Out of stock, uncommon, and new products require special requests. The following procedure describes how to place a special request order with the vendor.
Create a special order
- Create a new Sales Order as described in Create a sales order.
- Along the left side of the page, click the Header tab.
- From the P/O Type list, choose Special P/O.
- Choose the vendor from whom you will procure the order:
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Click the Detail tab along the left side of the page, and add products as described in Create a sales order.
Optionally, you may create a product on-the-fly using Fast Product: See Add a new product using Fast Product
- Right-click the product and select the Procurement option or click the Procurement tab,
- Confirm the Vendor from which the product is being ordered or choose a new one.
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- Click Save.
The Purchase Order is created.
- You can now send the order: On the Final page, click Send. Depending on your access level, you may have options to print, email, or fax.
Create a special request
- Create a new Sales Order as described in Create a sales order.
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Click the Detail tab along the left side of the page, and add products as described in Create a sales order.
- Right-click the product and select the Procurement option or click the Procurement tab.
- From the P/O Type list, choose Requesting P/O.
Out of stock items will automatically back order. A message "Purchase Order Requested" will appear beneath the item.
- To add notes for the purchasing department, right-click on the product and select Internal Comments.
- If you would like to add Misc Charge, click the Final tab on the left side of the page and specify it here.
- Click Save. The Purchase Order is created.
- You can now send the order: On the Final page, click Send. Depending on your access level, you may have options to print, email, or fax.
Note: You may select a PO type on the Header level of a Sales Order, as well as on the line level. If you specify at the line item level, and then change the PO Type on the header, the line items will retain their original setting until you manually change it there as well.