How to enter a custom make or special order

To create a special order or custom build, follow the steps below:

Start by creating a new sale with a customer. Refer to the knowledgebase article: 03. How to perform a sale

After selecting the customer, click on 'Sales, Repairs & Valuations'.
If the item being purchased is something you carry as a 'q' stock number then enter the 'q' number into the sale in the stock number field. If you have never stocked the item before, you are making the item, or you stock the item as a unique stock number but it is currently not in stock, enter the item onto the sale as a non stock item.
In the job description field type the details of the make, any order notes, measurements, materials to be used etc
Type in any discount or the price (optional) of the product. Click 'Add'. Note: if the price is to be determined at a later time that is fine. Leave it as zero and edit the price when it is known.
Repeat steps above to add further items.
Add a discount to the entire sale (optional).
Enter payment eg deposit (optional).
Enter the date required (optional)
Select print job packet (optional)
Click exit sale or print sale and exit.

Notes: To learn more about entering, tracking, assigning tasks, costing out and adding pictures see https://support.onswim.com/knowledgebase/6/205-Repair-and-Job-Tracking

To watch the video on how to enter a custom make or special order, click here.