CompuPlants® Platinum

Overview

CompuPlants Platinum is a multi-user product line with each module loaded with features and flexibility to give you a power packed nursery management system. Design your own custom forms with the award winning design report writing tool. Easy and powerful to use grid interface components. View and email near laser quality shipping documents, purchase orders, reports, and statements from anywhere you can get an internet connection.

Orders

Orders is a comprehensive and real time application for entry and fulfillment of orders. The sales order entry system tracks orders by customer and projected ship dates, matches ordered products to inventory ready dates, and maintains master order reservations. Overall benefits are improved customer service, on time order shipments and accurate availabilities.

Features

Keeps constant track of plant shipments by customer for orders spread over several weeks or months, and confirms orders only for inventory that is ready to sell. Automatically adjusts for changes in inventory status or ship/add dates in real time.
Pricing flexibility includes routines for catalog, future, volume ordering, specials, and order discounts.
Ordered, confirmed and shipped product quantities.
Order pick lists from master, shipped orders, itemizing, and keyword searching.
Records ship-to, bill-to, and credit information, and flags accounts over credit limit.
Add orders on the fly to master tie-offs.
Unlimited number of items on order. Handles special customer note and barcode requirements - UPC and SKU# fields by item.
Change log tracks price updates and product substitutions.
Price control integrated with CompuPlants permission and user options. Allow, allow all or deny changes for terms, discount, pricing, and overselling.
Multiple back order processing methods.
Duplicate orders.
Direct ship orders from purchase orders.

Customizable Documents

Easy to use document designer for modifying quotes, acknowledgements, confirmations, invoices, and packing lists. One click email option for sending to customer.

Inventory

Inventory is a perpetual inventory control system. Inventory is the foundation for availability and making promises to customers at order entry time. Inventory provides a full detail growing cycle essential for production management in lowering purchase costs and labor. Timely plant production scheduling is dependent on accurate inventory control.

Special screens allow you to see all inventory, production reserve and sales information at a glance.

Inventory Entry Forms

Recounts,transactions(transplants,dumps, adjustments and movements).
Physical year end counting reconciliation.
Beginning inventory one time initial count.
Field Estimate percent for allocation counts by grades/sizes.

Allocations

At a glance inventory view by plant and product.
Quick access views by orders, locations, and purchases.
Special order view for allocation and substitute product entry. Change orders directly by product.
Historical last year,this year sold product, and current balance.

Trucks

Trucks expedites the order fulfillment process. Trucks organizes and prints documents necessary to carry a plant from the field, onto loading, and final delivery of the plant. Trucks integrates with Inventory, Orders and Customers to pool information necessary to efficiently ship the plants.

Truck Build

Select, sort and filter the list of orders by zip, address, date wanted and more. Click express pick and move orders onto the truck. View products on the trucks and calculate units and feet filled. Option to calculate miles from origin and miles to the next drop used for freight calculation. Organize deliveries by shipvia, region, zip and/or customer.

Mass Pull Build

Consolidates orders in advance to prepare for the coming week.

Express pick and move orders to mass pull. Undo and move orders from one mass pull to another mass pull. Mass pull independent of truck build and can view which orders are on trucks.

Pick List

Allows location identification. Pick list can be created by truck,mass pull and order.
Express pick to choose from a list of available locations if first choice is unavailable.

Reports

Pull reports
Load reports
Delivery reports

Sales Reports

The foundation for Sales Reports is provided in three tools. While the application contains a set of standard reports its real power comes from the use of the standard graphically designed reports, a grid based view and a pivot based data mining tool. Sophisticated reporting allows you complete, customizable control over your sales activity.

Examine open, invoiced, master, canceled, and credit orders by product, customer, or sales representative, in a variety of report combinations.

Standard Reports

Customer
- Ship to summary
- Sold to summary
- Ship to product detail
- Sold to product detail
- Ship to this year last comparison summary
Product
- Product summary
- Product ship to summary
Sales Rep
- Sales rep by order
- Sales rep by state

Purchases

Purchases concentrates on comparative buying, and supplementing availability and growing/production inventory. The module also focuses on calculating profit margins and is integrated with inventory and costing.

Fully integrates vendors with product. Optionally and immediately enters plant purchases into availability. Handles master purchase orders.
Allows vendor/product analysis. Integrates with growing and selling inventory. At-a-glance inquiry screens show product sales and vendor purchase information.

Payables

Payables is a voucher based system for tracking open and closed invoices from vendors. The open invoice concept is an intuitive design to manage your cash requirements and seamlessly integrate with financial reporting. This allows timely payments to vendors and managing cash requrements. Integration means quicker and accurate financial reporting.

Features

Vendor contact information
- Vendor name and address.
- Contact fields.
- Vendor notes.
- Email and web address.
- Flexible and powerful grid function allow quick, easy and customizable searching.
- Chronological notes by vendor.

Voucher Entry

Standard template default expense account.
Expedites the entry of voucher distributions to accounts.
Pay date calculated based on terms.
Discounts calculated based on terms.
Checks for duplicate vendor invoices.
Debit entry for vendor.

Credit Memos

Unlimited account distributions.

Payables and Manual Checks

Unlimited vouchers per check.
Over flow page when vouchers exceed check stub limit.
1099 Miscellaneous, interest and dividend.

Check Printing

Built in designer for computer and manual checks.

Payment Processing

Pay by pay date. Quick change entry allows mass change by pay date for selected invoices.
Pay by vendor. Pay all, partial pay or click to quick pay.

Standard Reports

Aging summary.
Aging detail.
Payables due list.
Voucher trace with checks paid and debits written.
Check register.
Open vouchers by vendor or pay date. Cash requirements report.

Receivables

Receivables manages customers, and assists with collecting outstanding invoices. The benefits of receivables are improved customer service, cash flow, and credit management.

Customers

Single customer entry with two ship to and two bill to addresses.
Multiple customer entry with unlimited shipto's per bill to.
Two price styles. Standard with discounts at the end of the order and net adjusted price per line.
Default discount on a customer basis.
Discount types. Customer based on year to date purchases.
Purchase order required.
Duplicate purchase order not allowed.
Deposit required.
Credit hold on customer. This can placed at order or truck build time.

Invoice/Credit Memo Entry

Invoices are posted from Orders and can also be done as as one step in Receivables.
User defined reason codes. Credit reports by reason and customer with summaries by reason codes.

Customer Payments

Easy quick pay entry. A customizable invoice paylist. Select, sort, and filter fields based on customizing the grid. Express click or press hot key to pay.
Deposit accounts for prepaid and overpays(unapplied check.
Discount payment. Automatically takes discount if paid with terms.
Direct entry to general ledger for special discounts and other.

Deposits

Record daily deposits and reconcile customer checks using a pick and move receipt to deposit entry.

One Stop Credit management Information

Displays current month, current year to date, month, last year to date, and last year. Highest balance this year and last.
Open invoices, average days to pay, current balance, first invoice and last invoice.

Statements

Print monthly statements by customer.

Reports

Aging, past due and statements on demand.
Aging summary(Invoice date.
Aging summary with detail(Invoice date.
Past due invoices aged(Due date.
Past due invoices aged with detail(Due date).
Invoice trace listing all credits and payments by customer.
Daily invoice report.
Daily cash report by how paid.
Credits by customer.

Specialty Modules

Plant Costing
EDI -Electronic Data Interchange
Nursery Resource Planning(NRP) TM
Commissions
Labels
Payroll