This function will be available as from version 8109.
To be able to produce plants, you need source material. This material can be made ‘in house’ via cuttings or seeds, but it is also possible to use plants from your own nursery as source material for further production. Source material can also be bought in from suppliers.
Reserving specific plants from your own nursery to be used as source material has always been rather difficult to register in WinTree. Often, sales orders are booked, allocated and then processed via deliveries. In this way, it is possible to create lifting lists and, if these are also purchased via WinTree, to send call-ups to suppliers. A disadvantage of this method is that deliveries are created that must be deleted from the system manually. In this process, it is important that the stock is updated in the correct way because the allocated stock must of course not be made available as free stock in WinTree.
TSD has designed a new function in WinTree to make it easier to manage these planting sales orders. This function is available for all WinTree users that have extended their Basic module configuration with Batch Administration (module number 61) and Location Management (module number 66) and enables you to book sales orders for special customers. The sales orders can be allocated in the usual way to both your own production and to purchase batches*. Deliveries, lifting lists and call-ups* are created in the normal way. When confirming the delivery, via a pop-up window plants from the delivery are defined as free stock at a location to be specified. It is also possible to specify the batch phase of the stock batches here. The plants from the delivery lines appear as free stock at the chosen location, thereby retaining their origin. The data from the delivery lines and the sales lines will be deleted from WinTree. The delivery and the sales order will also be deleted. However, the data from the delivery lines will appear in the sales statistics.
*) these options are available if you also have the Purchase module (module number 65)
In summary:
Sales order for planting order -> Allocate -> Deliveries -> Confirm -> Transfer to free stock -> Sales statistics
The Planting function consists of the following steps:
Contacts
Using planting-sales orders with the following steps is determined by the setting defined at the customer. During the booking and/or the delivery phase, it is not possible to specify whether it is a planting-sales order, so you must create a separate customer for the planting-sales orders. Choose your firm name carefully, so that it is clear that this customer is only used for this type of sales order. For example, use the firm name 'Planting Own production' with 'PLANTING’ as matchcode.
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Do not use this customer for normal sales orders. |
In the menu Contacts -> Maintain contacts, enter this contact and create the customer. On the tab page "Customer information- II" there is a checkbox labelled 'Planting:'. Place a tick here if the customer is going to be used for planting-sales orders. Enter all the customer information that you would normally enter.
See also:
Maintain customers, for entering contact data
Sales orders
To create planting-sales orders, select the customer that has been specially created for this and whose checkbox is ticked. Enter the sales order in the same way as for other sales orders. The allocation to stock (own production or purchase, if it can be purchased via WinTree) is also performed in the same way as a ‘normal’ sales order. In the sales order, you will not be able to see whether it is a planting-sales order.
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In the 'Extra info' of the sales order, add a text to make it clear that the sales order is intended for planting. If the production is distributed across different weeks, you can create a sales order for each week. In this way, a kind of 'production planning' can be made and the sales orders can be delivered per week. |
Deliveries
After the planting-sales order has been entered, these must be delivered via a delivery. You create a delivery for a planting-sales order in the same way as you create a delivery for a ‘normal’ delivery. Via the delivery it is also possible to create the picking list, the lifting list, labels and – if they have been purchased – call-ups. A planting order sale can only be identified through the customer name and, if appropriate, the extra information from the sales order. No setting is visible in the delivery to indicate that it concerns a planting order delivery.
Confirm deliveries
The deliveries that have been created now also need to be confirmed. The same checks are performed in the case of confirmations as for ‘normal’ deliveries. Depending on the module configuration, the articles must be called up and the goods must be received (if appropriate, via a scanner).
The delivery is confirmed [Confirm] on the tab page "Delivery info". During the confirmation process, WinTree will ‘know’ that the delivery lines contain lines from a planting-sales order, and will treat the delivery differently.
Firstly, the pop-up window will appear: All the plants from the delivery will be labelled as free stock in WinTree. In the pop-up window, you can specify the batch phase of the new stock batches for all these delivery lines as well as the location to which the batches will be supplied. Use the drop-down lists to help you make the right choice. Now click on [OK].
The plants from the delivery are now placed as free stock at the chosen location. After this, the delivery lines and the delivery will be deleted from WinTree. The sales lines and the corresponding sales order during this process will also be deleted. The plants are now free stock and can be managed via the 'Maintain stock’ menu. In the stock batches, the original source (on which the sales line was allocated) will be visible.