Step 1 - Sorting and Packaging
On the dashboard, you will find several tiles, including the Sorting and Packaging tile. Clicking it displays several options under this tile, including General with the Contacts option. Clicking this gives you an overview list of all your contacts.
Step 2 - Link Agromanager accounts
There are 2 options: you can add a new contact or edit an existing contact.
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Add a new contact:
Use this link to follow the steps for creating a new contact: "How do I create a new contact?"Once you have added all company details, you can set up the link between the Agromanager accounts.
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Edit an existing contact:
Open the contact you want to edit using the blue Details button in the Actions column.
You can establish the link by entering the Agro-ID via the Edit button.
Enter the Agro-ID of the account you want to link with and the connection will become active.
Step 3 - Send data via Agromanager
Open the Delivery module and select the delivery note you want to send. You can then open the details of the selected delivery note by clicking the 'Details' button. At the top of the details page, you will find the Send button. Select Data via Agromanager and the note will then be available for download in the receiving Agromanager environment.
Step 4 - Download delivery notes
In the overview of your delivery notes, you will find a button at the top 'Download delivery note'.
Select the delivery note you want to import. A pop-up will appear so you can check the details before saving.