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View a Customer’s Active Special Orders

1. Identify the Customer.

2. Click the Current tab to display the Current window.

   Note: If necessary, click the expand button beside the Special Orders heading to display the customer’s special order items.

3. Click the special order to display details.

   

4. Note the status of these onscreen controls:

   • If the Finalize button is present, the special order item has been received into the store and the customer has paid the full amount due. Refer to Finalize a Special Order for more information.
   • If the Make Payment button is active (not grayed out), the customer has not yet paid the full amount of the special order. Refer to Receive a Payment on a Special Order for more information.
   • If the Item Received checkbox is not checked, the special order item has not yet been received into the store. The special order cannot be finalized at this time, but payments may be received (if applicable).
5. When finished, click the Close button to close the Current window.