Logistics in the main menu, includes the areas
and, in the case of the farm type CSA (Community Supported Agriculture), additionally
Under Sales there is the
in which articles and crop harvests from the cultivation plan created in the Article storage can be assigned to the persons or companies created under Customers.
7.1 Harvest recording
In the ‘Harvest recording’ menu item, all sets in the harvest period of the current or another selected week (in the image week 25 on the left above the table) are displayed.
You can record the quantities for each actual harvest of a set by clicking on the set name of the harvest recording (as described under 3.3 Sets, see image with tab Harvest recording of a set).
The recorded quantities are totalled to form a total quantity for the set and added to the article warehouse as stock of the crop (or varieties). Recording is also possible in the mobile app directly in the field (see point 9 Smartphone App) – if there is no Internet connection outside, the harvest data is then temporarily stored on the mobile device and transferred to the table shown and to the table on the set in the ‘Harvest recording’ tab as soon as it is connected again.
Harvest recording table
The harvest recording table gives you an overview of all quantities harvested for each set in the currently selected calendar week. If necessary, enter a planned harvest quantity for individual sets if a deviation from the automatically displayed planned quantity of the set is required. If you delete the entered value, the automatic planned quantity is generated again in the input field.
The planned quantity results from the total harvest quantity (value in the Total column) divided by the harvest weeks of the set. In the example, cultivation set aubergine 1 has a number of 10 harvest weeks (value in the Harvest duration column on the far right). Therefore, 288 of the planned total quantity (2880 pieces) should be harvested in this week. This first harvest week of aubergine 1 yielded a harvest of 291 pieces (value in the Harvested column) on three days according to the harvest recording. If the conversion is activated, unit crops are always converted to weight and the corresponding values are displayed.
The value in the Unharvested column is the difference between the recorded quantities and the planned total quantity, i.e. the possible quantity still to be harvested.
In the next 9 planned harvest weeks (see columns Harvest start and Harvest end), the programme again suggests a planned quantity of 288 pieces for each week. If more is harvested in the coming weeks or the yield weakens towards the end of the cultivation period, the planned quantity for the respective week can be adjusted.
7.2 Seeds Inventory
7.3 Article Storage
You can access the article storage management by clicking on Logistics/article storage in the main menu (left). Manage your harvests and articles stock here for an overview of the harvest quantities of crops and varieties and purchased stocks and delete remaining stocks if necessary.
The article storage consists of the table, which shows all purchased articles and sets and their stock quantities. An article stock is recorded in the warehouse, stocks of crop sets appear in the warehouse stock list by recording harvest quantities (see 3.3 Sets/harvest recording). A crop is displayed in a line with the entire available stock.
All crops created in the programme are automatically included in the stock list. Purchased articles that are to be distributed in orders can be created here.
If an article number is specified in the master data of the crop or crop variety, it is displayed in the stock list. Purchased items receive their number automatically or by free entry when the item is created in the storage .
In the article list of the storage, the article number, category of goods, crop/goods (= description of goods), article (= article description), unit (piece, weight), available (available stock = quantity not planned in orders), brand, supplier, origin and PU (packaging unit) of the crops grown or articles created are displayed from left to right.
The stock table options (on the far right of each article row) allow you to enter, copy or delete the article.
Article number – category, goods and article
The number of an article is required to uniquely identify its goods movements and order quantities in the programme. An automatic assignment function for article numbers is integrated for the storage. Alternatively, you can freely assign an article number, e.g. if there is already an existing number logic in your warehouse or you prefer a different logic.
Auto article number
The automatic article number is created by selecting or entering the category, goods and article and the number of article variants (e.g. 05.01.001.01).
The first two digits are generated from the categories. 01 to 06 are pre-assigned as follows:
01 = Vegetables
02 = Fruits
03 = Dairy Products
04 = Meat
05 = Baked goods
06 = Dried goods
Further numbers are generated consecutively as new categories are entered.
