What is the Special Order Purchasing Wizard?

The Special Order Purchasing Wizard allows products to be designated as special order items and consolidates multiple scheduled sales orders with special order items for multiple customers into a single purchase order for each vendor.

The Special Order Purchasing Wizard allows products to be designated as special order items and consolidates multiple scheduled sales orders with special order items for multiple customers into a single purchase order for each vendor. This then allows the special order products to be received into a warehouse and shipped out of that warehouse.

To create and define a default warehouse for special order items, follow the instructions listed here. The option also exists to make an item Special Order Only when creating a product. This should only be used if the item will always be special ordered and never ordered to stay in stock for other orders.

Please view our training page for up to date information about the special order wizard and how to use it.