Special Orders

Mark items in a sale as special orders, manage special orders, and add them to purchase orders in Workstand POS.

Create a Special Order

View Special Orders

Add Special Order to Purchase Order

Create a Special Order

• Special orders can be created during a sale.
• Once an item has been added to a sale, find and select the "Special order" box. Products that are not currently available in store will have this box selected by default.
  
  

• If you'd like to add a comment about the special order, click "Add comment" next to Special order, input your comment (500 character max), and click "Add". 
  
  
• Comments can be viewed and edited within a sale, and appear in the Special Orders list once the order is complete.

View Special Orders

• To view a list of all special orders, navigate in Admin to Inventory > Special orders.
• Products are listed in chronological order, with the most recently marked product at the top.
• The list shows the Product, Price, Quantity, Sale number, Comment (if present), Sale date, and Purchase order # (once the item is added to a purchase order).
• Click "View comment" to see any notes entered in the sale that the special order originated in.
  
  
• A purchase order can also be created from this screen.
• The list of special orders can also be accessed from Inventory > Purchase orders by clicking "View special orders".

Add Special Order to Purchase Order

• In Admin navigate to Inventory > Purchase orders and find the desired purchase order.
• Click "Add a special order product".
  
  
• A window will open displaying items marked for special order that are not yet assigned to a purchase order. 
• Select an item, and click "Add to purchase order". 
  
  

• The item will appear in the Product section of the purchase order, marked with a star icon. 
  
  
  • Click on the star icon to view details, including Sale number, Customer, Phone number, and Comment.
• The Purchase order # will now be visible on the Special orders list screen.