Empower Your Retail Trade Business with a Sales Order System for Retail Trade

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in this video we're going to take a look at creating special orders with items that were already in our inventory and the item that we're going to be doing this with in this example is this sku one two zero four one five this twist valve so we have this item and let's say we want on this sales order for our customer johnny here he wants 50 of these but we don't normally carry 50 and we don't want our reorder report to factor in the 50 that we need to order for mr a heart so we're going to flag this item as a special order item now the way that we're going to do this there are a few ways you can do it but here's what we're going to do we're going to hit edit and we've got this highlighted and we're simply going to hit special order right here and as you can see the special order column here has indicated that we have this quantity of 50 for a special order for johnny we may actually already carry these other items so maybe we don't want to do that for all the items just for that one one thing that this does is that when we receive this order in from our vendor it'll actually be flagged to say hey 50 of those are for a special order for mr johnny ahart so let's go ahead and save this and let's take a look at creating a purchase order straight from here that involves this special order so we're just going to create a purchase order for this item because like i said earlier we're going to pretend that we already have these two other items in stock so we'll go to the main tab go to options 2 create pos and again there are several different ways to do this but this is the way that we're going to take a look at here it's the first item that we have here and we could do a select all if we wanted to create pos for everything but we don't want to do that we just want to do this first item here so we're just going to select order item and there are several things to take note of here we have the cell quantity which is how many that are on this sales order that mr a heart has ordered we have this order quantity which you may want to bump that up if you want to order more than what the customer needs but you can change that here if you want you also need to make sure that you have a part number and most importantly that your vendor is set up so that when you do the po creation the proper po gets created so once we have the order checked and everything looks good as we want to see we will hit proceed so now that the po is created we can go to the details screen and this item is selected the one that we've created po for we can hit this button to open the purchase order and take a look right now it is a pre-po so that we can continue to add things to this if we so chose and no one could accidentally send the purchase order but if we wanted to edit that we could even do that here and go ahead and change it to a full-on po and save it so we can click over at the detail side see oh yes there is our item and the po has now been created