Purchase Order Detail Description

This is part of the Purchasing Add-on Module.

Top Row Fields

• Order Number: An eGrow Connect auto generated purchase order number which is not editable
• Order Date: Date order was placed
• Expected Date: Date items will be shipped
• Ship Method: Select from shipping methods defined in System Setup > Sales > Ship Method
• Order Category: Select from order categories defined in System Setup > Purchase > 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

A financial summary of the entire order.

• Sub total: Combined purchase cost of all items on the order
• Discountable: Combined purchase cost of all the items on the order which have ‘yes’ marked in the “Disc y/n” column on the Show Other item list tab
• Royalties: Combined cost for all plant royalties
• Freight: Enter a dollar amount for the cost of shipping
• Other: Enter any other costs associated with the order
• Tax 1 and Tax 2: Tax percentages to be added to the total as determined by the tax scheme selected on the Miscellaneous order info tab
• Discount: The percentage entered in the % field will be applied to the amount in the Discountable field above
• Item Discount: The total combined amount from all itemized discounts as entered in the “Disc %” column on the Show Other item list tab
• Total Due: Total net amount due on the order
• Non-Vendor Charges: Any extra costs incurred that are not associated with the vendor can be entered here (i.e. state inspection fees, etc.)

Order Information Tabs

Vendor Vendor: Select the Vendor address items are to be shipped from . Deliver to: Select your ship to address that items are to be delivered to. Notes Enter an external and Internal notes that apply to the entire purchase order. Internal notes will not appear on printed order reports. Learn more about purchase order notes. Miscellaneous Tax Scheme: Select a tax scheme for the order from the options managed in System Setup. Exchange Rate: With the Multi-Currency Add-on Module, this option appears for the order which can be updated to set the currency and exchange to your defualt currency as needed. Receiving Defaults Information entered here will be used as the default for purchased items when using the In Transit or the Receive Items functions. The fields with * will be used when the order is set to In Transit. Ready*: Select a ready date. Location: Select a location. Bed: Enter a more specific location detail. Lot ID: Add a crop ID number here (requires the Lot Tracking Add-on Module) Customer*: Enter a customer who will be buying the items on this purchase order. Selecting a customer here will prevent these items from being allocated to a sales order with any other customer. Comments: Enter comments about the items on the order. Grade*: Select or enter a grade. On Availability*: Toggle to include or exclude these items from being tagged as “On Availability”. Enable auto allocation: When this toggle is enabled, items allocated to sales orders while Projected or In Transit will automatically be allocated to the order when received into inventory. Enable receiving defaults by Item: When this toggle is enabled, you can make changes to receiving defaults by item. However, if you make a change in the receiving defaults for the order after this toggle is enabled it will apply to all items, therefore overriding the individual item receiving defaults. Projection Defaults Information entered here will be used as the default for purchased items when using the Add to Projections function in the taskbar. Example Scenario: A grower is planning to add items from two or more purchase orders from different vendors onto sales orders using Add to Projections. Because projections will combine like-items with the same Ready date into one bucket in the "BuyIn" Location , a Bed value such as the PO# and Comments can be entered that will keep items from multiple purchase orders separate even if having the same Ready date.

Middle Row Fields

Most of these fields will autofill with default information from the Vendor module.

• Vendor Doc No.: A document number for the order supplied by the vendor
• Sales Rep: The vendor contact that handled the sale which is selected from a list of all contacts defined for the vendor with the "Is Sales Rep" option checked
• Terms: The payment terms of the sale selected from options defined in System Setup
• Landed Cost Distribution: Select a method for calculating the landed cost of items

Order Items Tabs

Main View U/M: Unit of Measure for the item Ordered: Quantity ordered On PO: Quantity that have been released on purchase orders Received: Quantity that have been received on purchase orders Cancel: Quantity subtracted from ordered quantity because the items were canceled Left: Quantity not yet received Sell List Price: The sales list price as entered in the Item Size Library Unit Price (Currency): The vendor's price in their currency; with Multi-Currency Add-on Module, this price will be converted to your default currency using the Exchange Rate defined on the Miscellaneous tab above Price Landed: The final cost when the item is received which includes distribution of freight, discounts, other charges, and non-vender charges if included. Extended: Item subtotal amount (= Unit Price X Ordered) 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") Internal Notes: Notes for your internal use (ie. special instructions about an item once it is received) Show Other Royalty/each: Cost added to the price per item to for royalty fees Disc y/n: If set as Yes, the order summary Discount and line Disc % percentage values will be applied to this item and if not neither order nor line discounts will 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 that line item Taxable: If set as Yes, the tax scheme of the order will be applied to this item and if not no taxes will be applied to this item Footage: The calculated footage of each item Weight: Combined weight of the items based on the weight set in the Item Sizes Library Show 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 the item Show Receiving Defaults Manage receiving defaults for each line item here. Note: In order to have separate settings by item the Enable receiving defaults by Item setting must be toggled on in the Receiving Defaults order info tab above. Ready: Select a ready date. Location: Select a location. Bed: Enter a more specific location detail. Lot ID: Enter a unique ID that will be used to track this specific crop over time (rrequires the Lot Tracking Add-on Module). Customer: If the items on the purchase order are being purchased for a specific customer, enter their name here to lock all the items on the order for that customer only. Comments: Enter comments about the items on the order.