Crop Plan Proposals

Creating a Crop Plan Proposal Header
To start a new Crop Plan, go to the Crop Plan list from the "All" menu.   From the Crop Plan list view, click on Create Crop Plan. Compl...
Sun, Dec 19, 2021 at 10:17 AM
Creating / Editing a Crop Plan
Create a crop plan header Create a Farm/Field Group Add Products to the Groups Reviewing the Crop Plan Summary Mark the Plan as Approved and send to Bo...
Sun, Dec 19, 2021 at 10:18 AM
Create a "No Farm" Group
If a Grower wants Product delivered but doesn't specify any Farms or Fields, the rep can create a "No Farm" group on a crop plan.  First, in ...
Sun, Dec 19, 2021 at 10:18 AM
Adding Products to a Group
Once a Group is created on a crop plan, products or programs (product bundles) can be added to the group.  Start by clicking on the Plus Sign in the Group. ...
Sun, Dec 19, 2021 at 10:18 AM
Creating a Crop Plan Group
Groups are combinations of Products that are proposed for a Grower/Farm/Fields.   If a Grower wants a proposal but does not specify Farms or Fields, then ...
Sun, Dec 19, 2021 at 10:18 AM
Creating a "Farm, No-Fields" Group
If a Grower wants Product delivered to a Farm but doesn't specify Fields, the rep can create a "Farm, No Field" group on a crop plan.  First,...
Sun, Dec 19, 2021 at 10:18 AM
Creating a "Farms/Fields" Group
When products are planned to be delivered to Farms and Fields, then in the Crop Builder, Groups are created that include both Farms and Fields.   First, in...
Sun, Dec 19, 2021 at 10:18 AM
Reviewing the Crop Plan Summary
After specifying the crop plan header, groups and products, view the Summary details before sending the proposal to the grower.   On any crop plan, scro...
Sun, Dec 19, 2021 at 10:19 AM
Sending a Proposal to a Grower
When a crop plan is ready for delivery, go to the Actions menu and download an Adobe PDF file version of the plan.  
Mon, Jan 3, 2022 at 5:28 PM
Mark a Proposal as Accepted and Send to Booking
When a crop plan proposal is accepted, edit the crop plan header and set the status on the crop plan to Closed-Won.  This will remove the crop plan details ...
Sun, Dec 19, 2021 at 10:19 AM