Credit Memo Detail Description

Top Row Fields

• Order Number: An eGrow Connect generated document 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

• 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 on the Show Other tab
• 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 total amount for all itemized discounts, created in the Disc % column on the Show Other tab 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: Percentage of the Total Due amount to be prepaid that eGrow Connect will use to calculate the dollar amount or dollar amount can be entered manually

Order Information Tabs

Customer Bill to and Ship to: Addresses are set here for billing and shipping, adjust default addresses in Customer module. Click symbol to edit, symbol to add additional Ship to address (requires the Landscape Sales Add-on Module). 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 scheme for the Credit Memo from the options managed in System Setup Exchange Rate: Select a currency option to use for the Credit Memo and enter the current exchange rate (requires Multi Currency Add-on Module). Pre-Pricing Group: Defaults to the pre-pricing group selected for the customer. You can also manually select a pre-pricing group from the list managed in Sales > Customer Pre-Pricing (requires the Customer Pre-Pricing Add-on Module). Project: Select a project with this Customer to add this Credit Memo to. You must first create a project with that customer (requires Landscape Sales Add-On Module). 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. 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. 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 allow adjustments 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 Credit Memo is posted, this tab will reflect it's application in QuickBooks 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: Payment Terms of the sale, can be created/adjusted in System Setup
• Pricing Group: Selected 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 > Sales > Tag Types

Order Items Tab

Main View Qty Credit: Quantity to be credited to the customer Confirmed: Reflects when item is allocated to a Loctaion where inventory will be returned to if Return to Inventory is marked "Yes" Return to Inventory: Default value of “No” can be changed to check the box and indicate that these items *will* be returned to inventory (default return Location and Ready date can be set in System Setup > Company Preferences > Sales) NA: Column is not applicable on a Credit Memo List Price: Typical selling price for this item Sell Price: 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 (e.g. "These may be a bit small") Credit Reason: Notes about the reason for crediting each item (e.g. "clerical error") Show Other Royalty: Money added to the price per item to pay royalty fees Disc y/n: "Yes" means any order discounts will be applied to this item and "No" means 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 %: Discount percentage that only applies to the specific item Taxable: "Yes" means the tax scheme of the order will be applied to this item and "No" means that 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 line 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 line item