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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
  • Select how you want locations and sizes to be sorted

Inventory​

  • Select new inventory defaults
  • Select defaults for inventory adjustments
  • Select a type of cost to track with crops
  • Allow a “Shift From” quantity to be entered in the case of quantity also changing at the time of Shift transaction.
  • Allow or block Lot ID duplicates Lot ID Add-On Module

Shipping​

  • Select default truck and loading dock options
  • Select load defaults

Purchasing Purchasing Add-on Module​

  • Enter default dock and ready dates 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 Visual Dashboard Reporting Add-on Module​

  • Select what values to exclude from Total Sales for your dashboard reporting

Forms​

  • Change the name of printed reports to a custom name for the eGrow Connect menu and also for the printed form title.

Sales​

  • Set up new customer defaults
  • Choose how long a sales quote will remain valid
  • Set up credit memo defaults for any returned items
  • Enable custom grouping by default on new 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