Sales Review: Settings > Print Agreements

Navigations: General Settings > Print Agreements

Sliding the toggle button to on (green) allows your team to provide a copy of the booking/prepay document defined in AGRIS to your customer before the deal is approved.

You must choose the applicable status (as defined on AGRIS) on both the Pending Booking and Pending Prepay.

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Once turned on, the following rules apply:

A. Creating a new booking or prepay in the Sales App will:

1. Place the applicable pending booking or prepay on the Sales Review page in the Pending queue.

2. Create the applicable pending booking in AGRIS with the status as configured in the setting above.

   1. Note: A Pending Prepay is treated as a Pending Booking staus in AGRIS.

B. Approving the Pending booking or prepay in Sales Review does the following:

1. In AGRIS, it

   1. Creates a new approved/active booking or prepay.

   2. Voids the Pending booking or prepay.

2. In Sales Review, it moves the Pending booking or prepay into the Approved list. The Approved details shows both the Pending and the Approved (active) document numbers in the upper right corner.

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