Handle Special Order items

Sometimes customers have specific items in mind that you don't have in stock. That's where Special Orders come in handy!

Selling an out-of-stock item


1. Create a sale like normal.
2. In the transaction screen, add products to the sale like normal. 
3. For the item(s) that will be special ordered, you can search by SKU, UPC, Part Number, or Description.

Make sure to toggle the Inventory Only icon off. This shows you product records in your system with a quantity of zero, along with your current inventory.



4. Double-click on the item once you find it, or highight it and select Select.
5. A special order prompt opens. Select Yes to sell the item and mark it for order.



Sherpa Tip

You can also select No if you want to sell the item, but do not want to mark it for order at this time. For example, if you have the item in your shop, but no quantities in Ascend, you might select No. Just make a note to fix the product quantity later, and make sure you’re performing regular cycle counts to keep your inventory in check!

But we recommend selecting Yes anytime you have to actually order the item - because it ensures that you can track the special order status every step of the way.

6. Take any payments, if needed. You do not need to take a payment to save the sale.
7. Click Save.
8. If the transaction was paid in full, the item wil be picked up later, check the box for Keep Transaction Open on the Change Due screen to keep it active.



The transaction is saved as a Layaway, and if needed, you can find it by selecting View > Layaways from the Ascend desktop.

9. Once the product has been ordered and received, and the customer returns to pick it up, you can find the transaction under Layaways.

If any specially ordered items are serialized, the serial number should be attached automatically to the transaction if it was added during the receiving process. If the serial number was not assigned when the product was received, you will be prompted to to attach a serial number here.

10. Then finalize any pending payments (if necessary), and click Save to close the transaction.
11. A prompt to change the special order status to Complete opens. Click Yes to change the order status to complete.



12. Click Save.
13. A Paid in full transaction prompt opens. Select Finish as a Sale.



Ordering a Special Order item

1. Open an existing Vendor Order or create a new one (for the vendor that sells the item).
2. In the vendor order, select View > Items to Order.

The items to Order window opens. The top part of the window is for reorder items (dictated by product Mins and Maxs). The bottom part of the window is Special Orders.



3. Check the box next to the items you want to order.
4. Select Add to Order.
5. Proceed with the ordering process as usual!

When the specially ordered item arrives in your shop, and is marked as received, you will also have a chance to email or text the customer that their order is ready for pickup. 

Serial numbers associated with a received special order are automatically associated with the sale item in the transaction. 

Checking Special Order status


There are multiple ways to chck the status of a specially ordered item. Here's how to get to them fro the Ascend desktop:

1. Select Reports > scroll to the Special Order section > double-click on one of the special order reports
  • Special Order Items On Order
  • Special Order Items Not Yet Received
  • Special Order Items Received 

2. Select View > Special Ordered Items.



3. Select View > Layaways > open the transaction > check the Special Order column for status.



Special Order Notifications


You can easily notify the customer and any staff involved in a Special Order from the Purchase Order or Check-In Transfers screens in Ascend. 

When you receive a Special Order item in a Purchase Order and then click Save, the notification prompt opens.

The Product Description is at the top of the notification. 

Underneath that, there’s a detailed summary of the transaction this item is for with the customer name, salesperson who requested the sale, and - if applicable - the Work Order Technician involved. 



If the customer has a preferred contact method, it’s marked with a star and is automatically checked for notification for a normal transaction. If a customer has not provided some contact information, that option is grayed out. 



For Work Orders, the notification methods for the Technician and Requester are checked by default instead of the customer. 



For multi-store retailers, if you mark a Special Order item for transfer from another location, you will see the same notification window in the Check-In Transfers screen when the item is received at your store. 

You can also use the new Notification icon in the Transfers toolbar.


Additional Resources


Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Create, edit, and use coupons
  12. Download coupons using the Coupon Wizard
  13. Discounting By Quantity Purchased (Kits)
  14. Record a payout
  15. Sell a Gift Card
  16. Sell a Gift Certificate
  17. Issue In-Store Credit
  18. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups
  49. Using customer data

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