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
Special Order Item Detail Popup
2) This option is only applicable to "Special Order" Items. IC > Inventory File > General Tab > Special Order
3) This option utilizes the AR > Customer File > AR Tabs > Settings > Pricing Discounts to derive the Cost Plus % for the Retail Price.
 
 
 
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.
Turn on this option within System > Company Setup
 
Entering a "Special Order" SKU (Item ID) into the Enter Item field, the system will present the "Special Order Item Entry" popup screen.
Special Order Item Detail Popup
 
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 proceed to the next screen upon reaching the end of the field.
Special Order Item Detail Popup
 
Special Order Item Detail Popup
1

Enter the Vendor related to the
special order item. Press Enter.

1. Enter the Vendor related to the special order item. Press Enter.
Upon entering the Special Order Item into the detail page, the Special Order Pop Up automatically prompts the user to enter the desired vendor.  Utilize the standard Vendor lookup for to complete this task.  Upon choosing the Select button, the system will transfer this vendor information to the Special Order Item Entry screen.
Note the Red X, described below in #10,  allows the user to select a different vendor as required. 
 
2

Enter up to a 70 character description
of the special order item. Press Enter

2. Enter up to a 70 character description of the special order item. Press Enter
The description entered will appear as stated within the Quote/Sales Order/Purchase Order/Invoice documents.
 
3

Enter the Vendor's Part Number
of the Special Order Item. Press Enter.

3. 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. 
4

Enter the per unit cost of the
special order item. Press Enter.

4. Enter the per unit cost of the special order item. Press Enter.
Enter the indicated per unit cost of the special order item.  The Markup % is derived from the selected customer's
5

The Markup % is derived from the customer's
discount configuration for the selected SKU entered.

5. The Markup % is derived from the customer's discount configuration for the selected SKU entered.
The Markup % is derived from the Customer's Pricing Discount schedule located within  AR > Customer File > AR Tabs > Settings > Pricing Discounts. 
Note: IC > Support Files > Discount Groups is utilized to control specific groups of customers for consistent and efficient management of customer discounts.
 
6

The retail price is derived from the Markup %

6. The retail price is derived from the Markup %
The calculated price that appears within the Price field can be edited by the user.  The Margin percentage will change when the Price is edited.
 
7

Enter the Sell Quantity for the selected item.

7. Enter the Sell Quantity for the selected item.
Changing the Sell Quantity will update the Extended Price of the selected item.
8

Select Submit to post the Special Order
Item to the document's detail page.

8. Select Submit to post the Special Order Item to the document's detail page.
The Submit button is activated once the following 3 fields contain non-blank information.
  • Vendor Name
  • Description
  • Part No.
     
Utilize the normal edit options to remove an item from the Item Detail page. (Right click, Delete or *0)
 
9

The "Cancel" allows the user to
leave the screen and not post the item

9. The "Cancel" allows the user to leave the screen and not post the item
10

To select a different Vendor, click the red X

10. To select a different Vendor, click the red X
Upon selecting the Red X, the system will clear the Vendor description and select a different vendor.