These documents outline the feature updates and bug fixes included with each update to eGrow Connect.

NOTE: If you encounter any issues, please clear your application cache.
Navigate to Help > Clear Application Cache.

Feature Updates​

Broker​

• Purchase Order > Add Items from Sales (SO/MO): Expanded the filtering options for brokered orders and items. The item list now also displays the Vendor Name when a vendor is associated with the item.
• Sales > Add From Vendor Items:: Previously, items added to order from "Add from Vendor Items" were automatically allocated to the vendor's Location/Ready and priced using the markup associated with the vendor item. A new company preference is now available under System Setup > Company Preferences > Sales, allowing you to choose whether to allow regular allocation and/or set prices based on pricing group

Inventory​

• Inventory Adjustments: Search criteria are now retained when switching between transaction types. For example, if you search for a product in Quick Adjust and then switch to Count or another adjustment type, your search will remain in place.
• Inventory Adjustments, Bulk Inventory Adjustments and Inventory Transfers: now includes column chooser and settings are now saved by user. You can resize, sort, hide, and reorder columns, and your selections will be retained the next time you return to the screen.
• System Setup > Inventory Tracking > Locations: Added validation when deleting a location. If the location is currently being used in a company preference, the system will notify you and prevent it from being deleted.

Catalog Images​

• Picture Availability > View More Images: You can now manually select the default image for an item size by clicking the Star icon. The Tag icon can also be used to assign a specific image to an individual availability.
• Catalog Images, Mobile and Product Status > Images: Default and tagged images are now displayed at the top of the image list. Clicking the Tag icon will show which availabilities are currently using that image.

Bug Fixes​

• MPO Cmtd: Fixed an issue where duplicating a Master Purchase Order did not correctly update the MPO Committed Quantity.
• Portal order printing: Fixed an issue where the Extended Total was not displaying correctly on printed portal orders.
• Bulk Inventory Adjustments: Fixed an issue where On Availability flag and Production Comments were not included when exporting to Excel.
• Catalog Images: Fixed an issue where uploading an image with the same file name could overwrite an existing image. A date/time value is now added to the file name to keep each uploaded image unique.
• Catalog Images: Fixed an issue that allowed an image file to be deleted even when it was still tagged to an availability, leaving the image record in the database.
• Sales Order > Qty Loaded Validation: Fixed an issue with Qty Loaded validation during sales order posting. The system now performs this validation only when one or more items have a Qty Loaded value entered.

NOTE: If you encounter any issues, please clear your application cache.
Navigate to Help > Clear Application Cache.

Feature Updates​

Sales​

• Add Items to Order: Added optional SO Cmtd, PO Cmtd, and MPO Cmtd columns. These can be enabled from the column chooser
• Inventory Lookup: Redesigned the screen and added a user-specific column chooser. Users can now reorder columns, adjust column widths, and show or hide columns. Column settings are saved by user

Mobile​

• Inventory by Location: Added the ability to search/filter by Common Name.
• Picking and Loading: Added the ability to view and add Other Internal Notes. Swipe left on an item to view or add notes

Shipping​

• Added a company preference to allow items to be loaded regardless of picked quantity. When enabled, the system will allow items to be loaded even if the quantity has not been picked. This setting is located under System Setup > Company Preferences > Shipping

Broker​

• Added the ability to assign a designated vendor by item on Sales Orders and Master Orders when purchasing from multiple vendors

Insta Caliper​

• Caliper Map Setup: Added a Size Code column to help differentiate items when two or more sizes have the same Size Desc1

Online Portal​

• Users: Added the ability to sort by the Last Activity column

System​

• Added ability to review version release notes in Help > Release Notes

Bug Fixes​

• Inventory > Availability: Fixed an issue where item names containing special characters could prevent availability from loading or cause export errors

Feature Updates​

NOTE: If you encounter any issues, please clear your application cache.
Navigate to Help > Clear Application Cache.

Broker​

• Master orders now have the ability to associate vendor and add from vendor items
• Create purchase order directly from master order
• Vendor Item Import now supports importing vendor quantity as a reference into vendor items.

