When you want to transfer fruit to another owner, you can easily do this via an outgoing delivery note in Agromanager. Follow the steps below to complete this process correctly.
Step 1 – Open the Delivery module
On the left-hand side of the screen, you will see the different modules.
Click Delivery. You can now choose between two types of delivery notes:
- Incoming: overview of all incoming delivery notes
- Outgoing: overview of all outgoing delivery notes
Click Delivery note to view the overview of existing delivery notes.
Step 2 – Create a new outgoing delivery note
Click the New Delivery note, Outgoing button in the top-right corner to add a new outgoing delivery note.
Step 3 – Enter the outgoing delivery note details
A form will appear on the left-hand side containing all the details you need to enter:
- Type: Automatically set to Outgoing (already selected).
- Date: The date on which the outgoing delivery takes place or took place.
- Sender: The person or organisation sending the delivery (usually yourself).
- Customer: is set to "Own contact" (list available via My Company > Invoicing details)
- Delivery location: Location where the fruit must be delivered.
- Carrier: The party responsible for transport.
- Client: The party that gave the instruction for the delivery.
- Licence plate 1 and/or 2 (optional): Enter the licence plates of the vehicles transporting the fruit.
- Remarks (optional): Add any additional information relevant to this delivery.
Step 4 – Save the outgoing delivery note
Once you have entered all the details correctly, click the green Save button at the bottom of the screen.
You will then be redirected to an overview screen containing all the details of this delivery note.
Step 5 – Add outgoing products
On the right-hand side, under Status, you will find the Outgoing button. Click it to open the screen where you can add fruit to the outgoing delivery.
For this step, you may need to scroll down slightly. This will reveal the following sections:
- Unsorted loaded
- Sorted loaded
- Empty packaging loaded
Click Add in the desired section to add the correct type of fruit or empty packaging to the delivery note.
Step 6 – Complete the outgoing delivery and set the owner
Once you have added the required fruit, click Complete.
A pop-up will appear asking whether you want to change the owner of the fruit.
Select the new owner:
Client: Is automatically suggested if this has been entered.
Customer: Is suggested if no client has been entered. If a client has been entered, the customer appears as an alternative option.
Select the correct option and click Yes to confirm the change.
Step 7 – Complete the delivery note
A second pop-up will appear asking whether you want to complete the delivery note permanently.
Click Complete to confirm.
Step 8 – View the incoming delivery note
After completing the outgoing delivery, you will automatically be redirected to the completed incoming delivery note.
Here you will find the same fruit load as on the original outgoing delivery note.