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7.9.2 - Generating and Sending Vendor Reports After Clearing Sale

Steps to print and send vendor reports after a clearing sale.

 

Key Steps

Step 1: Access Reports 0:00

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  • Navigate to the 'Reports' section in the Agrinous system.

  • Select 'Vendors' to view the list of vendors.

Step 2: Identify Vendors 0:12

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  • Confirm the vendors you need to report on.

    • Example vendors: Lazy Acres, Testy Chap.

Step 3: Choose Report Type 0:19

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  • Decide whether to download the vendor report or send it directly via email.

Step 4: Generate Vendor Detail Report 0:27

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  • Select the 'Vendor Detail Report' option to generate the report.

Step 5: Enter Vendor Email 0:38

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  • Input the vendor's email address in the designated field if you choose to send the report via email.

Step 6: Send or Download Report 0:38

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  • Choose to either:

    • Send the report directly from Agrinous.

    • Download the report as a PDF for printing.

Cautionary Notes

  • Ensure that the correct vendor email is entered to avoid sending reports to the wrong recipients.

  • Double-check the report details before sending or printing to ensure accuracy.

Tips for Efficiency

  • Familiarize yourself with the Agrinous interface to navigate quickly.

  • Prepare a list of vendor emails in advance to streamline the process.

Link to Loom

https://loom.com/share/b107efb133114b16a28969aac6c4b111