and to all farm employees who receive invoices (Admin->Add->Sales->Farm Email).
+* to email an invoice to the sales target (customer) for that invoice, click "Send".  
+   * The invoice will be displayed for a final check before emailing.  Click the "Send" button at the bottom of the invoice display.
+   * ideally, a representative of the sales target will enter their initials in the "Invoice Approved By" box and click "OK".  If this is not possible, enter your initials into this box and click "OK".
+   * the invoice will be emailed to all email addresses associated with the sales target (Admin->Add->Sales->Target Email), and to all farm employees who receive invoices (Admin->Add->Sales->Farm Email).
+
+* if desired, use the "Download Invoice" button to download the invoice as a Comma Separated Value (CSV) file that can be opened as a spreadsheet.

Sales modified by Tim Wahls

Tim Wahls — Wed, 22 Apr 2015 16:46:51 -0000

--- v11
+++ v12
@@ -85,8 +85,7 @@
 * select each sales target that the crop/product will be distributed to
 * enter or edit the quantity to be distributed to each target.  The background of the entire table will turn red if the total amount distributed is more than 40% greater greater than the existing inventory of the crop/product.
 * select the unit
-* if desired, enter or edit the Price/Unit.  If the crop/product of the current grade has been distributed to the selected sales target previously, FARMDATA will display the most recent price for the crop/product, sales target and grade.  Because FARMDATA stores the price as the price per default unit of the crop/product and converts to the price per other
-units as needed, you may need to adjust this price to reflect the unit you have selected.
+* if desired, enter or edit the Price/Unit.  If the crop/product of the current grade has been distributed to the selected sales target previously, FARMDATA will display the most recent price for the crop/product, sales target and grade.  Because FARMDATA stores the price as the price per default unit of the crop/product and converts to the price per other units as needed, you may need to adjust this price to reflect the unit you have selected.
 * FARMDATA will calculate the total price for the row 
 * enter any comments
 * use the "Copy" button in each row to make a copy of that row if you wish.  Then, edit the new row to select the sales target and so on.

Sales modified by Tim Wahls

Tim Wahls — Wed, 22 Apr 2015 16:45:38 -0000

--- v10
+++ v11
@@ -85,6 +85,9 @@
 * select each sales target that the crop/product will be distributed to
 * enter or edit the quantity to be distributed to each target.  The background of the entire table will turn red if the total amount distributed is more than 40% greater greater than the existing inventory of the crop/product.
 * select the unit
+* if desired, enter or edit the Price/Unit.  If the crop/product of the current grade has been distributed to the selected sales target previously, FARMDATA will display the most recent price for the crop/product, sales target and grade.  Because FARMDATA stores the price as the price per default unit of the crop/product and converts to the price per other
+units as needed, you may need to adjust this price to reflect the unit you have selected.
+* FARMDATA will calculate the total price for the row 
 * enter any comments
 * use the "Copy" button in each row to make a copy of that row if you wish.  Then, edit the new row to select the sales target and so on.
 * use the "Delete" button in each row to delete that row
@@ -104,7 +107,7 @@
 * select the sales target (or All)
 * select the grade (or All)
 * click "Submit"
-* FARMDATA will then display a table of all distribution records that satisfy the selected parameters.
+* FARMDATA will then display a table of all distribution records that satisfy the selected parameters.  If the total revenue is greater than 0, FARMDATA will display the total revenue for all of the records at the bottom of the table.
 * administrative users can edit and delete distribution records
     * to delete a distribution record, click the "Delete" button next to that record
     * to edit a distribution record:

Sales modified by Tim Wahls

Tim Wahls — Thu, 16 Apr 2015 16:47:45 -0000

--- v9
+++ v10
@@ -6,6 +6,8 @@
 * view distribution reports (Admin->Sales->Distribution->Distribution Report)
 * view current inventory (Admin->Sales->Inventory)
 * create, edit and email invoices (Admin->Sales->Invoice)
+
+Within the packing and distribution reports, administrative users can edit and delete records.

