Skip to main content

Create Special Order in POS

Create Special Order​

The create special order function allows the clerk to place items on order for the customer, add estimated freight, take a full or partial deposit for the order and print a receipt if desired.

Create Special Order Main

Customer - This field contains the customer number for the special order.

Freight Amount - This field allows for the freight amount to be entered if any that will be applied to the special order.

Item - This field allows for entry of the item numbers to be ordered.

Qty Ordered - This field allows entry of the quantity to order for the item.

Price - This field defaults to the retail price of the item, and can be overridden as needed.

Extension - This field defaults to the extended retail price of the item, and can be overridden as needed.

Tax Schema - This field defaults to the tax schema for the item, based on the tax hierarchy.

Creating a special order transaction

  1. From the Main screen in POS tap the Functions button.
  2. Tap the Special Orders tab.
  3. Tap the Create Special Order button.
  4. The cursor defaults to the Customer field to locate a customer enter the customer or one of the search options below.
    • Type in the customer's last name or portion of it without the \ key.
    • Type in the customer's boat name or portion of it without the \ key.
    • Type in the customers phone number or a portion of it with a \ key.
  5. If adding multiple items to the order, check the multi-item entry box, otherwise enter the item number.
  6. Enter the item quantity to order.
  7. Accept the default price or change it as desired.
  8. Accept the default extension or change it as desired. Note if the extension is increased or decreased then the extended amount will be equally divided by the item quantity ordered.
  9. Accept the default tax schema or change it as desired.
  10. Once item entry is complete, enter any freight amount for the special order(s). Note if multiple items were entered, a special order will be created for each additional primary vendor. This allows the clerk to enter a freight amount for each order by clicking the order line in the tape, then entering the freight amount.
  11. If a deposit is required the percentage will be shown and the deposit amount will automatically calculate for the order.
  12. Tap the Finish / Pay button to complete the special order and payment acceptance.
  13. If a deposit was taken select the pay type and enter the amount, tap complete to print and close the order.
  14. If no deposit was taken just tap the complete button to print and close the order.