Reconciling Special Orders

If for some reason a user did not allocate entered inventory to outstanding special orders, or if existing inventory could have been used to avoid a special order but a special order was entered anyway, a special order record can be matched against existing inventory.  To find a special order item in inventory:

 

1.  Select Services ► Find ► Special Order.

2.  Select Details.  The Special Order window will appear. 

3.  Select Save & Match from the Record Navigation Bar, and a list of matching inventory items will appear.  Alternatively, you can locate a record by SKU by selecting Save & SKU.

4.  Select the items you wish to allocate to the special order up to the quantity not yet allocated. 

5.  Select OK.