Record a collection

A purchase from a farmer is recorded as a Collection - also called a lot. It’s the atom that everything downstream is built from.

In the field (the normal way)

The Field App captures it at the point of collection, in this order: choose the farmer, then the payment method, then the weight and the rest of the delivery. Once the farmer or the payment method is chosen it stays fixed. To change either one, start the collection again. Offline is fine - it syncs later.

This is where it should happen. The farmer is present, the scale is there, and the purchase is attached to a real farmer record rather than a name written down and typed in later.

In the dashboard

1. Open Collections, under Traceability and Production.
2. Click Create lot.
3. Fill in the form and save.

A supplier’s collections also appear on its own Collections tab. The filter bar there starts closed; open Filters to change season or other filters.

To look up existing collections by lot label, collection ID, or a pasted list, see Find a collection.

Where the rest lives

• Payments - Traceability → Payments → Payment Transactions. See Pay a farmer.
• Charts, the collection activity map, operator totals, facility totals and the season view - Collections → Analytics. See Collection analytics.

This page is a summary

The steps above are accurate and complete. A fuller guide - collection points, stages, and how collections combine into processed lots - is still being written.