Handle Special Orders

Customer Order Overview

Pro

A special order refers to the tasks related to ordering, receiving and/or selling custom or one-time merchandise that you do not currently carry in inventory and may never carry.

There are two ways to handle special orders.

- Customize an Existing Item With this option you list an existing item on the document and then edit its descriptive information to reflect customizations to the item. Use this option when you do not want to create a new inventory item, but do want the document and any other related documents (sales receipt referencing a customer order, voucher referencing a purchase order, etc.) to reflect your changes. Editing an existing item on a document does not affect the original items description in inventory.

Even though the document reflects the special order edits you have made when selling, purchasing, or receiving the item, it is the original item in inventory that is affected as far as on-hand quantity, cost, etc.

View examples

- Create a New Special Order Item With this option, a new special order item is created in inventory. You can list the item on a customer order or receipt, generate a purchase order for it, and receive it on a voucher. Later, if you decide to carry the new item in inventory, you can convert it to a regular inventory item. Special order items can only be added while creating a document (customer order, receipt, voucher, or purchase order).

In a multi-store configuration, the special order item type provides a means for a remote store to create a customer order or receipt for a new item and generate a PO for it. The special order item is sent to Headquarters with the first transactional document listing it. Headquarters can review the special order item and convert it to a regular inventory item, if desired.

How do I create a new special order item?

If creating a customer order, you can generate a purchase order right from the customer order to obtain the item from your vendor.

Related Topics

Convert a special order item to an inventory item

Create a customer order

Tips for using sales orders

Add a new item while creating a document