Help
The help of the A-REX Platform console: step-by-step guides, the key ideas behind them and answers to common questions. In the console, every page opens the help about that page.
Getting started
- Set up your companyGuideFill in your company profile and legal home, invite your team with the right roles, turn on two-factor and see how approvals work.
- Your keysGuideWhat your owner and recovery passkeys do, who holds each key that administers your ledger, and what A-REX can and cannot do without you.
- Work with the assistantGuideWhat the assistant can do for you, why it only proposes while people approve, how its answers cite the help, and what happens to your data.
- Practise in a sandboxGuideCreate a practice company next to your real ones, fill it with a demo story, follow the practice checklist, then copy what works to your production company.
- Find your way around the consoleKey ideaThe header with the company picker, the side menu and its sections, your profile panel with language and theme, and the banners that appear above a page.
- I lost my passkey or my phoneQuestionWhat to do when you lose the device with your owner passkey, a sign-in passkey or your authenticator app, including when you cannot sign in.
- Something is wrong: how do I report it?QuestionHow to report a problem or ask A-REX support a question, exactly what context is sent with it, and how to remove any part of it.
Lots & harvests
- Register your first lotGuideRecord a harvest or a lot you receive, see what goes on the ledger and what stays private, and send it for approval.
- LotsKey ideaA lot is a quantity of one product you can follow from its origin to its buyer, with its holders, status, certificates and lineage.
- Can I record a lot that is not harvested yet?QuestionRecord a crop that is sold before it is harvested, such as a forward sale or a crop receivable. The lot reads "Not yet harvested" until you record the harvest day.
- How do I correct a lot's information?QuestionFix a wrong name, lot code, quantity, date, origin or quality grade in a lot's information. The corrected version replaces the current one once approved, and the earlier version stays on record.
- How do I freeze part of a lot or move it by legal order?QuestionOn a court order, a recall or an authority request, freeze part of a lot a holder keeps, or move it. A reason and a legal reference are required, two of your people sign, and the holder is told.
- How do I put a lot on hold, mark it unfit or close it?QuestionStop a lot while you check something, block it after a failed analysis, close it for good or release it again. Each change is approved by a person and kept in the lot's story.
- How do I remove a quantity from the records?QuestionRecord goods that were lost, spoiled, destroyed, used up outside a processing or handed over outside the records, with the reason. Once approved, that quantity leaves the records for good.
Deliveries
- Deliver a lotGuideHand a lot, or part of it, to a customer, warehouse or processor, and see what happens when the receiver is not yet allowed to receive lots.
- How do I deliver several lots in one delivery?QuestionSend several lots, each with its own quantity, from one account to one receiver in a single delivery. The lot rules check every lot, and every lot goes or none does.
- How do tracked deliveries work?QuestionA tracked delivery keeps goods reserved for the receiver while the carrier picks them up, carries them and records the temperature. The receiver confirms, disputes are decided by your company, and then you hand the goods over.
- Why is my approved action still waiting?QuestionWhat "waiting for allowlisting", "waiting for permission to process" and "waiting for issuer approval" mean, who acts next, and why it then continues by itself.
Certificates
- Attach lab results and certificatesGuideAdd a lab result or a certificate to a lot, see how trusted issuers and expiry work, and read the evidence level of each certificate.
- Evidence levelsKey ideaEvery certificate and lot registration says who stands behind it. The level tells buyers and auditors how much weight a fact carries.
- Trusted issuersKey ideaYour company decides which labs and certifiers it trusts for each type of certificate. See who is trusted, and what changes when you stop trusting one.
- How do I add my own certificate type?QuestionName a certificate your company works with that is not among the standard types, such as a soil analysis or a buyer's quality protocol. It is then offered everywhere you pick a certificate type.
- How do I withdraw a certificate?QuestionWithdraw a certificate that was replaced, issued by mistake or not confirmed later. It stays on record as withdrawn, and rules and buyers stop treating it as in force.
- Mark a certificate as disputedQuestionWhen a certificate on one of your lots looks wrong, mark it as disputed with a reason and evidence. The mark shows wherever the certificate does and the issuer is told; it still counts until the issuer withdraws it.
Traceability & recall
- Trace a lot and prepare a recallGuideFollow a lot back to its farm and forward to everyone who holds part of it, work out a recall's scope, and check lots received from suppliers.
- Check that a lot's information has not been changedQuestionEach version of a lot's information has a fingerprint recorded on the ledger. Anyone can recompute it from the published information and compare, without an account and without relying on A-REX.
