General

Add authorized Buyers, define account relationships and set valid splits for customer accounts using the Info-General tab.

Relationships

Create a Relationship between accounts in this informational section by clicking the Add icon and entering the Account ID or selecting F12 to search. Define the nature of the relationship using the Relation drop down menu. Total exposure for the account is displayed in the Customer & Relationship Total section by adding the Credit Limit, Balance and Prepaid columns. Navigate to any account by double clicking a customer name.

Select the Relationship Farm Manager for increased visibility on the associated Managed Farms credit exposure and sales. Adding this Relation can be accomplished in the Managed Farm account by adding the Farm Manager or from the Farm Manager account by adding all Managed Farms. A Managed Farm can only be associated with one Farm Manager.

Buyers

Control who can settle Orders and Batches to any credit account for the customer by adding approved Buyers. Once Buyers are added to the account, all transactions that will be settled to the account, a Prepaid and any other credit associated with the account are now required to select a Buyer. Buyer names appear on sales invoices as entered, up to 15 characters.

- Adds a line to enter an individual Buyer Name, up to 40 alpha-numeric characters and when needed up to 70 alpha-numeric characters in the Notes field. Add an optional Cell phone number and use the drop down list to select a Provider.

- Add the Customer as a Buyer. This is required if individual Buyers are listed to be selected for anyone authorized to settle credit transactions to the account.

- Maintain the eligible Buyers list by clicking on a Buyer name then the Remove icon.

Valid Split Customers

Limit what accounts can be selected when a Batch or Order is split to those listed within this section. Select Add to enter a Customer ID or select F12 to search. Leave this section blank to allow any account to be selected when splitting Batches and Orders.

Customer Splits specific to Orders or Batches can also be set on the Splits tab using the accounts selected in this section.


Informational

Use this informational section to flag the customer account as a

Board Member-member of the Board of Directors. Delegate-delegate at the Annual Conference

Alternate- Alternate Delegate for the Annual Conference.

Enter navigational information for the location

Premise ID- Not currently used. Premise IDs were created to track animal illness but the program was not implemented.

Latitude- Informational only. The latitude of the farm for the main account.

Longitude- Informational only. The longitude of the farm for the main account.

 

Customer Added - Username, Date and Time the account was created. For accounts created at conversion, EFC displays as the user.

Customer Edited - Username, Date and Time the account was edited.