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The Broker's Office

Software Built for Produce Brokers, Sales, and Accounting

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  • Eliminate Duplicate Entries
  • Get Training & Ongoing Support
  • Easily Generate Reports

Do you feel like you...

Are having trouble tracking orders and shipments?

Are wasting valuable time with double (or triple) entry in multiple programs?

Are unsure of your profit and financial health?

Your whole operation suffers when you do not have quick electronic tracking for orders and shipments. Most software systems are not capable of organizing the unique data requirements involved in fresh produce shipping. Request a consultation to see how The Broker’s Office will help your business face these challenges successfully.

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WithThe Broker's OfficeYour Team Can...

Process an order from start to finish without the complicated entry. Orders create AR/AP invoices with one click. Then, you can easily generate detailed financial reports. 

  1. Enter Customer Order
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2. Order Produce and Schedule Shipment.

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3. Send Customer Invoices & Create Payable Invoices (Produce + Freight) From Order.

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4. Receive AR Payments, Make AP Payments, and Track Aging.

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How We Can Help

The Broker’s Office is designed specifically for fresh produce brokers. Using software that does not fit your business wastes time and money. That is why Datatech will help you build a package that is tailored to meet your needs and budget. 

Standard features include Buy/Sell Invoicing, Brokerage Invoicing, Accounts Receivable/Payable, Produce Payables, Freight Payables, and General Ledger. This system is based on the same core system as The Shipper’s Office. 

Get a quote for a package specifically Tailored To your Ag business.

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Having Trouble Tracking Orders and Shipments?

The sales dashboard provides one easy place to see all current orders, quickly start new orders, and view inventory (if needed). 

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Are you wasting valuable time with double (or triple) entry in multiple programs?

Enter order information once and see your data flow through to the invoicing and financials for an all-in-one accounting solution. With one click, your entered orders become A/R and A/P invoices. 

Freight payables are also created automatically when finalizing your customer invoice. You can see your profit margins on the sale immediately. Then, create your charges automatically when finalizing your customer invoice. 

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Are unsure of your profit and financial health?

You can see your profit margins on a sale immediately. Sales income and expenses for purchases automatically update the general ledger, so you can get real-time financial reports.

Software
Sales icon
Sales
Manage Sales
Simplify Customer Billing
Automate A/P Invoices
Software
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Inventory
Track Inventory
Create Pallet Tags
Become PTI Compliant
Software
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Warehouse
Handle Multiple Locations

Programs Simplified for...

Warehouse Desktops
Mobile Devices
Software
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Complete Package
Need Payroll & HR?
Save Important Documents
Have Ongoing Support
Software
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The Broker's Office

This package is designed specifically for fresh produce brokers. Standard features include:

  • Buy/Sell Invoicing
  • Brokerage Invoicing
  • Accounts Receivable/Payable
  • Produce Payables, Freight Payables
  • General Ledger

This system is based on the same core system as The Shipper’s Office.

Get the Software Brokers Need

Whether you want to increase profitability, get organized, save time, or have help staying compliant with ever changing regulations, Datatech’s software can help! 

1. Request a Free Consultation

Our team will walk you through a personalized demonstration of an Ag software package tailored to your needs and budget.

2. We Will Go to Work

We will work alongside you to ensure a smooth transition — including help with installation, imports, training, and ongoing support.

3. Watch Your Business Grow

With Datatech on your team, you’ll save time and money as your business grows — so you can spend your time doing what you love.
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Do you have the information you need to make vital business decisions?

We believe you should have the tools You need to Thrive.

Manage Sales

Help salespeople save time and provide accurate information to clients with real-time inventory

  • Check inventory balances, add new customers/orders, view account activity, and run reports all from the same place
  • Quickly enter, revise, and update orders
  • Print reports for Open, Not Shipped, Shipped, and Unbilled Orders
Inventory Program Sales Window
Shipper Order Entry Window

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Simplify Customer Billing

Stay up-to-date, record payments on invoices, handle collections, and issue PACA letters.

  • Create A/P invoices directly from the A/R invoice for freight and additional charges.
  • Track unpaid invoices and quickly update your bank balance
  • Track problem loads and automate credits back to the customer 

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Ag Software

Automate A/P Invoices

Manage bills and make payments on time.

  • A/R invoices will flow to the payables module to create invoices for produce purchases, freight, and brokerage fees
  • Automate batch printing of checks and use reports to print checks from a selected due date
  • Track the grower, lot, and type of deduction. These will be detailed on grower statements and automatically deducted from the net due calculations.
Automatically create payable invoices

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Track Inventory

Keep your inventory up-to-date and accurate.

  • Real-time inventory is customized to the products you sell. This includes receiving product in bulk or by pallet, tracking PTI case labels, and more
  • Create product code files to meet the needs of your operation 
  • Track inventory by separate lot numbers for each truck load, multiple loads per field, or by field per day. Balances are updated as you enter Receives and In-Transit loads
Inventory Receives Entry Window

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Create Pallet Tags

Accurately track inventory by pallet.

  • Quickly scan and enter pallet tags
  • Customize a pallet tag format for your operation
  • Track grower, field, and lot information on products

Learn More…

Example of Pallet Tag

Stay Compliant With PTI Case Labeling

Be PTI compliant with integrated case label printing.

  • Program creates GTIN codes and prints carton labels to PTI specifications 
  • Integrate PTI case labels with pallet tags for complete traceability to your customer

  • Quickly trace a case label back to the field and packout date

Ag Software

Handle Multiple Locations

Manage different warehouses with multi location inventory.

  • Quickly see available inventory for each of your warehouse locations
  • Easily transfer product between warehouses
  • All users connect to one central data base for real-time information
Ag Software

Simplified Program for Desktops in the Warehouse

Help your warehouse team work quickly and efficiently.

  • The layout of this program is designed for ease of use in the warehouse, displaying only modules needed for warehouse work. (For instance, accounting and payroll modules are not accessible.)
Ag Software

Simplified Program for Mobile Devices

Make your warehouse run more efficiently.

  • Quickly locate pallets in your warehouse by room, rack, and row. Easily update pallet locations as they are moved.
  • Use a Bluetooth device to scan pallet tags. See on screen how many packages are currently in inventory for that pallet and, if needed, you can edit in real-time. 

  • Scan pallet tags to an order as they are loaded/shipped and then print the BOL right from the mobile device to a network printer

Software for Shippers and Brokers

Need Payroll & HR?

Are you managing Payroll and Human Resources in house?

  • Easily enter checks or import time from a time clock with our Payroll program. Upload direct deposit info to your bank and produce all state and federal payroll tax forms
  • Manage health insurance records, retirement plans, injuries, safety meetings, employee complaints, warnings, and litigation with an integrated HR app. 
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Save Important Documents

Misplacing important paperwork?

  • Scan and save important documents for quick, easy access
  • Link documents to customer/vendor invoices and employee records

  • Prevent sensitive information from being lost or accessed with security features

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Have A Support Team Behind You

Personalized training and support 

  • Get one-on-one training to help you get the most out of your software
  • Receive ongoing support from our experienced, bilingual team
  • Stay up-to-date with program enhancements that keep you compliant and improve efficiency 
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