Frequently Asked Questions

Find answers to your questions here.

Subscriptions

  • What do I need to subscribe?

    You need to have valid company credentials, a company credit card or Paypal account.  The following information will be needed:

    Company_subscribe_info

  • Can any one subscribe to Agiblocks by Subscription ?

    Yes. You can subscribe when you represent a registered company.  Private individuals can not subscribe.

  • What information do I have to provide for setting the service for my company ?

    We will ask you to complete company and commodity set-up information.

    Example of commodity set-up information:

    Commodity setupPositionsetup

  • Can I add users to my subscription later on or must I provide all user info with my initial subscription order?

    You can add users any time you want. Simply select the Additional Subscription User product on the Other Products page and indicate how many more users you need.

  • Can I use one user account for all my users?

    No, one user can be logged in only once.  To have multiple users logged in at the same time, you need to purchase more subscriptions.

  • Can I call a representative to evaluate my options for an Agiblocks subscription?

    Yes, please contact our sales department by calling us at +31 3652 13131.  You can also send your request in an email to sales@agiboo.com.

  • Is there a trial available for Agiblocks by Subscription?

    You really don’t need a separate trial. When you have subscribed you can cancel the service at any time.

  • Can I unsubscribe or delete a user?

    Yes but you need to contact Agiboo sales.  Please send an email to sales@agiboo.com with your request.

  • What are the terms and conditions for Agiblocks by Subscription?

    Terms and conditions for Agiblocks by subscription can be found on our Agiblocks.com website . The Agiblocks service is also covered under the general terms and conditions of Netherlands ICT 2014.

  • Does Agiboo back up subscription data?

    Data backups are done daily and the information stored for 30 days at our hosted service provider.

  • Is the data I enter into an Agiblocks subscription held at Agiboo?

    No.  It is managed in a professionally hosted environment that is secure and protected, with your data totally separate from others.

  • Do I have to pay for Agiblocks upgrades?

    No. Agiblocks by subscription is upgraded frequently.  These upgrades are free of charge.  If you want features outside of a subscription package, you can contact Agiboo Sales about obtaining an Agiblocks Enterprise version.

  • How do I cancel a subscription?

    To cancel any Agiblocks subscription, send an email to sales@agiboo.com.  A sales representative will contact you with cancellation information.

  • Can I cancel a support extension to my subscription?

    Yes, but you need to contact Agiboo sales.  Please send an email to sales@agiboo.com with your request.

  • When I unsubscribe or cancel my subscription will my data be lost ?

    No.  Agiboo will delete your data 7 days after the end of your subscription. You can also request to have your data made available to you in a different format for your own storage or audit needs.   (Additional charges may apply.)

  • How can I schedule an individual session, such as a training, walk through or expert meeting?

    Once you have ordered the session through our Agiblocks.com website, someone from our Support department will contact you to schedule the session.

  • Is the subscription a license for Agiblocks?

    No, it is Software as a Service. If you want to obtain a license we can offer you Agiblocks Enterprise that is not pre-configured, but configured to the individual needs of a customer. Please contact our sales department by sending them an email sales@agiboo.com.

  • Can I subscribe for other commodities then coffee, cocoa, sugar, grains & oil seeds ?

    Yes, but then you need to contact our sales department first, because we might not have your commodity environment as a standard.  Send an email to sales@agiboo.com with information about which commodity you wish to set-up and a sales representative will contact you.

  • Do I need a user manual?

    No.  Agiblocks has a built in help system.  You will find a full, searchable copy of the Agiblocks Reference Guide by selecting the question mark icon on an Agiblocks screen.

    ReferenceGuide1

Payment and Billing Information

  • Will I get a paid invoice for my order or recurring subscription payment?

    Yes. A paid invoice is sent to you via email after every order or automatic payment is made on Agiblocks.com.  A copy of all invoices are saved in the My account page and may be selected and downloaded from there.

