Email a sales order report

You can email a PDF copy of a sales order report to the customer that is formatted in one of the report styles (Confirmation, Acknowledgement, Invoice, etc.). eGrow Connect will keep track of emails sent this way in each customer’s Activity Log. You can send a test email to see how it will appear before sending a real email if you want.

Note: The email will not be sent from your email address, but rather from a generic eGrow Connect email address. If you want to send the email from your email, print the sales order report as a PDF and then attach it to your email.

1. Navigate to Sales, then Sales Order.
2. Find and double-click on the sales order in the left pane list.
3. Click Email in the taskbar.
4. Select the type of sales order report you want to send from the drop down menu.
5. Complete the email form fields, then hit Send.

Format List

Note: The format options and layouts available are created during onboarding into eGrow Connect and can not be altered in eGrow Connect or in print dialogue menus.

• Estimate: Non-binding estimate of the cost of an order
• Acknowledgement: Acknowledgement to that customer that you have received their order request, not a commitment to supply items
• Confirmation: Commitment to a customer to supply the items ordered
• Staging Ticket: Document used to prepare items to be loaded onto a truck
• Picking Ticket: Document indicating which items to pick and where to find them
• Bill of Lading: Document for the carrier that details all the items being shipped
• Packing List: List of items on the order without pricing information
• Invoice: List of items, with a statement of the sum due for these
• Item Summary: Import/Export document that organizes the order by botanical name and size.