The next two digits represent a product, e.g. bread. The number would then be 05.01 for category 05 (bakery products) and the first product entered would be 01.
The three digits after the product number stand for the product, e.g. the bread type ‘Oat and spelt’. The number is then 05.01.001, for the first item created under the bread product. The last two digits stand for identical articles with different characteristics, e.g. carrots of the same variety with different units (bundle and kg). Or oat and spelt bread from different bakers or suppliers or with different origins.
Freely assign article number
Click on +Create new item at the bottom right or open an existing item by clicking on the name in the Item column. The option is activated by clicking on the ‘Assign article no. freely’ button.
Crops/varieties with article number: The article number can be stored for each crop or individual varieties under Resource Management/Crops. This creates a separate entry in the article storage. The recorded quantities of individual varieties can then be used in the order.
An article number can now be entered as required in the article no. input field (special characters and letters permitted). This deactivates the automatic numbering of the category, goods and article. The free entry overwrites a number that has already been assigned automatically and remains in place if ‘freely assigned’ is switched off again.
New article: Click on +Create new article at the bottom right to create a new article entry. The article data can now be entered in the open article data sidebar. After selecting or entering the category/goods/article, the sidebar displays the article description at the top left.
At the top right are the options Copy article, Delete and the X to close the sidebar.
The sidebar contains three tabs: ‘Article’, ‘Notes and #Tags’ and ‘Stock Change ’.
Article Tab
This is where you enter all the master data for the item that is to be displayed later in the stock and delivery tables. If you want to use the automatic assignment of article numbers, select Category, Product and Article or enter your own descriptions and save the entry with the Enter key.
For example, you want to sell Christmas trees that a neighbour has grown for you. They are therefore not available in your cultivation planning and not as a crop in the warehouse. Enter the category ‘Trees’ that does not yet exist and click on ‘Create’. The selection is now saved under the next possible category number (07) and can be selected as a category in the selection menu.
Proceed in the same way in the product field. Enter ‘Firs’, for example, and confirm with Enter or click on ‘Create’ to create the product group and assign the product number.
In the article field, enter ‘Nordmann fir’, for example, and press Enter or click ‘Create’.
The new article Nordmann fir will now be listed in your article list under the number 07.01.001.01.
Now fill in all other data fields. If already available, a quantity can be entered under Enter stock, this will then be displayed under Stock. Please note that the unit can no longer be changed after the first stock entry. Another item must be created instead, with the other unit, e.g. additional purchase carrots as weight and bundle goods.
Select the appropriate unit for your goods, e.g. grams, kilograms or pieces for bread. Enter a PU (packaging unit), if available (e.g. bread with unit pieces is delivered in a box with 10 pieces of bread; then PU = 10). Enter the brand, supplier and origin (the selection/entry works in the same way as described above for category, goods, article).
Additional field – Only for farm type Solawi: Enter a planned quantity per share and week and a weight specification for pieces/bundle goods.
Notes and #Tags Tab
Enter notes here, e.g. for product information and ingredients for the item in the notes field.
Hashtags can be selected or created and assigned to the item for sorting (see 3.3 Records Notes and hashtags tab).
Stock Change Tab
All incoming and outgoing deliverable quantities and scrap quantities are listed in the Stock Change tab.
The upper ‘Total’ table shows the totalled values of the record from the lower stock change table. The columns from left to right contain the V-stock (available stock = deliverable), receipt (harvest records/article receipts), issue (deliveries) and scrap (residues deleted).
Delete remainder: If the remaining quantity of a harvest stock in the set is sent to compost or an additional purchase spoils, the quantity can be deleted from the set stock here.
Select the cancellation date in the date field and enter the scrap quantity. Click on the green tick to carry out the deletion. The deleted quantity is now listed on the specified date in the inventory change list in the right-hand column ‘Scrap’. The quantity can be corrected in the list below (click on the Scrap column and change the value) or, if deleted by mistake, it can be returned to the stock (Delete scrap quantity from field). Incoming/outgoing goods can be corrected in the harvest entry/order corresponding to the date and article.
