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, navigate to the applicable Crop Season, into the Invoices menu, and 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.
Within the Products tab, search for any product or service to be captured in this invoice. At least three characters must be entered to begin utilizing the search function. Each search result will display the manufacturer, standard unit of measure and EPA registration number, if applicable. To add a Product or Service to the invoice within the search results, select the Green + button. If specific products can not 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 next to the product.
Repeat the process of searching for 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, 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, navigate to the applicable Crop Season, into the Invoices menu, and 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.
Within the Products tab, search for any product or service to be captured in this invoice. At least three characters must be entered to begin utilizing the search function. Each search result will display the manufacturer, standard unit of measure and EPA registration number, if applicable. To add a Product or Service to the invoice within the search results, select the Green + button.
Input the Total Product being returned as a Negative number, Unit of measure, and either the Unit Price or Total Price per Product as a Negative number.
The newly added product will now be captured within the Invoice. This product can be edited or removed by clicking the ... more options button next to the product.
Repeat the process of searching for 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, Tag, Create Task from Invoice, Share or Print, or Delete the invoice.
If you have any questions regarding this content, please reach out to us with the contact information provided below.
Syngenta Digital Support
Email: support@syngentadigital.com
Phone: (270) 435-4369 - Option 1
Toll Free: (866) 552-6332
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