Getting Started - Seed Processors
Getting Started - Seed Processors
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Follow the sequence below to set up your and your members' information!
Follow the sequence below to set up your and your members' information!
When you are getting started with Seedtrakr we recommend following the sequence below to ensure that you have entered your prerequisite information before moving on to the next step. Click on the steps below to follow the recommended sequence.
Logging In & Entering Company Information
Logging In & Entering Company Information
Seedtrakr is designed to work best with Google Chrome, if you don't have it installed already you can download it here.
In Google Chrome, visit app.seedtrakr.com to get started.
Here you will be taken to the login screen where you can enter the email address that you signed up with and the password that was emailed to you.
Note: The email you received will be from donotreply@seedtrakr.com with the subject line "Seedtrakr User Account". If you cannot find this email be sure to check your junk/spam folder, if it's not there let us know at support@seedtrakr.com and we can resend it.
Once you've successfully logged in, you will be taken to your dashboard page.
You'll notice that your account is pre-populated with data. This is trial data for you to view and use to get to know Seedtrakr, this data can be cleared at any time if you wish to begin entering your own data.
Note: You can proceed with the following steps with or without clearing the trial data. If you decide to proceed with a full subscription you can clear the data before beginning your subscription.
The Company Settings page is the first page you'll need to go to. It can be found under the Admin menu on the top right side of the page.
Here you can input important information about your company, and configure your preferences and settings for your account.
Click here to get a full description of all the Company Settings and how to configure them.
Entering Product Master Data
Entering Product Master Data
All the items below are entered under the Product Master menu
Next you'll need to enter your members Seed Suppliers. These are the breeders/genetics companies for your members pedigreed seed. Seed Suppliers are entered under the Product Master menu, on the Seed Suppliers page.
Entering your Seed Suppliers is required in order to enter Varieties and Products.
Click here to learn more about setting up your Seed Suppliers.
Seed Varieties need to be set up next. This allows you to specify the varieties that you will be inventorying for your members and selling as well as the Seed Supplier that they are from.
Entering Seed Varieties is required in order to enter Products.
Click here to learn more about setting up Seed Varieties.
Now you can enter all the Products that you will be inventorying for you members and selling.
Products in Seedtrakr differentiate from varieties in that they have a pedigree and a price associated with them. (They are what actually get inventoried and sold)
They are created from varieties so it's important to have those entered already.
Click here to learn more about setting up Products.
If you sell retail products in addition to seed, they can be set up on the Retail Products page. Here you can view a list of all your Retail Products as well as view your on-hand, available and booked inventory for each of them.
Examples of Retail Products may include items like tote bags, seed treatments (that you are not applying for the customer), pallets & more.
Once Retail Products have been entered, they can then be added to bookings for your customers.
Click here to learn more about setting up your Retail Products.
If you offer seed treating, next you'll need to enter your Seed Treatments.
This page allows you to manage a list of all the Treatments that you will be applying for your customers as well as view your on hand, booked and available quantities of each treatment.
Treatments must be linked to a CustomTreating Service to be added to bookings.
Click here to learn more about setting up your Treatments.
If you offer Services in addition to seed sales, you can enter them on the Services page.
Services such as seed cleaning, custom treating, trucking & more can be added and managed here.
These Services can then be added to bookings for your customers.
Click here to learn more about setting up your Services.
Entering Sales Information
Entering Sales Information
All the items below are entered under the Sales menu
The first step in the sales section is entering your Customers and members. This is done on the Customers page found under the Sales menu.
Customers can be entered manually on this screen or you can fill out our Customer Upload form and we can import them for you. Once you've filled out the form, send it to us at support@seedtrakr.com and we'll get it uploaded for you.
Click here to learn more about entering your Customers.
On the bulk upload form, input the email your members will be using for their MySeed account as well as assign the “Member” customer tag to anyone who is a coop member.
2. Send My Seed Invite to All Members
2. Send My Seed Invite to All Members
The next step would be to send a MySeed Invite to all your members who do not already have seedtrakr.
Each meber wil then receive an email invitation for myseed.
Entering Inventory Information
Entering Inventory Information
All the items below are entered under the Inventory menu
The first place you'll need to go when starting in the Inventory section is the Inventory Sites page (found under the Inventory menu).
Inventory Sites are the physical sites or "yards" where you have bins/warehouses to store seed.
Setting up your Inventory Sites properly is important for using the Visual Bin Inventory later on.
Note: The Visual Bin Inventory is an interactive, overhead view of each Inventory Site that allows you to arrange your storage locations to match the layout of the actual Inventory Site. On each location, you can then view the product information, quantity in the location and transactions on them.
Click here to learn more about setting up your Inventory Sites.
Once your inventory sites have been set up in the previous step, it's time to enter information about the actual Storage Locations where seed will be stored.
Storage Locations can be bins or warehouses and can be assigned to an inventory site for usage on the visual bin inventory.
Click here to learn more about setting up your Storage Locations.
Once you've got your storage locations entered, you can begin entering your Inventory Lots.
Inventory Lots let you enter your seed lot information and begin receiving seed into your storage locations. Inventory transactions are done on Inventory Lots, such as receiving, transferring, adjustments, blending and lot processing.
Each Inventory Lot will display it's quantity of seed available, booked and on hand.
You can also keep track of lot quality information (Report of analysis and grading reports), generate pedigreed seed declarations and manage purchases that you've made (not sales to your customers) on each Inventory Lot.
Click here to learn more about setting up your Inventory Lots.
When adding a lot owned by one of your members, check the “Third Party Lot” box and choose the member from the Third Party Lot Customer dropdown.
Selecting the member here lets them view their inventory in MySeed or Seedtrakr.
As the processor, if you will be making sales for your members, tick the Toll Retail Lot checkbox, which allows you to create bookings for the inventory.
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