Special Order Examples: Customize Existing Item

Handle Special Orders | Create a Customer Order

Pro

Example 1

You carry plain white T-shirts in inventory, but then print custom logos, team names, or graphics on them when selling or taking customer orders. List the white T-shirt on the document and then use normal item editing procedures to change the item description, size, attribute, and price information, as necessary, e.g. "Baseball Logo Shirt Bears". In this way, the document stores and prints the custom information.

You could also list a fee or labor charge for the customization, using a service item.

The printed document you give the customer (and the stored document in Point of Sale) will reflect the special order edits you have made when selling, purchasing, or receiving the item, however it is the original item in inventory that is affected as far as on-hand quantity, cost, etc.

Example 2

You carry a style of shoes with the largest size in inventory being 13, but you have a customer request for a size 15 shoe. Knowing this will probably be a one-time sale, and not wanting to permanently add this size to inventory as a new item, you list the size 13 shoe on a sales order and edit the size to 15. You can also edit the price or other information as needed, such as the UPC or other required vendor information needed to order the item.

If you generate a purchase order from the sales order, the edited information will be carried to the PO. Likewise, when you eventually make a sales receipt referencing the sales order, it too will reflect the custom information.

In inventory, the size 13 item remains unchanged, except it is this item that is affected by the sale as far as on-hand quantity and cost changes, etc.