Overview

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

Process

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.

Scan/input the out of stock product
Note: This automatically pulls up the Out of Stock Options popup
Click the Special Order (Pay Now) button to start the purchase order creation
Enter the vendor name
Enter the quantity you want to buy
Validate vendor cost
Validate sell price
Select Payment Method
Select How will you get the part
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
Now the sales order will show the purchase order as ‘Finalized’
Click Save As Pending

Hover over the Products menu
Then hover over Products Received
Click Receive by Purchase Order Number
Click the Magnifying glass to pull up all finalized purchase orders
Find the purchase order from the sales order and click the arrow button to receive
See related sales order on purchase order
Click Receive PO
[Insert SS]