The Special Order 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 SO and is followed by a unique computer-generated SO number.
  • 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 20,000 and is based on the employee’s ID number.
    • So, if employee 15 created a special order item, the department will be 20,015.
    • This allows for detailing by salesperson the sales, costs, and margins on the daily and monthly comparative revenue reports.
  • When you store the SO, it cannot be modified and stored again.

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

KBA Title Area
How to set up the special orders feature Set up–Company
How to place a special order for a non-stocked item Invoice/Quote
How to store special order items Invoice/Quote
How to deliver and sell special order items Invoice/Quote
How to delete a stored special order Invoice/Quote
How to delete a pending special order Purchase Order
How to place a special order from items that exist in your inventory Invoice/Quote

 

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