Viewing Customer Special Orders & Holds

To view any/all special orders:

1. Tap Find Special Order or [ALT + F8].
2. An empty Search form will pop up.
   1. Enter a customer name (full or partial), item keyword, or UPC into the search box and select [Enter].
   2. Tap All Arrived to see all Special Orders that have an arrival date. This will include all Holds.
   3. Tap All In Process to see all open, unarrived orders.
3. Columns may be sorted or filtered

To view all Special Orders & Holds for a specific customer:

1. Tap Find Customer.
   
   
2. Search for and select your customer.
3. When the customer has been added to the transaction screen, tap Find Special Order or [ALT + F8].

The Find Special Orders screen will display each item on a single line along with the customer’s name, email, and phone (if added), an arrival date if the item is already in the store, the price the customer will pay, as well as any deposit added to the item.

If the Location Setting: Group Special Order by Arrival Date is set to True, any items put on Hold using Hold All will group by the date and time they were held (seen here):

For informational purposes you can multi-select line items on this screen. This allows you to give the customer a total with tax if they are inquiring how much their holds or special orders will cost when they arrive to pick them up.

Edit/Research a Special Order or Hold

If you need to edit a special order:

1. On the Find Special Order screen, highlight the item in question.
2. Tap Edit Special Order.
3. On the primary form you can edit the Promised Price, add a new Deposit, change the Customer details, or add a Comment for future reference.
4. To see the Vendor Order history, tap the History tab.
    
5. Tab Item Details to review the item.
   
   
   

Sell a Special Order or Hold

Label/Hold Slip method

1. When selling a special order or hold, scan the Special Order label or the Hold Slip that was added to the item.
2. These barcodes contain the order info and will bring up the item, the customer account, and any associated deposits.
3. Selling in this way will complete the Special Order or Hold and remove it from the list.
   
   

Special Order list method

1. With the Find Special Order screen open, select one or more arrived Special Orders or Holds that were created using the same customer account.
2. Tap the Sell button.
   
3. Close the Find Special Order screen.
4. All selected items and associated deposits will be added to the transaction screen.
5. Selling in this way will complete the Special Orders or Holds and remove them from the list.

Complete (or cancel) a Special Order or Hold

If you forgot to sell an item using the label or Hold Slip, or a customer did not pick up an item or no longer wants to wait for its arrival, you can Complete the order to remove it from the Special Order system.

1. In the Find Special Order screen select the item or items you need to Complete.
2. Tap the Complete button.
3. If any deposits were associated with the items an alert will pop up:
   
4. Tap Complete to continue.
5. Close the Find Special Order screen.
6. If one or more deposit lines come up on screen, use Find Customer to add a customer to transaction.
7. Use the Add Credit button to return the credit to the customer account or…
8. Tap the Cash or Credit Card buttons to refund the customer.

Tip: Relabeling a Special Order by scanning the special order label into Relabel Mode will complete/cancel the customer order and print a new price label for that item. This method should not be used if you generally take deposits.