About Businesses & Holdings
Setup > Businesses is where your business details can be added and edited.
Businesses control their own stock centres and product pricing. Each business can have multiple holdings connected to it and Fields connected to the holdings – the structure is shown above.
Your business name will have been entered during the onboarding process. You will need to add your business address and holding information.
To add a business
From the Setup module:
1. Select the Businesses icon
2. Select the + New Business button
3. Enter the required information and press the tick
4. Select the required business from the list and add the Address details
Please note, the ability to add additional businesses is dependent upon your Gatekeeper version. If you need to add additional businesses but do not have the ability please call Farmplan sales on 01594 545000 to upgrade.
To edit business details
From the Setup module:
1. Select the Businesses icon
2. Select the required business from the list
3. A drawer will appear showing the business details
4. Click on the form to edit the details
Enter or edit the information found in the following sections:
Details Business name - The first business name is assigned during the onboarding process but can be amended if necessary in this form
Address - Enter the business details as required
Holdings - See To add a holding within a business
Holdings
Holdings allow you to group fields under the appropriate CPH number. You may need to add additional holdings if your business has multiple CPH numbers, or if some fields are part of a contract farming agreement.
Holdings are setup within the businesses window, and fields are associated to holdings as you add the fields.
Holdings – Region options
In the ‘Edit Holdings’ pane, you are required to select a Region which will determine the land parcel identification option provided for fields within that holding.
For England, Wales and Northern Ireland regions the 'Map Sheet/NG number' can be entered on the Field Details window This is an alphanumeric identifier which will have 2 letters followed by two sets of four digits.
For Scotland region the ‘Scottish LPID’ 12-digit field identifier will be able to be entered on the Field Details window
The region option selected at this point will affect the field information you are asked for when adding or editing field details.
To add a holding
To add a new holding:
Select the Setup module
Select Businesses
Select the business name you want to add a holding to
Select the holdings section on the right hand side
Select Add Holding
Enter the holding details:
Name
CPH number
select from the Region options
Select the tick to save and close
To edit a holding
To edit holding details:
Select the Setup module
Select Businesses
Select the business name you wish to edit a holding for
Select the holdings section on the right hand side
Edit holding details as required
Select the tick to save and close
To delete a holding
Holdings may only be deleted if they have no fields associated to them. If you wish to delete a holding, you must first re-assign any fields which belonged to that holding.
To delete a holding:
Select the Setup module
Select Businesses
Select the business name you wish to delete a holding from
Select the rubbish bin icon
Select the tick to save and close
To add a holding within a business
Holdings allow you to group fields under the appropriate CPH number. You may need to add additional holdings if your business has multiple CPH numbers. To add the holding details, from the Setup module:
1. Open the business name you want to add a holding to
2. Click into the Holdings pane on the right hand side
3. Click + Add Holding
4. Enter the holding name and CPH/Herd number, and select a region option (which will determine the land parcel identification option provided for fields within that holding as well as other field information which is region specific)
Exchange Keys
Each business will have an exchange key visible next to it, which is used when your agronomist sends work plans directly to your Gatekeeper. For more information, see Importing from agronomists.