Our special order feature helps your customers get the items they want while you get the business. For example, a customer may want to purchase an item that you don’t stock, but that you can order from a supplier. Or, a customer may require an unusually large quantity of one of your inventory items. The special order feature handles these scenarios with ease.
Note: If the Paladin Point of Sale special feature is not set up in your store and you’d like to use it, contact Paladin Support.
In the Invoice/Quote module, a special order is set up in the Advanced Lookup window, on the Special Order tab. Because special order items are often already in your inventory database, we added a new feature that will search your active and obscure inventory for an item.
To start the search, on the Special Order tab, in the Order Number box, enter or scan the part number, and then click Find. If the item is found, the description, price and cost for the special order are filled in automatically.
Note: To search a supplier’s obscure inventory, this feature must be turned on in Paladin Configuration.
To complete the special order, select a Supplier, enter the quantity to order (Qty to Order), and then set the Desired Date On Hand. To add the item to the special order invoice, click Finish or press F8.
After you save (store) the special order invoice and optionally collect a deposit, a purchase order will be automatically created. In the PO module, you can recall the purchase order and send it to your supplier to order the item(s).
After the items are received, in the Invoice/Quote module, click Recall Transaction or press F6 to open the special order invoice and complete the sale. For detailed steps, see About Special Orders.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.