Special Order Entry

Access

Use this routine to create or edit special-order products on-the-fly Performed simultaneously, in the midst of another routine. For example, creating a new product during sales entry rather than leaving the sales process to create the product in product settings. or specify options for an existing special-order product A product whose characteristics you can modify such as color or fabric. STORIS lists these custom options in descriptions for special-order products, allowing you to identify individual products based on their unique characteristics..  Depending on the settings in the Special Order Control Settings, you may be able to create purchase orders for the products directly and/or add the items to the current sales order.

Important! The way in which you access this screen depends on whether you are creating a new special-order product or adding an existing one to an order. You can access this screen to create a special-order product on-the-fly by clicking the Action button at the Product field and selecting the Special Order Sales option. This option is available only if you have access via the Create special order products within POS entry field in Create a User/Group Actions - Sales Security settings.

If adding an existing special-order product to the order, you enter the code in the Product field and once you click Add this screen displays. You can edit the Special Order Options (fabric, grade, etc.), detail information, and cost for this order.  

Product

Special Order Options

Frame NumberEnter the number of the frame on which you want to base this special-order product. This is a mandatory field.

 The names of the following three fields are user-defined via the Vendor Special Order Option Settings (by vendor) or the Special Order Control Settings (globally). Thus, the names on your screen may be different from those listed below.  The Vendor SO Option Settings override the Special Order Control Settings.

The contents (if any) of the CFO (Customer-Formulated Option) - One of three user-defined fields in which you can specify "cosmetic" information about special-order products such as fabric, grade, and finish. The fields appear in both the Special Order Control Settings and the Vendor Special Order Option Settings. fields below default from the Special Order Information Window for the selected product.

CFO Option OneEnter the number of the first CFO option for this special order product.

CFO Option TwoEnter the number of the second CFO option for this special order product.

CFO Option ThreeEnter the number of the third CFO option for  this special order product.

Vendor ModelEnter the vendor model number (if any) for this special-order product.

Vendor Ship From

Purchase Order

Purchase Order Number

CostThe purchase order cost appears. You can edit this amount for domestic vendors.  However, this field is inactive for foreign vendors.  

To update the cost for a foreign vendor product, edit the cost in Purchase Order Entry.  The changes reflect back in the order entry routine.  

FreightThe calculated freight cost (if any) appears.

Add-On 1The calculated Add-On Field one amount (if any) appears. The label for this field is user-defined in the Costing Control Settings.
 

Add-On 2The calculated Add-On Field two amount (if any) appears. The label for this field is user-defined in the Costing Control Settings.
 

Add-On 3The calculated Add-On Field three amount (if any) appears. The label for this field is user-defined in the Costing Control Settings.
 

Add-On 4The calculated Add-On Field four amount (if any) appears. The label for this field is user-defined in the Costing Control Settings.
 

Total CostThe total, calculated landed cost appears.

Special Order Detail InformationUse this space to add detailed description (if any) of the special order item.  The text appears in the line item section of the printed document.  When finished, press the Tab button to move to the next field, or use the mouse to click on the field you want to edit next.

PO Shipping InstructionsUse this field to enter PO shipping instructions.

Additional EDI DetailsIf the vendor is an EDI (Electronic Data Interchange) An optional feature of the STORIS system used to electronically transmit purchase orders to vendors and receive acknowledgements and invoices from vendors. vendor with custom CFO pop-up screens, the CFO information appears here after you edit the pop-up screen. Each item is separated by a dash. Otherwise, this field is blank or inactive.

Associated Inventory FormationsEnter the code of the associated product group. If you click on the Search button, you access the Associated Group lookup from which you can make a selection.