Inventory​

• Inventory Tracking > Farm or Location Group: added ability to set custom sort sequence
• System Setup > Company Preference > System: added a preference to sort by farm name or by sort sequence
• System Setup > Inventory Tracking > Locations: added ability to add additional grouping of locations by divisions. Divisions can be user defined and assigned to each location

Sales​

• System Setup > Sales > Order Discounts: added options to apply global discounts to overall order or line items. Discounts can be based on order subtotal or shipping units. Additional filters to narrow down discounts by order category and/or customer type, sales orders, master orders, quotes, portal orders.
• Orders: Shipping units are now displayed next to units beside truck image on sales orders, master orders and quote in a blue badge.
• System Setup > Sales > Payment Terms: In addition to standard terms, added ability to setup date driven and fixed date terms
• Printable forms: ability to email and export formatted forms as excel

Dashboard​

• Updated applicable widget tooltips to show the percentage of goal for Actual + Open SO + MO

Shipping​

• Mobile Shipping Load: added ability to see drop notes

Reports​

• Export to excel: improved speed and performance when exporting larger datasets

Purchasing​

• added the ability to add items to Purchase Orders from vendor associated master orders.

Insta Caliper​

• Added additional filters (Farm, Category, Item Type) for exporting lists

Bug Fixes​

• Broker > Vendor Item Import: Fixed an issue where vendor items with the size included in the item name were not being correctly separated and matched
• Inventory Transfer > Select from Orders: Fixed an issue where sorting by order number was not working
• Sales > Move items From Existing Orders: Fixed an issue where the Hold Price option was not being correctly set when items were moved from other orders
• Portal: Fixed an issue where guest orders were not always correctly inherited after the user logged in
• Copy/Paste Import > Fixed a validation error with Add to Order when items were entered by Product ID

Feature Updates​

Broker Add-on​

• Added vendor item import with enhanced name matching and auto-learning algorithms
• Automatically parse size from name if present, match and update vendor item lists and pricing from imported data

Dashboard​

• Added Sales by Sales Rep widget
  • View 3-year monthly comparisons by sales representative

Image Catalog​

• Added ability to manually set a default master item image
• Default images that are manually set are marked with a red star (✪) for easy identification

Availability​

• Added item search within Picture Availability
• Added quick filters for Hot, Sale, and New items

Online Portal​

• Added preference to display only the default master item image
• Added preference to restrict Ship To selection to the default location

Purchasing​

• Vendor > Products: added item search

Mobile​

• Updated quote filtering to include:
  • All Open
  • Converted
  • Lost

Calendar​

• Added drag-and-drop support for:
  • Purchase Orders
  • Sales Orders
  • Master Orders
• Moving items updates Expected Date or Ship Date automatically

Sales​

• Copy/Paste Import now supports barcode-based item lookup
• Added Barcode field to column chooser when adding items to orders

Reports​

• Sales > Customer List by Bill To: added internal and external notes columns
• Production > Item Growing Profiles: added default indicator column
• Purchasing > Vendor Items: added vendor item name and size columns

Bug Fixes​

• Customer Ship To: fixed issue where "Apply Discount to Line Items" was not updating correctly when adding a new Ship To
• Availability Template: fixed filtering issues when category, item type, brand, zone, or size changed where in some cases, item sizes were not displaying on availability
• Purchase Order List: fixed sorting by vendor document number issue
• Quote: fixed sorting by entry sequence issue
• Shipping: fixed issue where manual updates to order weight or footage were not reflected in the shipping load
• Sales Order Split: fixed issue where "Hold Sell Price" was not inherited by split orders

Feature Updates​

NEW: Broker Add-On​

The Broker module is designed for brokers who source plant material from multiple vendors and coordinate purchasing and fulfillment on behalf of their customers. Initially support is provided through Sales Orders and Purchase Orders, using Vendor Items and Vendor Locations to represent vendor availability.

Key features:

• Set sales margin globally or by vendor to markup sell price based on vendor cost
• Assign default vendor locations to maintain inventory
• Assign a vendor to a sales order and generate a purchase order from the sales order
• Add items to sales orders from vendor items with automatic allocation to vendor locations, price automatically set based on margin
• Mix and match items from multiple vendors into a single sales order and view vendors associated with items
• Select one or more sales orders and add items to a purchase order
• Consolidated vendor item pivot (Vendor Item Matrix) showing quantity and cost for quick lookup and comparison
• Import vendor item lists and availability with multiple name-matching algorithms (coming soon)

Sales​

• Added company preference to control sales tax rounding by line item or subtotal (default is by subtotal)
• Added company preference to enable hold sell price when creating new orders (disabled by default)
• Master Order excel export now includes item category
• Sales order, master order and quote item entry sequence now supports decimal values for sorting - useful when using custom groups and organizing into specific sort order.
• Sales order list column chooser now includes bill-to and ship-to contact fields

B&B Management​

• B&B Order Review (Summary) Added ability to edit item notes and picking notes
• Added validation to prevent fulfillment types (FT) from being set inactive when assigned to one or more items

