Documentation/ ERP integrations/ Creating a product in Ágora POS
Creating a product in Ágora from the delivery note
When a delivery note carries a product that does not exist in Ágora yet, there is no need to go to the ERP to create it: it is added from the line itself, and the reference code fills in at once.
Delivery note › items tab › line › ERP data › Create in Ágora
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What has to be true
The button only appears if all three conditions hold:
- The Ágora integration is switched on for the account.
- You are editing a document of the delivery note type.
- The line has no ERP reference assigned yet.
If you cannot see the button, it is for one of those three reasons. The commonest: the line already has a reference, so there is nothing to create.
Step 1: open the line
- Open the delivery note the new product appears on.
- Go to the items tab.
- Press the assignment icon on the item's line. The assignment dialogue opens.
Step 2: the button
In the dialogue, find the ERP data block. At the top of it, on the right, is the Create in Ágora button.
Step 3: the form
| Field | Required | Note |
|---|---|---|
| Product name | Yes | Comes pre-filled with the delivery note's description. It can be adjusted. |
| VAT | Yes | If Dijit.app already found a rate, it comes pre-selected. |
| Family | No | Classifies the product in Ágora from the outset. |
The create button stays disabled until the name and the VAT are filled in. Those are the two required fields.
Step 4: create and check
- Press Create.
- Wait for the confirmation, which includes the reference assigned in Ágora.
- The dialogue closes and the ERP reference field fills in automatically.
- The document refreshes so the items' status updates at once.
From there the line is no longer outstanding and the document can be sent.
Three pieces of advice that save tidying up
- Look at the name before creating. The supplier's description usually carries codes, weights and units. Tidying it keeps the Ágora catalogue in order, and far more people are going to see that catalogue than this delivery note.
- Give it a family whenever you can. It makes filtering and reporting easier later.
- One record per product. If the same product turns up on several delivery notes, create it once and on the others find it in the ERP item field rather than creating it again.
The third piece of advice is the one most often ignored, and it produces catalogues with the same product in three times. Before creating, search: it may already be there under another name.
Troubleshooting
| What happens | Why | What to do |
|---|---|---|
| The button is not there | The line already has a reference, the document is not a delivery note, or the integration is not switched on. | Check all three conditions. |
| Ágora could not be reached | The drop-downs have not loaded. | Press retry. If it persists, wait a few minutes. |
| The Create button is disabled | The name or the VAT is missing. | Fill in both required fields. |
| It says the item is already linked | Another user or process has already created the product. | Nothing: the dialogue closes and the line refreshes with the right reference. |
| Ágora returns an error | Something does not suit it, a VAT rate it does not accept, for instance. | Read the detail in red inside the dialogue and adjust before trying again. |