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 Closing the Plan: Mark the Plan as Appr...
Mon, May 2, 2022 at 10:27 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.   There are two main types of Groups: Quantity Groups: These are used whe...
Tue, Apr 26, 2022 at 4:28 PM
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
Flywheel Sales Process
Overview: This articles discusses the stages of the Flywheel Platform's sales process. The platform contains modules which will help to track sales act...
Tue, May 31, 2022 at 3:41 PM
Converting a Crop Plan into Booking Order(s)
Overview: As part of the Flywheel Sales Process, a Crop Plan is usually converted into Booking Orders which can be transferred to the ERP.  A single Cr...
Tue, May 31, 2022 at 3:46 PM
Create a Rate Group
A Rate Group is used when you want to order a quantity of product per acre. You can either set the number of acres yourself, or you can select Fields an...
Tue, Apr 26, 2022 at 4:28 PM