Create a new sales order

You can create a sales order that will commit items from your inventory to certain customers by allocating items to locations in the nursery, populate printed sales order reports, and then remove items from your inventory when posted.

1. Navigate to Sales, then Sales Order.
2. Click on New Order.
3. 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.
4. Review and complete the information on the top half of the order. See the Detailed Sales Order Description for the meaning of each entry field and tab.
5. Click on Add Items to select product to sell on the order in one of the ways available.
6. Review the automatic allocation or manually allocate items by clicking the to the left of each item.
7. You can print sales order reports or email a report to the customer.
8. The order will remain Open and editable until you Post Order at its completion and may transfer it to Quickbooks for accounting.

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
• Adjust commission information (requrires the Commission Payments Add-on Module)
• Add freight costs
• Split an order up into multiple orders
• Make item substitutions