[RetailEdge Moderator]

Everybody has their own methodology for creating customer special orders in RetailEdge. One way to create purchase orders for a specific customer (special order) is:

From the Customer Manager

1. Open the Customer Manager by pressing the Customer button on the Toolbar.
2. Find the Customer you want to create the purchase order for.
3. Press the Sales tab and select the sale you want to copy the items from.
4. Press the Copy to PO button on the lower right hand side of the screen.
5. Name your new purchase order. For a special order you might name the purchase order SO-CustID where CustID is the customer's assigned ID.
6. Assign the Location for the PO.
7. Assign a Vendor and Order Date.
8. Press the Ok button.
9. Choose to edit the purchase order when prompted.
10. Press the Items tab on the Edit Purchase Order screen.
11. Make any appropriate changes to the items.

From the Sales Manager

1. Open the Sales Manager by pressing the Sales MGR button on the Toolbar.
2. Find the sale you want to create the purchase order from.
3. Press the Items tab and select the sale you want to copy the items from.
4. Press the Copy to PO button on the lower right hand side of the screen.
5. Name your new purchase order. For a special order you might name the purchase order SO-CustID where CustID is the customer's assigned ID.
6. Assign the Location for the PO.
7. Assign a Vendor and Order Date.
8. Press the Ok button.
9. Choose to edit the purchase order when prompted.
10. Press the Items tab on the Edit Purchase Order screen.
11. Make any appropriate changes to the items.

[RetailEdge Moderator]

As an addendum to this topic, sometime special orders are for items that don't exist in inventory at the time of the sale. To create orders for this type of sale you might:

1. Sell a Non Entered Item
2. Create the PO with the item pricing and cost.
3. When you receive the invoice, adjust the PO cost.
4. Receive the PO.
5. Do an "Exchange" sale for the Non Entered with the real item.

Note: RetailEdge uses costs for items based on how they are entered onto a PO. So if you know the cost of the item, you can create the "exchange" sale before the item(s) are actually received, because when an item is created on a PO, it is created in the inventory at this cost and price. However, if you create a new item and don't know the cost or you are re-receiving an existing item at a different cost, then you should wait until you receive the item(s) as the items cost is not adjusted until the item is received. If you sell the item before the receiving is done, then you will potentially be selling the item with incorrect cost information.

Another way to do it would be to use open orders.

1. Take a 100% deposit on the Non Entered Item
2. Create the PO with the item and some unknown cost.
3. When you receive the invoice, adjust the PO cost.
4. Receive the PO.
5. Modify the open order "Exchanging" the Non Entered item for the real item.

This way has a few differences over doing the sale.

1. The item isn't really sold. A deposit is really a liability in that you are taking the money but not giving the customer any merchandise.
2. The sale shows up when you make the "exchange". (some customers who sell larger/more expensive items don't really want to show the sale when the item is ordered but only when it comes in).
3. You can use the Open Order manager as a holding area for these Special Orders to see what items are outstanding.