Manual Special Order Matching

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.