Getting the Most Out of Customer

Customers and their information are at the heart of all transactions, bids, work orders, and tickets. Let’s walk through the key features and tools that are designed to help you get the most out of Customer.

Account Overviews

Agvance SKY Customer provides a touchpoint to account details in one epicenter.​ Guard-railed by your user roles and permissions, Customer keeps the customer account details your team needs within arm's reach.

• Overview page– A comprehensive visual summary of key account information where you can view what products a customer has purchased, grain activity, and relationships to other customers in your database
• Favorite Customers– Quickly access a list of your “favorite” customers
• Quick Export– Export account information to CSV and Excel sheets 

Taking Action

Customer bridges the Agvance SKY applications, jump-starts transaction processes, connects the tools, and sets work in motion from the start. Rather than hopping between screens or re-entering details, start your work from the pages where the account information already lives. Turn a field insight into an order, convert a Plan into a Blend, add bookings, deliveries, and sales orders - without losing your place.

Here is how you can put the tabs in Customer into action:

Digging Deeper

Customer gives you an instant overview of supplemental account details, so every grower interaction starts smarter, smoother, and more informed.

• Invoices– View invoices and download copies in seconds
• Products– The Products page shows exactly what a customer has purchased, how much, and at what price
• Fields & Tanks– View a customer's field and tank details, and turn insights into bookings and work orders
• Grain Information– Gain full visibility into Balances, Purchase Contracts, Scale Tickets, Settlements, and Grain Offers
• Relationships– See the key people behind every account. Individual cards display for each contact set up on profiles in Agvance — so you always know who you're working with. This is especially helpful for family-owned farms: quickly see everyone affiliated with the operation

Get started using Customer

At the end of the day, Agvance SKY Customer is more than a place to look up accounts; it's the launchpad for nearly everything your team does. Contact our support team for tips on getting started today!