/
Sales Review: Settings > Print Agreements

AGRIS Customer Documentation

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.

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.

 

Related content

How to use Sale Review Settings
How to use Sale Review Settings
More like this
How to Review and Post Sales
How to Review and Post Sales
More like this
AGRIS Sales Review - Security setup to review & approve a Booking, Prepay, Quote or Sales Order
AGRIS Sales Review - Security setup to review & approve a Booking, Prepay, Quote or Sales Order
More like this
Open Bookings and Open Prepays
Open Bookings and Open Prepays
More like this
Prepay/Booking Forms Manager-Forms optimized to display specific info based on if the transaction is Pending vs Actual (AGS-19570)
Prepay/Booking Forms Manager-Forms optimized to display specific info based on if the transaction is Pending vs Actual (AGS-19570)
More like this
Booking and Prepayments - New standard forms that includes signatures from AGRIS Sales App for storage and viewing in AttachToo (AGS-11176)
Booking and Prepayments - New standard forms that includes signatures from AGRIS Sales App for storage and viewing in AttachToo (AGS-11176)
More like this

3820 Mansell Road, Suite 350 ✦ Alpharetta, GA 30022 ✦ www.GreenstoneSystems.com
© 2011 - 2024 Cultura Technologies LLC. All Rights Reserved Worldwide.  Products and company names mentioned herein may be trademarks or registered trademarks of their respective owners.