Ronnie Stanford

Created Jun 24, 2024

Managing Special Orders

Source Document

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Create or Edit a Special Order

22 Steps

Click Inventory Management

Click Special Orders

Click Maintenance

To create a new SO, click the blank sheet icon or type 'N' and press enter

To edit an existing SO, right click and list or enter the special order number

Enter the Customer ID

Right click and list or F6 to search existing customers

Optional: Enter a Boat ID

Select the module where the Special Order originated (Point of Sale or Work Order)

Enter the Clerk/Technician ID depending on the module selected

Enter the Vendor ID

Right click and list or F6 to search

If applicable, enter the purchase Order Number that corresponds with the Special Order

Optional: Enter additional details in the Comments and Promised Date fields

If the Special Order corresponds with a Work Order, enter the number in the text field

Right click and list or F6 to search

Add the Part(s)

Search Part Numbers

Select the item

If the part is not associated with the selected vendor, you may add it

Follow the prompts to add the part to the vendor

Save to add the Part to the Special Order

The Part will be added in the background and the prompt will refresh to add additional parts

If no additional parts are needed, close the prompt window

Save the Special Order

Click the blank paper with the (+) icon to create a Purchase Order and add the Special Order

Click OK

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Special Order Inquiry

3 Steps

The Inquiry pages within DockMaster allow you to view information at any time without editing or interfering with an open process.

Click Inquiry under Special Orders

Enter the Special Order number

The Inquiry view allows you to view and print the Special Order, but not make changes

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Printing

4 Steps

Click Printing under Special Orders

Enter information in any of the fields to filter down results or leave blank to display all

Click the Printer icon then preview the results or print

The results will display the Part Number, Description, Quantity, Price, Extension, Qty Received, and Status of all Special Orders that meet the filters you have selected

Each Special Order will display on its own page. Scroll down or page through to view additional orders.

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Order Report

4 Steps

Generate a Special Order to view detailed information based on date, status, module, customer, vendor, employee, or location.

Click Order Report under Special Orders

By default, the report will show special orders initiated on today's date

Modify the date and add any filters you would like to use. Generate the report using the icon with the arrows at the top of the page.

Preview and/or print

The report will display the Special Order Number, Date Entered, Customer Number, Customer Name, Deposit Amount, Line Status, Quantity Ordered/Received/Delivered/Closed.

TIP: Run the report sorted by vendor prior to creating purchase orders to see what parts need to be ordered for each vendor.

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Deposit Report

4 Steps

View the Special Order total and amount paid as deposit using this report.

Click Deposit Report under Special Orders

Generate the report by clicking the icon with the rotating arrows at the top of the page

Preview/Print

The report will display the Order Number, Source Document, Module, Customer Name, Date Entered, Deposit Amount, Deposit Applied, and the remaining Deposit Balance.

Totals at the bottom of the page will sum all open Special Orders.

Well done!

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