Flywheel Ag Release - Oct 28, 2022

Created by Tim Summerer, Modified on Fri, 28 Oct 2022 at 02:08 PM by Tim Summerer

New Features:

  1. Grain Dashboard View:
    We now provide a powerful Grain Dashboard on Accounts.
    This allows Grain Merchandisers to quickly get a grasp on the size of a Producer and to keep notes about the account. Coop staff can track information related to the Producer's storage locations and expected harvests. We're introducing the concept of a Soft Offer to track potential sales and reflect a grower's desired price points.
    See our article on the Grain Dashboard for a full overview.

  2. Dashboard Link:
    A new Dashboard icon has been added to the Account List View. For Grain users, this will take them to the Grain Dashboard. For other users, it will open the Account Dashboard tab

  3. Import Storage Receipts:
    To power the Grain Dashboard, we're now importing Storage Receipts from the ERP so that we can display a Producer's total commercial storage

  4. Import Hard Offers:
    To power the Grain Dashboard, we're now importing Hard Offers from Oakland. We hope to expand this capability to other offers systems in the future


Fixed Bugs:

  1. Deleted Bookings:
    We added capability to our Oakland ERP Connector to handle Bookings that are deleted in the ERP. These are now deleted in CRM as well

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