Intro to Ceres: Agency Training - Agency Orders (Part 2)

Welcome to this Ceres training session, excerpted from the Ceres Inventory User Group. Presented by business analyst Sharon Jacobson (SJ Consulting) as part of an inventory and warehouse user group meeting, this tutorial is *Part 2* of the comprehensive guide on managing *Agency Orders* in Ceres (built on Microsoft Dynamics NAV and Business Central). Whether you are navigating order headers, managing appointment times and shopping zones, handling item qualifiers and availability checks, or modifying unit fees using the line menu, this session provides essential workflows for food bank warehouse staff and inventory coordinators. --- 📌 TIMESTAMPS & CHAPTERS: 00:00 - Introduction & Overview of Agency Orders (Part 2) 01:15 - Creating Agency Orders: From the Agency Order List vs. Direct Agency Cards 02:00 - General Tab: Required Fields, Contacts, Addresses, and Appointment Times 04:25 - Shipping Tab: Shipment Methods, Order Handling Groups, Routing Groups, and Shopping Zones 08:20 - Delivery & Web Tab: Delivery Information, Fees, and Web Order Status Tracking 10:40 - Adding Order Lines: Item Lists, Available Quantities, and Funnel Logic 13:10 - Troubleshooting Over-Ordering & Item Qualifiers (Handling Restricted Items) 18:35 - Line Quantities: Quantity to Ship, Shipped, Invoiced, and Status Tracking 20:10 - Pro Tip: How to Properly Modify Unit Fees via the Line Menu Function --- 🔗 RESOURCES & RELATED LINKS: • Feeding America HungerNet Extranet: https://www.hungernet.org • Ceres Technical Documentation & User Guides: Available via Member Business Solutions on HungerNet. • For User Group invites and access inquiries, contact Connie Ahalt: cahalt@feedingamerica.org #Ceres #FeedingAmerica #FoodBankManagement #MicrosoftDynamicsNAV #BusinessCentral #InventoryManagement #AgencyOrders #WarehouseOperations #HungerNet