1. Go to the Transaction menu and choose Sales.
2. Enter the Staff and Customer number.
3. Enter the barcode of the item the customer would like to purchase. If the item doesn t exist a message will be displayed.
   
4. Click Create. The Create New Stock Item window appears.
5. Create the stock item as shown in the following example.
   
6. Click Commit.
7. In the Sales window, enter the estimated Sell price and required Quantity for the item.
8. In the Payment details field select the Special Order payment type. See our example below.
   
9. Click Commit. 

If the customer would like to put a deposit for the customer special order then you would need to create this deposit against the customer s record.

1. Go to the Transaction menu and choose Sales.
2. Enter the Staff and Customer number.
3. Tab to the Payment details field and select the payment type the customer is using to pay the deposit.
4. Enter the amount of the deposit and click Add. See our example below.
   
5. Select Deposit from the Payment details field and the negative amount of the deposit will go in the Paying field. Click Add. See our example below.
   
6. Click Commit.

The items on the customer special order need to be allocated to a supplier so that they can be ordered.

1. Go to the Admin menu and choose Allocate Customer Special Orders. The Allocation of Customer Special Orders window appears, listing all the unallocated special orders.
2. In the No* field enter in the supplier number of the supplier whom you are allocating the special order to.
   
3. Press Tab and the item will be removed from the unallocated special orders list. It is now in the pending orders list and can be viewed by selecting the option Show All Pending Special Orders.

Once the order has been allocated to a supplier, use the Purchase Order window to create a Purchase Order for the supplier.

1. Go to the Transaction menu and choose Purchase Orders. the Purchase Order window will be displayed.
2. Enter the Staff and Supplier numbers. When the Supplier number is entered, RetailManager detects that this supplier has a customer special order and asks if you would like to populate the order as shown below.
   
3. Click Yes. This will load the items on special order for this supplier onto the purchase order. You can have other items on the purchase order which are not associated with the customer special order.
4. Click Commit. 
   

An item on special order is received through the Goods Received window as normal. RetailManager will print out a docket to be placed / attached to the special ordered item.

1. Go to the Transaction menu and choose Goods Received.
2. Enter the Staff and Supplier numbers.
3. Click Yes to the following message.
   
4. Select the purchase order from the Purchase Order Selection window. This will load the items on the purchase order into the goods received window.
   

5. Enter the Unit Cost and RRP if you haven t done so and also the Quantity.
   

   If you have more than one item on a special order and you don't receive all of them in one delivery, you can put them on backorder. Just click the items you haven't received and press the delete button. The items you have removed will go onto backorder. When you do another goods received it will still prompt you to load the purchase order and it will load the items that was on backorder. When you commit the customer special order report will be printed out.

   You can see the status of the ordered items by going to the Information menu and choosing Suppliers. Enter the Supplier number then click the Orders tab.

6. Enter the Expected total then click Commit.
   
7. Once the goods received have been committed, click Yes to the following message.
   
   A report of the Customer Special Order Arrivals will be printed. The report shows the items that have arrived in the shop for the customer special order, it will show which customer ordered the item.
   

Once you have done a goods received for the item, you are ready to sell it to the customer.

1. Go to the Transaction menu and choose Sales.
2. Enter the Staff and Customer number.
3. Click Yes to the following message. This will load the items that the customer has on special order into the list.
   
4. Proceed with the sale as normal by selecting the Payment type that the customer is paying by.
5. If the customer has made a deposit you will need to also select the Payment type called Deposit and the Deposits window will appear.
6. Select the deposit and click Commit.
   
7. Back in the Sales window, if the customer owes more than the deposit amount you will need to select what sort of payment type the customer would like to pay the balance by. If the deposit made was more than the customer special order then the balance will go back to deposit.
   
8. Click Commit.

To cancel a customer special order:

1. Go to the Admin menu and choose Cancel Orders/Orderlines/CSO.
2. Enter the Staff number and click the Special Orders tab.
3. Click the item you want to cancel.
4. At the following message, click Yes.