7.9.1 - AgriNous Clearing Sale Reports
Steps to generate, download, and manage sales reports in AgriNous for team members.
Key Steps
1. Accessing Sales Reports 0:01
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Navigate to the reports section in AgriNous
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Identify the various categories of reports available: agencies, agents, buyers, cards, vendors, and sale files.
2. Downloading Reports 0:16
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Select the desired report category.
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Click the 'send' button to email the report directly by entering an email address.
3. Exploring Report Options 0:27
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Review the available reports for vendors and buyers.
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Access the agent report from the buyers screen.
4. Expanding and Printing Reports 0:55
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Expand the report details to view more information.
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Choose to download the report as a PDF or print it directly.
5. Sending Vendor Reports 1:04
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For vendor reports, click 'send' to distribute the information to all vendors involved in the sale.
6. Saving Favorite Reports 1:15
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Identify reports you frequently use.
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Click the star icon to save these reports to your favorites for easy access in the future.
7. Final Review 1:43
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Ensure all necessary reports are generated and saved as needed.
Cautionary Notes
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Always double-check the email addresses before sending reports to avoid miscommunication.
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Ensure that sensitive information is handled according to company policy when sharing reports.
Tips for Efficiency
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Familiarize yourself with the report categories to quickly locate the reports you need.
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Regularly update your favorites list to streamline your workflow.