Matching Overview

Before a special order will be available for pick up you must match one or more items to fulfill it. There are two ways to do this:

• Automatic Matching
  Item matched automatically during Item Add or Receive Invoice
   
• Manual Matching
  Item matched via Save & Match or Save & SKU in Special Order Edit

Manual Matching

This method allows you to manually link an item to a special order. Before proceeding, make sure the item has been added to inventory. 

This method can be useful if:

• Automatic matching failed to work
• Item already in inventory and not matched
• Wrong item matched and needs to be corrected

To manually match an item:

1. Click Services > Find > Special Order. Enter criteria to search for your order, then select and Edit it. The Edit Special Order window will appear.
2. There are two buttons available at the bottom that will match an item to this order.
   
    

   Save & SKU	Opens Item Find allowing you to enter criteria to search for an item; any selected item will be matched to fulfill this order
   Save & Match	Displays any items currently in inventory that match the vendor and vendor style # of this order; check the item to match it and fulfill the order

3. Save your changes. The order is now fulfilled and will be available for pick up at POS.