Sales Quote Detail Description

This is part of the Sales Quote Add-on Module.

Top Row Fields

• Order Number: An eGrow Connect generated sales order number beginning with QO
• Quote Date: Date quote was created (editable)
• Date Wanted: Date items will be wanted (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.

• Status: Select the status of the quote: Open, Waiting on Customer, Lost
• Sub total: Combined sell cost of all items on the quote
• Discountable: Combined cost of all the items on the quote 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.
• 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 quote
• Amount Prepaid: Amount the customer has prepaid, manually entered here to reflect a prepayment by the customer.
• Total Due: Total amount due with prepayment subtracted. The ship date is also the due date for the quote.
• Valid till date is the number of days past the Quote Date determined in System Setup > Company Preferences > Sales

Order Information Tabs

Customer Bill to and Ship to: Addresses for billing and shipping, adjust default addresses in Customer module, click symbol to edit, symbol to add additional Ship to address. Notes External and Internal notes that apply to the entire sales quote. Internal notes will not appear on printed sales order reports. Learn more about internal/external order notes and line item notes. Miscellaneous Tax Scheme: Select a tax scheme for the quote, [adjust tax schemes in System Setup]. Default value is “No Tax” Exchange Rate: Multi Currency Add-on Module Select a currency option to use for the order. Pre-Pricing Group: Customer Pre-Pricing Add-on Module Defaults to the pre-pricing group selected for the customer. You can also manually select a pre-pricing group, [adjust groups in System Setup]. Project: Landscape Sales Add-On Module Select a project with this customer to add this quote to. You must first create a project with that customer. Farm: Select a farm where items will be shipped from. Shipping Numbers: eGrow connect will estimate Footage, Units, Shipping Units, and Weight of the order using information in the system. You can override any or all of these numbers by checking the box and entering your own estimate. Custom Order #: You may create a custom order number by entering it here. Group Items: Custom Grouping Add-on Module Landscape Sales Add-on Module Toggle on to allow item grouping on the order. Hold Sell Price: Toggle on if item pricing normally changes with growing quantity but you want to add quantity without changing the sale price for this order. Paid within Terms: You may check this box to indicate that the customer paid within the agreed terms (this is only shown when terms specified has an associated discount).

Middle Row Fields

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

• PO: Purchase Order number, typically, supplied by the buyer.
• Sales Rep: Nursery employee that handled the sale
• Terms: Terms of the sale, [payment terms can be created/adjusted in System Setup]
• Pricing Group: Select a pricing group for the quote. [Learn more about how pricing groups work]
• Tag Type: Tag type from the options, [tag types can be created/adjusted in System Setup].

Order Items Tabs

Main View Ordered: Quantity ordered by the customer Cancel: Quantity subtracted from ordered quantity because the items were canceled by the customer Left: If you enter a quantity in the Cancel field, that amount will be deducted from the Ordered quantity and the balance will appear here in the Left column. List Price: The list price set on the item when the item was first added to order. Sell Price: The selling price for this sales quote Extended: Quantity Confirmed x Sell Price Show Notes A place to write notes about individual items on this order. Cancel: Enter a number of canceled items here. Doing this instead of lowering the ordered number will assist in producing helpful reporting in eGrow Connect. Item Notes: Notes for the customer about the plants (ie. These may be a bit small) Internal Notes: Click on the expanding view and you can write longer notes about this item as it pertains to this order. (ie. special instructions about an item for internal use) 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. 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]. Tag Type: A place to change the tag type by item rather than for the entire order. Avg. Cost: This is the average cost on the item. [Learn more about costing in eGrow Connect]. Show Tag Info Customer tag information for SKU, UPC, or item price. Tip: You can use Export to Excel to send a blank spreadsheet to customers to fill out and return. 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 or last updated the item