GST & ABN Warnings - Sales & Business
Checking your GST & ABN Warnings for Billing.
Checking GST Status and ABNs in AgriNous Portal
Objective
This SOP outlines the steps to check GST status and ABNs using the AgriNous portal, ensuring accurate data management.
Key Steps
Step 1: Accessing Sales 0:09
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Navigate to the sales section of your system
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Click on the three dots to view all businesses associated with the sale.
Step 2: Using the Custom View for ABN Warnings 0:19
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Utilize the custom view created for ABN warnings.
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Click through the entries to check for any warnings and update as necessary.
Step 3: Submitting ABN Information 0:31
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Enter the ABN information in the designated field.
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Click 'Submit' to save the information.
Step 4: Querying ABN 0:40
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After submission, query the ABN to ensure it has been recorded correctly.
Step 5: Accessing Consignments 0:55
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Go to the consignments section of your system.
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Use the custom view created for consignments.
Step 6: Navigating to Business Finances 1:02
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Click on the agent reference to access the business details.
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Navigate to the finances and accounting section.
Step 7: Updating Information 1:21
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Perform any necessary overrides or updates in the finances section.
Step 8: Checking Businesses from Sidebar 1:30
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Access the businesses from the sidebar menu.
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Apply the saved view to check for updates.
Step 9: Using Drop-down Menus for Statuses 1:39
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Utilize the drop-down menus to filter by statuses and categories (e.g., hobby farmers).
Step 10: Regular Updates 1:58
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Dedicate 5-10 minutes throughout the day to update data as needed.
Step 11: Finalizing 2:08
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Ensure that all entries are completed and synced with the cell yard side.
Cautionary Notes
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Always double-check the ABN and GST entries for accuracy before submission.
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Ensure that you are using the correct views to avoid confusion.
Tips for Efficiency
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Set aside specific times during the day to perform these updates to maintain consistency.
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Familiarize yourself with the custom views to speed up the process.