Company Settings

To access the COMPANY SETTINGS screen:  Go to the ADMIN menu  →  COMPANY SETTINGS screen.

Company Settings Summary:


Watch the video to learn how to use the Company Settings.

Company Information Tab


Note: You must click Edit it the top right corner to begin editing the company settings

Fields appearing in pink are mandatory, and must be entered:

12. Registered Seed Establishment #: Your Registered Seed Establishment Number.

13. GST#: Enter your business GST number.

14. LTA #: Enter your Licensed Treater Applicator number.

15. TSA #: Enter your Technical Stewardship Agreement number.

16. CSGA Grower #: Enter your CSGA grower number.

17. Default Grader Name: Enter the default grader's name.

18. Default Grader #: Enter the default grader's number.

19. Default Operator Name: Enter the default operator's name.

20. Default Operator #: Enter the default operator's number.

21. Invoice Comments: Enter any comments here that you would like to appear on your invoices. 

22. Conditions of Sale Comments: Enter any conditions of sale comments that you would like to appear on your invoices.

23. Company Logo: Upload your company logo for it to appear on invoices.

       NOTE:  You can only upload .png or .jpg file types for your company logo.

Settings Tab

Fields appearing in pink are mandatory, and must be entered:

15. Display Total with Discount on bottom of Booking Confirmation:  Select this if you would prefer.

16. Default Bookings To Product-Level:   This option sets all bookings to the product level by default. Deselect this option if you don't want bookings to be set to product level by default.

17. Display "Not an invoice" on booking confirmations:  This option allows you to enable or disable the "not an invoice" text on your booking confirmations. By default this setting is on.

18. Display TKW and Germination on pickup receipts:  This option allows you to display the TKW and Germination values set on products on pickup receipts. By default this setting is off; to turn it on, check the box beside it and save the company settings.

19. Apply prepayment discount after SRP discount:  Select this option if you want line item SRP discounts calculated first, then the prepayment discount calculated off the total (including the SRP discounts). If this setting is not enabled, the SRP discounts and prepayment discounts will be combined and calculated at the same time.

20. Enable reports for external sales teams:  Select this option if you want to give your external users access to booking & sales reports (for their account only).  (Enterprise Tier)

21. Show Bin Comments on VBI Tooltip:  Select this option if you want comments added to bins to appear in the tooltip when you hover over a bin in the VBI.

22.  Show Customer Cell Numbers on Sales Documents:  Select this option if you want cutomer cellular phone numbers to appear on sales documents.

23. Company Accounting Codes:  This is a list of all accounting codes that are set on your inventory lots (active & inactive). These appear in the drop-down list when setting accounting codes on inventory lots. To refresh the list, click on the refresh button.

Customer Tags Tab


Note:  This tab will only be available if you're subscribed to the Enterprise tier of Seedtrakr that includes the CRM feature.

This tab is where you can maintain a list of tags to add to customers.  For example ("Good Customer", "Pays Late", etc.)These can then be assigned to customer accounts. See Creating Customer Tags for more information.

Invoicing Companies


Note:  This tab will only be available if you're subscribed to the Enterprise tier of Seedtrakr.

This tab is where you can maintain a list of invoicing companies that you use to create your invoices. Invoicing companies can be specified on bookings (by default your original company name will be used unless otherwise specified). Invoicing with an alternate invoicing company will only change the name, address info and logo that is shown on customer documents on the booking.

You can add a new invoicing company by clicking Add Invoicing Company and filling out the information about the new invoicing company. Existing invoicing companies can be modified by clicking Edit beside it.

Note: Once an invoice has been generated using an alternate invoicing company, the invoicing company cannot be deleted, even if the invoice is cancelled.