Guided Workflow

Operating Sequence

Follow these steps in order to complete the full agri-finance cycle — from farmer registration through to warehouse receipt and benefit calculation.

• 1
  Register Agent

  Add a purchasing or field agent before assigning farmers.

  2 records
  View Agents
• 2
  Register Farmer

  Capture farmer biodata, farm details, and consent.

  10 records
  View Farmers
• 3
  Create Programme

  Define a crop financing programme with season, region, and targets.

  2 records
  View Programmes
• 4
  Create Financing Application

  Create an application for a farmer under a programme with crop budget items.

  1 draft
  View Applications
• 5
  Submit & Approve Application

  Submit draft applications for review, then approve with farm visit details.

  2 pending approval
  View Pending
• 6
  Disburse Inputs

  Record input disbursements against approved financing applications.
  View Disbursements
• 7
  Monitoring

  Schedule and record field monitoring visits and GAP adoption.
  View Monitoring
• 8
  Record Purchase Returns

  Capture daily produce purchases from farmers with SAFE, bonus, and loan calculations.
  View Purchases
• 9
  Dispatch Goods-in-Transit

  Create dispatch records from buying centers to warehouses.
  View Dispatches
• 10
  Receive into Warehouse

  Receive dispatched goods at warehouse, record variance, update inventory.
  Receive Goods
• 11
  Update Repayments & Benefits

  Review repayment balances, SAFE reserve contributions, and bonuses per farmer.

  2 active repayment balances
  View Repayments