Crop Locations

Step-by-step guide on creating and managing crop locations in Claret App. Discover how to build your hierarchy from the topmost levels down to child locations.

If you are using the Claret Farm module, you will need to set up your Crop Locations and Crop Items.

Crop Locations and Crop Items are used to track the raw materials, and their source locations, that go into your work in process and finished good items.

Crop Locations

Crop Locations are used to manage the physical geographical structure of grape crops and grape requirements. The hierarchy works in the same way as your Item and Customer Group Hierarchies, which we set up earlier.

The first thing you will need to decide is how you want to manage your crops. You can plan all the way down to row level, or at a higher level if you wish.

Let's start by looking at an example. In this example we are using Rows and Blocks beneath the Vineyard level to break down grape supply and then rolling up to Appellation, Region and State.

Based on these Crop Location Hierarchy levels, we'll create a Crop Location hierarchy for our fictitous company, "ZymOeno".

You will need to start with creating your Crop Location Hierarchy before adding the actual locations.

The Crop Locations we will set up are:

To start adding your Crop Locations,

Navigate to the Crop Locations page

1. Go to the navigation sidebar.

2. Click on "Settings" menu item.

3. Click on "Master Data" menu item.

4. Click on "Crop Locations".

Add first Crop Location

When you're first building out your hierarchy, it will make things a little easier if you start with the topmost levels of your hierarchy. That's why we are starting with the "State" level we created in our Crop Location Hierarchy. You can start at any level and move things around, but this is just a tip.

Create the crop location

1. Go to the "Options" (ellipses) button in the top-right of the page and click on it.

2. Click on "Add unassigned Location".

3. A tray will slide in from the right. This is where you'll be adding the details about the crop location.

4. Enter the "Name" of your location (often an id - this must be unique).

5. Enter the "Description" of your location.

6. Click on the "Save" button.

7. Next to the word "Assigned", you'll notice a link to view "Unassigned".

8. The 'Unassigned' section of the screen will now appear and your newly created crop location will be visible.

You will see some default crop locations in your hierarchy. These are created as placeholders when you first create the hierarchy. You can either delete them when you have some of your actual locations created or edit them to include in your setup.

Assign the crop location

1. Drag the newly created Crop Location from the "Unassigned" section to the "Assigned" section. Drop it on the row that has "Locations" spelled out.

2. You'll notice that it is assigned to the "State" level, which is the topmost level that we created in the Crop Location Hierarchy.

Adding more crop locations

You can continue to create new crop locations as we did above. Or, you can create them from the perspective of the crop location you just created. Let's create another "State" crop location.

1. Click on the ellipsis button to the left of the newly created and assigned crop location.

2. Click on the "Add another State"

3. This will show the tray again and this is where you can create this new crop location.

4. By doing it this way, you are creating the crop location and assigning it at once.

Let's add a child crop location under the "California" state we created.

1. Click on the ellipsis button to the left of the newly created and assigned state.

2. Click on the "Add Region under this State".

3. Create the crop location by entering in the "Name" and the "Description".

Now we have a couple of levels of our Crop Locations built out. We can continue with these steps to build out the rest of the Crop Locations we need.

Crop Locations can also be re-ordered and moved around the hierarchy using the drag and drop feature.

Importing Crop Locations

If you have a large number of crop locations to create, we can import all your crop locations for you. To do this, we will need a .csv or .xlsx sheet containing your crop locations. The sheet will again need a column for each level of your hierarchy, with a name and description each time.

Here is an example sheet using our example from above. You can copy this and change the header rows to match the hierarchy you built earlier. (For example, if you don't have a State level, you would delete these columns, or if your levels are named differently you would replace the levels in row 1 of the template).

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Crop_location_import_example.xlsx