We are running a product promotion, how can I quickly enter similar special orders?

Q: We are running a promotion and have several duplicate items from the same vendor. How do we quickly create similar special orders?

A: It is not uncommon to run a promotion where you have multiple members making purchases for the same item. Some instances might include a trunk show or a golf ball promotion where the member can buy three dozen balls and get a dozen free.

When adding special orders, creating a Purchase Order first and then adding the special order to that purchase order would be beneficial. When creating your Special Orders, click "Add & Create a Similar Order." This will allow you to create multiple special orders without picking a vendor. Further, the following information will be added to a similar order:

To do this, go to Orders > Special Orders > Purchase Order > Create New Purchase Order. Pick your Vendor, add any notes, and click "New Special Order" (as shown below).

When finished entering the first Special Order, you are given the option to click "Add & Create Similar Order" (as shown below)
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A new special order form will be pulled up for the same vendor. A new special order number will be assigned. Now you can quickly update the special order information without choosing a vendor or purchase order.