Organic Farming CRM
In organic farming the real obstacle to a sale is not price but paperwork: the buyer asks for a copy of the current certificate before the shipment. When the certificate expiry date, the audit appointment and which grower is still in conversion are kept in separate places, you find out that a document has expired when the buyer asks.
A certificate is a record with an expiry date field; those nearing their date drop into a list. The batch number links the shipment to the grower account, and the source is read back from the record.
- Keep your own certificate and every contract grower's document expiry date in the record and gather those nearing their date in a single list
- Open the inspection and certification body's audit appointments as tasks and follow the closing of outstanding findings
- Record the shipment with a batch number and read back which batch from which grower went where
- List growers in conversion separately from certified ones and plan when which product can be sold as organic
| Certificate Validity | A certificate is a record with an expiry date field; those nearing their date drop into a list, and the renewal step is a task attached to that record. |
|---|---|
| Contract Grower | Every grower is an account record; the conversion year, the parcel details and the certificate status sit in its fields, and the shipment is attached to that account. |
| The Grower Behind a Batch | The batch number is a field on the shipment record; because the batch is attached to the grower account, which parcel of which grower it came from and which certificate was valid on that date are read back from the record afterwards. |
| Audit Findings | An audit is a record; findings stay open as tasks until they are closed, and the closing date and the supporting documents are kept on the same card. |
Organic work gets stuck not in the field but in the paperwork. Every contract grower has their own certificate, their own conversion year and their own inspection calendar; on the buyer's side, the supermarket chain and the exporter want a current document with every batch. When those two calendars are not tied to one another, a shipment is prepared on an expired certificate and the batch comes back after the truck has been loaded.
Because Rapitek CRM turns the certificate into a field with an expiry date, documents nearing their date drop into a list on their own and the audit appointment is opened as a task. Since the shipment record holds which batch from which grower it is made up of, nobody hunts for a copy to send when the buyer asks for a document; and when a question comes in after the fact, which grower the batch rests on is read from the record.
The scope of the plans and the separately priced items are written on the pricing page.
