Credit Memo Detail Description

Top Row Fields

• Order Number: An eGrow Connect generated credit memo number
• Order Date: Date credit memo was created (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 credit memo
• Discountable: Combined cost of all the items on the credit memo 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 credit memo
• Discount: If checked, the percentage entered in the % field will be applied to the amount in the “Discountable” field above.
• 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.
• PrePay Req’d: Enter percentage of the Total Due amount to be prepaid and eGrow Connect will calculate the dollar amount in this field. 

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 credit memo reports. Learn more about internal/external order notes and line item notes. Miscellaneous Tax Scheme: Select a tax scheme for the credit memo, [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 credit memo. 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 credit memo 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: Custom Grouping Add-on Module 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 credit memo. 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. Without this add-on this tab is not editable. After [setting up commission defaults], this tab is designed as a place to adjust those 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 Qty Credit: Quantity to be credited to the customer Confirmed: When an item is added to a credit memo, it is automatically confirmed to a “System” ready date. Generally this total will match the “Qty Credit” amount. Return to Inventory: By default, credited items are set to not be returned to inventory, but you may change that by clicking on “No” to check the box and indicate that these items *will* be returned to inventory. To return items to inventory, you may also want to allocate to a specific location/ready date for returned items. Default return location/ready date can be set in System Setup > Company Preferences > Sales. NA: This column is not applicable on a credit memo. List Price: Your typical selling price for this item, frequently this is the highest sell price offered. Sell Price: The selling price for this credit memo Extended: Quantity Confirmed x Sell Price Show Notes A place to write notes about individual items on this credit memo. Item Notes: Notes for the customer about the plants (ie. These may be a bit small) Credit Reason: Notes about the credit reason for each item (ie. clerical error) 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. Tag Type: A place to change the tag type by item rather than for the entire order. Org. Order Number: Original Order Number 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