Create a Title Transfer Against a Contract

Introduction

An AgriChain user can create a title transfer against a contract using three methods.

Important note as a Grower: For Canola transfer, you may need to select individual loads to transfer. This will be applicable if the site supports 'Load-by-Load' transfer. 

Method 1: Create a transfer from the 'My Stock' or 'Third-Party Stock' page.

1. Log in to AgriChain using your credentials.
2. Navigate to the Stocks module from the left-hand side menu.
3. Select either the 'My Stock' or 'Third-Party Stock' to initiate the transfer. 
4. Once you are in the tabs, identify the commodity, grade, and season that you would like to transfer (or cash out).
5. Once identified, please click on the 3-dot 'Action' menu.
6. Select 'Transfer' 
7. The Title Transfer creation form will open. Fill in all mandatory fields one by one. 
8. You can assign the transfer to a contract by entering the contract number at the Contract No. field. 

   Note: If the contract exists in the system, the system will prompt you to create the transfer against the contract. 

9. The system will prompt you to confirm the contract 
10. Once completed, click on “Continue and Review” (bottom-right corner).
11. A pop-up will appear (subject to "Show Email Pop-up" setting is enabled for the company) with the option to email PDF copies of the contract:
    1. Select the counterparty’s email address to send them a notification.
    2. (Optional) Tick the "Acceptance Request" checkbox if you want approval from the counterparty.
    3. Click “Send Now” to trigger the email or “I’ll Do It Later” to skip it.

Method 2: Create a transfer from the Contracts page. 

1. Log in to AgriChain using your credentials.
2. Navigate to the Contracts module from the left-hand side menu.
3. Locate the contract that you want to create a title transfer against, and click into it
4. In the Contracts detail page, select the 'TITLE TRANSFERS' tab that is located at the top part of your screen.
5. To start the transfer, click on '+Title Transfer'.
6. Enter all relevant information. 
7. Once completed, click on “Continue and Review” (bottom-right corner).
8. A pop-up will appear (subject to "Show Email Pop-up" setting is enabled for the company) with the option to email PDF copies of the contract:
   1. Select the counterparty’s email address to send them a notification.
   2. (Optional) Tick the "Acceptance Request" checkbox if you want approval from the counterparty.
   3. Click “Send Now” to trigger the email or “I’ll Do It Later” to skip it.

Method 3: Create a transfer from the Title Transfer module.

1. Log in to AgriChain using your credentials.
2. Navigate to the Title Transfer module from the left-hand side menu.
3. Click on "+Title Transfer" (Green button) in the top right corner of the screen. 
4. The Title Transfer creation form will open. Fill in all mandatory fields one by one. 
5. You can assign the transfer to a contract by entering the contract number at the Contract No. field. 

   Note: If the contract exists in the system, the system will prompt you to create the transfer against the contract. 

6. The system will prompt you to confirm the contract 
7. Once completed, click on “Continue and Review” (bottom-right corner).
8. A pop-up will appear (subject to "Show Email Pop-up" setting is enabled for the company) with the option to email PDF copies of the contract:
   1. Select the counterparty’s email address to send them a notification.
   2. (Optional) Tick the "Acceptance Request" checkbox if you want approval from the counterparty.
   3. Click “Send Now” to trigger the email or “I’ll Do It Later” to skip it.