Create a new master order

You can create a master order that will commit items from your inventory, allow you track the release of items onto multiple sales orders, print master order reports for yourself and the customer, and when completed return any unsold items back to inventory.

1. Navigate to Sales, then Master Order.
2. Click on New Order.
3. Include a Date Wanted using a calendar. This can be edited later.
4. Search for the customer name by using the search bar provided. Click once on the customer name, then click Add. If you don’t see your customer, you must add them as a customer first.
5. Review and complete the information on the top half of the order. See the Detailed Master Order Description for the meaning of each entry field and tab.
6. Add items to the order in one of the ways available.
7. Review the automatic allocation or manually allocate items by clicking the to the left of each item name.
8. Release items to sales orders as needed.
9. You can print sales order reports or email a report to the customer.
10. The order will remain Open and editable until you mark Set Completed which will mark all remaining items on the master order to the “Cancel” column, meaning they were canceled items from the original ordered amount.

Tip: eGrow Connect sales orders contain a lot of functionality. In a sales order you can:

• allocate or reallocate plants,
• include internal/external notes on items, customers, or entire orders,
• manage discounts, prepayments, and apply taxes,
• Commission Payments Add-on Module adjust commission information,
• add freight costs,
• make item substitutions.