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Complete User Manual

Comprehensive guide to using every feature of Organiko.ai

About This Manual

This user manual provides detailed, step-by-step instructions for every feature in Organiko.ai. Whether you're a first-time user or an experienced operator, this guide will help you master organic product traceability and USDA compliance.

The manual is organized by task and workflow, making it easy to find exactly what you need.

Quick Start Guides

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Getting Started

Complete your first setup in 15 minutes. Connect integrations, create flows, and certify your first purchase order.

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Daily Workflow

Master your daily reconciliation routine. Learn how to certify purchases and allocate sales in 10-20 minutes per day.

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Generating Reports

Create USDA-compliant mass balance and traceback reports for audits. Learn what each report shows and when to use it.

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Troubleshooting

Solve common issues quickly. Find solutions to login problems, integration errors, and syncing issues.

Integration Setup Guides

Detailed instructions for connecting each integration to Organiko.ai:

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QuickBooks Online

Connect QuickBooks for purchase and sales order syncing

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Shopify

Connect Shopify for e-commerce order syncing

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ERPNext

Connect ERPNext with API credentials

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Amazon Seller Central

Connect Amazon MWS/SP-API for marketplace orders

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Xero

Connect Xero for accounting integration

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WooCommerce

Connect WooCommerce for WordPress stores

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Feature Documentation

🔄Flows

Flows connect your INPUT (purchase) and OUTPUT (sales) integrations to track organic product movement.

  • • How to create a new flow
  • • How to enable/disable flows
  • • Using the same system for INPUT and OUTPUT
  • • Creating multiple flows for different warehouses

🏭Suppliers

Manage supplier information and upload organic certificates.

  • • Auto-creation of suppliers from purchase orders
  • • Uploading organic certificates
  • • Setting certificate expiry dates
  • • Receiving expiry notifications
  • • Viewing supplier certification report

📦Initial Inventory

Set up existing organic inventory before your first sync.

  • • When to use initial inventory setup
  • • Required fields (SKU, quantity, lot number, expiry date)
  • • Adding multiple items at once
  • • How initial inventory appears in reports

👤Account Management

Manage your profile, password, and account settings.

  • • Updating your profile information
  • • Changing your password
  • • Email verification
  • • Viewing usage and billing

Compliance & Audit

Complete documentation for USDA audits and compliance requirements:

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USDA Audit Documentation

Technical documentation for auditors and compliance officers covering:

  • • USDA NOP § 205.201 (Record Keeping) compliance
  • • USDA NOP § 205.300 (Supplier Certification) compliance
  • • System architecture and data flow
  • • Lot traceability verification (SQL queries included)
  • • Mass balance calculation methodology
  • • FEFO allocation algorithm
  • • Immutable audit trail design
  • • 7-year data retention policy
  • • Auditor verification checklist
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📚 Complete Reference Manual

For a comprehensive manual covering every feature in detail with screenshots and examples, see our complete user manual documentation file:

/Backend/docs/USER_MANUAL.md

This 800+ line markdown document includes detailed step-by-step instructions, troubleshooting tips, and best practices for every feature. Contact support@organiko.ai for access.

Can't find what you're looking for?

Contact Support: support@organiko.ai

We're here to help - typically respond within 2 hours

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