The stock change table (below) contains the inputs, outputs and rejects totalled per calendar week with the execution date.
Enter new Inventory: Click on +Enter Inventory to enter a new article stock. Please note: As soon as an article has a stock, the unit (e.g. kg) can no longer be changed. If, for example, the same carrot is to be listed as a bunch and a kilo, two separate items must be created.
Copy articles: To create similar items, copy them by clicking on the Copy button. The item is copied with all master data and added to the list as a new entry with the next possible last digit of the item number.
Delete an item: Click on the trash can icon to delete one or more selected items. Confirm if you are sure – all data will be lost!
Search and filter: You can use the search to narrow down the list to your search term. Enter it in the search field at the top right above the list. Click on the funnel symbol to open the stock filter. Set the option “Only with stock” to hide all entries without stock. Filter by item number, category, crop/commodity, brand, supplier, origin and one or more #tags. Click on Reset filter to display the entire list again. Click on “Close filter” to close the sidebar.
7.4 Customers
The customer management opens by clicking on “Customers” in the main menu on the left. The Customers area is linked to the Pick-up locations and Share types/subscriptions areas for the CSA farm type (see point 7.5 below)
A list is displayed in which you can create and edit entries. To search the list, click in the search field at the top right and enter the search term. To edit an entry, click on the customer’s line. This opens the sidebar on the right with the editable data.
Creating new list entry: Create a new customer by clicking on “+Create member/customer” at the bottom right. The side menu for editing the new entry opens.
Enter the data in the fields, it will be saved automatically.
Delete list entry: Open the entry and click on the trash can in the sidebar at the top right. Confirm the security prompt to delete the entry from the list.
Only company type CSA: Members can also be entered as customers and assigned one or more shares if they are not part of a pick-up group at a distribution location – shares can also be defined only for distribution locations without entering the members as customers.
Customer data: Each customer entry contains the customer’s contact details, a distribution location (assigned to the “CSA” farm type) or a delivery address that differs from the customer address. In addition, if applicable, bank details, #tags for grouping and, for the “CSA” farm type, the membership shares section at the bottom.
Create members/customers: Create a new customer entry by clicking on “+Create member/customer” at the bottom right or click on an existing list entry to enter or change data. Address data: Enter the customer’s contact details here.
Pick-up station/delivery address: To assign a pick-up station, select it from the drop-down menu. If the customer’s address is to be used, activate the “Use delivery address” option.
Bank details: Enter the customer’s bank details.
Hashtags: Under “Saved #Tags” there may already be hashtags in use. Click on one of these #Tags to assign a group to the customer. To create a new #Tag, enter the name in the input field and confirm with Enter. The new #Tag is now assigned to the customer (green #Tag below). Assigned #Tags can be removed by clicking on the small X to the right of the #Tag name.
Shares (only for farm type Solawi): Here you can enter how many shares are assigned to the customer in which share types (order options).
Create a new share entry: Define the subscription period by setting the start and end calendar week (CW) and year. Specify the ordered number of harvest shares for the customers. Assign the appropriate share type to the customers. Click on “Create” at the bottom to accept the entry. Create another entry with a new period if the number of shares changes or the period is extended.
Existing entries are displayed under the share investment field in the respective subscription section. You can delete an entry by clicking on the trash can icon.
Exporting the customer file: To create an Excel export of the customer data, click on the button on the left above the customer table.
7.5 Distribution locations and shares/subscriptions
Distribution locations:
The pick-up station list shows all the delivery locations that have been created, including the address and pick-up location (number of members). The selected share types of the collectors are also displayed in separate columns. The existing default pick-up location is created by the program and cannot be deleted but can be renamed.
