The Special Order (SO) system covers existing and non-stocked products. When you place the special order, it will auto-generate pending purchase orders for all suppliers identified with that order.

  • Every special order item is named using the prefix SO, followed by a unique computer-generated SO number. Example: SO00012
  • With the SO number, you can track the special order and the receiving, sales, and financial gain transactions.
  • The new SO item is blocked from being reordered.
  • The SO is set to a unique automatic department number that  is based on the employee’s ID number.
    • Example: If employee 15 created a special order item, the department will be 20015.
    • This allows for a breakdown of  special order sales, costs, and margins  by salesperson, on the comparative revenue reports.

To learn more, click the title of a Knowledge Base article (KBA).

KBA Title Area
Options for special orders Set up–Company
Best Practices: Special Orders Invoice/Quote
How to create a special order Invoice/Quote
How to complete a special order Invoice/Quote
How to delete a stored special order Invoice/Quote
How to manually receive a purchase order for special order items and include the freight cost PO
How to print all invoice, quotes, and special orders for a specific customer on the large form  Customers
How to set a default special order deposit amount Setup-Company
How to print all special orders on a large form with a laser printer Setup-Company
How to allow changes to a special order Setup-Company


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Printed on: 1/21/22