Getting Ready for a New Crop Year - Row Crop Edition

To get ready for a new year in Conservis, you will want to add the next crop year, update which fields will be planted, and update the system with accurate inventory counts among other things. Here's a quick list to get you started.

Go to SETUP > Settings and scroll down to hit the Edit button.

Change the Crop Year to the new year (ex. 2025). Remember to Save the change!

Stay in SETUP > Fields

Once you change the default crop year, you can stay in settings and click "create records for 2025 Crop year" [or whichever year you are in] . It will move all your fields to the new crop year in one bulk edit. If you add more fields later, just come back to this step and create records again. It will only create records for fields that don't currently exist.

Go to SETUP > Fields > New Field

(optional - only complete this step if you are adding fields this year).

If you will be adding any new fields, now is the time to add them to Conservis. Don't worry about assigning crops to fields yet. We'll do that later in the list.

Keep adding fields until all your fields are in Conservis.

Go to SETUP > and select Users, Equipment, or Inputs from the Setup Menu, depending on what needs to be updated.

Add or deactivate equipment, inputs, and users so Conservis matches what you plan to have happen on the farm.

Video Tutorial: Managing Inputs

Video Tutorial: Adding a New User

Go to SETUP > Inputs

Conservis uses default costs for reports until an actual cost record is entered into the system. So having a default cost makes your reporting as accurate as possible all year long. This means you want to make sure your default input costs make sense for the new crop year.

Here's an article with instructions on how this is done

Assigning Default Costs Instructions

or a Video Tutorial if you prefer to watch

Now you are ready to build your budget in Conservis.

Here's where the package you purchased makes a difference! Smaller packages don't include any budget or financial options, so if that is you, your menu will not have a tab called Planning or a tab called Budgeting. You can skip ahead to the next step, or reach out to your Regional Sales Manager to discuss upgrading to a different package.

BUDGETING

One type of packages have a tab named Budgeting

If you see this tab in your platform, you can use the new Budgeting Wizard to create a budget.

Here's a quick video of how this works:

PLANNING

The other types of packages have the more extensive Planning and Financials tabs.

Here is an article with instructions for how to create a budget through Planning:

How to Create an Annual Budget

Once you make your budget, it is time to assign crops to fields.

BUDGETING CUSTOMERS

Go to BUDGETING > Crop Plans & Budget and then select the budget you would like to use

If the budget you created is a field based budget, you can assign crops to fields in a single step once your budget is complete by clicking "Export to Field Setup".

All other Customers

Go to SETUP > Fields and then use the Assign Crops button to assign the correct crops to your fields quickly.

Video Tutorial: Assigning Crops to Fields

*For some operations, Conservis defaults to the same crop assignments as last year, so first check for 2024 crop assignments. You may need to clear out these default crops before assigning the actual crops. This video shows you how.

For operations that use Conservis to track inputs inventory, you need to match the inventories you have in Conservis with what you have on hand so you start the year with clean totals.

Go to PURCHASING > Inventory Reports > by Location

Select the previous crop year (ex. 2023) to pull up your Conservis Inventory

Now compare your prior year inventory by location to your actual inventory and if something doesn't match you can follow the instructions here for making any needed inventory adjustments.

How to Make Inventory Adjustments

Check each mobile device to confirm they are all using the latest version of the Conservis - Row Crops app.