Purchases of crop protection, fertilizer, seed products and/or services can be captured as an invoice in Cropwise Financials to capture the purchase price of a product and add the product quantity to the organization's inventory.
Creating an Invoice
To capture product purchases as an Invoice, 1) select the correct Crop Season, 2) navigate to the Production menu and 3) click Invoices within the sub-menu. Then 4) select + Create Invoice.
Within the Details tab, capture the Invoice Number and Invoice Date, with the option of also capturing Company, Invoice Due Date, Tags, and Notes.
Once the details have been captured, select Products to continue to the next step.
Tags can be tied to an invoice as a unique visual indicator. Existing tags can be edited or selected, or new custom tags can be created.
On the Products tab, start by typing a product name in the search box. Once the results populate, select the desired product by selecting the Green Plus sign. If specific products cannot be found by searching, a custom product can be created using the + Create Custom button.
Input the Total Product, Unit of measure, and either the Unit Price or Total Price per Product.
The newly added product will now be captured within the Invoice. This product can be edited or removed by clicking the More Options button.
Repeat the process of searching for and adding additional products and/or services as needed, then select Save to complete the invoice.
The completed invoice will now be visible in the Invoices menu for the selected crop season(s), and the total product quantity will be added to inventory.
Selecting the More Options button on an invoice provides the options to View, Edit, Duplicate, Tag, Create Task from Invoice, Share or Print, or Delete the invoice.
Creating a Credit Invoice
A credit invoice can also be created when a product has been returned to the original company. By creating a credit invoice, the current inventory levels within the Cropwise Financials organization can be properly managed.
To capture a credit invoice, 1) select the correct Crop Season, 2) navigate to the Production menu and 3) click Invoices within the sub-menu. Then 4) select + Create Invoice.
Within the Details tab, capture the Invoice Number and Invoice Date, with the option of also capturing Company, Invoice Due Date, Tags, and Notes.
Once the details have been captured, select Products to continue to the next step.
On the Products tab, start by typing a product name in the search box. Once the results populate, select the desired product by selecting the Green Plus sign.
Input the Total Product being returned as a Negative number, Unit of measure, and the Unit Price. This will result in a negative Total Cost.
The newly added product will now be captured within the Invoice. This product can be edited or removed by clicking the More Options button.
Repeat the process of searching for and adding additional products and/or services as needed, then select Save to complete the credit invoice.
The completed credit invoice will now be visible in the Invoices menu for the selected crop season(s), and the total product quantity will be removed from inventory.
Selecting the More Options button on an invoice provides the options to View, Edit, Duplicate, Tag, Create Task from Invoice, Share or Print, or Delete the invoice.
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
M-TH: 7:00 AM - 6:00 PM CST
F: 7:00 AM - 5:00 PM CST