Before proceeding with the special order process, it is important to review the Special Order Dashboard. This is where you will place, manage, and view special orders. To access the Dashboard, go to Orders > Special Orders > Dashboard.

On the Dashboard, your special orders will be organized into the following stages:

In this article, we will discuss the available dashboard views and quick search special orders.

For more details on the special order process, Click Here.

Pipe Line View organizes the special orders in stages and sorts them by PO number (as shown below).

Clubs with a high volume of Special Orders may prefer to change the Dashboard view options on the top right to a condensed view (as shown below). The Condensed View of your Special Order Dashboard displays more compact tiles that list the member's name, vendor, and any important alerts. If you would like to make the condensed view the default, you can make that change by updating the special order general settings. For more details about changing the default view, Click Here.
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The screenshot above shows a condensed view of a special order. When using the condensed view, you can view additional details about the order by clicking on the order tile (as shown below).
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You can change the Dashboard view options on the top right for a list view of special orders (as shown below). List View organizes the special orders vertically with the ability to change the sort order method by clicking a column header.

The screenshot above shows a list view of Special Orders. You can view and edit the information for each special order by clicking on the SO#. You can also change what columns are displayed by clicking on the "Fields" button (as shown below).
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Each special order has a quick action options menu. Depending on the view, the drop-down might be in a slightly different location but will have the same options. Click on the action dropdown and you will be able to edit, print, send an email, and more (as shown below).

The following quick actions are available depending on the stage of the order:

You can change the sort order of your special order by stage using the dropdown (as shown below). You can also set a default sort method in the Special Order settings. For more details about setting the default sort method, Click Here.
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At the top of the Dashboard, you can quickly filter all the special orders by top-level categories (e.g., Soft Good, Hard Goods, Accessories, etc.). Just click on the category name (as shown below), and only the special orders assigned to that category (or the child category of this category) will be visible. Revert the dashboard by clicking "All" and this will remove any category filters.

At the top of the Dashboard, you can quickly search special orders by member/guest name, vendor, club description, or other information (as shown below). For more details and advanced search features, Click Here.

In some instances, you may notice that a special order is tagged with a purple, red, or green flag. These flags signify an alert related to that particular order. The following are flags you may see on the dashboard: