Good to know: Import of bank transfers

One feature of the Customer Manager module should be highlighted: the possibility to import the CSV file from an accounting software into PCG.

To do so, a dialog is started in the Customer Manager module under “Import Transfers”, which defines the structure of the file in terms of headers, separators and masks. The CSV file can then be checked, linked semi-automatically and assigned to the corresponding customer and invoice numbers. Several filters such as “already paid” can also be applied, allowing a quick overview to be obtained.

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The steps can be found in the text “Import bank transfers” in the internal Wiki („Überweisungen importieren“ in German).

The Tasks Module in the PC Garden

Privacy – (Unexpected) staff changes – Optimize processes

Once again we would like to point out a feature that is often missed. For reasons that apply to all companies:

  • Since 2018, the GDPR has required us to document processes and tasks to make data protection aspects checkable.
  • This also has the advantage that these processes and tasks for the training of new employees do not have to be documented first, but are already stored in the system, making it easier to preserve fundamental know-how.
  • The employees are informed automatically and regularly on the PC that a task is pending.

Aufgabenliste

For example, the individual steps in sending serial mails.

The employee’s interaction with the “computer” also becomes easier if, for example, rare process steps that cannot be carried out automatically end up as appointments or todos in the list.

The tasks module can be found under Utilities in the PC Garden start menu.

Shopping list for farm employees

The Farm shop module also provides the Shopping list App, which is especially designed for farm staff.

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Paper notes that would otherwise hang around in the shop near the cash desk and would have to be typed in separately are now obsolete.
Members of the farm and employees are normally listed in the customer database and marked with a check mark “Farm shop customer”. In addition, a PIN is required under the employee master data.

In the app, you can then search for specific articles or for the articles you have purchased previously. Of course, the barcode scanner can also be used, so nothing important for dinner is forgotten.

If there is no connection, it is still possible to continue shopping temporarily offline, when the connection is re-established purchases will be saved.

Stock-App

We remind you of this application so useful for inventories at the end of the year, for example. It has been operational for a few months now.

It works independently of Windows network and WLAN, so you can use it freely in the cold store. Decimal numbers in the inventory can be entered.

Windows tablets and Android-based devices can generally be used for this purpose.

That’s good to know: Creating Invoice Lists in PCG

Invoices can be exported as PDFs on the PCG, even after they have been generated. This can be of great advantage if the accounting department needs them in this format or if they are to be stored in this way.

In the Customer data module -> Invoice lists you can search for the right invoices.

In the search result you can then choose whether only one invoice or all selected invoices are to be saved as PDF files. It is also possible to export the invoice list as a CSV file.

Blockweise als PDF oder CSV

Tools for employees

Mainly for regular appointments in the office and planning everyday life of your company, you can activate reminders, notes and tasks in the PC Garden. All functions can be found in the basic modules under “Tools”.

Under “Tasks” there are time-controlled messages to the dear colleague who works with a very specific module and should be reminded of an important point. Or maybe a task that requires a protocol, e.g. the protocol for the cold store.
“Appointments” and “Notes” can be differentiated between general and private appointments.

So everything will be well organized, even if someone is on vacation or sick, or if several employees work together on a task. The advantage of this electronic reminder is also that no wind can blow it away from the desk.

Tour optimization with PCG

The navigation module of PC Gärtner is designed to place the customers who will be supplied on a day in a meaningful order. In addition, it is a necessary requirement to use the Driver App.

The sequence can differ from the correct sorting for all active addresses of a tour. This is due to the elimination of customers not supplied this time, so a different sequence can be shorter or faster on this day.
Therefore an optimal sequence for the existing orders can be determined in the navigation module. Experience has shown that this avoids unnecessarily driven kilometres and/or a significant time saving.

The module must be used after the order deadline and before packing begins (or after printing evaluations sorted according to sequence).
The orders to be packed are sorted in the correct sequence for the delivery run and thus appear sorted both in the packing station module and in all corresponding evaluations.

Tip: When loading directly into the delivery vehicle, the packing sequence at the packing centre should be set to “Pack backwards”.

More information can be found in the documentation platform (after login; in German only).

PCG Webinars

Are new employees in the company starting to become familiar with the program? Or perhaps experienced users want to take more advantage of certain modules?

Here are the recordings of our recent webinars (in German). At www.pcgaertner.de you will find a list under “Webinars Aufzeichnungen” and the easiest way to purchase paying videos.

The webinars are arranged by topic:

  • Basic level of EcoBasket 1 to 5
  • Advanced level of EcoBasket 1 to 5
  • Accounting and order management 1 and 2
  • Article Manager 1 to 5

Access rights for PCG employees

There are different access rights for program users, which determine which module can be opened by which employee.

This functionality has been extended by the GDPR (General Data Protection Regulation) and at the request of the users. In addition to the previous roles and rights of use, two more have been added that allow/deny certain editing options at certain parts of the program.

The new functions were initially applied in:

  • the editing of sales locations in the Article Manager
  • the delivery routes in the Organic Box Master Module
  • the modification of the Evaluations of the Organic Box Module and
  • in the proposal types in the Purchasing Goods Module.

In both the wiki and the forum (both in German at this time) there are tables with access rights according to the role and the authorized permissions.