This feature is currently in beta and may not be available in your account.

When an unfulfilled sale with out-of-stock or speciality order products is processed, details and required order quantities will be reflected on the Special orders page. You can also add products to a purchase order from this page.

For example, if you had 0 Ceramic Teapots in stock and sold 3 to be delivered to the customer when the product is back in stock, the 3 unfulfilled sale items will appear on the Special orders page.

Navigating the Special orders page

On the Special orders page, you can view:

• List of products requiring fulfillment, grouped by outlet. You can filter the list by outlet or supplier.
• Total recommended order quantities at the product level (per outlet) that factor in all related unfulfilled sales, unreceived quantities on purchase orders, and inbound inventory from POs and transfers.
• Expanded product row details including sales information, customer details, required quantities, and notes per sale.

You can also add products to an existing purchase order or create a new one directly from the Special orders page.

The Special orders page can show up to 1000 products. You can process orders to view more.

Creating a special order sale

1. Navigate to Sell > Sell.
2. Add the out-of-stock or speciality order product to the sale.

3. In the pop-up, select Fulfill later > Continue.

   

4. Add a customer to the sale. Their saved details will autopopulate. If they’re not already in your customer database, you will be prompted to add them as a new customer.

5. Select a Fulfillment method, optionally add a Fulfillment note, then click Continue.

   

   Afterwards, the special order product will be indicated with a Special order product tag.

6. Take payment or deposit for the sale.

Reviewing recommended order quantities on the Special orders page

To determine the order quantities needed for unfulfilled sales, the Special orders page will show the quantity required to fulfill orders by sale and a total recommended order quantity by product that reflects already ordered and inbound inventory.

Learn more about the metrics used on the Special orders page by clicking Glossary in the right corner under the Search button.

To review recommended order quantities on the Special orders page:

1. Navigate to Inventory > Special orders.

2. Search by outlet or supplier or scroll down to locate the product (organized by outlet). At the product level, you can view the total Recommended order quantity or click the down arrow next to the product name to view details and quantities per sale.

   

Adding products to a purchase order from the Special orders page

To add products to a purchase order from the Special orders page:

1. Check one or more product boxes.

   

2. Click Add product to purchase order.

3. Select whether you want to Add to an existing purchase order or Create a new purchase order.

   

4. If you’re adding to an existing PO, select the order. If you’re creating a new one, enter the order details. Click Next.

5. Adjust the Quantity and Cost price, if needed.

   

6. Click Add products to order.

A confirmation message will appear on the Special orders page with a link to the associated purchase order.