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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 multiple similar special orders, follow these general steps:

  1. Create a Purchase Order.

  2. Add the first special order to the purchase order.

  3. Click "Clone Order" (as shown below). This will allow you to create multiple special orders within the one Purchase Order.
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    Further, the following information will be added to the cloned special order:

    1. Vendor

    2. Member

    3. Vendor SKU

    4. Product Category

    5. Custom Fields

    6. Item Description

    7. Wholesale Price

    8. Selling Price

    9. Quantity

    10. Special Instructions to Vendor

    11. Logo

Step by Step Instructions

To do this, follow these directions:

  1. Navigate to Orders > Special Orders > Purchase Order.

  2. Click New Purchase Order.

  3. Pick your Vendor, add a PO Nickname (as shown below).
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  4. After adding your vendor, the first Special Order Form will be available (as shown below). Complete the form with all the necessary information.
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  5. After completing the Specail order, click "Close Order" (as shown below).
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  6. A second similar order, with a new SO #, will be created (as shown below).
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  7. Fill in the new Special Order and repeat the process as necessary. Note: You can Save the order for later and come back to it later to continue this process.

  8. When finished, select one of the following options on how to proceed:

    1. Save and Order Now: Saves the Purchase Order and takes you to the place-order screen to place it with the vendor. For complete details on placing a purchase order, Click Here.

    2. More Ordering Actions: Provides additional options:

      1. Save and Add New Item: Saves the Purchase Order and immediately opens a new Special Order for entry in the current Purchase Order.

      2. Save and Order Later: Saves the Purchase Order and returns to the Purchase Orders list, leaving the Special Order(s) in the "Orders to Place" stage.

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