ONLINE BULK SEED SALE CERTIFICATE INSTRUCTIONS. Welcome to Seed Hub! (SM)

Transcription

1 ONLINE BULK SEED SALE CERTIFICATE INSTRUCTIONS 1. SET UP PUREHARVEST ACCOUNT Contact the MCIA office to set up a user name and password for the Pureharvest database. It is best to do this a couple of days prior to demonstrating Seed Hub. 2. FINDING SEED HUB You can find Seed Hub by going to or you can also find it from the main page at When you go to the a welcome page with the header below will appear. Welcome to Seed Hub! (SM) [Seed Hub Login] Click on the Seed Hub Login button [Seed Hub Login]. The following screen will appear: Online Bulk Sale Certification Instructions Page 1 of 15

2 3. REGISTER To register for a Seed Hub account, locate the To register for an account, [Click Here]. Click on the [Click Here]. The following screen will appear: You can create any user name that is not already in use. You will be sent an to confirm the user name. From: webserver@pureharvest.com To: wippl001@umn.edu Subject: Your password Date: Sunday, January 04, :38:06 PM Your user is C Wippler and your password is AlfalfaSticks Log in to your account at: Enter your password exactly as shown. Change the password to something more memorable when you log in the first time. Before you can use any of the Seed Hub features, you need to provide your full contact information by setting up your profile. Online Bulk Sale Certification Instructions Page 2 of 15

3 The will include instructions on how to log in, and how to change your password. You will probably want to change it to something easier to remember and write it down so you don t forget. When you click on the the following screen appears: Online Bulk Sale Certification Instructions Page 3 of 15

4 4. LOGIN Once you've registered you can return to Seed Hub and login using your user name and password. 5. EDIT PROFILE Before you can use any part of Seed Hub, you need to enter your profile information. Click on the [Click Here] in the Welcome to your new Seed Hub account screen. The following screen will appear: Be sure to enter your Organization, First Name, Last Name, Address, City, State, Zip, Country, , Area Code and Phone Number. Check the Inventory, Bulk Certs and Seed Sales options. Click the Save button. After you make changes in your profile, you may need to press the Refresh button to make menu changes appear. Once you have entered your profile information, click on the Your Accounts on the Admin menu located on the menu bar at the top of the page. This will begin linking your Seed Hub account to your Pure Harvest accounts. Online Bulk Sale Certification Instructions Page 4 of 15

5 6. YOUR ACCOUNTS Overview Use this screen to enter your usernames and passwords that are set up in the PureHarvest database. Add a Lab Use this form to add a Lab/User combination. From the Lab picklist, choose MCIA. Enter the User Name and Password that were set up in the PureHarvest database (the very first step). If you have more than one account that you would like to access, you will have to enter MCIA lab for each User Name/Password account. Your Labs The following will show you the accounts that have been set up: If the status of one of your labs is Invalid, then the password is invalid for the User Name. Click [Edit] to modify the entry. Quick Links After you have added your account information, you can click on one of the Quick links to go from Seed Hub to your account in the MCIA online system. Quick Links [MCIA/cindy] Online Bulk Sale Certification Instructions Page 5 of 15

6 7. INVENTORY MANAGEMENT Navigation Links: Creating an Inventory Lot: From the Inventory menu, click on Add Seed Lot. Lots must be defined before a bulk seed sale certificate can be issued. Click on the [Add Inventory Lot]. The following screen appears: Online Bulk Sale Certification Instructions Page 6 of 15

7 You can define an inventory item by retrieving the information from your seed lot data that has been processed by MCIA. If the desired lot is not in the Seed Lot list, choose MCIA for the Lab and then enter the Lab Number or the Lot Number. Click on the Create Lot button. This will fill in the information below automatically. If the lot is not in the MCIA system, such as a lot purchased for resale, then the information will have to be entered manually in the following screen: The data entry and display screen: Online Bulk Sale Certification Instructions Page 7 of 15

8 Saving your data to the database: Once the information is filled in either automatically or manually, it is NOT saved to the Seed Hub until the Save button is clicked.. List of your Inventory Lots To see a list of your current inventory, click on the Inventory button. From this list, you can view the lot information and transactions against a lot, you can edit the information for a lot, or you can review the analysis information for a lot. Filtering your Lots: You can search your inventory by filtering on Lot Number, Crop Name or Product Name. The % symbol acts as a wild card. REMINDER: Once a lot has been set up, the only way the lot information can be changed is by going to the List Inventory as instructed above and click on the [edit] button. The lot information does not automatically update when changes have been made to certification reports. If an updated germination is conducted, you will have to update the lot information.. Online Bulk Sale Certification Instructions Page 8 of 15

9 8. ADDING A BUYER Navigation Links Add a buyer by clicking Seed Sales on the menu Add Buyer. The following screen appears: Fill out the information and click the [Save] button. List of your Buyers For a list of your buyers, click on the [List Buyers] button. The following screen appears. To edit a buyer, click the [edit] button on the appropriate buyer s line. Online Bulk Sale Certification Instructions Page 9 of 15

10 This is the buyer "Edit" window. Saving your data to the database From the buyer edit screen, you can edit the information and click on "Update" to edit the information You can add a new buyer s information and click the "Save as New" to create a new buyer. You can delete a buyer by clicking the "Delete" to delete them. A buyer cannot be deleted once a transaction has occurred with that buyer. Filtering your Buyers When listing buyers, you can filter on the organization name or the customer last name. Online Bulk Sale Certification Instructions Page 10 of 15

11 9. CREATING A BULK SEED SALE CERTIFICATE Navigation Links Overview This screen allows you to create a bulk seed sale certificate. Note If you use your browser "Back" button to return to this screen after adding a buyer name or inventory item, the new items will not appear in the pick list until you press the "Preview" button at the bottom of this screen. Create a Bulk Seed Sale Certificate Create a bulk seed sale certificate by clicking on Seed Sales Create a Bulk Cert. The following screen appears: Add Buyer and Seed Lot Online Bulk Sale Certification Instructions Page 11 of 15

12 Choose your Buyer and your Seed lot from the pick lists. Enter the amount ordered, the units, and whether it is for resale. Example below: Press the Preview button to continue: The following screen appears: Preview the Order After you press [Preview], you will see the buyer and seller addresses, the available balance in the lot before this sale, and the option of looking at the [Lot Details]. If you want to commit (save) this sale, press the [Commit] button By hitting the Commit button, a Bulk Seed Sale Certificate is generated. Online Bulk Sale Certification Instructions Page 12 of 15

13 Saving the Bulk Seed Sale Certificate as a PDF Now, a PDF document is generated and is offered to you for download or printing. What happens to the PDF depends on the browser and settings you use. It may open in the same window, open in a new window, or download as a file to your PC. If you would like to save a copy to your computer, click the Save A Copy in the web browser to save the file. Online Bulk Sale Certification Instructions Page 13 of 15

14 List of Bulk Seed Sale Certificates Issued For a list of the sale certificates issued, click on the [List Bulk Certs] button. The following screen appears: A pdf of the certificate can be viewed from this page by clicking on the [Pdf] button. You can also click on the [View] button. The following type of screen will appear: Online Bulk Sale Certification Instructions Page 14 of 15

15 10. VOIDING A CERTIFICATE ONCE IT IS To void a sale, go to [List Bulk Certs], click on [View]. As shown at the bottom of the screen above, to void the sale, click on the [Click Here]. Once the button is clicked, the sale will be voided and can not be reversed. Online Bulk Sale Certification Instructions Page 15 of 15