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Create a new master order

You can create a master order that will commit items from your inventory, allow you track the release of items onto multiple sales orders, print master order reports for yourself and the customer, and when completed return any unsold items back to inventory.

  1. Navigate to sales section icon Sales, then master order icon Master Order.
  2. Click on Add New icon New Order.
  3. Include a Date Wanted using a calendar. This can be edited later.
  4. Search for the customer name by using the search bar provided. Click once on the customer name, then click Add. If you don’t see your customer, you must add them as a customer.
  5. Add items to the order in one of the ways available.
  6. You can manually allocate items as needed by clicking the to the left of each item name, or just leave them as allocated to system and update allocation later.
  7. Release items to sales orders as needed.
  8. You can print sales order reports or email a report to the customer.
  9. The order will remain in Open status and editable until you click posted icon Set Completed on the top taskbar which will cancel all remaining items on the master order.

Tip: eGrow Connect master and sales orders contain a lot of functionality. In a sales order you can: