Finding Your Way Around

Logging In / Password Reset

Enter the username and password provided to you by your administrator and press Log In

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If the credentials arent correct you will be presented with a message. You can reset your password using the link indicated

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This will take you to the following page to complete whereby you will receive a new password in the email address recorded on the system

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Once you have logged in you should then arrrive at the dashboard of Agri-ERP

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Global Search

At the top left of all the screens is the global search. You can type a few characters in here then a drop down will appear for you to choose which area of the system you want to search

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Simply click on the list the area of the system you wish to search and you will be taken to the results from that area

Screen Layout

The top of the screen contains the top menu

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When you select one of these the menu items the menu down the left hand side changes 

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When you select a menu item don the left hand side the main body of the screen is updated

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Trading Partners & Contacts/Addresses

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The Trading Partner area of the system is where you store all the details regarding people and companies you deal with, these could be suppliers, customers, hauliers, introducers

Products

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The Products area of the system is where you store details of all your product, which could be real or virtual.

Real Product

These are physical products that you buy and sell

Virtual Product

These are a kit of 1 or more real products. You can sell virtual products, but not buy them. You buy the real products that combine to form the virtual product.

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In this example Vir123 is a virtual product that consists of 2 real products: R0307 and Y68678. The definition of the virtual product allows you to detail by how much each of the real products go in to a single unit of the virtual product so that the features of the system that track stocks are correct.

Commercial

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This area of the system is where you record the Sales Contracts, Purchase Contracts and Fixings. This is your day to day place to be on the system.

Sales Contract

This is where you record details of products you are selling to your customers

Purchase Contract

This is where you record details of products you are purchasing from your suppliers

Fixings

This is where you record the dispatch, or shipment, or products both into and out from the business. Referred to as Purchase Fixings and Sales Fixings accordingly

Billing / Payment

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This area of the system is where you work with Sales Invoices and Purchase Invoices