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TABLE OF CONTENTS:

Table of Contents

Purpose of this Document:

Below are some of the basic setup prerequisites and system requirements that must be in place before the AGRIS Sales Application installation can begin. 

Once you have completed these requirements, Greenstone will install the agent on your AGRIS / Component server that enables the running of the AGRIS mobile apps.  

Prerequisite - Issue a Quote that Client Signs:

The Greenstone Client / Customer Relationship Manager needs to issue a quote to the client that contains the following:

Product:

  • AGRIS™ Sales Application (Product Code = GAGRSOE05E), quantity of 1 with a price of $0.

Customer must meet the requirements below:

...

AGRIS Requirements:

  1. Be live on AGRIS 19.1 (or higher) and comply with the AGRIS 19.1 System Requirements HERE.

    1. The agent will be install on the AGRIS / Component server.

    2. Convert the applicable dataset(s) to AGRIS 19.1 (or higher) and apply the latest software update.
  2. Assure that there are enough available AGRIS concurrent user licenses available to all users of the AGRIS Sales Application (as each user of this application will consume an AGRIS concurrent user license).

  3. Apply the AGRIS System license.

  4. Enable the Extended Option:  Dataset Maintenance > Extended Options >  NAM > "Y" in AGRIS Sales Mobile (#12).

Agent Pre-Installation Checklist Utility (Readiness Assessment):

If you are running AGRIS 18.4.0 with Software Update 1(or higher), click this link for instructions on how to run the Agent pre-installation checklist utility (https://culturatech.atlassian.net/wiki/x/4IDHL).

AGRIS Sales App - Security to ENTER / ADD a Booking or Prepay using the mobile app

...

AGRIS Sales Review App - Security to REVIEW & APPROVE a Booking or Prepay

...

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Master Agent Pre-Install Requirements
Master Agent Pre-Install Requirements
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AGRIS Sales Setup Requirements

Ensure AGRIS User Security is enabled for the dataset you plan to use with Mobile Apps.

Security setup to enter a Booking, Prepay, or Quote.

Learn more >

AGRIS Sales Review - Security setup to review & approve a Booking, Prepay, or Quote.

Learn more >

Configuring the form to capture customer's signature.

Learn more >

Have stable WiFi or cellular data access.