Sales Order Detail Description

Top Row Field

• Order Number: An eGrow Connect generated sales order document number
• Order Date: Date order was placed (editable)
• Ship Date: Date items are to be shipped (editable)
• Ship Method: Selected shipping method, options can be edited in System Setup > Sales > Ship Method
• Order Category: Selected order category, options can be edited in System Setup > Sales > Order Category
• 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

• Sub Total: Combined sell cost of all items on the order
• Discountable: Combined sell price of all the items on the order which have Disc. y/n set to "Yes" on the Show Other order items tab
• Royalties: Combined cost for all plant royalties
• Freight: Enter a dollar amount for the cost of shipping
• Tax 1 and Tax 2: Tax amounts added to the total as determined by the Tax Scheme selected on the Miscellaneous order information tab
• Item Discount: Combined discount amount for all itemized discounts as set in the Disc. y/n and Disc % columns on the Show Other order items tab
• Discount: If checked, the percentage value entered in the adjascent % field will be applied to the amount in the Discountable field above
• Amount Prepaid: Amount manually entered here reflects a prepayment made by the customer
• Total Due: Total amount due with prepayment subtracted
• PrePay Req’d: Enter either desired percent where eGrow Connect will calculate the required amount based on Total Due, or enter the desired dollar amount directly

Order Information Tabs

Customer Bill to and Ship to: Addresses for billing and shipping. Click the symbol to select a different address from those defined on the Customer record. New Ship To addresses can be added to the Customer opened from the order by clicking the icon. The Landscape Sales Add-on module also provides a way to add a new Ship To on the fly by clicking the icon. Notes External and Internal notes that apply to the entire Sales Order. Internal notes will not appear on printed sales order forms. Learn more about internal/external order notes and line item notes. Miscellaneous Tax Scheme: Select a tax scheme for the order, initially populated from the customer default. Exchange Rate: Select a currency option and set the current exchange rate to use for the order (requires the Multi Currency Add-on Module). Pre-Pricing Group: Defaults to the pre-pricing group selected for the customer (requires the Customer Pre-Pricing Add-on Module). You can also manually select a pre-pricing group from the list managed in Sales > Customer Pre-Pricing. Project: Select a project with this customer to add this order to (requires the Landscape Sales Add-On Module). You must first create a project with that customer. Farm: Select a farm where items will be shipped from. Order Status: Select from a list of statuses managed in System Setup > Sales > Order Status. Vendor: Select a vendor you will buy in all items from to fulfill the order (requires the Broker Add-on module). Choose "Brokered" if items will be bought in from multiple vendors. Group Items: Toggle on to allow item grouping on the order (requires the Landscape Sales Add-on Module or the standalone Custom Order Grouping Add-on Module). Custom Order #: You may create a custom order number by entering it here which will be used for syncing invoices with Quickbooks integration. Hold Sell Price: Toggle On if if you do not wish for pricing to auto update when quantities or pricing group selections are changed. Flag Color: Select the color of ribbon/tag (requries the B&B Add-on Module). 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 reflected with the Quickbooks Integration Add-On Module. 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 provided by the buyer
• Sales Rep: Nursery employee that handled the sale
• Terms: Payment Terms of the sale
• Pricing Group: Select a pricing group for the order
• Tag Type: Tag type from the options created/maintained in System Setup > Sales > Tag Types

Order Items Tab

Main View ProductID: Unique identifier assiged to the Item Size Short Name: Descriptive name of item (can be modified on individual orders as needed if utlizing the Landscape Sales Addd-on Module) Size Desc1: Description of item's size (can be modified on individual orders as needed if utlizing the Landscape Sales Addd-on Module) Ordered: Quantity ordered by the customer Confirmed: Quantity that has been allocated NA: Quantity which have not yet been allocated Cancel: Quantity subtracted from ordered quantity because the items were canceled by the customer Lost: Quantity that was not able to be shipped Total Split: Quantity that has been split off onto other order(s) List Price: The standard selling price set on the item when the item was first added to order Sell Price: The selling price for this sales order U/M Price: The selling price per sales unit of measure Extended: Quantity Confirmed x Sell Price Show Notes On this tab you can manage notes about individual items on this order. Item Notes: Notes for the customer about the plants which will print on order forms (e.g. "These may be a bit small") Picking Notes: Notes for picking that will show up on staging and picking ticket forms Lost Notes: Notes associated with any lost quantity Other Internal Notes: Click on the icon and you can write and view longer notes about this item as it pertains to this order which do not print on forms. (i.e. special instructions about an item for internal use) Show Other Royalty: Cost added to the price per item to pay royalty fees Disc y/n: If yes, any order or line discounts will be applied to this item (you can change the default of a productID to be Not Discountable) Disc %: A discount percentage that only applies to the specific item Taxable: If "Yes", the Tax Scheme of the order will be applied to this item and if "No", taxes will not be applied to this item Footage: the calculated footage of each item based on 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 for the item if different than the order level selection Show Tag Info Customer values for SKU, UPC, or item Price which are used for printing tags are managed on this tab and requires the Label/Tag Printing Add-on Module. Tip: You can click Export to Excel to create a spreadsheet to send to the customer to fill out and return. Show Shipping Info The picked and loaded columns will reflect the data being entered, typically done with the mobile app out in the field, to track order fulfillment progress. You can also edit these columns on this tab of the desktop app. Show Audit Info Created: The date and time this item was originally added Modified: The date and time of the last update to this line 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) Vendor This tab is part of the Broker Add-on. Vendor: Select the vendor from which you intend to buy in this item for the order