Purchasing​

• Purchase order list search now includes an "Any" option for status filtering
• Vendor item list is now available in Product Status
• Purchase order and master purchase order item entry sequence now supports decimal values for sorting

Inventory​

• Transaction log now supports searching by customer assigned to the crop
• Item Sizes > Master Item selector now displays Item ID alongside item name
• GTIN-12 / UPC validation updated to allow variable-length company prefixes
• Added validation to prevent locations from being set to inactive when assigned as default to one or more vendors
• Added validation to prevent ready dates from being set inactive when assigned as default to one or more vendors

Mobile App​

• Display NA items in loading view
• Picking: Added ability to view NA items
• Inventory Adjust: Customer selection now auto-focuses search field
• Shipping Load: Address links now open based on device iOS → Apple Maps, Android → Google Maps
• Shipping Load: When a PO is added as a pickup, swiping left on the PO allows viewing PO items

Reports​

• Item Performance Metrics: Added average list price
• Sales > Sales Comparison by Item Size now includes all four pricing group prices

Bug Fixes​

• MPO Excel export: Fixed error when common name was present on item
• Calendar: Fixed error when opening purchase order returns from the calendar
• Label/Tag Printing: Fixed issue where full sales rep name was not displayed when printing tags from B&B order summary
• Customer > Customer Contacts: Added Terms column
• Sales > Sales Order Item History: Added Load # and Customer PO columns

Feature Updates​

Dashboard​

• Added ability to set goals by sales order category in system setup
• Order Category Performance: added open so and mo totals, quote totals for a specified time period available in settings
• Past Due Widget: added all aging break down columns, increased widget size, and added totals at the bottom
• Sales Rep Performance: added open so and mo totals

Sales​

• Added ability add projects to the dropdown list directly from orders

Inventory​

• In product status, if a crop had negative on hand and there were orders allocated to the crop, sometimes it was not displaying correctly in crops list
• Inventory Adjutments > Shift: when selecting shift to, list price for the item size is now shown next to name
• Size dropdown in item size and size dropdown when adding a new item size, includes abillity to search by size code. If size code and size desc1 are different both are now visible to differeniate sizes

Shipping​

• Mobile Shipping Load: added ability to update load ship date
• Mobile Shipping Load: wiew order info for a order on shipping load
• Pick and Load Items Tab: added ability to print grid and exporting to excel

Online Portal​

• Added ability to void pending portal orders
• Added preference in settings number of days to retain draft orders
• Added ability to delete portal user

Purchasing​

• If PO is on a load, clicking on the truck icon will open the load from PO detail
• If using multiple units of measure, added U/M price column to PO/MPO

QuickBooks Integration​

• QuickBooks Online: When invoice was paid in QuickBooks, it was not being marked as paid in eGrow Connect on Sync
• QuickBooks Online: when using vendor automap during initial setup, existing vendors in QB were not linking
• QuickBooks Online: added ability to map order category to class

Reports​

• Customer List by Bill To * add OpenMO * yes/no field to check if customer has a open master order
• Inventory: added promo items report
• Purchasing > Purchase Order Item History: added vendor doc. No column
• Purchasing > Vendor Items: added pricing group columns
• Sales > Master Order Shipment History: added footage column
• Sales > Sales Order History: added terms discount column
• Sales Comparison * added sales comparison by pricing group
• Sales Order Item History: added HasItemDisc, ItemDisc fields, Original Order#, Terms fields

Bug Fixes​

• Sales Order: Bill to contact on the order was not updating if the same contact was set on the ship to for the order
• Sales Order * If customer discount set to apply to line items, when adding items to order via manual allocation to a crop, discount was not correctly carried over and applied to the line item.
• Sales Order * when subbing to an item with multiple unit of measure qty, unit of measure conversion was not correctly applied
• Shipping Load: If a purchase order was on a load and load was deleted, purchase order still remained linked to the deleted load
• Plant Costing: when fetching a item batch cost, it was resulting in divide by zero error
• Purchasing: When receiveing default are set by item and if customer was changed or assigned to crop, it was not properly reducing in transit qty and re-allocating orders
• QuickBooks Online * if item name was overwritten on the on order item, original item name was sent to QB, instead of overwritten name
• QuickBooks Online * PO number was not transferring correctly to custom field set in QB
• Quote: Duplicating a quote was not correcly refreshing current pricing when fetch current pricing was enabled in settings
• Report > Customer List Bill to/Ship To * date range search was not returning correct set of records due to time associated with date field
• Reports > Empolyees > Employee List: Manager was not showing correctly
• B&B Order Review: sorting by short name column was not working correctly
• Inventory Label/Tag Printing: checked off items were not persisting when paging or searching

Feature Updates​

New add-on: QuickBooks Online Integration​

• Sync invoices and credit memo
• Sync purchase orders and returns as bills and vendor credits.

