SBI Software is a complete grower management platform that centralizes every part of your business—from seed to sale—to help greenhouses and nurseries run smarter and more profitably.

It includes tools for production planning & purchasing like forecasting, work orders, PO generation, and bills of materials; growing and inventory management with mobile visibility, seed lot control, labels & barcodes, and live tray tracking; and CRM and order processing with online ordering, automated notifications, POS, advanced order workflows, broker integrations, replenishment engines, and EDI automation.

The platform also supports shipping operations (master picking, rack optimization & tracking, carrier integrations, load building) and financial management with QuickBooks integration, accounts receivable, bill pay, and reporting. Finally, powerful analytics and reporting give growers real insights into performance so they can make informed decisions.

One platform that connects growing, selling & reporting

SBI Software Tools

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PRODUCTION PLANNING & PURCHASING

  • Manage the entire process of production: Planning, scheduling, purchasing, executing, and reporting.

    Set up recipes

    • Simple for new users to learn with excel-like interface

    • Customize recipes on the fly for individual crops without changing master recipe​

    • Build and update features to avoid tedious manual entry

    Execute production plans

    • Plan future seasons based on real sales history

    • Capacity planning to validate schedules

    • Make purchasing of plan material more efficient and nimble with quick exports to excel by vendor, or add on the PO order generator module to streamline purchasing​

    • Simple reporting on media and hard goods needed for production, or add-on bill of materials module for tighter controls

    Scan in your inventory off the production line

    • Quick printing of work orders based on due dates and type

    • Scan labels for automatic entry into inventory

  • Enter and track your purchase order from placement to delivery.

    Real-time visibility into your business purchases

    • See spending by vendor

    • Record negotiated prices

    • Visibility that matches your budgeting system

    Purchase Order management

    • Create, edit, and send purchase orders to vendors

    • Create recurring or one-time purchase orders

    • One-click purchase order into voucher

    • Made more powerful with Purchase Order Generator

    Efficient receiving

    • Receive and reconcile PO’s/Vouchers in real-time

    • Adjust for loss or rejected products before you pay your vendors

    • Flows directly into your accounting system for payment

  • Automatically generate purchase orders from sales demand, production demand or min/max limits by site.

    Sales demand generation

    • Automatically create purchase orders based on future sales

    • Split purchase order across multiple vendors to fulfill demand

    • Automatically send PO’s to vendors for acceptance

    Production demand generation

    • Automatically generate your purchase orders from your production recipes

    • Split purchase order across multiple vendors to fulfill demand

    • Automatically send PO’s to vendors for acceptance

    Create hundreds of PO’s in seconds, automatically

  • Bill of materials per size and per stage for production process

    • Automated updating of inventory as used in production process

    • Ability to individualize or adjust template BOM at the time of posting in production

    • Template BOM per size

    • Cost of BOM rolls up to update cost of each item

    • Cascading shifts roll up for total cost of all BOM per size per stage

    • Better management of production resources and reporting on needs of BOM for any date range or any production plan by date range

Growing & Inventory management

  • Manage inventory from your mobile device

    • Execute inventory actions: count, plant, dump, shift, transfer, and more

    • Update and split crops across ready dates

    • Add crop notes for office and field use

    Manage availability from your mobile device

    • Update your availability live from the field

    • Live availability that publishes to your Online Orders

    Capture real-time pictures while in the field

    • Make sure your customers see most current crop pictures

    • Live pictures that publishes to your Online Orders

  • Set up recipes

    • Simple for new users to learn with excel-like interface

    • Customize recipes on the fly for individual crops without changing master recipe​

    • Build and update features to avoid tedious manual entry

    Execute production plans

    • Plan future seasons based on real sales history

    • Capacity planning to validate schedules

    • Make purchasing of plan material more efficient and nimble with quick exports to excel by vendor, or add on the PO order generator module to streamline purchasing​

    • Simple reporting on media and hard goods needed for production, or add-on bill of materials module for tighter controls

