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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.733  Help ID: 373

Create a Special Order

For more information on special orders, see the videos Sales Orders: Special Order/Create PO and Sales Orders: SOI Example (Special Order Item).
 
When a customer requests an item that is not stocked but can be ordered, the item can be ordered on a special order and tracked through the SO module.  A special order can be created through POS | Ring Sale or through the SO module.  In order to create a special order, Remove "Spec. Order" Button in POS/SO in System | Company Setup | Sales Orders 2 must not be checked.
 

Creating a Special Order through the SO Module

Create a sales order as you normally would.  On the Detail tab, enter the item, and click Spec Order(Sh+F12).
Create a Special Order
The item is marked as special order.  Non-special order items can be added to the same sales order.
Create a Special Order
Click Save to complete creation of the special order.  You can create a pre-PO for the items on the order as needed through the SO2PO process. For more information on creating POs from a sales order, see SO2PO Process. You can find the order and make changes through SO | Modify Order.
 

Creating a Special Order through Ring Sale

At Ring Sale, enter the item into the item listing.  Note that the on-hand quantity is 0.
Create a Special Order
 With the item selected, click Spec Order.  The special order total is updated to reflect the item amount.
Create a Special Order
Additional items can be added to the invoice.  The special order item text is blue.
 
At End Sale, a deposit is required for the sales order. 
Create a Special Order
1

Amounts

1. Amounts
This is the amount to be paid as a deposit.  The amount is determined by the percentage set by the layaway deposit in System | Company Setup | POS Information 2.  The remainder of the special order total is entered as the sales order amount.
 
Clicking Full Amount applies the special order total to the deposit.
2

Customer PO

2. Customer PO
You can enter a PO number if needed.
3

Create Quote

3. Create Quote
This creates a quote for all items on the invoice.  Note that non-order items on the invoice are added to the quote in addition to the special order item.
4

Accept

4. Accept
Clicking Accept proceeds to the payment screen.  The sales order amount is entered as a charge.  The deposit amount is included in the invoice amount. 
 
You are prompted to confirm the deposit amount.  Click Accept to continue.
 
You can print the sales order.
Upon completing payment, the Select PO Creation screen opens for you to place the special order item on a pre-PO.  For more information on creating POs from a sales order, see SO2PO Process.  Click Cancel to bypass PO creation at this time. 
 
 
You can find the order and make changes through SO | Modify Order.