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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

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

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

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

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.

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

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

Sales​

• Customer > Ship to: added ability to set a ship to inactive
• Customer > History: added ship method column
• Customer: added ability to search by ship to and contacts in list view
• Sales > Add Items to Order: promo indicator and promo price is shown if it item is part of promotion
• Master Order List: added farm field to column chooser
• Mobile Order Picking: production comments if present are shown

Inventory Transfers​

• Added Farm column (designated on sales order)
• Added load indicator (truck icon) if the order/item is on a load
• Added ability to drill into order by clicking on order number
• For order transder order# and ship to customer name is now displayed below short name in print view
• Added order# and order ship to columns in excel export
• Added ability to assign customer for order transfers

Reports​

• Inventory > Inventory Valuation by Crop: added farm and weight columns
• Sales > Sales Order Item Allocation History: added farm column
• Sales > Sales Comparison * added comparison type "Region" to compare sales by region
• Customer > Customer Sales Comparison: added customer type and region columns

Purchasing​

• Posted purchase order list when sync'd with QuickBooks will show a badge indicating po is sent to QuickBooks
• Added excel export in purchase order and master purchase order

Bug Fixes​

• Promotions: promo prices were not correctly applied when quote was converted to sales order
• Promotions: when duplicating a line item promo was not correctly applied
• Master Order: sorting by sales rep was not working in the order list view
• Purchase Order: sorting by expected date was not working correctly in order list view
• Purchase Order: If receiveing default was by line item, comment and grade on line item was not showing correctly when receving item
• Vendors > Products: Sorting by Last updated was not working correctly
• Catalog Images: drag and drop linking images was causing error

Inventory​

• Catalog Images: added ability to search images by date uploaded or date image was taken
• Catalog Images > Item list: added last upload date to column chooser
• Catalog Images > Item List: added ability to sort by image age
• Inventory Transfers: for order transfers added validation to chec if qty on the transfer list is different from qty allocated for crop on order
• System Setup > Locations: added validation to prevent setting location as inactive if there is qty on hand or qty cmtd in the location
• Company Preferences > Sysem * added preference to set category sort by name or sort number

Product Status​

• PO/MPO tabs: Column chooser added to show and/or edit item notes and internal item notes
• History > Vendors tab: added last order date column
• Quotes tab: Column chooser added to show and/or edit item notes
• Master Orders tab: added ability to sort columns order#, ship to , sales rep, ship method, order date, ship date

Sales​

• Quotes list: added date wanted field to column chooser

B&B Management​

• Increased field length for flag notes to accomodate upto 250 characters
• Increased ability to flag item upto 15 locations
• Added filter option to show completed or pending items on open master orders
• Added filter option to show items without assigned stage
• Added item notes to show (in blue) in mobile view
• Renamed columns * stage at item level is called Item Stage and stage assigned to location/bed is called Crop Stage
• Added "On SO" to column chooser to indicate what is released to sales order

Purchasing​

• Vendor: added default external note when present is automatically carried over when new purchase order or master purchase order is created
• Vendor: added default popup up when present will show an alert when new purchase order or master purchase order is created
• PO/MPO list: added Vendor Doc. No. field to column chooser

Reports​

• Added back button to go back to filter screen
• Customer List by Bill To: added First Invoice date and Invoice Count columns
• Master Order Shipment Item History: added Active column to filter items if item size is active or discontinued
• Sales Order History: added Split Count column to show total number of splits if split off
• Sales Order Item History: added Active and Project Name column
• Customer Item Sales Summary:
• Sales Comparison by Item Size: added column chooser with fields On Sale and On Availability fields

Bug Fixes​

• B&B Management: When moving harvested qty from one location to another system was not correctly carrying forward crop stage and clearing the 0 qty lines
• B&B Management: Line item refresh was not working correcly
• Item Sizes: When a new item size is created size desc2 was not carried over from master sizes
• Item Sizes > Inventory: Projected qty was not showing
• Pricing Adjustments: Long pricing group names greater then 25 characters was causing error when importing items
• Catalog Images: Images list icon for age was not correctly showing color based on image date
• Master Order List: order number sort was not working correctly
• Transaction log: Searching by Size Desc1 when size code and size desc1 was different was not working correctly
• Inventory Quick Adjust: If grade preference was set to restrict to list of defined grades, clearing the grade was show error and not saving
• Inventory Assemblies: Default value for crop bed of "NONE" was not correctly applied when saving
• Sales Order > Add items > Move Items from Existing Order(s) * moving duplicate items were not moving as separate items and was causing error
• Order Review by Item > Item Sizes: Clicking on transaction log icon on the crop was not loading the transaction log

Inventory​

• Track comment/prod comment/grade edit date
• Address info to farm
• Added abiliy to set item size as featured item (hot item or on sale item)

Product Status​

• Added column chooser for crop list view

Sales​

• Order category * make inactive
• Master order: added ability to change bill to to a different customer
• Permission for sales order void

Online Portal​

• Select avail templates to show/hide
• Select ship via to show/hide

Shipping​

• Added refresh button in load calendar
• Add orders: column chooser added

Reports​

• Credit Memo History * add ship via field
• Customer Contacts * add customer code field
• Inventory Detail * add comment edited, ready begin/end date fields
• Inventory Summary by Ready * add ready begin/end date fields
• Master Order Shipment History * add customer po field
• Sales Performance by Rep * add pending mo

QuickBooks Integration​

• Company preference add set of the line items are sorted when sent to QuickBooks

