AGRIS Customer Documentation

Open Bookings and Open Prepays

Benefits

Reduce time and effort to access/view Open Bookings and Open Prepays.

Details

You are now able to see all of the AGRIS Sales Review approved bookings and prepays in AGRIS Sales App. This reduces the time of having to go into AGRIS to view this information.

Usage

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Description

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Description

1.

Log in to the AGRIS Sales App and click/tap on Sales

2.

Search and select a Customer.

3.

On the Credit Check step, you will see two new options for Open Bookings and Open Prepays.

Note: If you have a lot of Open Bookings or Open Prepays please give it a minute to load all of the records from AGRIS.

4.

Click/tap on either option to view the information.

 

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