Streamlined Special Orders: Receiving and Invoicing

When special order merchandise arrives at the store from the vendor, the purchase order must be received into inventory, and the special order transaction must be invoiced when the customer picks up the merchandise. Below is an overview of the process.

• After purchase order has been created, the purchasing agent will order the items. If any cost changes are made on the purchase order, those cost changes are automatically applied to the sales order if option 1460 "Update special order item cost when cost is changed in MPO."
• Upon physical receipt of the merchandise, the purchase order is received in Purchasing and Receiving (MPO) through receipt posting. Any changes to cost in receipt posting can update the sales order if option 114 "Adv S/O Receiving - Update POS Order Cost" is set to Yes. Updates to the special order as to quantity received, po receipt date, etc. is automatically updated in the linked sales order, and the system issues the relevant Eagle Alerts.
• Labels can be automatically printed at this time. Refer to option 7862 "Automatically print Flex-Labels for special orders/non-stocks."
• Once the receipt is complete, notify the customer that their special order is in.
• Upon customer pick-up, the clerk completes the following steps to invoice the special order:
• • In POS, recall the special order transaction via the document number if known. If not known, open the document viewer and use the Customer field or the Special Order P.O. field to find the special order.

1. • Once the special order is recalled, press Total. Assuming a 100% deposit was initially taken when the special order was created, the transaction will immediately invoice and print the transaction, either on an invoice or receipt, depending on system setup.