Site manager
The screens this role opens and the guides that concern it. The role's description in chapter 2.
Screens
- Today: sees the action history, sees intakes and olive lots, sees production, sees the tanks, sees quality, sees the queue, sees settlements
- Producers: search, details and new producer: searches producers, sees producer details, registers a new producer, changes a producer's contacts, address, tax office and VAT regime
- Arrival queue: sees the queue, records arrivals and calls, manages appointments, changes a queue position
- Intakes: sees intakes and olive lots, records intakes, corrections and splits, reverses a split
- Production console: sees production, creates, starts and completes batches, cancels a started batch, corrects an input weight
- Quality: sees quality
- Tanks: sees the tanks, records counts and transfers
- Settlement: sees settlements, creates settlement drafts, finalizes a settlement, reverses a settlement, creates a replacement settlement
- Daily prices: sees the prices, sets and corrects prices
- Additional charges: sees the charges, sets charges
- Producer agreements: sees agreements and default terms, sets default terms and producer terms
- Oil withdrawals: sees oil withdrawals, records and closes withdrawal requests, delivers oil from tanks, reverses a delivery
- Audit: sees the action history
- Users: manages users and roles
- Fast intake: sees intakes and olive lots, records intakes, corrections and splits, reverses a split
- Lot detail and split: sees intakes and olive lots, records intakes, corrections and splits, reverses a split
How-To guides
- Getting started with TROPEION
- How to add a charge
- Record a parcel
- How to apply new default terms
- Book a new appointment
- How to cancel a started batch
- Change site
- How to change a user's roles
- How charges enter the settlement
- How to complete a production batch
- How to copy to all sites
- Correct an intake mistake
- How to correct a price
- How to create a new production batch
- How to create a settlement
- How to deactivate a user
- How to discard a settlement draft
- Change a producer's details
- How to finalize a settlement
- Find an intake
- How to find who did what
- How to invite a new user
- Lot origin from a parcel
- How to give a producer their oil (withdrawal)
- How to print the delivery paper
- Print a label and a receipt
- How to print a settlement statement
- How to give a producer their own terms
- A producer with an appointment arrives
- How to record a measurement and acknowledge a warning
- Register a new producer
- How to reverse a delivery
- How to reverse and replace a settlement
- Reverse a split
- How to set an end date for a seasonal user
- How to enter a daily price
- How to set the default terms
- Split a lot
- How to start a production batch
- How to count a tank
- How to transfer oil to another tank
- A producer without an appointment
- Weigh and receive olives