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Special Orders

Track customer-specific parts ordered online or by phone—without generating a stock purchase order.

How special orders differ from POs

Special Orders are handled similarly to Purchase Orders. The key difference is that they do not generate a Purchase Order. You create them manually in most cases—special orders are typically placed online or by phone for a specific customer need.

Workflow

  1. Create the Special Order record for the customer and item
  2. Place the order with your vendor (online, phone, or other channel)
  3. When the item arrives, mark it as received under the Special Order
  4. The Special Order is closed
Parts counter tip Use Special Orders when the part is for a specific customer request and should not flow through normal stock replenishment. Use Purchase Orders when you are restocking inventory against reorder levels.
Parts Invoicing → ← Purchase Orders