Company Settings
To access the COMPANY SETTINGS screen: Go to the ADMIN menu → COMPANY SETTINGS screen.
Company Settings Summary:
The COMPANY SETTINGS screen is where you can administer your default information for your company name such as the address, scale ticket unit of measure, invoice comments, and more.
Customer Tags are also managed in the company settings. (Enterprise Tier)
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:
Company Name: Your full legal company name. This cannot be changed.
Farm Location: Use the map to choose the location of your Farm/Business.
Address: Enter your address (Street or PO Box).
City: Enter your city.
Province: Enter your province.
Postal Code: Enter your postal code.
Phone: Enter your business phone number.
Fax: Enter your fax number.
Time Zone: Choose your timezone from the drop down list.
Default cc Email: Enter your email address. When emailing documents, the system will use this email address to include you in an email if selected.
Email Subject Prefix: Enter a prefix to put in front of email subjects from emails sent within Seedtrakr.
By default, email subjects will be the title of the document sent. (For example: Booking Confirmation). You may want your company name specified to be clear where the booking confirmation comes from. With the prefix of your company name applied, the subject would then read "Company Name Booking Confirmation".
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:
Scale Ticket UoM: Your scale tickets will calculate based on this default value. It can be changed at any time.
Payment Terms: Choose the default payment terms that you want your invoices to show. Customers that have payment terms assigned to their customer account will not receive these payment terms.
Auto Scale Ticket #: Check this box if you'd like Seedtrakr to automatically assign scale ticket numbers. If selected, all scale tickets entered will automatically be assigned scale ticket numbers. Do not select this box if you want to enter custom scale ticket numbers.
Max Invoice #: This indicates the highest invoice number currently on your account. This is for display purposes only and cannot be edited.
Max Scale Ticket #: This indicates the highest scale ticket number currently on your account. This is for display purposes only and cannot be changed.
Scale IP: If you have the scale integration feature, we will store your scale IP address here. Managed by Seedtrakr support staff only.
Include Scale Tickets on Invoice: Check this box if you would like all scale tickets from pickups attached to the invoice.
Include Account Balance on Invoice: Select this option if you would like the customer's account balance to appear on their invoices.
Allow External Sales Users to Add Line Item Discounts: Select this option if you would like to allow External Sales to add line item discounts. (Enterprise Tier)
Allow External Sales Users to Override SRP: Select this option if you would like to allow External Sales to be able to override the SRP. (Enterprise Tier)
Update Commission Rate if Price is Adjusted: Select this option if you would like external sales commissions to be adjusted on product line items if the SRP is overridden or a discount is added by the external sales user on the booking. (Enterprise Tier)
Show lot info to external sales: Select this option if you'd like your external sales users to be able to see limited lot information from the products page. (By clicking on the "available" quantity) (Enterprise Tier)
If enabled, external sales users will be able to see inventory lot quality information, attachments and create bookings by inventory lot.
Include Sales Person On Invoice: Select this option if you would like to show the appropriate salesperson on the invoice. (Plus/Enterprise Tiers)
Don't Show Cancelled Invoices on Account Statements: Select this option if you do not want to include cancelled invoices on your customer statements.
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.