    Scan in your inventory off the production line

    • Quick printing of work orders based on due dates and type

    • Scan labels for automatic entry into inventory

    • Automate your availability to Ball Horticultural

      • Send your availability at the frequency that works best for your business (daily, weekly, monthly)

    • Automate your orders by receiving EDI from Ball

      • Direct order integration to create an order in SBI

      • Process and confirm orders electronically, with no paperwork

      • Automated invoicing at order fulfillment

    • Works seamlessly with Fed Ex and UPS integrations

    • Print labels from anywhere in SBI

    • Manage all labels through SBI

    • Reduce your labor needed for printing labels

      • Pre-built label templates included

      • Never have to build a label from scratch

      • Customer labels from orders, trucking module, master pick module

      • Inventory labels from inventory list, inventory control, transfers, PO’s and receiving, or production for crop cards or tray labels

      * Printing to a thermal printer requires Bartender Software

  • Manage entire loop of seed lot life

    • Receive seed and print lot label on demand

    • Use up to 14 customizable fields to track seed information

    • Use seed management reports to show when ordering seed required

    Maintain seed lot records

    • Track seed collection locations

    • Barcode and label seed lots for easy identification

    • Record vendor, vendor seed lot, and propagation rate

    • Scan each tray to plant, dump, move or ship

    • Any level user can learn this simple application

    • Run this application on any device wherever you are

      • Scan or enter any tray number

      • Dump

      • Un-dump

      • Plant

      • Location or table moves

      • Optimized for tablet, laptop/desktop

Customer Relationship manager (CRM)

    • Allow your customers the freedom to manage their own accounts with the ability to pay bills, print documents, store cards on file, and so much more!

    • Give your customers clear payment direction with our easy-to-navigate app.

    • Efficiently receive payments directly from Bill Pay without your accounting team doing the work.

    • Paired with SBI’s Accounts Receivable app, Bill Pay allows for seamless integration to collect your money faster.

    • As you complete your normal work flow, the system automates your email communication

    • Improve your customer experience and reduce your labor

      • Set up sending of any report based on criteria of the order

      • When you confirm an order, confirmation sends automatically

      • When you ship an order, bill of lading and invoice sends automatically

      • Automate your invoicing on order posting

      • Configurable by groups of customers, or by each customer

Order Processing

    • Orders entered by your customers are automatically entered into Triumph Back Office.

      • Manage what available quantities customers see based on the availability template they are assigned to.

        • Control what quantities customers receive by allocating the order after it has been placed online.

        • Promote hot list photos on the site along with catalog photos. It’s easy to update photos.

        • Use many different configuration options or templates for the look and feel of the site.

      • Give your customers the power to self-serve and have more of your product visible.

    • Run your retail and wholesale operation at the counter or in the field

      • Runs on phone, tablet, laptop, or desktop - bring your own equipment!

      • Setup a traditional counter with computer, receipt printer, and drawer - or go mobile

      • Take orders on mobile and complete at the register or in the field

    • Fast and easy setup

      • Add any user in minutes and they can log in on any device and start selling

      • Works with all standard receipt printers, cash drawers and bar code scanners

      • No need to buy special equipment

    • Increase your sales

      • Using counter and mobile devices will result in higher sales and faster checkout times

      • By using Point of Sale, you’re able to use the power of SBI’s inventory and restocking tools

      • More powerful with our advanced retail tools such as PO Generator and Min/Max by season

    • Build orders anywhere on any device: tablet, laptop or desktop.

    • Get nimble by delivering live availability to your sales reps in the field.

      • Individualized pricing and master order reserves show on screen

      • Quick filtering by categories and sizes to make quick work of order entry

      • Syncs back to SBI as unsaved or saved order depending on configuration options

      *Ask about bucket option for box store suppliers wanting to create a reserve per region to prorate inventory between different customers or sales groups.

    • Comes with 3 user licenses, additional users $ 30 per month per user

  • Gain the tools you need to improve inventory visibility and efficient order management. Stop trying to make a widget system track the shifting sands of plant material. Reduce time your team spends at the computer and gain inventory visibility to improve sales. With advanced features inventory management for growers, our software is specifically designed to maximize productivity in commercial operations.

