Creating a Special Order

When a customer requests a specific item that is not in stock but can be ordered, Sales Orders tracks the entire process for you. In this example, the item 'Plug In Doorbell' is a known inventory item, but does not currently have an on hand quantity in the inventory. From within the POS | Ring Sale screen, entering the item number within the Enter Item field will then present the item as a line item within the invoice. In the sample screen below, the item 342193 indicates that the current amount on-hand is 0.

To place this item on a Sales Order, select "Spec Order/Order Item (Sh + F12)".

Note: The text on this button depends on settings in Company Setup but the location is the same

You will note that the "Sales Order" total is now greater than zero and appears in a red font, as is the item. This indicates the total of all sales order items in the current invoice.

Both sales order items and normal items may coexist in the same invoice.

The customer is then required to put a deposit down on the sales order item. The deposit is based upon the deposit percentage set in the Company SetUp. The customer can choose to pay the amount in full. If the customer wants to do this, click the Full Amount button. Once the Sales Order Deposit screen is completed, the invoice moves on to the payment screen and you end the sale as you would any other.