Reconciling Special Orders


If for some reason a user did not allocate entered inventory to outstanding Special Orders, or if existing inventory could have been used to avoid a Special Order but a Special Order was entered anyway, a Special Order record can be matched against existing inventory.  

To find a Special Order item in inventory:

  1. Select Services > Find > Special Order.
  2. Select Details.  The Special Order window will appear. 
  3. Select Save & Match from the Record Navigation Bar, and a list of matching inventory items will appear.  Alternatively, you can locate a record by SKU by selecting Save & SKU.
  4. Select the items you wish to allocate to the Special Order up to the quantity not yet allocated. 
  5. Click OK.

 

Updated on Mon, 14 Jun 2021 by Angela Chiaravalle

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