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This article is meant to inform the User on how to create a Special special order in Trident1

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To begin this article, we need to define a Backorder backorder within Trident1.

A Backorder backorder is an out of stock option where you create a Purchase Order purchase order for the out of stock product at a later time.

Example: A customer comes in asking for a holster you do not carry. You inform the customer that you’ll check with some Vendors vendors and the customer asks you to order as your if you are able.

Pertinent Settings

Specify Vendors on Product Record

1. Click on the Products menu
   

   

2. Use search filters to locate and open your product record

3. Click the pencil icon to edit Vendorsvendors
   

   

4. Add list of vendors you order this product from
   

   

5. Click Save
   

   

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Create a Sales Order

1. Click the Point of Sale Tabmenu to create a sales order
   

   

   Create a Sales Order

2. Enter in the Customer Namecustomer’s name
   

   

Create a Backorder

1. Scan/Insert in Out of Stock input the out of stock product
   Note: This automatically pulls up the Out of Stock Options popup dialog
   

   

2. Click on Backorder to start the Purchase Order purchase order creation
   

   

3. Click either one of the options:
   Note: This illustration is using the Backorder Now option

   1. Add Backorder - This option is used when you intend to finalize the current sales order, NOT not charge the customer for the Backorder backorder product, and create a NEW new sales order for the Backorder backorder product when it is received.

   2. Create PO Now - This option will take you to the Special Order screen to create Purchase Order nowa purchase order.
      Note: See How to Create a Special Order

   3. Backorder Now - This option is used when you intend to save the sales order in 'Pending' status and then open the same sales order for finalization once the Backorder backorder product is received.
      

      

4. Click to Save as Pending
   

   

Validate Backorder

1. Hover the mouse over Customer menu

2. Click Customer Backorder Log
   

   

3. Utilize the Filters to find Customer Backorderthe customer backorder

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Create the Purchase Order

1. Hover the mouse over Products menu

2. Hover Then hover over Purchase Orders

3. Click Create Purchase Order

   

4. Type in the Vendor Name (Same Vendor Name from Pertinent Settings same vendor name from pertinent settings above)

5. Change PO Type to ORDER ‘ORDER TO MINMIN’
   

   

6. Click on the Get Products button
   Note: This will look up against back order log to pull Backorder backorder products for this vendor
   

   

7. See Backorder Product backorder product automatically pulled in
   

   

8. Click Finalize PO

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Receive the Purchase Order

1. Hover the mouse over the Products menu

2. Hover Then hover over Products Received

3. Click Receive by Purchase Order Number
   

   

4. Click the Magnifying glass to pull up all Finalized Purchase Ordersfinalized purchase orders
   

   

5. Find the Purchase purchase order from the SO sales order and hit click the arrow button to receive
   

   

6. See related Sales Order on Purchase Ordersales order on purchase order
   

   

7. Click on Receive PO

   

Reopen/Finalize Pending Sales Order

1. Hover the mouse over Point of Sale menu

2. Click on Sales Orders
   

   

3. Utilize the Filters filters to find the Sales Ordersales order

4. Click on the Sales Order Number
   

   

5. Click Switch To Edit Mode
   

6. 

   See Sales Order sales order shows Backorder backorder product as resolved

7. Click Ok

8. 

   Finalize Sales Ordersales order

VIDEO

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-THE END-