Sales Order Detail Description

Top Row Field

• Order Number: An eGrow Connect generated sales order number
• Order Date: Date order was placed (editable)
• Ship Date: Date items will be shipped (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.

• Sub total: Combined sell cost of all items on the order
• Discountable: Combined cost of all the items on the order 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.
• Item Discount: Combined discount amount for all itemized discounts, created in the “Disc %” column for each item on the order
• Discount: If checked, the percentage entered in the % field will be applied to the amount in the “Discountable” field above. Learn about discounts on sales orders.
• 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 order.
• PrePay Req’d: Enter either percent or desired amount. If percent is entered eGrow Connect will calculate the required amount based on Total Due.

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 order. Internal notes will not appear on printed sales order reports. Learn more about sales order notes and line item notes. Miscellaneous Tax Scheme: Select a tax scheme for the order, [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 ModuleSelect a project with this customer to add this order 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: 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). Commission This tab is part of the Commission Management Add-on Module. After [setting up commission defaults], this tab is designed as a place to adjust commission defaults on a specific order if needed. A/R Information Accounts receivable information will only be adjusted with the Quickbooks Desktop Integration Add-On Module. Without this add-on this tab will remain empty. After the order is posted, this tab will reflect the payments on the order as well as the Customer Aging Summary from the most recent Quickbooks sync.

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 order. [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 Tab

Main View Ordered: Quantity ordered by the customer Confirmed: Quantity that has been allocated NA: Not Allocated, quantity which have not yet been allocated Cancel: Quantity subtracted from ordered quantity because the items were canceled by the customer Lost: Quantity subtracted from ordered quantity because you were unable to supply the full ordered quantity Total Split: Number of items removed from this order and included on a split-off sales order List Price: The list price set on the item when the item is first added to order Sell Price: The selling price for this sales order Extended: Quantity Confirmed x Sell Price Show Notes A place to write notes about individual items on this order. Item Notes: Notes for the customer about the plants (ie. These may be a bit small) Picking Notes: Notes for picking that will show up on the picking ticket (ie. Choose the Weight: Combined weight of the items based on the weight set in the Item Sizes Library. Tag Type: A place to change the tag type by item rather than for the entire order. Org. Order Number: If an item is moved from another order or from a split or from master order then it indicates the order # from where it came from. Avg. Cost.: This is the average cost that is set on the item size, average is updated at the time posting to what is at that point in time. The average cost per plant from all purchase orders with this item. [Learn more about costing in eGrow Connect]. 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. Footage: the calculated footage of each item. [Learn how eGrow Connect calculates load footage]. Weight: Combined weight of the items based on the weight set in the Item Sizes Library Tag Type: A place to change the tag type by item rather than for the entire order. 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. Show Shipping Info The picked and loaded columns will reflect the [data being entered by mobile devices] out in the field to track order fulfillment progress. You can also edit these columns manually. 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 Show Split This tab is used to split one sales order into multiple orders. Qty to Split: Enter the qty to split (Qty must be confirmed before it can be split off)