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 |
If you have questions or suggestions about this information, contact support@paladinpos.com.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 1/21/22
