Guide: Wholesale Edition
From PlantX.net
The following guide is a step by step process to familiarize you with how to use PlantX.net's Wholesale Edition.
Launch PlantX.net by double clicking the connex icon
. When the PlantX.net login window appears, type in your user name and password. Press the Login button, select the specific PlantX.net program you wish to run and press OK. connex will install or upgrade the required program pieces and then launch the selected program.
Follow the steps below to familiarize yourself with PlantX.net features.
- Add materials.
- Add catalog items to inventory.
- Add crops.
- Add locations.
- Add supplies to inventory.
- Add customer accounts.
- Create a sales Order.
- Allocate supplies to an Order.
- Assign a Load to an Order
- Add a Truck
- Assign a Load to a Truck
- Create an Invoice.
- Post a load Invoiced.
- Post a load Shipped.
- Change an Order status to confirmed.
- Enter a Payment on a customer account.
- Enter a Credit Memo on a customer account.
- Account Maintenance.
