QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

  • Home
  • Solutions
  • Explore
  • Support
  • Contact
  • Free Trial
  • Onboarding
  • Training
  • Downloads
  • Documentation
  • Knowledge Base
 

Special Orders

With the use of S lines on Sales Orders, users have the option create special orders from your vendors to receive into stock. These lines will automatically schedule once the special order is received into the warehouse.
IN THIS ARTICLE
 •  Create from Sales List
 •  Create from Enter Sales Order Window
 •  Special Order Wizard

This includes assignment of any lot or serial numbers created on the receipt session. Products which are always special ordered can utilize the Special Order Only item type or the user can toggle the line type on the sales orders to be S when the need arises for any product.

Once the sales order is created and saved, the special order PO(s) can be created from 3 different spots depending on need:

  1. Purchasing menu
  2. Sales List on left navigation bar
  3. Enter Sales Order window

Initiating the Special Order PO can be done for a specific order or as a bulk action. The first two sections below cover how to get to the Special Order Wizard from the Sales List and the Enter Sales Order window. Once there, the steps are the same as if you’ve opened the wizard directly. When doing this as a bulk action, orders shipping to the same warehouse from the same vendor can be combined into one purchase order.

Special Order Ship Purchase Orders from Sales List

  1. Select the Sales list
  2. Type the Order Number in the Search for box or find and select the order in question from the list.
  3. + Create > Special Order PO
  4. Special Order Wizard opens for processing S lines listed on order by warehouse.

Special Order PO from Enter Sales Orders Window

  1. Navigate to Sales > Enter Sales Orders
  2. Type the order number and press tab or search for and select from the look up
  3. Click Create Vendor PO(s) button or use Action menu > Create Vendor PO(s).
  4. Special Order Wizard opens with the order details from the specific order by warehouse.

Special Order Wizard

If opening from a specific order, each S line listed on the order will already be checked when the wizard opens. Whenever the need occurs to create multiple special order purchase orders at one time, users have the ability to do so by going directly to the Special Order Wizard. Based on the selected warehouse, the wizard displays all order detail lines marked with a line type of S which do not have a purchase order created in the database.

Special Order Wizard

  1. Navigate to the Purchasing menu > Special Order Wizard
  2. Choose the proper Warehouse
  3. Click Edit
  4. Add any missing information to each line. The full field list is here, but the most common updates are done in the following:
    1. Vendor: This will default to the Preferred Vendor on the product. If no preferred vendor exists, users can choose from the vendors assigned to the item via the drop-down menu in the field. When no vendors assigned to the product, click the browse button to search for and select proper record.
    2. Vendor Product: Verify, select, or add a vendor product ID when necessary.
    3. Req Price: This is the requested purchase price. If the vendor has purchasing history or a set price, this will default to a specific price.
  5. Select the orders needing to have a Special Order PO created or check the Select All box at the top.
  6. Save selections and modifications to vendor info.
  7. Click Create POs
  8. A message will appear with the total number of PO’s created. Click OK.

