Special Orders are provided to allow for an extra measure of
tracking of orders to be completed at a future time. The most common use for
special orders are instances where you have the parts in stock to complete some,
but not all, of the repairs on an order. What you can do is remove the repair
line(s) from the current order and use them to initiate a new special
For example, lets
suppose that you have an order for an air conditioning recharge, cooling system
flush, and replacement of a door handle. You have the parts in stock to do the
first two jobs but the door handle needs to be ordered from the manufacturer.
You could create a special order for the door handle as described in the
To create a
1. In the Order screen of
the order from which you want to create the special order, highlight the repair
line(s) to be transferred.
cannot transfer parts that have been confirmed on an invoice to a special order. You must first unconfirm Parts the parts
2. Choose Special Order from the View menu.
message box asks if you want to start a Special Order for the selected repair
3. Choose Yes.
4. The part(s) are removed
from the original order and used to create a new order. Customer and Vehicle
information are automatically entered.
probably will need to create a Pick List and then Purchase Order for the Special
Order part(s). Complete the steps below if you need to create a pick
5. Select the Options button.
Order Options dialog box displays.
6. Select Pick List.
Special Order part(s) appear in the Order Pick List dialog box. You can now
convert the Pick List into a Purchase Order. Refer to Order Pick Listfor