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Add or Remove a Special Order Product

1. Navigate to the Special Orders Report screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Purchasing > Special Orders Report from the main menu to display the Special Orders Report screen.

   

2. Select onscreen options to determine which special orders are displayed on the screen:

   • Filter by Fulfillment Status:
     Check the Show Outstanding Orders Only checkbox and click the Submit button to display only special orders that have not been fulfilled. (Uncheck the checkbox to display all special orders.)

   • Filter by Date:
     Enter starting and ending dates in the Date Range fields and click the Submit button to display only special orders from a specific time frame.
   • Sort and Filter Onscreen Data.

3. Click a special order's View button to display the Special Order Request window.

   

4. Complete the following procedures as needed to add or remove products:

   • Add a Product

     1. Complete one of these procedures to add a product to the special order:
        • Scan a UPC in the Scan or Enter UPC field.
        • Enter a UPC in the Scan or Enter UPC field and press the Enter key

        • Click the Product Search button to display the Product Search screen.

          Note: Refer to Select a Product for more information.

        • Click the Add New Product button to display a blank Product Details window.

          Note: Refer to Manage Product Information for more information.

     2. Complete the appropriate procedure to assign the product to a purchase order.

        Note: Refer to Amend an Existing Purchase Order for a Special Order Product and/or Create a New Purchase Order for a Special Order Product for more information.

     3. Click the tab's Close button to close the screen.

   • Remove a Product

     1. Click a product's Remove button.

        Note: The Special Order Request window continues to display the product until the window is closed and reopened.

     2. Click the Close button to close the window.
     3. Click the tab's Close button to close the screen.