Overview:
Traction Enterprise makes it easy for you to tie a harvest or hauling delivery to a particular Contract. This will allow you to capture the revenue that you bring in from your crop.
Requirements:
- Contact Customer Support to add any crops you may need.
- Create Crop Plans with Harvest Tasks.
- Assign those plans to your fields.
- Make sure that your customer locations are setup with crop storage
- Set up Contracts for each crop you need to deliver.
Process:
To create a new transfer and tie a contract to it in one step:
- Navigate to Crops>Inventory>Transfers.
- Click "Add" and choose to enter a new harvest or hauling load or use the filters to find an existing load that you need to tie a contract to.
- After you choose your "Production Cycle" and "Harvest Product", you can easily input the rest of the data fields, including your Contract.
- Once you've input all the appropriate data, click "Save" (or "Save & Create New" to configure another load)
After you save the harvest or hauling delivery, you can navigate to Crops>Contract Manager to see how much you have delivered against a particular contract.
To apply a delivery to a Contract after it is entered and saved in Traction Enterprise:
- Navigate to the Crops>Inventory>Transfers page.
- Use the filters to find the load you want to tie a contract to.
- In the "Contract" column, use the drop down menu to select the contract you want to apply
Related Articles:
Getting Started: How do I add Crop Contracts?
How do I record multiple pricing events for a contract?