Convert a Special Order Item to an Inventory Item

Handling Special Orders | Add a Special Order Item

Pro

A special order item created while making a document can later be converted to a regular inventory item if you plan to carry it in inventory in the future.

To convert a special order item:

  1. Locate the special order item in your item list.

Hint: Filtering is a good way to display only special order items.

  1. Click Edit.

  2. Change the item Type to Inventory.

  3. Make any other edits necessary, such as the Reorder Point which was previously disabled.

  4. Click Save.

 

Multi-Store Notes:

When a special order item is created at a remote store, the remote store can temporarily define all item fields for use on local documents. However, when the special order item is received at Headquarters, the following fields are not populated with information from the remote and must be redefined by Headquarters:

On the next Store Exchange, the new values entered at Headquarters will overwrite the item information at the remote store that created the item as well as being made available at all other stores.