Special order parts are parts that are not currently in stock and must be ordered from a vendor on a customer's behalf. In the new Customer Order screen, you add the part on either a Part Sale or Service Job and track it through to receipt using the Parts Picklist drawer.
Add an Out-of-Stock Part
To start a special order, add an out of stock part to part sale or service job. The status of the line item will show s Required.
You can use the Deposits function of the customer order to accept a partial or full deposit from the customer for the part being ordered fore them.
Order the Special Ordered Part
Using the vendor order functionality the special ordered part will appear as a being needed for a customer.
You then follow the normal ordering/receiving process to order and subsequently receive the part from the vendor. When the part is received, the customer order is automatically updated to reflect that the part has arrived.
Monitor it with the Parts Picklist Drawer
The Parts Picklist Drawer of a customer order gives you an at a glance view of all special orders on the customer order. The notes column provides relevant information based on its current status in the ordering/receiving process.
Invoice the Special Ordered Part
Once the special ordered part has been received, use the normal checkout workflow to invoice the customer for the part.