    Myaccount_invoice

  • Can I set up a recurring payment for a subscription?

    Yes,  Agiblocks and support ticket subscriptions are set up to automatically renew every period, depending on the subscription period selected.  The credit card information you entered with your initial payment is used.  You can see the next payment date on any subscription by logging into your Agiblocks account and viewing information about that subscription.

  • What payment options are available?

    Payment for any order and subscriptions may be made via Credit cards or via PayPal.

  • Which credit cards do you accept?

    Agiboo accepts the following credit card payments:  Visa, Master card and American Express.

  • What currency is used for payments?

    All payments are done using Euros.

  • Is VAT or other taxes automatically added to my payment?

    • If you live in the Netherlands, Value Added Tax (VAT) is automatically added to your order total.
    • If your billing address is within the European Union, VAT is added unless you provide a valid VAT number.  Providing a valid VAT number will remove the VAT amount.
    • If your billing address is outside of the European Union, no VAT or other taxes are added.
  • How do I know which Agiblocks subscription is associated with a charge on my credit card?

    You will receive a paid invoice for every order you place.  The paid invoice for your order or recurring subscription payment will note the product or type of Agiblocks subscription for which the payment is being made.

    Paymentreceipt1

  • What happens if a credit card payment fails on a reoccurring payment?

    You will be informed that your payment has failed in an email.   You will need to login to Agiblocks.com and correct any missing information or enter a new credit card or payment type.   Agiboo will contact you to help correct problems if the automatic payments continue to fail.

  • How do I update my billing information?

    Your billing information may be updated under the My Account option on the Agiblocks.com website.  A login is required.

Agiblocks - Physcial Contracts

  • When will a contract become realized in Agiblocks?

    In Agiblocks the Sale contract (or actually the contract delivery) becomes realized when the cargo is marked as executed and the sale and purchase contract are both priced.

    In any other situation the sale contract will remain in “unrealized P&L” and be included in Mark to Market calculations.

  • How do I create a physical contract?

    Contracts are made with Counterparties.

    1. Select the Counterparties tile.
    2. Find the Counterparty name by scrolling through the list. Select the Counterparty name.
    3. To create a Sales contract, select the “Add sales contract” button under the Sales contracts tab. To create a Purchase contract select the “Add purchase contract” button under the Purchase contracts tab.
    4. In the New contract screen that opens, fill in the contract information and select the Save and Close button to save the contract.
  • How do I create a fixed price contract?

    Contract pricing types are selected when entering commodity information.

    1. Select a Counterparty and choose to add a Sales or Purchase contract.
    2. In the Commodity section on a New contract screen, select a Position. The selected Position will display more fields to be filled in including the Pricing type field.
    3. Select the Pricing type field to display a drop-down list of Contract pricing types.FAQ-PricedContract1
    4. Select Priced.
    5. Complete entering the commodity information and select the Save button. Fill in any further contract information and select the Save and Close button.
  • How do I create a “to be fixed” price contract

    Contract pricing types are selected entering commodity information.

    1. Select a Counterparty and choose to add a Sales or Purchase contract.
    2. In the Commodity section on a New contract screen, select a Position.  The selected Position will display more fields to be filled in including the Pricing type field.
    3. Select the Pricing type field to display a drop-down list of Contract pricing types.
    4. Select To be fixed.
    5. Complete entering the commodity information and select the Save button.   Fill in any further contract information and select the Save and Close button.
  • How can I search for a specific contract?

    The search box at the top of a Contracts screen is used to enter search information. A simple search may be done by entering a number or phrase and selecting Enter.  A contract date or delivery date or date range may also be entered.

    contractsearch1

    Users also have the option to prefix a search phrase with a field name to narrow the search.  Search phrases may be combined using AND or OR to further filter information.

