Customers
POS & Reports
Prepaid & Booking
PO's & Accounting
Fertilizer
100
Each location's web page where customers log in to make payments and view account history.
What is the Customer Portal?
100
This feature calculates the desired percentage of sales price for up to 5 customers.
What is a Split Order?
100
Much like a Prepaid, but does not involve money.
What is a Booking?
100
The status of an incomplete or unapproved Purchase Order.
What is Requisition?
100
This tab allows you to add service items such as fertilizer spreading to an open batch.
What is the Seed & Services tab?
200
The screen that contains ALL customer information, organized with tabs.
What is the Customer Detail screen?
200
This button loads the last customer looked up into the Open Order Detail screen.
What is the Last button?
200
The Prepaid button displays in this color on the Sales Order screen.
What is gold / yellow?
200
These two components make up a full GL account in MerchantAg
What is Subaccount and Department?
200
This tab allows you to add vehicle and equipment information.
What is the Misc Info tab?
300
Each customer can have up to 100 of these type addresses.
What is a Ship To address?
300
This type of item pops up on the Open Order Detail screen after an associated item is added to the sale.
What is a companion item?
300
Displays as a popup on the Sales Order screen.
What is a Booking?
300
Describes the type of unit received from a vendor (Case, Jug, etc.).
What is Purchase Unit of Measure (PUOM)?
300
This document is sent along with the service vehicle.
What is the Delivery Ticket?
400
This tab contains customer information such as JDF plans and IDs, Tax Numbers, Bankruptcy Scores, and Credit Limits.
What is the Credit tab?
400
This report / function shows variances from PO Receipts and Invoicing, similar to PO Match.
What is PO Accrual?
400
This functionality of Prepaids and Bookings allows customers to retain cost.
What is Lock-in item pricing?
400
This button displays On Hand and transferable units from sites in your district.
What is the Stock button?
400
You must select this option after entering nutrient information but before selecting Blend.
What is Formulate?
500
This field determines which location is able to see a customer by default in the Customer Detail screen.
What is a Responsible Location?
500
Returns may be processed at these locations.
What is all locations?
500
In addition to the Open Order Detail screen and the Access Open Bookings screen, Bookings appear on this tab.
What is the Bookings tab on the Customer Detail screen?
500
This freeform field must be filled before you can complete a receiving.
What is Bill of Lading?
500
Select this option to enter actual scale weights after the blending is complete.
What is Adj Weight?
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