Purchase Return Detail Description

This is part of the Purchasing Add-on Module

Top Row Fields

• Order Number: An eGrow Connect generated purchase order number
• Order Date: Date order was placed (editable)
• Return Date: Date of return (editable)
• Ship Method: Selected shipping method, options can be edited in system setup
• Order Category: Selected order category, options can be edited in system setup
• Truck Icon: Visual display of how much space the order will take up on a truck according to the eGrow Connect load calculations

Financial Summary Table

A financial summary of the entire order.

• Sub total: Combined sell cost of all items on the order
• Discountable: Combined cost of all the items on the order which have ‘yes’ marked in the “Disc y/n” column.
• Royalties: Combined cost for all plant royalties
• Freight: Enter a dollar amount for the cost of shipping.
• Other: Enter any other costs associated with the order.
• Tax 1 and Tax 2: Tax percentages to be added to the total, [determined by the tax scheme.]
• Discount: If checked, the percentage entered in the % field will be applied to the amount in the “Discountable” field above.
• Item Discount: Combined discount amount for all itemized discounts, created in the “Disc %” column for each item on the order
• Total Due: Total amount due on the order. The Expected Date is also the due date for the order.
• Non-Vendor Charges: Any extra costs incurred that are not associated with the vendor can be entered here (i.e. state inspection fees, etc.)

Order Information Tabs

Vendor Vendor and Deliver to: Addresses for vendor and delivery, adjust default addresses in Vendor module, click symbol to edit. The “Deliver to” defaults to the vendor info, however it can be changed to the “Bill to” customer if it is a direct “Ship to” customer. Notes External and Internal notes that apply to the entire sales order. Internal notes will not appear on printed sales order reports. Learn more about purchase order notes. Miscellaneous Tax Scheme: Select a tax scheme for the order, [adjust tax schemes in System Setup] Exchange Rate: Multi-Currency Add-on Module Select a currency option to use for the order.

Middle Row Fields

Most of these fields will autofill with default information from the Vendor module.

• Vendor Doc No.: A number for the order supplied by the vendor.
• Sales Rep: The vendor employee that handled the sale. You can add sales rep information by adding them to the Contacts tab in Vendors.
• Terms: Terms of the sale, [payment terms can be created/adjusted in System Setup]

Order Items Tabs

Main View UoM: Unit of Measure for the item. Return Qty: Quantity for return Return Allocated: Quantity which has been allocated. Sell List Price: The list price as created in the Item Size Library. Price (Currency): The vendor price. With Multi-Currency Add-on Module, this price will be converted using the Exchange Rate tool in the Miscellaneous tab above. Extended: Price X Quantity Show Notes A place to write notes about individual items on this order. Item Notes: Notes for the customer about the plants (ie. These may be a bit small) Internal Notes: Notes for your internal use (ie. special instructions about an item once it is received) Show Other Royalty: Money added to the price per item to pay royalty fees Disc y/n: If yes, any order discounts will be applied to this item. If no, order discounts will not be applied to this item. You can change the default of items to be Not Discountable or change them individually on each order. Disc %: A discount percentage that only applies to a specific item. Taxable: If yes, the tax scheme of the order will be applied to this item. If no, no taxes will be applied to this item. Footage: the calculated footage of each item. Learn how eGrow Connect calculates load footage. Weight: Combined weight of the items based on the weight set in the Item Sizes Library. Orig. Order Number: The PO number that the item was returned from, if applicable. Show Audit Info Created: The date and time this item was originally added Modified: The date and time of the last update to this item User: The name of the user who added the item Show Receiving Defaults Enter line item information about each item. Ready: Select a ready date. Location: Select a location. Bed: Enter a more specific location detail. Lot ID: Lot Tracking Add-on Module Only Enter a specific ID that will be used to track this specific crop over time. Customer: If the items on the purchase order are being purchased for a specific customer, enter their name here to lock all the items on the order for that customer only. Tip: You may also control this for each line item if the line item default setting is toggled on in the Receiving Defaults tab above. Comments: Enter comments about the items on the order.