Create a Special Order for an Online Order

This Create Special Order App feature allows you to create a special order from a POS order, outside of WorkMate.

Documentation:

1. Add the App Extension

  • Access Shopify Admin and navigate to the Sales channels module.

  • Access Point of Sale.

  • Navigate to the Settings module.

  • In the General section, click POS apps.

  • Click Create Special Order.

  • Click Add.

  • After clicking Add, the status of the app will now say Added.

2. Create an Online Order

  • Access your Shopify POS and create an order.

3. Create a Special Order

  • Once you've created an online order, navigate to the Apps section on the order, and click the Create Special Order button.

  • A new page containing your order information will open.

  • Enter the quantity of your product and click Create special order.

  • A special order has now been created.

4. 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!

  • To purchase the special order, access the Purchase Orders tile from your POS dashboard.

  • Click the Merge Special Orders button.

  • You'll be redirected to a new page where you can configure the special order's associated location and vendor.

  • Select the SPO you'd like to purchase and click the Create purchase order button on the bottom of the page.

  • For more information on how to create a purchase order, click here: Purchase Orders

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