    Inventory Highlights
    • Inventory catalog management: Complete control of plant properties, pictures and more
    • Inventory by ready/plant or ship week: Manage multiple crops under one inventory item
    • Location controls separate from ready date, this is not a restricted widget system
    • Single ready/ship week can be in multiple locations
    • Inventory Control: User friendly excel like interface configurable by user
    • Inventory transplants & transfers
    • Inventory import/export option from excel for making new inventory items
    • Inventory import/export for counts, plants and dumps
    • Inventory Availability: 10 customizable availability templates for different customer types
    • 3 Availability comment fields: User defined pull down or free form fields
    • Excel availability automation with import into order option without editing required
    • Inventory control UOM default with purchase UOM option and ship increment controls

    Order Management Highlights
    • Open Orders with fast entry for quick order generation
    • Excel availability import feature into open orders
    • Order status for easy management of orders during fulfillment
    • Fast order edit allowing multiple orders to be edited at once in one large excel like grid
    • Order Management Grid: Prorate many orders at once versus one order at a time
    • Extensive order management reports designed for growers
    • Master Orders: Forecast a season or blanket orders for peeling off at time of shipping
    • Master Orders: Snapshot showing original ordered, shipped, cancelled and remaining
    • Allocation: Most advanced on the market for current orders or future booked orders
    • Quotes with fast entry and excel availability import

    • Partnered Brokers include:

      • Syngenta / Griffin

      • McHutchinson

      • Vaughn’s

      • Dummen

    • Don’t see a broker you need to integrate with? Request the broker you want from the SBI Team!

    *Base price includes one broker

    • Replenish with the following critical criteria

      • Racking by shelf or full racks

      • Rack trimming between high volume and low volume stores

      • Live availability of inventory from the SBI system

      • Bucket / Battle screen allows you to reserve inventory for replenishment by customer

      • Download Lowes RTR or Walmart files directly into replenishment bypass EDI

    Built specifically for the following box stores: Home Depot, Walmart, Lowes, Kmart, Menards, Meijer, Rona, Kroger, Costco

    Stop struggling with bolt on replenishment that doesn’t calculate racks or availability

    • Gain efficiency in a process that is traditionally very slow in other systems.

      • Users can export an Excel template per bill to/ ship to set up in system

      • File format two different styles: Ship to’s down left and inventory across, or vice versa

      • Fill in QTY’s for each store and import back into the system to create shipments

      • Designed to work for any multi-store location customer you ship to

    • Nightly allocation will dramatically reduce labor associated with pro-rating inventory changes on existing customer orders. Stop manually trying to chase the shifting sand of a live inventory. Turn on the most advanced nightly allocation engine on the market.

      • Configure nightly allocation based on preferences

      • Daily report shows what orders have been changed

      • Inventory dumps are automatically adjusted

      • Crops being delayed are adjusted automatically

      • Crops that are ready early are adjusted automatically

    • Stop doing manually what the system can do on its own.

    • Industry average is 33% of plant cost is order fulfillment

    • Rack or palletize all product being pulled on master pick

    • All racks and pallets pulled and dropped into supermarket

    • Shipping rack labels printed by customer and built pulling them through supermarket

    • Requires racking module & Master Pick Module

    *Ship up to 20% more product and reduce over time

    • As you complete your normal work flow, the system automates your email communication

    • Improve your customer experience and reduce your labor

      • Set up sending of any report based on criteria of the order

      • When you confirm an order, confirmation sends automatically

      • When you ship an order, bill of lading and invoice sends automatically

      • Automate your invoicing on order posting

      • Configurable by groups of customers, or by each customer

    • Devices supported: phones, tablets, laptops and desktops

    • Control merchant access by store

    • Adjustments made show live in back office SBI

    • Each adjustment shows what merchant made that change and when

    • View store sales history for 7 days in dollars and units

    • View store shipment history for last 7 days and next 7 days

    • Download and upload all EDI directly within SBI

    • Correct and re-process directly in SBI, no files to manage all on screen

    • EDI outgoing can automatically send when orders finalized

    • Reduce labor associated with managing EDI process

    *EDI 820 transactions not included. Ask about EDI 820 Payment Automation Module.

