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Get started with Orders

Order management covers live and recorded training sessions to help you get the most out of AGR's order capabilities

Updated over 2 weeks ago

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.

πŸ“š 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 in the order process. By setting up an order schedule, you allow AGR to generate order proposals automatically, ensuring a stable replenishment rythm.

  • After setting up your scheduled orders, you can enable e-mail notifications, to make sure you never miss an order.


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.

πŸ“š 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

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