Create a Special Order from an Online Order

Special orders allow merchants to handle requests for products that are out of stock or not typically held in inventory. During the work order creation process, if a required item is unavailable, merchants can initiate a special order to source the component from a vendor. This ensures that the customer's order can be fulfilled even if the item is not currently in stock. This More Actions feature allows you to create a special order from an online order, outside of WorkMate.

1. Create an Online Order

• Access your Shopify Admin and go to the Orders section.

• From here, click Create order.

Example: Order #1012

2. Create a Special Order

• Once you've created an online order, navigate to the More actions dropdown menu.

• Select the Create Special Order action.

• A dialog box will open that allows you to create a special order within WorkMate

• Click the Create special order button.

• You will receive a confirmation prompt containing a link that directs you to the special order you created in WorkMate.

Example: SPO-#31

3. Purchase the Special Order

Tip: The process of purchasing a special order created from an online order is the same as a special order created within WorkMate!

• For more information on how to purchase a special order, click here: Special Orders