Companies are suppliers, farms, ranches, customers, and transport providers. There is also a record for your main company (eg: insert your phone number and address that will show on invoices here).
Company
The Company screen shows your main company record by default. Here you can set your address, phone number, up to three company logos.
You can also add Customer, Supplier, Transport, Farm, Ranch companies from here.
Edit lots of companies quickly using the Grid Edit icon at top left.
Supplier: a company you purchase inventory from (raw materials, packing materials, finished product for resale).
Farm: a company you purchase only fresh produce / raw materials from.
Customer: Any company you sell inventory to. Switch "Send dispatch notifications" to send a simple alert to customer with the details of each shipment, or turn "Send sale notifications" to send full invoice details when you select OK to finish an invoice on the Inventory screen. Enter a customer Company for each delivery address that a group of companies has, and set the Parent company so the default Bill To details on invoices will go to head office / Parent company instead of the delivery address.
Transport: A company that provides freight services. You tick this on your main company record if your company also provides transport (if you use a separate company to do this then enter another company). You can also enter a company like "Customers own" if your customer customers provide their own transport.
Tap attach documents and other records to any Company.
IMPORT COMPANIES
Tap the import icon to import an XLSX, or ask your consultant to do this for you (download the XLSX template for Customers, and also download the XLSX template for Suppliers). Make a separate copy of the XLSX for Customer, Supplier, Transport...
CUSTOMERS WITH HEAD OFFICES
If you have a customer with more than one delivery address, you should enter one company as their main parent company (eg: Walmart HQ) and then create an additional company for each delivery address (eg: Walmart NY, Walmart DC, Walmart LA etc…). On each of the delivery address companies, select the “Parent company” as “Walmart HQ”. This will make order entry and invoicing faster.
AUTOMATIC ALERTS SENT TO CUSTOMERS
Select options like “Send dispatch notifications” (will send list of product shipped) or “Send sale notifications” (will send invoice and order to customer) as required. These alerts send to the email addresses in the Email field and are sent immediately during dispatch, best to activate this only after you are 100% finished implementing Producepak.