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Post a sales order

When a sales order is completed, it should be Posted, sometimes called “invoicing”. You can adjust the settings related to posting orders in system setup logo System Setup > Company Preferences > Sales in the “Posting Orders” section.

Example Scenario: All items from the sales order have been loaded and shipped. The grower will now Post the order, locking it from any further changes then wait a few days before syncing with QuickBooks so they can easily unpost the order and make changes if any issues arise. Then the grower will then sync the posted order with Quickbooks as a final step.

Posting an order will cause the following actions to occur​

  1. On Hand inventory and Picked quantity (if used) is adjusted by quantity shipped
  2. Current costs (growing cost, crop cost, and average cost) are updated on the order, read more about eGrow Connect costing
  3. Sales order is locked from any further changes
  4. Quickbooks Desktop Integration Add-On Only Order are available to sync on the QuickBooks Update page where you will need to add this invoice to the queue before it syncs to QuickBooks

Note: If the sales order is on a load, that load must be marked as posted icon Completed before eGrow Connect will allow you to post the sales order.

How to post a sales order​

  1. Navigate to your sales order.
  2. Click post order icon Post Order.

Tip: You can unpost an order, even if the order has already been transferred to Quickbooks if needed.