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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

Join Elva Sif Ingolfsdottir for a practical deep dive into order management within AGR’s system.

  • 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.

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