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Setup Company Preferences

The Company Preferences sections of system setup logo System Setup are designed for you to make changes that will make eGrow Connect align better with your workflows. Here are some of the things you can change and/or adjust in Company Preferences.

System​

  • Change the number of decimals to round to on sales/master Orders
  • Select which month to begin your Production Year
  • Set whether or not to update existing open orders after changing item size information (Latin Name, Volume, Weight, Pricing,Royalty, Size Desc1, Size Desc2)
  • Select how you want locations and sizes to be sorted

Inventory​

  • Select new inventory defaults
  • Select defaults for inventory adjustments
  • Allow a “Shift From” quantity to be entered in the case of quantity also changing at the time of Shift transaction
  • Select a type of cost to track crops using (see Costing Overview for explanation)
  • Allow or block Lot ID duplicates Lot ID (requires Lot Tracking Add-on)

Shipping​

  • Select truck and loading defaults

Purchasing​

(Requires the Purchasing Add-on)

  • Enter default dock and ready date for received items
  • Select a default way to distribute for Landed Cost
  • Choose the default status for new purchase orders
  • Choose a way to track cost

Dashboard​

  • Select what values to exclude from Total Sales for your dashboard reporting (requires the Visual Dashboard Add-on)

Forms​

  • The Custom Menu Title can be changed to the desired display name of the form in the Print menu list on the eGrow screen
  • The Printed Form Title can be changed and is the title displayed in the top right corner of printed form
  • The Template File should only be changed by eGrow support staff
  • The Sort number is used to chronologicly order the forms within each screen's Print menu
  • The Enabled value can be changed to "No" to hide that form from the screen's Print menu

Sales​

  • Set up new customer defaults
  • Choose how long a sales quote will remain valid (requires the Sales Quotes Add-on)
  • Set up credit memo default location and ready date for any returned items
  • Set sales tax rounding preference (if you are integrating with QuickBooks Online you'll need "Line Item" selected here)
  • Choose preference for how qtys are updated on the original order when moving items to a new order
  • Set preferences for whether to fetch updated pricing when releasing sales orders from master orders and splitting sales orders
  • Select order posting preferences
  • Choose what will happen when customers have reached their credit limit
  • Select how you want Item Total to be calculated
  • Choose how you want line item discounts to apply