Receiving and Processing Special Orders

Go to Inventory > Purchasing > Special Orders tab to schedule special order purchases to meet required arrival dates for a customer or a manufacturing process. Review the last section: Purchasing Special Orders to schedule the arrival of special order product.

An important step when receiving special orders is to mark the sales order as shipped as soon as product is received so the special order items do not appear as available for sale in the inventory system. This receiving step can be accomplished using the following methods:

1. Use the Sync Quantities special order method:  This purchasing method marks the Shipped quantity on the sales order to match the Received quantity on the purchase order. Review Special Order Overview for details.

2. Scan the product when pulling for an order:  This method is ideal if the product is put into inventory before it is pulled.  The risk of this method is that the special order product may be sold before the item is pulled for a special order.

3. Use the Associated purchase method and scan labels. This process requires the following steps:

1. Receive the special order product and print product labels that include the sales order barcode to connect the particular product with a particular sales order.
    

2. Scan the sales order barcode to open the sales order and then scan the product barcode to mark the item as shipped. Review Barcode Overview for details to open a dialog and to populate the shipped quantity.

Review Receiving Overview for steps to receive product and refer to Printing Labels for instructions to print sales order barcodes on the product labels.