Placing a special order

This article will teach you how to add a special order. You should place a special order anytime a customer of yours is placing a large order for a future date that you want to keep track of. Examples include large orders for corporate parties, sporting events, graduations, birthdays, or other family occasions.

Note: A special order will be added in addition to your template, standing order, meaning you will have 2 open orders with your supplier or 2 open production plan work orders.

Adding a special order

  1. Click on the Add Special Order step in the left-hand workflow navigation 
  2. Fill in the details for the special order: 
    • Order Type - choose purchase for an order you would place with your supplier; choose work for an order you would make in your store
    • Contact - for orders you would place with your supplier (purchase), select the supplier you want to buy from; for orders you make in you store (work), contact will not show up because it automatically selects your store since you are making it
    • Date - select the date the order is for
    • Shift - select the shift you want the order delivered on for purchase orders; or select the shift you want the order produced on for work orders
    • Notes - enter any relevant information you want to remember about the order (customer name, pick up date, occasion, items ordered, etc.)
  3. Click the Add Products button:
    • Check the box next to the products you want on the order
    • Click the Select Products button
  4. Click the Add Special Order button at the bottom of the page. This creates the order and brings you to the order details page.
  5. Enter the amount of each product you want to order or make in the starting order column
  6. Click the Save Changes button

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