    The search phrases can be found by start typing and after the first digit (example = q which will provide Quantity and Quantity-line) and when selecting Quantity you can use it as follows:

    quantity = 25 will only find quantities equal to 25.

    quantity = 25 AND status = approved finds all contracts with a quantity of 25 that have a contract status of approved.

  • How do I print a contract?

    A contract document must be generated in MS Word format before it can be printed.    To generate and print a contract from a Contract list screen:

    1. From the main menu, select either the Sales or the Purchase contract tile.
    2. Choose a contract from the list by selecting the contract number.  A contract form opens.
    3. Hover over the contract line and locate the “Generate” button.
    4. Click on Generate.  A Generate dialog will appear confirming that the contract has been generated and saved.
    5. Hover over the contract line and locate the “Paperclip” button.
    6. Click on the Paperclip button. This opens the contract attachment screen.
    7. Hover over the document name and locate the “Download” button (down arrow).
    8. Click on the Download button.  This downloads the MS Word file which can then be opened and printed.

    To generate and print a contract from a Contract screen:

    1. From the main menu, select either the Sales or the Purchase contract tile.
    2. Choose a contract from the list by selecting the contract number.  A contract form opens.
    3. Select the Edit button on the Documents section.
    4. Click on Generate.  A Generate dialog will appear confirming that the contract has been generated and saved.
    5. Select the Attachments button at the top right of the screen.  The contract attachment screen will be displayed.
    6. Hover over the document and locate the “Download” button.
    7. Click on the Download button.  This downloads the MS Word file which can then be opened and printed
  • How do I insert costs on a contract?

    Costs associated with a contract are noted under the Costs tab on a contract screen. Costs can be added to the contract as follows:

    1. Use the purchase or sale list to find the contract
    2. View the contract
    3. Select the cost tab
    4. Edit the cost tab
    5. Select the relevant delivery line
    6. Use the “Add new record” to open the edit page
    7. Select the relevant item from the drop-down and fill in the rest of the information for this cost item
    8. Press insert to save the item
    9. Press save to save the cost sheet

    Contractcosts1

  • How do I change a price for a fixed price contract?

    Once a fixed price contract has been saved, the price may be changed by editing the contract.

    1. From the main menu, select either the Sales or the Purchase contract tile.
    2. Choose a contract from the list by selecting the contract number.  A contract form opens.
    3. Select the Edit button on the Contract section.
    4. Find the price on the contract line details.
    5. Change the price and select the Save button.
    6. Select the Save button at the bottom of the screen to save the contract and the price is changed.
  • How do I manually price a contract?

    A “To be fixed” contract can be priced manually:

    1. From the main menu, select either the Sales or the Purchase contract tile.
    2. Choose a contract from the list by selecting the contract number.  A contract form opens.
    3. Select the Risk tab.
    4. In the To be fixed section, select the delivery
    5. Click on the line that indicates the “still to be fixed” stilltobefixed
    6. A small window will be shown to insert the number of futures and the price. Save this using tick and for that part the price is calculated (futures price and premium).stilltobefixed2

     

     

  • How do I fix a contract price using futures?

    Fixing a contract price using futures is executed by allocating the futures to a contract that needs a pricing.  This is done on the Hedge allocation screen under the Futures tile.

    1. From the main menu, select the Futures tile.
    2. Select the “Hedge allocation” button on the top right of the screen.
    3. Filter on the hedge purpose “Fixing”
    4. Click on the futures contract (left side) to be used for the pricing.
    5. Click on the contract (right side) to be priced and the number of lots will appear in the section in the middle.    Hedgealloc3
    6. Click on allocate and the selected futures and contract will be allocated.
    7. Save the allocation by clicking on the Save button at the bottom of the screen.  The allocations are saved. A list of the all existing allocations can be seen at the lower portion of the page.   Hedgealloc2
  • How do I hedge a contract using futures?

    Hedging a contract using futures is done by allocating futures to the contract using the Futures module.