Next Steps

Previous Training Topic

Previous Topic:
Drop Shipments 

Purchasing Training

Training:
Purchasing 

Customer Training

Training:
Customers 

Next Training Topic

Next Topic:
Process EDI Transactions 

 •  Overview

General

 •  Getting Started

 •  Windows & Features

 •  Create & Modify Filters on Lists

 •  Synchronize with QuickBooks

Business Activities

 •  Activities List

 •  Relate Activities to Documents & Transactions

 •  Business Activity Review

 •  Overview

Product Basics

 •  Product List

 •  Create a New Product

 •  Product Prices

Product Management

 •  Import Products

 •  Manage Product Components

 •  Manage Alternate Units of Measure on Products

 •  Setup Catch Weight/Variable Pricing

 •  Overview

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

 •  Purchase Order Statuses

Receive & Invoice a Purchase Order

 •  Purchase Order Receipt

 •  Purchase Invoice

 •  Allocate Other Amounts on Vendor Bill via Landed Cost

Additional Processes

 •  Vendor Returns

 •  Purchase with Catch Weights

 •  Overview

Sales Basics

 •  Sales List

 •  Customer Price Check Utility

Quotes

 •  Create a Sales Quote

 •  Print & Email a Quote

 •  Manage Quotes

 •  Convert Quote to Order

Order Entry

 •  Create a Sales Order

 •  Import Online Orders via Webstore Sync

 •  Import Sales Quotes & Orders

 •  Mobile Order Entry

Order Processing Basics

 •  Approve Credit Holds

 •  Send Order Acknowledgment

 •  Rescheduling Sales Orders

 •  Kitting on Sales Orders

Service Orders

 •  Add Time & Materials to Business Activities

 •  Create Service Orders

 •  Service Scheduling

 •  Service Billing

Advanced Order Processing

 •  Drop Shipments

 •  Special Orders

 •  Process EDI Transactions

 •  Catch Weight Pricing on Sales Quotes & Orders

 •  Create/Edit Existing Sales Order Import Template

Order Picking

 •  Pick Ticket

 •  Create a Pick List

 •  Select Bin Locations on Orders

 •  Select Lot or Serial Numbers on Orders

 •  Mobile Order Picking

 •  Mobile Pick Lists

Order Packaging

 •  Packing Slips

 •  Packaging Management

 •  Create a Shipment in Packaging Manager

 •  Packaging Shipment in Packaging Manager

Order Shipping

 •  Process Shipments via Shipping Workstation Integration

 •  Shipping with Packaging Manager

Payment Entry

 •  Enter Customer Payments

Order Invoicing

 •  Create Invoices from a Sales Order

 •  Batch Invoices

Credit Memos

 •  Create a Credit Memo

 •  Invoice a Credit Memo

 •  Overview

Edit Customer Window Overview

 •  Update Basic Customer Information

 •  Manage Customer Ship To Locations

 •  Customer Contact Management

 •  Customer Credit Specifications

 •  Product Invoice History for Customer

 •  Customer Orders

 •  Customer Specific Product IDs

 •  Invoice & Payment History for Customer

 •  Sales History, Marketing Information & Webstore Customer ID

 •  Emails Sent from Customer Window

 •  Customer Pricing Rules

 •  Business Activities Related to Customer

Customer List & Credit Management

 •  Customer List

 •  Credit & Collection Features

Create Customers

 •  Create New Customer Manually

 •  Import Customers

 •  Create Customer Jobs

 •  Overview

Receipts

 •  Purchase Order Receipt

 •  Mobile Receiving

 •  Inventory Receipt for Lot Number Split/Product Breakdown

Adjustments

 •  Inventory Adjustment

 •  Inventory Balance Adjustment

 •  Inventory Issue

 •  Inventory Count

 •  Mobile Inventory Counts

Transfers

 •  Inventory Transfer

 •  Mobile Inventory Transfers

Assemblies

 •  Inventory Assembly

 •  Mobile Inventory Assemblies

 •  Assembly Workflow Status Configuration

Landed Cost

 •  Vendor Bill Allocation to Inventory Cost

Track & Trace

 •  Track & Trace Inventory Movement for Lot/Serial Items

Void Transactions

 •  Void Inventory Sessions

 

Company

  • About Acctivate
  • Branding
  • Privacy & disclaimers
  • Careers
  • Contact us

Community

  • Technology partners
  • Referral program
  • Partner directory
  • Partner program
  • Partner resources
  • Inventory glossary
  • Blog

Features

  • Barcoding software
  • Bill of materials (BOM), Kitting & Assemblies
  • Tracking inventory task activity
  • Catch weight management
  • Credit management
  • Customer management
  • eCommerce inventory management
  • EDI management software
  • Hosted inventory management
  • Import export software
  • Inventory dashboard
  • Inventory forecasting
  • Landed cost
  • Manufacturing
  • Matrix inventory
  • Multi-channel inventory management
  • Multi currency
  • Order fulfillment
  • Order management
  • Pricing tools
  • Process manufacturing
  • Purchasing management
  • Reporting
  • Retail counter sales
  • Service and repair management software
  • Traceability
  • Wholesale distribution

How to buy

  • Learn Acctivate
  • Acctivate Benefits
  • Inventory Module Features
  • Acctivate Onboarding
  • System requirements
  • Free Trial
Connect with us
Acctivate on Facebook Acctivate on Instagram Acctivate on Linkedin Acctivate on Twitter Acctivate on YouTube

© 2022 Alterity, Inc. All rights reserved. ACCTivate! is a registered trademark of Alterity, Inc., registered in the U.S.
Privacy & Disclaimers