 [TOC]

@@ -55,6 +57,14 @@
 * select whether you wish to see only bringback records, only non-bringback records, or both bringback and non-bringback records (All)
 * click "Submit"
 * FARMDATA will then display a table of all packing records that satisfy the selected parameters.
+* administrative users can edit and delete packing records
+    * to delete a packing record, click the "Delete" button next to that record
+    * to edit a packing record:
+
+        * click the "Edit" button next to that record
+        * in the resulting page, modify an aspect of the record that needs to be updated
+        * click "Update Record"
+
 * if desired, use the "Download Report" button to download the report as a Comma Separated Value (CSV) file that can be opened as a spreadsheet

 ###Distribution (optional tab)###
@@ -95,6 +105,14 @@
 * select the grade (or All)
 * click "Submit"
 * FARMDATA will then display a table of all distribution records that satisfy the selected parameters.
+* administrative users can edit and delete distribution records
+    * to delete a distribution record, click the "Delete" button next to that record
+    * to edit a distribution record:
+
+        * click the "Edit" button next to that record
+        * in the resulting page, modify an aspect of the record that needs to be updated
+        * click "Update Record"
+
 * if desired, use the "Download Report" button to download the report as a Comma Separated Value (CSV) file that can be opened as a spreadsheet

 ###Inventory (optional tab)###

Sales modified by Tim Wahls

Tim Wahls — Tue, 16 Dec 2014 22:24:17 -0000

--- v8
+++ v9
@@ -125,7 +125,7 @@

 * select the crop/product.  If this crop/product already exists in the invoice, FARMDATA will automatically fill in the number of cases and price per case.
 * enter the number of cases
-* enter the price per case.  FARMDATA will automatically fill in the most recent price per case for this crop/product - you can use this value or edit it as you wish.
+* enter the price per case.  FARMDATA will automatically fill in the most recent price per case for this crop/product and sales target - you can use this value or edit it as you wish.
 * click "Submit".  FARMDATA will add the line to the invoice if the crop/product does not exist in the invoice, or replace the existing line with the new data if the crop/product does exist.

 Within the invoice, use the "Delete" button to delete an invoice line.

Sales modified by Tim Wahls

Tim Wahls — Wed, 19 Nov 2014 20:43:37 -0000

--- v7
+++ v8
@@ -160,4 +160,4 @@
 * to view an invoice, click "View"
 * to email an invoice to the sales target (customer) for that invoice, click "Send".  The invoice will be displayed for a final check before emailing.  Click the "Send" button at the bottom of the invoice display.
 * ideally, a representative of the sales target will enter their initials in the "Invoice Approved By" box and click "OK".  If this is not possible, enter your initials into this box and click "OK".
-* the invoice will be emailed to all email addresses associated with the sales target, and to all farm representatives who have 
+* the invoice will be emailed to all email addresses associated with the sales target (Admin->Add->Sales->Target Email), and to all farm employees who receive invoices (Admin->Add->Sales->Farm Email).

Sales modified by Tim Wahls

Tim Wahls — Wed, 19 Nov 2014 20:41:17 -0000

--- v6
+++ v7
@@ -99,10 +99,65 @@

 ###Inventory (optional tab)###

+The inventory of a crop or product (of a particular grade) is calculated as the total quantity of that crop/product packed minus the total quantity of that crop/product distributed.  To run an inventory report:
+
+* select the crop/product (or All)
+* select the grade (or All)
+* FARMDATA will then display a table of the current inventory of all crops and products that satisfy the selected parameters.
+* to correct the inventory of a crop/product, enter the current inventory of that crop/product in the appropriate row and click "Update
+* if desired, use the "Download Report" button to download the report as a Comma Separated Value (CSV) file that can be opened as a spreadsheet
+
 ###Invoice (optional tab)###
+
+Within the invoice tab, administrative users can create and edit invoices, view invoice reports and send invoices to sales targets (customers).

 ####Create####

+To create an invoice:
+
+* select the sales target
+* select the invoice date
+* click "Choose"
+
+The invoice will automatically be assigned a unique invoice number using the invoice prefix for the sales target.
+
+To add lines to the invoice:
+
+* select the crop/product.  If this crop/product already exists in the invoice, FARMDATA will automatically fill in the number of cases and price per case.
+* enter the number of cases
+* enter the price per case.  FARMDATA will automatically fill in the most recent price per case for this crop/product - you can use this value or edit it as you wish.
+* click "Submit".  FARMDATA will add the line to the invoice if the crop/product does not exist in the invoice, or replace the existing line with the new data if the crop/product does exist.
+
+Within the invoice, use the "Delete" button to delete an invoice line.
+
+To add notes to an invoice (or edit existing notes), enter/edit the text in the "Add Notes" box and then click "Update Notes".  These notes are included in invoice reports and emailed invoices.
+
+There is no submit button for this form - simply navigate away from the form when the invoice is complete.
+
 ####Edit####

