This method allows you to manually link an item to a special order. Before proceeding, please make sure the item has been entered into inventory. This method should be used if:
• Automatic matching failed to work
• Item already in inventory and not applicable to automatic matching
• The wrong item was matched, and it is necessary to unmatch and match correct item.
To manually match an item:
1. Select Services ► Find ► Special Order. The Find Special Orders filter will appear.
2. Enter criteria here to search for your special order and select OK. A window will appear listing special orders matching your search criteria.
3. Double click on the special order to open it.
4. Select Save & SKU. The Force Item to Match Special Order window will appear.
5. Enter the item SKU here or use the drop-down menu to search for the item in inventory.
6. Select OK.
7. Select OK/Save & Close to save the special order record.