AgVend Plans allows your team to create field-specific product recommendations, share them with growers for approval, and convert approved recommendations into orders—all within the platform.

By managing planning and ordering in one place, your agronomy and sales teams can:

Save time by eliminating spreadsheets and duplicate data entry
Collaborate more effectively with growers
Improve accuracy with ERP-connected product and field data
Increase adoption of agronomic programs at the field level
Convert recommendations into orders more efficiently

Before You Begin

Before creating Plans or Programs, keep the following in mind:

If field data is available from your ERP, those fields will automatically be available for planning.
If field data is not available from your ERP, a default 1-acre field will be created for each customer.
Product availability is determined by the selected location.
Agronomy Templates must be created by an Admin or Super Admin before they can be used by your team.

Accessing Plans

Navigate to the Clients tab.
Open the customer account you want to work with.
Use the dropdown menu below the customer's name and select Plans.

From the Plans page, you can create either a Plan or a Program.

Understanding Plans and Programs

Plans

A Plan represents a single application or pass across a field. For example, a fertilizer application, herbicide application, or fungicide application would each typically be created as individual Plans.

Plans can be:

Shared with growers for review and approval
Saved for internal use only
Converted into orders
Combined into Programs

Programs

A Program is a collection of Plans grouped together.

Programs are often used to build a complete seasonal recommendation for a field or crop. For example, a Program may contain:

A starter fertilizer Plan
A herbicide Plan
A fungicide Plan
A late-season nutrient Plan

Programs allow you to manage and share multiple field applications as a single recommendation.

Creating a Plan

Click Create Plan.

The customer name will automatically populate. If the customer has multiple account IDs, select the appropriate account.

Select the Location the Plan will pull products from.
Optionally, select a Template.
Select the Crop Year.
Enter a Plan Name.
Select a crop or leave it unspecified.
Select the field or fields the Plan applies to.

Adjust Application Area

After selecting fields, you can adjust the application area by clicking the pencil icon on the field card.

The application area defaults to the full field acreage but can be modified as needed.

Add Products

Select any applicable Application Types.
Click Add Products.
Select the products you want to include.

For each product:

Set the application rate
Review or adjust pricing
Select the inventory location

Continue selecting Add Product until the recommendation is complete.

You can reorder products using the up and down arrows next to each product.

Set Plan Expiration

Select an expiration date for the Plan.

The expiration date determines how long the grower has to review and approve the recommendation after it has been shared. Once the expiration date passes, the plan cannot be approved.

Add Comments

You can include:

Customer comments
Applicator instructions
Blend notes

These comments help communicate important information to growers and internal teams.

Hide Product Pricing

Select Hide Product Pricing if you do not want growers to see individual product prices.

When enabled:

Product-level pricing is hidden
Total Plan cost remains visible
Cost per acre remains visible

Share with the Grower

Select Share with Client if you want the grower to review the Plan in the Customer Portal.

Leave this option unchecked if the Plan should remain internal.

Save the Plan

Click Save Plan.

If the Plan is shared, the grower will receive a notification that a recommendation is available for review.

Managing Existing Plans

After saving, you will return to the customer's Plans page.

From this screen you can:

View all Plans by field
Filter by crop year
Filter by crop
Filter by Plan status

Select a Plan using the checkbox next to its name to access available actions:

Edit
Delete
Share
Unshare
View Summary
Order Products

Grower Review and Approval

When a Plan is shared, growers can review it from the Agronomy tile within the Customer Portal.

They can review:

Fields
Products
Rates
Cost information
Comments

Once a grower approves a plan, the salesperson will receive a notification and the status of the plan will update to Approved.

Customers can request changes to a plan by sending an Inbox message to their salesperson. They will see a button on the Agronomy tile under the Plans tab, "Request Changes". Clicking this will open a message box where they can communicate any other needs directly with their salesperson.

Creating a Program

A Program combines multiple Plans into a single recommendation.

To create a Program:

Click Create Program.

The customer name will automatically populate.

If multiple account IDs exist, select the appropriate account.

Optionally select a Program Template.
Enter a Program Name.
Select the Crop Year.
Select the Crop.
Select the field or fields the Program will apply to.

Configure Fields and Splits

After selecting fields, you can:

Adjust application acreage
Configure ownership splits
Assign additional accounts to share costs

Add Plans to the Program

Select any applicable Application Types.

Click Add Plan to begin building the Program.

For each Plan:

Add products.
Configure rates and pricing.
Save the Plan.

You can:

Edit a Plan
Duplicate a Plan
Delete a Plan

using the action buttons displayed beside each Plan.

Continue selecting Add Plan until the Program is complete.

Save the Program

Click Save Program.

You will be returned to the Plans page where each Plan within the Program will be displayed individually.

Viewing Program Details

Select a Plan within the Program to open the Program Details page.

From this view you can:

View details by individual Plan
View a combined product summary
Print the Program
Download the Program
Share or unshare the Program
Delete the Program
Convert products into an order

Ordering Products

Programs and Plans can both be converted into orders.

When creating an order, you can:

Order all products
Remove products before submitting
Create an order from a single Plan
Create an order from multiple selected Plans

To order from the Plans list:

Select one or more Plans.
Click Order Products.

Agronomy Templates

Agronomy Templates help standardize recommendations across your organization and reduce time spent building Plans and Programs from scratch.

Templates can only be created by users with Admin or Super Admin permissions.

Creating a Template

Navigate to Admin.
Select Agronomy Templates.
Choose one of the following:

Create Template for a Plan Template
Create Program Template for a Program Template

Enter a template name.
Select the locations where the template should be available.

Template Types

Basic Templates

Basic Templates include:

Product names only

Use Basic Templates when recommendations vary significantly between customers.

Detailed Templates

Detailed Templates include:

Products
Product rates
Application Types

Use Detailed Templates when your team follows a standardized recommendation strategy.

Template Type	Products	Rates	Application Types
Basic	Yes	No	No
Detailed	Yes	Yes	Yes

Using Templates

Once saved, Templates and Program Templates become available when creating new Plans and Programs.

Templates can be loaded and customized for individual growers without recreating recommendations from scratch.

Additional Notes

Plans represent individual field applications.
Programs group multiple Plans together.
Shared Plans can be reviewed by growers in the Customer Portal.
Plans and Programs can be converted directly into orders.
If field data is unavailable from your ERP, a default 1-acre field will be provided for planning.

If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com or at 512-812-9399.