    • Set up for multiple brokers: Ball, McHutchinson, Syngenta and many more

    • Control what inventory you make available per broker

    • Simple to turn off and on items as season changes without set up work

    • Set up interval rate per broker

    *Base price includes one broker

    • Set up as many value-added items on an inventory item as needed

    • Quickly add value-added items to the order

    • Automatically removes value-added items if original master item deleted

    • Modify reports to build the price into the master item, or show the pricing separated

    • Track inventory of value-added items, or set up as non-stock if you do not want to track

    • Increase your customer service without increasing your labor

Shipping

    • Master pick dramatically improves efficiencies when pulling product for orders

    • Get serious about reducing costs with a system designed to make you more efficient.

      • Pull orders in batches based on shipping method or loading order

      • Go to the one location and grab all inventory from that one location for all orders once

      • Pull orders by site or location divisions  

      • Handles changes in orders since last run

      • Handles individual pick ticket notes so pulling based on notes on orders still works

    • Quickly build better loads using Google Maps in Trucking

      • Build loads and routes while viewing maps

      • Adjust routes and see rack counts per order

      • Change drop order using drag and drop feature

      • Adjust specific visible load information with 1 click

    • Print labels from anywhere in SBI

    • Manage all labels through SBI

    • Reduce your labor needed for printing labels

      • Pre-built label templates included

      • Never have to build a label from scratch

      • Customer labels from orders, trucking module, master pick module

      • Inventory labels from inventory list, inventory control, transfers, PO’s and receiving, or production for crop cards or tray labels

      * Printing to a thermal printer requires Bartender Software

    • Speed up order fulfillment and reduce freight expense

    • This module pays off by utilizing more of the rack space to reduce landed cost

    • Order entry users gain visibility of rack totals and partial racks and will drive better orders into shipping department

    • Stop manually trying to figure out most efficient way to build the rack and product placement on the rack. Automated optimization of each order will result in lower freight costs per unit and lower labor in order fulfillment.

      • Rack labels for each order can be printed and used in order fulfillment

      • Each label gets put on a rack

      • Each label shows how to build that rack for each shelf placement

      • Each label shows where to put each product on each shelf

      • Order entry screens displays rack estimates of order

      • Trucking management displays racks per order & load

      • True rack optimization to reduce freight costs

      • User configured exceptions to keep making rack estimates smarter

    • Stop managing FedEx separately from your order system

      • Print FedEx labels directly from SBI

      • Set up FedEx defaults by customer

      • Once FedEx picks up package and scans it, package is live-in system

    • 3 different ways this module works

      • Print labels directly to FedEx based on quantity per box entered in boxing

      • Scan as you pack, pack and print: FedEx label and contents label

      • Scan pick ticket in FedEx, ship it and SBI updated (tracking number + freight cost)

    • Scan out and scan in rack tracking

    • Scanning racks onto orders at the time of shipping

    • When orders posted these racks move to the SHIP to location

    • Rack counts show at each customer location during routing and load building

    • Racks Near Me option to open maps on phone or tablet device and see racks nearby

      • Build Rack Kits to streamline order fulfillment.

      • A Rack Kit is a pre-determined fixed assortment of products on a rack.

      • Building 35 of the exact same rack is faster than building every rack uniquely.

        • Add Rack Kits to orders just like an inventory item

        • Rack Kits show the contents of rack

      *Only available in SBI Triumph

    • Set up each carrier for agreed rates

    • Rate per mile

    • Fuel surcharge rate

    • Minimum load total

    • Drop rate for drop and swap, or free drop

    • Unload fees and more

    *Integrates with Carrier Plug In module for carriers to check in for loads assigned to their company

    • Self check in by carriers per load

    • Carriers can pick up loads that are up for taking if assigned to book me vendor

    • Carriers can print out load detail and assign driver and truck #

    • Reduce labor associated to working with carriers

    • Build loads by the following methods

      • Route / Region / Territory

      • City / State / Zip code / Geo location

      • Delivery windows set up on the ship to

      • Delivery times requested on the order

      • Order capacity by stacked / racked / pallet

    • Additional functionality

      • Batch printing of all shipping docs by load or ship date

      • Batch printing of customer labels ( Requires label printing module)

      • Carrier assignment to loads with contact information

      • Load information management

      • Truck log reporting

    *Add on module to check out: Logistics - Carrier Plug In — which includes check in and confirm taking load, fill in ETA, driver name, and driver cell phone, and confirm each drop after completion.

