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Sales Quote Detail Description

This is part of the Sales Quote Add-on Module.

Screenshot of sales order with areas highlighted from top to bottom in sections called Top Row Fields, Order Information Tabs, Middle Row Fields, Order Items Tabs, with Financial Summary Table on the right side.

Top Row Fields​

  • Order Number: An eGrow Connect generated record number
  • Quote Date: Date Quote was created (editable)
  • Date Wanted: Date items are wanted (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​

  • Status: Select the status of the quote from "Open", "Waiting on Customer" and "Lost"
  • Sub Total: Combined sell cost of all items on the Quote
  • Discountable: Combined sell price of all the items on the Quote 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 estimated 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​

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.

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 logo System Setup > Sales > Tag Types

Order Items Tabs​

  • 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