How to use Sale Review Settings

Connect

Go to https://salesreview.agris.com with a browser.
Connect the App to the gateway *(requires email address with password controlled by your administrator) and select the CONNECT button.
Select your live AGRIS data set.
Login with your AGRIS username and password and select the LOGIN button.

This shows the count of booking and prepays (i.e.,deals) that are Pending, Approved, Declined and Failed.
Click the Settings panel that provides you with the following options:
- Auto approve will skip the pending queue and will automatically approve the transactions. Select user(s) for which you would like auto approval.
- Order Options: Order remarks configuration - When using AGRIS Sales app.. the "check marked" remarks listed below will be displayed during Sales Order entry for all users. (NOTE: if the remark is check marked and grey this indicates a "REQUIRED" status in AGRIS and cannot be un-selected.)
  Search Remarks id Or Label.
- User filter allows a person to see, review and approve only those deals created by the names of the people checked. For example, an Agronomy Sales Manager would check the names of the Salespersons on the Agronomy team. The Energy Sales Manager would check the names of the Salespersons on the Energy team, etc.
- Booking Programs will provide optional or required option to select from in AGRIS Sales App
- Pending Agreements: By enabling this feature your team can provide a copy of the booking/prepay to the customer prior to Sales Manager approval.