Once an integration is created between Cropwise Financials and AgVend, invoices can be imported from the retailer to Cropwise Financials. This process improves accuracy and speed for capuring purchases through invoice records.
In Cropwise Financials, navigate to Integrations in the left hand menu. Select the AgVend tile.
Before starting the import process, the five steps are outlined. Choose the green Start a New AgVend Import option.
1. Select the crop season to import the invoices into. Choose the invoices to import, then select Next. Invoices can be filtered by searching a specific product or a date range. Previously imported invoices can also be displayed by toggling on the option. Then select Match with AgVend.
2. Match the AgVend Retailer to a Retailer in Cropwise Financials or create a new one in the drop down menu. Then select Match Products.
3. Search and match the AgVend Product to a Cropwise Financials product. Complete this for all products on the selected invoices. Then select Match Units of Measure. This process is only required the first time for each product, as product matches will be remember for quicker importing.
4. Match any units that do not align between the AgVend product and the Cropwise product. Then select Review and Import. Ex: Billed in pallet, box, crate, each. Matched to a product with standard unit of gallon, pound, acre.
5. The final step is to review the matched invoices and select Import Records.
Once imported, a successful message will appear. From there navigate back to the Integrations page or to view the Invoices page.
For software support or any questions you may have, please reach out to our Customer Success team.
Syngenta Digital
Email: support@syngentadigital.com
Phone: (270) 435-4369
Toll Free: (866) 552-6332
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