First things first. Set up Waypath according to your business needs.
This guide will help you set up Waypath once you have an active account. If you don’t have an active account yet, you can read LESSON 1: Sign up or Try for Free.
If you were invited to Waypath by an admin from your organization, your Waypath account is likely already set-up. You can skip ahead to LESSON 3: Know your way around Waypath.
Log in to Waypath by using your registered email and password. On your desktop, go to app.waypath.io. For mobile, you can use the mobile app available in both iOS and Android (more on the Waypath mobile app in LESSON 4: Take Waypath out in the field with you!).
When you log-in to Waypath for the first time, you'll see this screen.
A few more tips will show up, and then Waypath will lead you to the Settings module.
|Note For the succeeding steps, it’s fine if you are unable to provide your complete required data at once. A few ones just to get started will do. You can go back to the Settings module anytime to make necessary additions and updates.|
The following video walks you through the different Settings screens available in Waypath to help you know where to go when.
For a quick run through, read on!
Waypath General Overview - Set up*
* The rest of the video will be shown in LESSON 3: Know your way around Waypath.
Set up your Farms and Fields
|Important If the farm you are setting-up has a landlord, you'll need to add the landlord as a connection first, so you can proceed with setting up the Farm and Field. See Add companies and contacts you buy, sell, store, and farm with.|
The first thing you’ll need to do is let Waypath know about your farms and fields. Setting this up will enable you to track every load back to the field, save you time when you create new deliveries with pre-populated information, and allow you to accurately report on yield per field.
For more on setting up your farms and fields, check out Set up your farms and fields.
Set up your Storage Locations
Next, tell Waypath more about your on-farm storage locations. Once you’ve set this up, you’ll be able to set up your bins and add current inventory next.
For more on setting up your storage locations, check out Set up your storage locations.
Set up your bins and add current inventory
For each of your on-farm storage locations, you can organize bins and assign them to store a specified commodity, specify its capacity, preferred measurement units, and storage type.
For more on setting up your bins, check out Set up your bins and add current inventory.
Add your connections
Tell Waypath about the companies and contacts you frequently buy, sell, store, or farm with so you can quickly select them when you create new contracts and deliveries in Waypath.
For more on adding your connections, see Add companies and contacts you buy, sell, store, and farm with.
Invite your team members
For the most part, we’re done!
Now it’s time to add your team members so they can help monitor and manage your contracts, deliveries, and inventory with you.
For more on adding your team members, see Invite team members.
|« Previous||Next »|