Special Order Entry

via the Action button at the Product field in Enter a Sales Order

Use this routine to create or edit special-order products on-the-fly or specify options for an existing special-order product. 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.

Enter the code of the product you want to create or edit. If you enter the code of an existing product, the description of the product appears next to this field, and information from that product appears in the appropriate fields below. If you enter a new product code, the system brings you to the Product file where you must enter some basic information on the product before you can continue.

Important If you are creating a special order "on-the-fly" product via Special Order entry, the Inventory Type field on the Product creation screen defaults to Retail Inventory and you cannot change it.

Click the Arrow button and select the vendor ship-from location to be used during purchase order creation and in calculating landed costs. This is a mandatory field. You must choose either the default vendor address or an alternate ship-from location for the vendor. If you click the Action button, you access the Ship From Locations window.

Special Order Options

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

This field is not included in the EDI export; however, you can use the Vendor Model field below for changes to the Frame Number. The optional Vendor Model field is included in the EDI export.

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 fields below default from the Special Order Information Window for the selected product.

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

Use this field to make updates to the Frame Number field to be included in the EDI export. The Frame Number field is not included in the EDI export, but this Vendor Model field is.

Purchase Order

If you created a purchase order for the special order item, the PO number appears.

When you create a purchase order from Special Order Entry, if the Buying Group feature is active (via the Activate Buying Group field in the Purchasing Control Settings), no buyer is specified and you must re-access the purchase order later to specify a buyer. Otherwise, the system keeps the purchase order on hold.

Special Order Entry

Access

Special Order Options

Purchase Order

Additional Details