Directory & catalogs
- Add farms, plots and warehousesGuideAdd the places where your lots are grown, stored and processed, and the geolocation the EUDR asks for as location evidence.
- Set up your productsGuideBuild your catalog of what you trace, with the commodity code of your country, the unit you see it in and how long a lot keeps.
- Units and quantitiesKey ideaWhy lots are recorded in kilograms, litres or pieces, how you can type tonnes, bags or bushels, and what to do with a lot recorded in whole tonnes.
- Sanctions lists and restricted partiesQuestionYour parties are checked against the official sanctions lists that apply to your company. A possible match is only a suggestion: an owner or administrator confirms it or marks it as not the same.
Approvals & audit
- Approve what your team sendsGuideRead an approval as one sentence, check what it affects and its risks, and approve or reject it in Proposals.
- How a proposal gets executedKey ideaThe five steps from a request to its record on the ledger, what each waiting state means, who signs, and what to do when a proposal fails.
Dashboards
- DashboardsGuideSee your lots, deliveries, certificates and approvals at a glance, with ready-made lenses, personal and company dashboards, and numbers taken from your records.
- Ready-made dashboards for EUDR, suppliers, traceability and data qualityKey ideaWhat the EUDR exposure, Suppliers, Traceability, Harvest and processing and Data quality dashboards show, and where each number comes from.
Reports
- Reports and signed documentsGuideGenerate EUDR and FSMA 204 packs and other reports as signed documents, and let anyone check a copy on the public verification page.
- Reports for exporters, suppliers and plotsKey ideaWhich report answers which question: a shipment's EUDR pack, your farms register, supplier evidence, volumes, a certification audit pack, supplier footprints, your group's companies together and what to fix.
Automations
- Automate routine workGuideBuild automations that read as When, If, Then on a canvas, test them safely, have them switched on by an owner or admin, and follow every run.
- Give a recurring job to an agentGuideDraw an agent's playbook, test it on made-up data, try it on a trial where nothing leaves the company, then put it in use. People approve everything it proposes.
- Company values and calculations in automationsKey ideaNamed numbers such as an emission factor, set once per company or per product, and how an automation calculates a value from a lot quantity, in any unit, and shows its working.
Compliance (EUDR, FSMA 204)
- Prepare your EUDR evidenceGuideFrom farms and plots with their geolocation to the due diligence statement reference: check your volume in scope, fix the gaps and give your buyer or the EU Information System the files they need.
- EUDR, the EU Deforestation RegulationKey ideaThe facts of Regulation (EU) 2023/1115 that matter for your lots, and how the console helps you collect the information. Not legal advice.
- FSMA 204, the US food traceability ruleKey ideaThe facts of the FDA Food Traceability Rule that matter for your lots, and how the console helps you keep the records. Not legal advice.
Standard & identity
- Export a lot's passport (UNTP)GuideSend buyers and manufacturers a lot's product passport and traceability events in the UN Transparency Protocol format, as signed documents.
- Declared carbon footprintsKey ideaAttach the carbon footprint a third party calculated for a product or a lot, from its PACT file or report. A-REX shows who calculated and who verified it, and never calculates one.
- What the ledger records, and what it does notKey ideaThe ledger keeps a permanent, dated record of who declared what about your lots. It holds no personal data, and corrections are new records.
Organization
- Set up a group of companiesGuideCreate a group, give it one product catalog and the policies its companies inherit, add its companies, and let each company adopt the group's products.
- The group's product catalogKey ideaWhat the group decides for its companies' products and what each company keeps, and how a product of the catalog gets the code of each country.
Settings & security
- Custody, in plain wordsKey ideaWho holds the keys that can change your company's records, the two custody options, and what A-REX can never do without you.
- RolesKey ideaWhat owners, admins, operators, approvers, auditors and viewers can do in a company, and who needs two-factor.
- How do I stop all deliveries, and resume them?QuestionStop every delivery of your company at once, after a mistake or while something is checked. An owner or administrator asks with a reason, it is approved, everyone concerned is told, and deliveries resume the same way.
What's new
- A full-screen setup, a group product catalog, official commodity codes and sandboxesWhat's newSet up your company or group on full screen, share one product catalog across a group, pick official commodity codes and any trade unit, practise in sandboxes and copy a setup between companies.
- Help on every page, a help center and a setup checklistWhat's newPress ? (or Shift+/ or F1) for help about the page you are on, browse the new help center, and follow a setup checklist that ticks itself as you work.
Pages of the console are named in bold. The help inside the console also explains each page and links straight to where the task is done.