    1. From the main menu, select the Futures tile.
    2. Select the “Hedge allocation” button on the app bar.
    3. In the Hedge purpose field, select “Hedging” and then select the search button (magnifying glass) to filter the list.
    4. Select a futures contract from the left column to be used for hedging.
    5. Select a contract from the right column to be hedged. (Contracts which may not be allocated will be greyed out and may not be selected.)
    6. The default number of lots will appear in the section in the middle.  Hedge_allocation
    7. Click on the Allocate button and the selected futures and contract will be allocated.
    8. This allocation then appears in the Current allocations section on the page and can be confirmed by selecting the Save allocations button. Hedge_allocation_save
    9. When saved, the allocation moves from the Current allocations to the the Existing allocations table. Hedge_allocation_save2
  • How do I see a list of contracts that have not yet been priced?

    Use the contract search feature to find contracts that have not been priced yet.

    1. From the main menu, select either the Sales or the Purchase contract tile.
    2. Type a t in the search bar. This will show a list of search phrases beginning with a t.
    3. Select “to-be-fixed-lots >0”. This will place the search phrase in the search window.
    4. Select Enter. This will list any contracts that still have lots to be priced.

    not_priced_contract

  • How do I change a premium/pricing period in a “to be fixed” contract?

    Changing a pricing period is done on the contract Risk tab.  To change the premium and pricing period for a contract:

    1. From the main menu, select either the Sales or the Purchase contract tile.
    2. Choose a contract from the list by selecting the contract number.  A contract form opens.
    3. Select the risk tab in the contract.
    4. Select the specific delivery on the left and the select the Edit button. Risk_edit
    5. If the delivery has not yet been priced or fixed yet, the pricing and premium amount may be edited and changed.

    Risk_edit2

    Select the Save and close button to save any changes to the pricing period and/or premium. The hedge requirement will be updated to the new pricing period. The new premium will be used to price the delivery.

  • Can I add file attachments to a contract?

    Yes. You can upload files to an attachments folder for each contract. (Upload max. file size is 50 Meg.)

    • Select the Sales or Purchase contract tile.
    • In the list, find the contract where you wish to attach a file.
    • Move your mouse to the right side of the contract record until you see command menu buttons.

    attachment

    Select the paperclip button.  This opens an attachments screen.

    attachment2

    • Use the select button to find the relevant file and select it.
    • Fill in the other fields in the attachments screen.
    • Select the Upload button to save the attachment.

    The file is saved and displayed in the attachments list.

    additional_signatures

  • How do I cancel a contract?

    To cancel a contract, change the contract status to Cancelled.

    1. Select the contract number from the Sales or Contract list.
    2. On the Contract screen select the Edit button for the Contract section.
    3. Select the Status field.
    4. Select Cancelled.
    5. Save and Close the contract.

    Contracts which are cancelled are no longer included in any Contract, Logistic or Risk pages. In order to trace them back you can find them under the Hidden tab on a Contracts list screen.

Agiblocks - Logistics

  • Does Agiblocks support inventory?

    Yes.  Agiblocks has an Inventory module.  The Inventory main screen gives you an overview of all inventory items grouped and sorted as you prefer.

    inventory_screen

    Inventory lots that make up the view can viewed.  Lots may be split or modified to indicate lost or found amounts.  Financial information may also be recorded for each lot.

    Lot_form2

     

     

  • What is a reservation?

    A Reservation in Agiblocks is when a match is made between a Purchase contract, inventory or floating stock and a Sales contract, warehouse stock or destination. This is the start of the logistics work-flow in Agiblocks, which is then managed from the Deliveries module.

    Reservation0

     

  • How do I create a reservation?

    Reservations are done on the Reservations screen.  It consists of 2 columns where Purchase contracts, Inventory and Floating goods are matched with Sales contracts, goods in storage or goods at a destination.

