Overview

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

Process

Explanation

To begin this article, we need to define a special order within Trident1.

A special order is an out of stock option where you create a purchase order for the out of stock product on the spot from the POS.

Once that product is received from the vendor, the product is automatically allocated to the sales order and to the customer.

Create a Sales Order

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

   Open

   

    

2. Enter the customer’s name
   
   

   Open

   

Create a Special Order

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

2. Click the Special Order (Pay Now) button to start the purchase order creation
   
   

3. Enter the vendor name

4. Enter the quantity you want to buy

5. Validate vendor cost

6. Validate sell price

7. Select Payment Method

8. Select How will you get the part
   
   

9. Click one of the following options:
   
   

    

   1. Create PO when SO Finalizes to create a pending purchase order tied to the sales order. This option allows you to add other out of stock products the the pending purchase order.
      
      

      
      
      Note: If using this option to finalize the purchase order, you will need to click the Finalize All Pending PO button at the bottom of the sales order
      
      

   2. Create Finalized PO Now to create a finalized purchase order attached to the sales order that is ready to be received

10. Now the sales order will show the purchase order as ‘Finalized’
    
    

11. Click Save As Pending
    
    

Receive the Purchase Order

1. Hover over the Products menu

2. Then hover over Products Received

3. Click Receive by Purchase Order Number
   
   

4. Click the Magnifying glass to pull up all finalized purchase orders
   
   

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

6. See related sales order on purchase order
   
   

7. Click Receive PO
   [Insert SS]

Reopen/Finalize Pending Sales Order

1. Hover the mouse over the Point of Sale menu

2. Click Sales Orders
   
   

3. Utilize the filters to find the sales order

4. Click the Sales Order Number
   
   

5. Click Switch To Edit Mode
   
   

6. Verify the sales order shows purchase order received
   
   

7. Finalize the sales order

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