Ways to add items to a master order

There are various ways that you can add items to a master order. See details about each below.

Navigate to Sales, then Master Order.
Find your existing order or create a new master order.
Click Add Items and select one of the following options:
1. Add Items to Order: Most common, this method adds items from your inventory to the order.
  1. Choose Add items to Order.
  2. The left list defaults to show only items “On Availability” but you may toggle to "Show All” to view all inventory item sizes.
  3. Search for items to add using the search bars provided on the top row. To view additional columns for reference or searching you can click the Columns icon at the lower left of the list as described in eGrow's common functions.
  4. Click into the Enter Qty column for an item and key in the quantity then press Enter to add to the order.
  5. Hit Enter to move those items onto the master order.
2. Move Items Between Shipment(s): This method allows you to move items from other master orders for the same customer to this one.
  1. Check the box for the MO you wish to move items from and click the Select button.
  2. Items from the selected then appear on a new tab of the left list. Click into the Enter Qty column for an item and key in the quantity then press Enter to move to the order.
3. Enter by Product ID or Copy/Paste Import: This method allows you to add items in bulk using Product ID entry or importing an item list from Excel.
  1. Choose Enter by Product ID or Copy/Paste Import.
  2. In the Add Items tab you can quickly enter Product ID numbers and Quantity amounts, then clicking Add after each entry.
  3. In the Paste Data Tab you can copy and paste a list of items to add from an Excel sheet that has matching columns. Only include data, no headers, and use “Paste as plain text”. Get a walkthrough of using the Copy/Paste Import tool
    - Click on Parse Pasted Data to add items to the list.
  4. Click Add to Order when complete to add all listed items to the order.
4. Add From Vendor Items: This method requires the Purchasing Add-on and Broker Add-on Modules. It allows you to add items from defined vendor products and auto allocate to "BUY IN" assuming impending purchase.
  1. Choose Add From Vendor Items.
  2. Toggle to “Show All” inventory items or just those “Available” based on vendor availabilities.
  3. Search for items to add using the filters provided.
  4. Click into the Enter Qty column for the item and write the quantity to add to the order.