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  3. Special Orders

Create a Special Order from an Online Order

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Last updated 9 days ago

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