FINANCIAL MANAGEMENT

    • Get up and running quickly with this "out-of-the-box" integration with QuickBooks. 

    • This is not an export and import you run like other software systems.  

    • SBI Software attaches to the QuickBooks SDK for seamless integration between systems. QuickBooks becomes the backbone for all accounting rules and SBI links directly with the QuickBooks data for a true two-way integration.

      • Manage your back office accounting functions with QuickBooks 

      • Use SBI for point of sale, open orders and wireless sales.  

      • Both SBI, POS and handhelds run from your QuickBooks customer list

      • An end-of-day process posts all the day’s transactions into QuickBooks

      • Customers added in QuickBooks show up in SBI

      • Customers added in SBI show up in QuickBooks

      • No more double entry!

        *Requires QuickBooks 2012 or later / Premier or Enterprise version.

    • Generate, preview and send statements, invoices and/or marketing all from one screen

    • Payment call to action on statements

    • Market directly to your customers from your statements

    • A chance to market to your customers via statements with Website to PDF generation tool - use your website to market to your customers each and every time you send statements

    • Allow your customers the freedom to manage their own accounts with the ability to pay bills, print documents, store cards on file, and so much more!

    • Give your customers clear payment direction with our easy-to-navigate app.

    • Efficiently receive payments directly from Bill Pay without your accounting team doing the work.

    • Paired with SBI’s Accounts Receivable app, Bill Pay allows for seamless integration to collect your money faster.

    • Gain visibility of all critical metrics for your business. The more robust you business analytics, the more effectively you can run your business and lead your teams.

    • You can only improve what you measure and you gain the most if you make it visible to the entire team. Using SBI Analytics, you can take any standard report, modify and share it as you need to. Drill down into details and drive better understanding of what the business is doing using visual operational reports to drive better performance.

ANALYTICS & REPORTING

    • Gain visibility of all critical metrics for your business. The more robust you business analytics, the more effectively you can run your business and lead your teams.

    • You can only improve what you measure and you gain the most if you make it visible to the entire team. Using SBI Analytics, you can take any standard report, modify and share it as you need to. Drill down into details and drive better understanding of what the business is doing using visual operational reports to drive better performance.

    • Gain visibility of all critical metrics for your business. The more robust you business analytics, the more effectively you can run your business and lead your teams.

    • You can only improve what you measure and you gain the most if you make it visible to the entire team. Using SBI Analytics, you can take any standard report, modify and share it as you need to. Drill down into details and drive better understanding of what the business is doing using visual operational reports to drive better performance.

AI MOdules

  • AI-powered search and trend analysis across customer orders and sales performances.

  • Instant insights into availability, movement, aging, and historical trends.

  • Understand item-level performance, turnover, and demand signals.

  • Analyze production efficiency, bottlenecks, and historical output.

  • Surface purchasing trends, vendor performance, and receiving accuracy.

  • SKU-level intelligence tailored for large retail and high-volume customers.

Frequently Asked Questions

  • Our all-in-one grower management software integrates production planning, inventory control, sales, accounting, and logistics into a single platform. You can access all its comprehensive capabilities when you buy nursery and greenhouse software from SBI Software.

  • Yes, our plant nursery management software is designed to be scalable, effectively serving both small nurseries and large-scale greenhouse operations. This flexibility makes it an ideal choice for diverse horticultural businesses seeking robust nursery and greenhouse management software.

  • Absolutely, our software for nursery operations and greenhouses is accessible across various and multiple devices, including smartphones, tablets, and desktops. This cross-platform compatibility ensures seamless management of your nursery operations from anywhere.