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Create verbal quotes on Customer profiles for reference.
In the Hub or Accounting module, navigate to File / Open / Customers .
Select the Customer and choose Edit .
On the Edit a Customer window, select...
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Last Updated: 06/30/2023
in Knowledge Base Hub CRM Successfully implementing a CRM (Customer Relationship Management) program at your business is a process requiring planning and execution. In the business world, a number of CRM implementations fail for a variety of reasons but often they lack mana...
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Last Updated: 08/15/2024
in Knowledge Base Agvance Suite
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Plans are generated for a customer’s field. A field must exist for the customer before a Field Plan is created. Fields may be added one at a time at Hub / File / Open / Fields or a generic field may be added for all customers at Hub / Utilities /...
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Last Updated: 07/26/2023
in Knowledge Base Hub Hub Setup Agvance allows up to three pre-defined splits per billing arrangement. For example, a Landlord/Tenant might split everything 50/50 except chemicals which is 60/40 and the custom application charges which are paid 100% by the tenant. The general term...
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PDF files of transactions created in Agvance can be shared with growers through Grower360.
The API Database ID must be entered on the General tab in Agvance at Hub / Setup / Company Preferences .
Documents prior to the API Database...
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Field Plans usually represent different applications on a field, so it is likely several plans exist for a field representing a season’s fertilizer/chemical applications. The plans may be summarized for the grower and are available throughout the se...
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Navigate to Accounting / A/P / Add/Edit Bills . On the Select an A/P Bill window choose Add . Indicate the Vendor and choose Select . On the Add a Bill window, select Import File .
On the Select Import File window select the Browse ...
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The Maximum / Average Daily Inventory report is used as an aid for completing the Sara Tier II report form. This report is found at Accounting Reports / Inventory / Maximum Average Daily Inventory and...