Adding Special Order Items to a Sale Transaction

If a customer is making a purchase, but also wants to special order something, you can create one transaction to accomplish both tasks. This type of transaction is called a "mixer."

 

You must have security bit 599 "Allow special order item or NIF SKU to be added to a sale" to use this feature. Additionally, if you want to allow special ordering an item not in Inventory Maintenance, you must have security bit 612 “Allow special order NIF SKU”.

Do the following:

  1. Create a sale transaction as you normally would.
  2. To add a special order item to the sale, type the item's SKU in the SKU box, and select Special Order (F4). Then proceed as you normally would to special order the item. Notice that "SO" displays in front of the item's description, indicating that this item is a special order.

  1. If you want to special order an item that is not in Inventory Maintenance but is in your vendor’s electronic catalog, set option 260 “Search catalog at POS?” to Y. During the transaction, type in the catalog SKU, and when you get message to add to inventory answer Yes, then post the item, press Change, and then press Special Order.

Posting a template SKU  for the special order item is supported.  

  1. When you have added all the sale and special order items to the transaction, click Total. The Deposit dialog box displays, showing the subtotal of only the special order items.

Note: once you have pressed Total, you can not press Clear or Escape to go back to posting items.  However, you can click Void to void the transaction and start again.

  1. In the Deposit Amount box, enter a deposit amount or leave it blank. Click OK. The Total Due dialog box displays, showing the total of the sale items and tax, plus the deposit.

  1. Enter the amount tendered, and press ENTER.  Note: You can not use alternate tender.

Both a receipt for the merchandise purchased and a copy of the special order print.

If a customer wants to split tender, you must use the following procedure.  For example, the customer wants to put the deposit on a bankcard, but wants to pay cash for the sale items.