Create new pick-up location: Open the sidebar by clicking on +Create pick-up location at the bottom left. To edit created pick-up locations, click on a pick-up location entry in the list. Enter the name and address at the top under Pick-up location address data. If necessary, enter the contact details of a contact person responsible for the pick-up location under “Contact person”.
Shares: Assign a certain number of shares to the collection station if these are not to be maintained directly at the customer. Shares/subscriptions created at the pick-up location can be deleted by clicking on the “garbage can” button displayed to the right of the entry.
If a visit card is displayed instead of the garbage can, this share entry belongs to a customer who has been assigned this pick-up location in the customer data. This share can only be deleted at the customer. Click on the card icon to go directly to the associated customer data.
To create a new share entry at the pick-up location, select the start and end calendar week of the contract term (just like in the customer’s data) and enter the number of members for a share type. Then click on Create.
Existing entries are displayed under the share creation field in the relevant subscription section. You can delete an entry by clicking on the trash can symbol.
Share-types/subscriptions:
This list shows share types for Solawi members or subscriptions for customers ordering a subscription box, i.e. various order options that members or customers can book in your offer. The share/subscription quantity to be calculated per share/order option can be specified via a “value”.
Create new share type: Click on “Create” to create the entry. Each share type/subscription package is assigned a name and a value. The value is the share type calculation factor for the delivery quantity calculation of the individual crops and goods quantities for SoLawi or subscription box. With a value of 1 (predefined in the standard package), a portion of the “required quantity per share and week” (and unit of measurement piece or weight) specified on the record is packed per customer or member share of each harvested vegetable. For example, this would be 1 kg of tomatoes per whole share (value = 1) or 0.5 kg per half share (value = 0.5) if a “required quantity per share and week” of 1 kg is specified in the planned tomato planting.
Please note: The program rounds up to whole numbers for piece cultures. This can lead to an increase in the number of pieces, as the required quantity in the set does not add any proportional “pieces”. The program therefore rounds up half a cucumber to 1 cucumber or 1.5 to two cucumbers, as piece goods are not usually delivered halved.
The share type table shows the value and the current number of customers or members allocated shares of each package.
Share type distribution in the current year: The planned pro rata package distribution for each calendar week is shown graphically below the table. By clicking on the box above the graphic, you can show and hide the package types. Point the mouse at one of the bars to display the analysis for the selected week. This makes it easy to track seasonal changes in the total number of shares over the year.
Examples of a newly created share type would be package name “Family share”, with value “2” or package “Gastronomy” with value “10” for several seasonal restaurants that are to be supplied with a quantity of 10 shares each. The shares can then be taken into account in the calculation of the cultivation quantities.
7.6 Sales/Orders
Customer orders can be created here by creating orders with a selection of customers and adding items from the item warehouse to the order.
Create new Order: Click on “+Create orders” at the bottom right. Enter a name in the pop-up window and select order date and customer(s). Then click on “Create”.
If several customers are selected, an order is created for each of the customers on the selected date and these are displayed one below the other if sorted by date in the filter.
The order is now displayed, initially without articles, only as a heading with the name and date. The order can be expanded and collapsed by clicking to the left of the name.
Add articles: Open the sidebar by clicking on “+Add article” at the bottom right.
Now drag and drop the desired item from the Own harvest or Additional purchase section onto the desired order. The landing zone flashes, release the mouse pointer there. A pop-up appears for entering the order quantity. Then click on add and the article is assigned to the order. The quantities can be adjusted at any time in the order or the item can be removed from the order (by clicking on the garbage can button on the right).
The assigned quantities are deducted from the available stock in the article warehouse (item sidebar, Change stock tab) and in the Add article sidebar (to the right of the article). If no stock is available, the stock becomes negative through distribution in orders.
In the article storage, you can see how much has been distributed to orders and when, and whether part of the stock quantity has been deleted as scrap.
Clicking on the name of the order opens the data in the order sidebar.
Order name, date and customer can be changed here. At the top right (to the left of the X to close the side menu), a copy of this order can be created or deleted by clicking on the garbage can button.