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 |
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/21/18
