Agronomy Bookings
In OneDrive access the Eastern Sales Team folder, find the folder for the current crop year (2023 Crop Year) Depending on what point in the selling season you are in there might be contracts in the 2023 Chem, 2023 Approved and also the Spring 23 Fert folders.
Print out contracts that are approved and need entered as Bookings into Agvance. I sort by salesman after printing to make entry easier into Agvance.
All Chemical Products on one booking, all Fertilizer products on one booking, if any product are being Financed, each financing type/company needs to be on their own booking. You might need to make multiple bookings from one contract.
In Agvance, Accounting/ A/R / Product Bookings, change filter options for Month and Location to ALL.
Search for the customer on the contract, click Apply, verify this contract has not already been entered as a booking (sometimes you will get corrected or updated copied so the booking might just need edited).
If the booking is not in, make sure you are in the correct location based on who the salesman in on the order.
Click Add, search for customer, select Start and Expiration date(Chem is April-August, Spring Fert is March-July, Fall Fert is Sept-Dec)
Select Comment from drop down for what type of booking this is.
Verify or select the salesman.
Double Click on the Product Name to start adding products, if there is a product location listed on the contract make sure you are selecting product from the location listed if different than the seller location.
Add all products and quantities to the lower grid, once all products are added, click Done.
Select or edit the price of each product in the Unit$ column. Verify the Total$ column matched the total column on the contract, adjust if needed do to rounding issues. When all totals match, click Save.
After all bookings that need to be made for that contract are entered, move the contract in OneDrive to the Entered into Agvance Folder then the correct salesman folder. If any Financing is on that contract, please moved it to the Needs Financed folder only.