The process for customer special orders is:

 

1) Make a new sale for the customer.  If the item they are ordering is a quantity stock item that you just don't have in stock right now, you can add the 'Q' number to the sale. If the item is general stock or something that is not a Qty item, enter the item as a non stock item.

2) Create a new supplier order or add the part to an existing open order. Add in the job number of the sale to the order next to this part, so when it comes in you know who it is for.

3) When the goods come in, on the supplier order  add in the invoice number and select 'Save'. Then next to each item received, click on the open box icon, select the 'make into stock' tick box and press the tick to mark as received and auto enter into stock.  If you only partly received, you can adjust the quantity. Take note of the stock number created as you will need it for the next step.

4) Open the sale. If the item was added as a 'Q' number there is nothing else to do. If the item was a non stock item then on the right hand side under 'transfer non stock item' select the non stock item number corresponding to the one ordered in. Then follow the prompts and when it asks, enter the stock number that was just created. This will then transfer the non stock item on the sale to be the stock item.

 

Notes: the extra step of making the unique item ordered be entered into stock and then transferring the nonstock item to stock item is optional. You can simply mark the item as received on the order, not enter it into stock and leave the item on the sale as a non stock item.  We recommend the extra step as it allows for the item to be returned/refunded and automatically go back into stock.