Special Order Tracking

Diaspark Back Office

Special Order

• To view all special orders, click on POS (Orders) → Special → Special Order. On this screen, all currently existing special orders will appear. By using any of the several search features, you can filter out an order.

• You can double click any order to view the item(s) details and history.

• To track all special orders, click on POS (Orders) → Special → Special Order Tracking. On this screen, all open special orders will appear. By using any of the several search features, you can filter out an order.

• On the bottom right-hand side of the screen, you will see checkboxes designated for each stage of the repair process. As each stage is complete, check the box and refresh.

• Once you do, the plus sign will appear under the stage that the item is currently in.

• On the bottom left-hand side of the screen, you can see details about the highlighted order. You can also see its activity, payment detail, components required, and components used.

• When a stage is check marked, its details will appear under the activity tab on the bottom left-hand side of the screen.

• Each stage can be configured in back office, through Production → Setup → Workbag Stage.

• To create a vendor purchase order, click the Action button.

• Then, click Create Vendor PO.

• Enter the vendor, order amount, and due date. Then, click create.

• Once it is created, select the PO and click Print PO at the bottom of the screen.

• To receive the item(s), select the order on the screen and then click the Action button. Next, click Receive Item.

• You will then be directed to the Purchase Invoice screen. Enter the Vendor invoice #, Vendor invoice date, and make any price adjustments. Then, save.

• To complete an order, check the checkbox next to Complete* (CO) on the bottom right-hand side of the screen, and then press the refresh icon.

• Note that the Complete checkbox may be unchecked if the item needs to go back into any stage if it is not up to par.

• The order will then appear under the Ready for pickup tab. All orders that appear under the Closed tab have already been picked up.