Items Marked Special Order by Default

If the item being sold is already marked as a Special Order item in OneSource, then simply choose the item on the sales order, and a special order information window will appear.  Use the window to choose the supplier, pricing options, and to edit the description (if necessary).  

Items Not Marked Special Order by Default

If you wish to special order an item that is not marked as a special order item by default, then follow these steps:

• Select the item from the item drop down box.

• Expand the view of the line item detail by clicking on the small number button next to the Amount label until it becomes a '3'.  (Shortcut:  Press Alt+3 on your keyboard)

• You should now be able to see a checkbox called "SO".  Click the SO checkbox for the line item.

• The special order information window should now appear.  Use the window to choose the supplier, pricing options, and to edit the description (if necessary).

ID: U1051