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.
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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.
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Example vendors: Lazy Acres, Testy Chap.
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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:
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Send the report directly from Agrinous.
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Download the report as a PDF for printing.
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Cautionary Notes
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Ensure that the correct vendor email is entered to avoid sending reports to the wrong recipients.
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Double-check the report details before sending or printing to ensure accuracy.
Tips for Efficiency
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Familiarize yourself with the Agrinous interface to navigate quickly.
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Prepare a list of vendor emails in advance to streamline the process.