+To edit an existing invoice:
+
+* select the sales target (or All)
+* select a date range
+* click "Choose"
+
+FARMDATA will display a table of all existing invoices that satisfy the specified parameters.
+
+* to edit an invoice, click the "Edit" button.  The same form is used for adding and editing invoices, so the previous section specifies how to edit an invoice.
+* to delete an invoice, click the "Delete" button.
+
 ####Report####
+
+To run an invoice report:
+
+* select a date range
+* select the sales target (or All)
+* click "Submit".  
+
+FARMDATA will display a table of all existing invoices that satisfy the specified parameters.
+
+* to view an invoice, click "View"
+* to email an invoice to the sales target (customer) for that invoice, click "Send".  The invoice will be displayed for a final check before emailing.  Click the "Send" button at the bottom of the invoice display.
+* ideally, a representative of the sales target will enter their initials in the "Invoice Approved By" box and click "OK".  If this is not possible, enter your initials into this box and click "OK".
+* the invoice will be emailed to all email addresses associated with the sales target, and to all farm representatives who have

Sales modified by Tim Wahls

Tim Wahls — Wed, 19 Nov 2014 20:06:25 -0000

--- v5
+++ v6
@@ -42,7 +42,7 @@

 If this occurs, correct the problem and click the "Submit Data to Database Button" again.

-FARMDATA will give a warning message if the total quantity of any crop that is distributed exceeds the harvest of that crop by more than 40% (i.e. any rows in the table have a red background).  If this occurs, you can click "OK" to store the records in the database anyway, or "Cancel" to correct the records before resubmitting them.  If you choose to store such records in the database, they will have the comment "Packing record quantity exceeds harvest by more than 40%."
+FARMDATA will give a warning message if the total quantity of any crop that is packed exceeds the harvest of that crop by more than 40% (i.e. any rows in the table have a red background).  If this occurs, you can click "OK" to store the records in the database anyway, or "Cancel" to correct the records before resubmitting them.  If you choose to store such records in the database, they will have the comment "Packing record quantity exceeds harvest by more than 40%."

 ####Packing Report####

@@ -68,6 +68,8 @@
 * If you wish to create distribution records corresponding to the packing records for a particular date, select that date and then click "Populate Entries From Packing Record".  A table for each crop and product and grade combination packed on that date will appear.  Each table will contain the quantity of the crop or product designated for each sales target in the packing records.
 * If you are not working from packing records for a particular day (or wish to add additional crops and products that were not packed on that day), select the crop/product and grade and then use the "Create" button to add a new crop/product table (data set).  FARMDATA will not allow you to create a crop/product table for a crop/product and grade combination that already appears as a table.

+After creating at least one distribution record, select the correct distribution date. 
+
 Within each crop/product table (data set):

 * select each sales target that the crop/product will be distributed to
@@ -81,11 +83,19 @@

 Once all tables are set up as you wish, you can use the "Submit Data to Database" button to store the distribution records.  Distribution records are not stored by FARMDATA until you click this button.  FARMDATA will give an error message if a negative value or a value that is not a number is entered in any cell.  If this occurs, correct the problem and click the "Submit Data to Database Button" again.

-
-* be sure to select the correct distribution date before submitting the data
-* 
+FARMDATA will give a warning message if the total quantity of any crop/product that is distributed exceeds the inventory of that crop/product by more than 40% (i.e. any tables have a red background).  If this occurs, you can click "OK" to store the records in the database anyway, or "Cancel" to correct the records before resubmitting them.  If you choose to store such records in the database, they will have the comment "Distributed amount exceeded amount that was in inventory by more than 40%."

 ####Distribution Report####
+
+To run a distribution report:
+
+* select a date range
+* select the crop/product (or All)
+* select the sales target (or All)
+* select the grade (or All)
+* click "Submit"
+* FARMDATA will then display a table of all distribution records that satisfy the selected parameters.
+* if desired, use the "Download Report" button to download the report as a Comma Separated Value (CSV) file that can be opened as a spreadsheet

 ###Inventory (optional tab)###