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Record export readiness and its documents ​

When to use it ​

Record whether the farmer or supplier has the information and documents needed for export readiness.

Before you start ​

  • You need record-edit permission and the required export evidence.

What this changes ​

The record displays its saved export-readiness status and supporting document.

These actions change the saved farmer or supplier information used for sourcing. Submitted payment details still need separate payment-profile review.

Steps ​

  1. Open the profile’s Export Readiness or Manage Export Readiness action where available, or open its edit form.
  2. Complete the required supplier or farmer fields. Check any readiness messages before turning on Export Ready.
  3. Enable Mark supplier as export ready only when the information is complete. Upload the required supporting document.
  4. Save the record and reopen it to check the Export Ready label.
  5. Use Download Document or the available document download control to check the saved evidence.

Screenshot placeholder: Record export readiness and its documents. Show profile → export readiness → edit form, with the controls described above visible.

Screenshot to add: Record export readiness and its documents. Show profile → export readiness → edit form, with the controls described above visible. Capture filename: images/manage-export-readiness.png.

Restrictions and help ​

  • The switch is disabled while required information is incomplete. Complete the listed fields first.
  • Marking export ready requires a supporting document. A label alone does not replace checking that evidence.
  • Use the reviewer’s export requirements; the form does not independently certify compliance.

If something went wrong ​

If readiness was marked incorrectly or the wrong document was added, return to the same profile and correct the readiness choice or document using the available controls above. Have the export reviewer check the actual requirements before using the record for export work.

After an unclear upload, check the saved documents before submitting another copy. Changing readiness or evidence does not undo export arrangements already made.

Check the correction ​

Reopen the profile, inspect the saved documents and readiness choice, and check any export work that relied on the earlier information with its owner.