New! Updating Settlements
- Navigate to Settlements:
- Go to the Inventory tab, then select Settlements.
- You’ll see a new layout with a search bar and filters for crop, location, and status.
- Review an Existing Settlement:
- Click into any settlement to view its details.
- If the settled amount is less than your contract amount and truckloads cannot be added, it's because settlements are considered a final action.
- Delete the Settlement to Add More Truckloads:
- Click the Edit icon.
- Select Delete to remove the settlement but retain all previously delivered truckloads under that contract.
- Add Truckload Deliveries:
- Click Add Truckload Deliveries.
- Select the desired loads by checking the boxes.
- Click New Settlement to begin the creation process.
- Create the New Settlement:
- Optionally enter a Settlement ID (e.g., ContractName - Settlement).
- Review the total bushels being settled and click Create Settlement.
- Settle Remaining Bushels:
- Select additional available truckloads and click New Settlement.
- Use a new Settlement ID if needed (e.g., ContractName - 2 - Settlement).
- Click Create Settlement.
- Note: The system prevents over-allocation. Only the available portion of each load will be applied to the current contract.
- Edit Contract Bushels (Optional):
- Click Edit Contract from within the settlement.
- Update the contract’s total bushels (e.g., increase from 4,000 to 5,000).
- Click Save and return to the settlements page to add more truckloads.
Introduction: Updating settlements in Harvest Profit ensures accurate delivery tracking and prevents over-allocation. This guide walks you through the new settlements workflow, including how to delete and recreate settlements, add truckloads, and update contract bushels. See the video below for a full walkthrough.
Support:
If you have any questions or encounter any issues:
- Email Support: Reach out to support@harvestprofit.com.
- Help Button: In the bottom right-hand corner of the screen, click the Help button, then click Ask to send an email directly from your account.
Thank you for using Harvest Profit!