Bug fixes​

• Mo shipment pre-release * account for duplicate item allocation
• Inventory transfer * fix on avail on transfer
• pick change allocation * not saleable qty was not taken into account
• production task list * fix shift from qty validation
• B&B * Fulfilment type was not carried over from item size when item was added by manually allocating to a crop
• B&B * fix validation issue when company preference was enabled to check if item is flagged, has stage or has qty
• Product status > History * Canadian provinces were not being highlighted on the map to indicate sales

Sales​

• Added ability to lock order, when order is locked no changes are allowed to the order
• Sales order list * added ability to sort by order total

User Role Permissions​

• Added permission to set to allow invoice printing
• Added permission to allow unlocking order

Inventory​

• Added ability to add production comments to crops
• Added ability to create GTIN (Barcode/UPC) groups in system setup and then set item size to a GTIN (barcode/upc) group or assign a unique barcode or upc

Production​

• Added ability to specify a different start or finish day/month/year when creating a batch with a growing profile.

Label/Tag Printing​

• Added all master item attributes and cultural info fields to tag printing, this data is now available to print from inventory, orders and purchase orders

Reports​

• Sales > Sales Comparison: updated to include open sales orders and master orders
• Inventory > Historical Item Analysis planning * removed from production section and added to inventory section, it now also summarizes shift-in/out quantities
• Inventory > Item Sizes list: added Barcode/GTIN field
• Custom Saved Reports: added ability to see which report it was saved from. (Mouse over the report name to see the name of the original report in the list)

Bug Fixes​

• Master order pre-release allocation: fixed issue in some cases where qty picked was not taken into account
• Orders: fixed issue with error when there is double quotes in customer name
• QuickBooks: fixed issue about invoice not transferring to QuickBooks when invoice notes exceeds 200 characters.
• Pre-Pricing: excel export was not exporting all data for the pre-pricing group
• GTIN: fixed validation issue when manually entering a 12 digit UPC for an item size

Item Regulations by State/Province​

• Create a regulation and setup items that have a regulation requirement and/or cannot be shipped to one or more states or provinces (System Setup > Sales > Item Regulation)
• Show alerts and prevent items from being added to orders where shipping is not allowed
• Print Item Regulation report from sales order
• View list of regulated items on open sales orders (Reports > Sales > Regulation Items on Open Orders)

Sales​

• Added company preference > sales to choose what happens when items are moved from one order to another * Cancel the qty on original order or adjust the ordered qty on original order)
• Added ability to on demand refresh pricing on sales orders, master orders and quotes
• Added ability to enter/update mobile number for contact in sales order, master order and quotes
• Added validation when manually allocating against to crop exists

Mobile​

• Added keyword search to the filter * it will search in order number or bill to company name or ship to company name

Reports​

• New: Sales > Sales History by Item by Month

Bug Fixes​

• Purchase Order > Receive Items * fix searching issue in Ready and Location dropdowns
• Label/Tag Printing * When renewing Dropbox token for the first time, system would generate an error
• Inventory Transfers * When transfer list has a large list of items, excel export was showing blank
• Sales > Add Items to Order * When manually allocating to crop, system was not checking if the crop was reserved for customer
• Customer Pre-Pricing * When exporting items on orders, excel export was not showing sell price set on the order
• Shipping Load > Print > Master Picking Ticket * When item had unit of measure multiples, qty was not showing correctly converted

B&B Management​

• Added company preference > sales * to limit number of columns used for location/flagging
• Added company preference > sales * to validate master item changes when item is flagged or harvested or stage is assigned
• Maximum limit to flag/harvest locations for an item is increased to 10
• Added ability to print labels
• Added ability to define fulfilment types in system setup
• Added additional filters, filter by sales rep, item type, ready and fulfillment type
• Added ability to bulk adjust * flag color, flag notes, harvest due. move harvests

Calendar​

• Added city to display in week and day view

Mobile​

• Added advanced filter ability in sales order, master order, and quotes. Filter by date, posted, order category, order status, sales rep, ship via, bill to customer. Sort by Bill to, ship to or ship date
• Added ability to see flag colors for B&B items when picking from mobile or shipping load
• Added detail view for B&B Order Review

Customer​

• Customer > History: added ability to search by project name
• Customer > Other Info: Apply to all ship to * user confirmation dialog added when enabled

Sales​

• Added ability to select a different contact when updating bill to or ship to in sales order, master order & quotes
• Changing ship on orders: ship to drop down will now show full address of the ship to to differentiate when using duplicate ship to names
• Added company preference > sales: refresh pricing when sales order is split off, master order is released to sales order, quote is converted to sales order or master order
• Enter by ProductID/Copy Paste Import: added barcode scan mode, when enabled scanning a barcode will auto enter qty of 1, multiple scans of the same item will increment qty by 1

Label/Tag printing​

• Purchase Order: added ability to print default receiving location info
• Dropbox: update api to refresh tokens as Dropbox changed authentication from permanent to short lived access tokens

Shipping​

• Shipping Load > Orders on Load tab* added button to force refresh orders

Inventory​

• Master Item: New attribute "Fruit" added. List of fruits can be setup in system setup

Reports​

• Customer > Customer List by Bill To: added order category field
• Customer > Customer List by Ship To: added order category field
• Sales > Sales Order Item History: added taxable field

Bug Fixes​

• Sales Order > Copy/Paste Import: fixed issue when importing large number of items
• Purchase Order > Back Order: fixed issue with validation when part of the items were received
• B&B > Allocation > Master Order Pre-Release: fixed allocation issue when correct qty distribution when there are more than one flag/harvest locations