Special Orders (Just in Time)
From a Sales Order, automate the purchase of just in time (JIT) Items you don't normally stock.
Special Orders - need to know
Special orders result from Purchase Orders initiated by an incoming Sales Order. Your Supplier ships the products directly to you. You then ship the products to your Customer and then send them your invoice. Your Supplier sends you their invoice. The system can execute and track this entire process.
These types of Items can be set to trigger special orders:
- Stock
- Assembly Items
- Non-stock
- Service
- Charge
On the Purchasing/Costs tab of each Item there you can set the default behavior of each Item to special order.
Default Order Type | Standard |
| Drop Shipped |
| Special Order |
When you add an Item set to Special Order on the Line Item table of a Sales Order or Sales Quote the letter ‘S’ wil be displayed to the left of the Item Code. See 'Indicators'.
Preferred Supplier(s) can be stored on the ‘Preferred Supplier’ table on the ‘Purchasing/Costs’ tab on the Item Master. This table stores:
Supplier | A Supplier from your Suppliers List |
Item Code | The Supplier’s part / SKU code. This code will appear on the Purchasing Documents. |
Description | |
Unit Cost | The last cost. Manually entered. |
Stock | Suppliers last known stock level |
Minimum Order Quantity | The supplier’s threshold. |
Average Lead Time | In days |
Use on Docs | Use this data on Purchase Documents |
Default | The default preferred supplier. |
You can access and manipulate the preferred supplier from the Action ‘Preferred Suppliers’ on the Sales Quote and Sales Order Documents. This is useful if you need to Special Order a Standard Item (one you don’t normally Special Order.
When you click the ‘Preferred Supplier’ Action, a modal (popup) window will appear:
Preferred Suppliers | | | |
Item | Supplier | ▢ DS | ▢ SO |
ABC123 | ABC Supplies | ▢ | ▢ |
DEF345 | DEF Supplies | ▢ | 🗹 |
In the above example the Document has two line Items in the Line Item table. DEF345 is set to Special Order. The Preferred Suppliers for the Items are displayed as View only.
You can select and change the Item preferred supplier
Preferred Suppliers | | | |
Item | Supplier | ▢ DS | ▢ SO |
ABC123 | Preferred Suppliers ABC Supplies Available Suppliers DEF Supplies GHI Supplies | ▢ | ▢ |
DEF345 | ▢ | ▢ | |
Preferred Suppliers | | | |
Item | Supplier | ▢ DS | ▢ SO |
ABC123 | ABC Supplies | ▢ | ▢ |
DEF345 | DEF Supplies | ▢ | 🗹 |
You can select and change the Item ‘Default Order Type’ . In the above example Item DEF345 is set to Special Order.
Sales>Sales Order>Configure>Dropship/Special Order
The purpose of this control is to determine where the unit cost is derived and applied from, specifically:
- the unit cost specified on the preferred supplier table located on the Purchasing tab of the respective Item Master.
- the arbitrary cost on the Sales Order. A typical use case is where you are brokering the sale of an Item. You agree on a cost with the supplier, back to back with agreeing on a cost with the end customer.
- the unit cost specified by you on the respective Item Master
Special Orders are used to order Items to be shipped to you and then shipped onward to the customer.
- List Special Orders (Action>Special Orders)
- List Special Orders (No PO) (Action>Special Orders)
- Create Special Orders (Action>Special Orders)
- Create Invoices (Bill/Purchase Invoice received) from the selected Orders (Action>Special Orders)
Last modified 1mo ago