A special order is considered finalized once all of the required finalized steps are marked as completed. You can finalize a special order from the Special Order Dashboard on a computer or when using the Mobile and iPad apps. There are defaults set to finalize an order, and those defaults can be adjusted to fit your club's needs by changing them in the Special Order General Settings.
In this article, we will discuss the steps required to finalize a special order on a computer. For more details about finalizing a special order from the mobile app, Click Here.
Finalizing a Special Order:
To finalize an order, follow these instructions:
Go to Orders > Special Order > Dashboard and click "Next" for a special order that is in the "Delivered" stage or "Next All" for an entire purchase order to be finalized.
Check off each required step to finalize a special order (as defined in your special order general settings). Possible steps include:
Vendor Invoice Received: The club has received the vendor invoice. When selected, enter the vendor invoice number.
Received into Inventory: The special order has been received into the club's inventory management program.
Special Order Charged: The customer has been charged for the order. When selected, enter the POS Receipt#
Received by Customer: The customer has received the order. The order can be marked as received by the customer via the mobile app or web browser. For more details about using the mobile app, Click Here.
Invoice Processed: The vendor invoice has been processed.
Wholesale Price: Optionally enter the wholesale price if you did not have the wholesale price when the order was placed.
Selling Price: Optionally enter a selling price if you did not have the selling price when the order was placed.
Shipping Cost: Optionally enter the final shipping cost of the item for your reference.
Click "Save" (as shown below).
Once all three steps have been completed (invoice received, charged, and received by the customer), the special order will be marked as "Finalized." It will remain in the "Delivered" stage for 24 hours. After that time, it will be removed from the dashboard and archived (but still available via Special Order Search). If all the steps have not been completed, the order will be marked in red as "not finalized" on the dashboard (as shown below).
