8 Issuing and Placing Special Orders

Orders

Every store may have a slightly different process for how to issue and place purchase orders. The important thing is not that you do it a certain way but that you have a process that you stick to every single time. If you do not currently have a process for issuing and placing an order you can use this basic checklist to get you started.

  • Click "Special Orders Need to be Placed."
  • Highlight the order and click "Issue"

Advanced tip - You can highlight more than one thing if you want them all included on one purchase order. Especially useful for bridesmaids orders.

  • Enter information in the pop up window
  • Click "Save"
  • Verify information on PO
  • Continue the above steps until all PO's are issued
  • Click on the highlighted "PO Num"
  • Enter any extra special information on the PO
  • Place the order using whatever form you use for that vendor

Advanced tip - You can click the email button at the top right if your vendor receives email orders to have the system send it and reduce any risk of entering or giving incorrect information. All emails will then be logged into the system.

  • Enter "Confirmed Shipping Date"
  • Enter "Confirmation Number"
  • Click "Save"

You can go to "Review Purchase Orders" at any time and filter by vendor, shipping date, event date and more to check status of orders and have a birds eye view of any potential mistakes.

You can also go into the customer's event to review all Purchase Order information including ship dates to give to the customer.