Online Portal​

• Added item option to show unit of measure if using multiple unit of measure
• Updatd zone display to show range if multiple zones are present.
• clicking on zoom image will not show multiple images if present with image date

Dashboard​

• added sales rep filer for sales rep performance widget
• added sales by order category widget
• added order category performace widget
• added ability to set goals by order category

Reports​

• Inventory > Inventory Detail: added unit of measure (U/M) field
• Inventory > Item Sizes List: added unit of measure (U/M) field
• Sales > Sales Order Item Allocation History: added loading dock field
• Sales > Sales Comparison by Item Size: added columns of open SO and MO totals

Bug fixes​

• Sales Order List: sorting by farm was not working
• Online portal: when converting portal order custom grouping defaults were not correctly applied
• Item Size: when a barcode was mistakenly removed by user, reassigning the same number would produce a duplicate error
• Sales Order > Add Items > Move Items from Existing order(s): when adding items sequence number was not correctly applied in the order user added the items.
• Production > Plan: calculated plan value was not correctly taking into account multiple units of measure
• Inventory Transfers: When transfering order items with lot id, updating transfer to parameters was causing lot id validation error.

Feature Updates​

Online Portal​

• Live availability based on availability templates
• Multiple views (image grid, list view and excel like table)
• Promote and highlight on sale and hot items
• Show recent images of items
• Filter items by multiple criteria
• Allow customers or guest to place orders or quotes online
• Customer sign up requests
• Allow customers to see their pricing and discounts
• Manage all orders placed on online with eGrow Connect

Sales​

• Inventory lookup: added last modified column
• Sales Order > Add Item to Order: added grade and comments in crop detail view

Inventory​

• Item Sizes: added ability to update unit of measure qty if multiple unit of measure add-on is enabled)
• Item Sizes: added ability override linked master item

Bug fixes​

• Product Status: When a crop is shown as being on transfer list, clicking on SO Cmtd was causing error
• Mobile Shipping Calendar: Transfer type filter was not working
• Catalog Images: drag and drop of master item when linking image was causing error

Feature Updates​

General​

• Printable pdf's can be downloaded from viewer, downloaded file name is auto specified in the format [ship to]-[order#]-[document type]-[date].pdf
• Web print is now available to print to browser which can be used with native print and save as pdf

Product Status​

• Crops by Location: if a crop is on transfer list, transfer icon is shown next to location. Hovering over the icon will show a positive or negative value indicating qty transfer in or transfer out respectively
• New tab added "Transfers" to see all the transfers associated with item size. Depending on the transfer type, transfers are grouped by adjustments, location transfer, order transfers and shifts

Calendar​

• Added ability to show Inventory Transfers on calendar. Using filters, inventory transfers can be filtered by transfer type and farm. Color can be set by transfer type in System Setup > Calendar > Colors

B&B Management​

• Added ability to track flag and harvest quantity changes and see changes by date or by items available in B&B Flag/Harvest Activity tab
• Added order flag color to column chooser in master order/sales order list view
• Added company preference to specify flag color sorting by color or sort number

Label/Tag Printing​

• Added prod. comments to available template fields. Prod. comments on crop can now be printed from inventory adjustments

Inventory​

• Added ability track when on availability yes/no is last modified and last user modified. Available in inventory detail report.

Inventory Transfers​

• Added ability specify a farm
• Added ability specify transfer type. Transfer types can be setup in System Setup > Inventory Tracking

Shipping​

• Added ability to add purchase orders to load as pickup

Reports​

• Shipping > Master Pick: added ability to run report by one or more loads

Purchasing​

• Added ability set preference by PO to not auto allocate sales orders for po's in "In Transit" or "Projected" when quantity for items are received. Preference is available in receiving defaults tab on PO

Bug Fixes​

• Promotions: If an order qualified for promotion, some instances where adding an item(s) to order using copy/paste import was not correctly showing promo price
• System Setup > Inventory tracking > Location: setting a location type to blank was not saving
• Catalog Images > Item Sizes: searching by productid was not working correctly
• Credit Memo: If default return location/ready is set in company preferences, when adding item to credit item was allocating to "System" instead of default preference set.
• Master order list: search by size desc1 was not working correctly