Finding a Special Order Transaction

To check on the status of a special order:

 

1.  Select Services ► Find ► Special Order.  The Find Special Orders window will appear. 

 

 

Fields and options in the Find Special Orders window include:

 

Customer

Returns records containing the customer selected using the Customer Find process offered in the drop-down list.

Job #

Returns records matching the ID number for the special order transaction.

Sale #

Returns records matching the ID for the sales transaction that contains the special order.

Env #

Returns records matching the ID for the job envelope.

PO #

Returns records matching the specified purchase order number.

Location

Returns records matching the specified location.

Location Type

Returns records matching the specified location type.

Entered

Returns records matching the date the special order was placed.  Note the default is All Dates.

ETA

Returns records matching the estimated time of arrival indicated.  Note the default is All Dates.

Received

Returns records with matching dates the item was received in the store.

Vendor

Returns records matching the entered or selected vendor ID.

Store #

Returns records with matching receiving store numbers.

Associate

Returns records with matching intake associate.

Notifications

Returns records with notifications created or completed on a specified date.

Status

Returns records that return any of the following statuses:

 

      Need More Info

      Need to Order

      Waiting on Vendor

      All Here

      Part Here

      Complete or Canceled.

 

2.  Complete Find Special Orders fields as needed to retrieve the appropriate data. 

 

When using the special order find filter, at least one status box must be selected to perform a search.

 

3.  Select OK.  A list of special orders matching the criteria will appear. 

 

 

Fields in the Special Orders list include:

 

Key

The special order ID.

Customer

The name of the customer who placed the order.

Phone

The customer’s phone number.

Entered

The date the order was taken.

ETA

The estimated time of arrival.

Vendor

The vendor with whom the order was placed.

Style

The vendor’s style number.

NMI

Whether more information is required.

NTO

Whether the item has yet to be ordered.  The item is considered ordered once a PO (purchase order) number has been saved in the record.

Status

Whether any or all of the order has arrived in the store.

Desc

A description of the item.

Hide Completed Orders

Whether this list should include orders that have been completed and picked up by the customer.

4.  Select the specific line for more information or to edit the special order.

5.  To print the entire list of matching special orders, select Print List….

6.  To close the list when you have finished reviewing it, select Close