    1. In the left column, select a Purchase contract. It will now be highlighted in blue.  Any matching Sales contracts will be found in the right column with the commodity in bold. Greyed out items on the right are contracts which do not match the Reservation criteria.
    2. Select a matching item from the right column.
    3. Enter or edit a quantity to reserve in the entry field between the columns.
    4. Select the Reserve button to confirm the match.
    5. The new reservation will now appear at the top of the list in the Reservations section.
    6. Continue making reservations and when done, select the Save button to save all of the new reservation records.

    Reservations may also be made by first selecting an item in the right column first.

    Reservation1

     

    Reservations3

  • How do I create a new logistics delivery?

    A delivery may be created directly from a reservation in the Deliveries screen.

    1. Select a delivery line with a “Reserved” status to open it.
    2. Select the Create delivery button.  A New delivery form will open.
    3. Fill in the transport information and select Save to continue editing or Save and Close to save the information and return to the Deliveries screen.  The status of the newly created delivery is now “preparing”.  From here a delivery may be edited to add more shipping or customs related information.

    Newdelivery

Agiblocks - Risk Management

  • Can I create a daily Mark to Market record (snapshot)?

    Yes. You can save a daily record called a “snapshot”. This saves of all the data in the Mark to Market screen as well as market data for the snapshot date. Previous snapshots can be viewed. This allows you to see a daily progression of P&L across time.

    MtM Snapshot

    Use the Create snapshot button on the Mark to Market screen to save all data at any time during the day. A user must have the “Create snapshot” permission to view and use the button.  Only one daily snapshot record is allows, so any previous snapshots for a date are overwritten if a new snapshot is created.

  • How can I see Mark to Market details for a Position or Reporting Period?

    You can see transaction details associated with a Position or Reporting period by selecting the Show transactions button on a record line in the Mark to Market screen.

    MtM1

    This opens a Mark to Market – Details screen.

    MtM_Details

    The Mark to Market Details screen shows a list of items which make up a specific Position or Reporting period.

    Both the Mark to Market and Mark to Market details tables may be customized to show different data.  Right click with the mouse to see a list of columns.

    MtM_column_save

    Check the columns you wish to view and then select the Save view button. This updates the table and saves the specific column layout you have selected.

  • When is a contract no longer shown in a Position or in Mark to Market calculations?

    Contract information will be realized and removed from Position and Mark to Market calculations when the following criteria are met:

    1. A purchase or sales delivery is fully priced.
    2. A sales is fully delivered/executed.

    Position and Mark to Market data are updated for executed deliveries the day AFTER the date of execution.

  • Where can I see my Position information in Agiblocks?

    From Agiblocks Home screen, click on the Positions tile to bring up the Position screen.  All position information is found here and is updated in real time as other items in the system such as contracts or deliveries are changed.  

    Positionscreen1

  • How do I see Mark to Market information in Agiblocks?

    Mark to Market information is found on the Mark to Market screen.
    Select the Mark to Market tile from the Home screen.
    The Mark to Market screen shows the totals per Position Reporting Period per line. This is usually grouped per Internal company and per Position.

    MTMscreen

  • How do I hedge a contract using futures?

    Hedging a contract using futures is done by allocating futures to the contract using the Futures module.

    1. From the main menu, select the Futures tile.
    2. Select the “Hedge allocation” button on the app bar.
    3. In the Hedge purpose field, select “Hedging” and then select the search button (magnifying glass) to filter the list.
    4. Select a futures contract from the left column to be used for hedging.
    5. Select a contract from the right column to be hedged. (Contracts which may not be allocated will be greyed out and may not be selected.)
    6. The default number of lots will appear in the section in the middle.  Hedge_allocation
    7. Click on the Allocate button and the selected futures and contract will be allocated.
    8. This allocation then appears in the Current allocations section on the page and can be confirmed by selecting the Save allocations button. Hedge_allocation_save
    9. When saved, the allocation moves from the Current allocations to the the Existing allocations table. Hedge_allocation_save2