Overview
This get started article holds a mix of live training and pre-recorded "how to" videos on ordering in AGR.
Build Confidence in Orders
This training session walks you through the Order View, navigation, and how to handle different order types, including special orders and BOM components.
📚 Key Topics Covered:
00:00 – Introduction to Order Management
06:55 – Navigating the Order View
13:50 – Understanding Order Lines, calculations and Details
22:46 – Managing Special Order Items
29:54 – Handling Supplier Constraints and Seasonal Closures
39:13 – Phasing Out Items & Managing BOM Components
48:57 – Transfer Orders and Exception Management
Creating Orders:
1. Purchase order
Learn how to manually create a purchase order, review, confirm and send it over to your ERP system.
2 . Transfer order
Learn how to manually create a transfer order, review, confirm and send it over to your ERP system
3. Schedule orders
Scheduling orders builds efficiency & robustness in the order process.
In this training session, we walk through everything you need to know about scheduled orders — from setup to fine-tuning, automation, and day-to-day management.
Learn how to create scheduled orders, adjust key calculation settings, and use new features introduced in the January release. Whether you're setting them up for the first time or optimizing existing workflows, this session shows you how to build a smoother, more strategic replenishment process.
How to create and edit scheduled orders
Setting schedules (weekly, bi-weekly, monthly, recurring)
Using order coverage days to control stock levels
How lead time impacts order calculations
Recalculating and reviewing generated orders
Splitting orders by item, item group, or lead time
Automating workflows with email notifications and auto-confirmation
Managing special order items and risk-of-stockout checks
Practical day-to-day workflow tips
By the end, you’ll understand how to build a consistent flow of goods, reduce manual work, and fine-tune order calculations to match your operational needs.
Save time with order constraints
In this training session, you will learn how order constraints work in AGR and how to set them up so your order suggestions match real world logistics and vendor requirements.
You will see exactly how constraints shape order calculations, why order multiples matter, and how features like Split By help you manage multiple containers more efficiently.
📚 Key Topics Covered:
00:00 Introduction to Order Constraints
00:55 Creating and Applying Order Constraints
05:08 Understanding Order Calculations
12:29 Logistics and Container Management
16:15 Order Multiples and Their Impact
17:36 Using the Split By Feature
21:51 Q&A and Feedback Session