Grain Buyer Centre

The Grain Buyer Centre window is where you can perform transactions related to selling Grain to a buyer. Working much like the Customer Account on the AR side, the Grain Buyer Centre tells you at a glance the state of a buyer's Grain Account.

To open the Grain Buyer Centre navigate to Grain > Grain Buyer Centre.

Select Full Customer View to include ag retail activity (if applicable).

Navigate to: Grain > Grain Buyer Centre

You can also add a shortcut button to open the Grain Buyer Centre directly from the main toolbar.

Window > Customize Toolbar

Tip

You can apply filters to any column to narrow the results down to just the transactions you want to see. Clear the filter when you want to see all items again.

screen shot of column filters

Account History tab

Lists grain sales transactions for the selected buyer.

More detailed information about how to perform each task can be found in its respective topic.

CRM Activyt tab

Lists CRM activities for the selected buyer.

Documents tab

Documents attached to grain sales transactions are listed here. Attaching files is done the same way as in the CRM Document manager.

All types of documents - not just the grain ones - can be accessed from the Document Manager (File > Manage > Documents).