(c) Profile Systems Design Group, Inc. 2025 Build: 4.008.782 Help ID: 7607
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Special Order Item Detail Popup
Selecting this option will allow the salesperson to quickly enter the core information about a Special Order item beginning with the description, vendor part number, selected vendor, cost, the calculated retail price based upon the customer's Discount Pricing and then the quantity of the special order item.
1) This option requires a change within the System > Company Setup > Sales Orders 3 > Use Special Order Item Detail Popup
With the "Special Order Item Detail Popup option checked, the system changes the typical item entry screen to the following Special Order Item Entry screen for items that have the Inventory Control > General Tab > Special Order field checked.
Entering a "Special Order" SKU (Item ID) into the Enter Item field, the system will present the "Special Order Item Entry" popup screen.
Note: If the selected customer does not have a Cost Plus calculation for the selected SKU within AR > Customer File > AR Tabs > Settings > Pricing Discounts, the following prompt will appear indicating that the customer does not have a Cost Plus for the selected SKU within the Pricing Discounts setup for the customer.
By design, the Special Order Item Entry screen requires an Enter after entering the selected field information. The cursor does not automatically processed to the next screen upon reaching the end of the field.
Enter the description of the special order item. Press Enter
The description entered will appear as stated within the Quote/Sales Order/Purchase Order/Invoice documents.
If you feel that you are "stuck" within a field, press Enter to advance to the next field. By design Up and Down arrows are disabled within most prompts..
Enter the Vendor's Part Number of the Special Order Item. Press Enter.
This required field helps to clarify the vendor's product to be ordered.
If the item number is truly not known, a non-blank value could be entered such as "TBD". If a "TBD" is used, the order process will be hampered because there will not be a clear understanding of the actual item to be ordered from the vendor when the purchase order is created using the SO2PO feature.
Enter the Vendor related to the special order item. Press Enter.
At this point, it should be clear from which vendor the special order item would be sourced.
Options:
1) Enter into the Vendor ID field the known Vendor ID. If the Vendor ID is not known, enter a portion and process Enter, the system will present the close matches.
2) Move the cursor down to the Vendor Name field and begin to enter a portion of a word within the name. As in this example, the system has presented all company names that contain "door". Using the keyboard Up and Down arrows, highlight the appropriate vendor name and then press "Enter" to select and advance to the next field.
Note: IC > Support Files > Discount Groups is utilized to control specific groups of customers for consistent and efficient management of customer discounts.
