The Special Order option is used to order a product from a supplier which is not normally carried and doesn't already exist in inventory. When a special order is created, an inventory record is also created:
[NOTE: An item is only considered a "special order item" once. Once it has been ordered, it exists in inventory and can be reordered as needed.]
- Navigate to the POS module and Add the Customer to the transaction.
- Click the Alternate Items button from the bottom navigation bar.
3. A menu will open - select Special Order Item.
4. The Special Order Item window will open. Complete all the required fields, as described in the below table, then click OK.
Option | Description |
Name | Enter the name of the product. |
Serialized Item? | Select this checkbox if the Special Order Item is a serialized item. |
Category Code | Select the category code the Special Order item will be associated with from the dropdown. |
Selling Price | Enter the price the item will be sold for. |
Cost Price | The cost of the item. NOTE: This field is not required at this point (i.e. as you may not wish to reveal this info to the customer). The cost price must, however, be added to the item’s inventory record after. |
Quantity | The number of items being ordered. |
Tax Information | Two tax fields are provided - set the tax rates for the item. |
Model Code | Enter the model code for the item (up to 10 characters). |
Supplier Code | Select the supplier that you are ordering the item from via the dropdown |
Catalog No. | Enter the vendor's catalog number for the item. This is useful for re-ordering purposes. |
Other Information | This field can be used to record additional info about the item. |
5. The item will be added to the transaction. The next step is to collect a deposit for the item or save the transaction for later processing. See the appropriate section below.
Collect a Deposit
If you are collecting a deposit for the Special Order item:
- Click the Deposit button from the bottom navigation bar.
2. The Deposit window will open. Specify the deposit amount and click OK.
[NOTE: Preconfigured dollar amounts and percentages are provided to assist with the calculation of the amount, if desired. The dollar amount defaults to the total transaction amount including taxes.]
3. Click the Checkout button and Tender the Transaction, as normal.
4. The transaction is automatically saved. When the Special Order item arrives and is received into the system, the transaction is accessed via the Transactions in Progress module and the tendered in the same manner as a Suspended Sale.
No Deposit
If you are not collecting a deposit for the item, the transaction must be saved:
- Click the Save icon from the bottom navigation bar.
2. The transaction is saved. When the Special Order item arrives and is received into the system, the transaction is accessed via the Transactions in Progress module and the tendered in the same manner as a Suspended Sale.
