Agri-ERP
This is your go to place for all your training material needs for Rakata Agri-ERP product.
- Finding Your Way Around
- Logging In / Password Reset
- Global Search
- Screen Layout
- Trading Partners & Contacts/Addresses
- Products
- Commercial
- Billing / Payment
- Setting Up
Finding Your Way Around
Logging In / Password Reset
Enter the username and password provided to you by your administrator and press Log In
If the credentials arent correct you will be presented with a message. You can reset your password using the link indicated
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
Once you have logged in you should then arrrive at the dashboard of Agri-ERP
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
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
When you select one of these the menu items the menu down the left hand side changes
When you select a menu item don the left hand side the main body of the screen is updated
Trading Partners & Contacts/Addresses
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
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.
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
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
This area of the system is where you work with Sales Invoices and Purchase Invoices
Setting Up
Trading Partner
You can create your Trading Partner by clicking Trading Partner > New Trading Partner from the menu areas.
Once you have filled in the screen with the data you wish to store press Create Trading Partner at the bottom of the screen to store the record.
Note mandatory fields are coloured blue and are bold (for example Trading Partner Name). Non-mandatory fields are black (for example Postcode).
Contacts / Addresses
You can create individual contacts / addresses by clicking Trading Partner > New Contact/Address from the menu areas
These could be individuals at the Trading Partner, or different braches of the Trading Partner.
You can assocuiate it with the appropriate Trading Partner from the drop down indicated in the screen above