Special Order Tasks allow you to create associate tasks linked to special orders using the Special Order Filter. These tasks will retain links to the customer record, sales receipt, and special order record.
To create:
- Click Associates > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Special Order Tasks at the top, then click the Special Order Filter drop-down at the bottom.
- Specify special order criteria in the Special Order Filter, then click OK. For example, you could create associate tasks linked to all special orders entered this week that have ‘Need More Info’ checked.
- Click Next. A list of matching special orders will be displayed. Check those special orders you want associate tasks created for, then click Next.
- Enter the Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- Once complete, the system will display the number of tasks created. Click Finish to close the wizard.
Example
Tasks for your sales manager to review special orders that require more information before they can be ordered.
|
Task Type
|
Special Order Tasks
|
|
Special Order Filter
|
Status: Need More Info
|
|
Subject
|
These special orders need more info
|
|
Details
|
Please review and obtain missing info so order can be placed; notate any issues
|
|
Associate
|
Your sales manager
|
|
Category
|
Customers
|
|
Require Notes on Completion
|
Yes
|