This allows store employees to:

• Create new Special Orders directly from the POS
• Manage customer requests
• Track order progress
• Notify customers when orders are ready
• Finalize and charge completed orders

This functionality is especially useful for:

• Products that are not normally stocked
• Customer-requested items
• Recurring customer orders
• Special vendor requests

Special Orders created on the Register still rely on Back Office workflows for purchasing and inventory receiving.

Special Orders Board

On supported retail environments, the Register application now includes a dedicated Special Orders tab.

The interface uses a Kanban-style board that visually separates Special Orders by status.

Available Status Columns

• New – Newly created Special Orders waiting for review or fulfillment
• Ordered – Orders currently being fulfilled through Purchase Orders
• Ready to Pickup – Orders received and ready for customer pickup or delivery
• Completed – Finished and fully charged Special Orders

Creating New Special Orders

To create a new Special Order:

1. Open the Special Orders tab
2. Click the pink plus (+) button in the bottom-right corner

The Special Order creation window will open.

Key Fields Explained

Customer: Select the customer associated with the Special Order.

Delivery Method: Define whether the order will be Store Pickup or Delivery.

Delivery Option: Define whether the order is a one-time order or recurring / subscription-style Special Order.

Special Order Items: Add items to the order. You can search existing catalog items by SKU, name, tags, etc., or add items that do not yet exist in your catalog.

Non-existing items can later be created and fulfilled through the Back Office.

Due Date: Defines when the customer expects the order to be fulfilled.

Notes / Logs: View Special Order logs, add internal notes, and track communication updates.

Require Review Status

Once the Special Order is created, it appears in the New column.

If at least one item does not exist in the catalog, the order will display a Require Review indicator.

This helps Back Office employees identify orders requiring catalog setup or manual review before ordering.

Editing Special Orders

By tapping on an existing Special Order, employees can:

• Edit delivery methods
• Add or remove items
• Add logs or notes
• Review order details

New Special Orders can also be canceled directly from the Register.

Back Office Fulfillment Process

After the Special Order is created on the Register, fulfillment continues through the Back Office workflow.

This typically includes:

• Creating missing products
• Creating Purchase Orders
• Ordering inventory from vendors
• Receiving inventory

Once the related Purchase Order is received, the Special Order automatically moves to: Ready to Pickup

Ready to Pickup

When an order is ready:

• The customer can be notified
• Email notifications can be sent automatically
• The order can be charged and finalized

Charging the Customer

After selecting Charge Customer, the Register cart opens automatically with all Special Order items loaded.

Employees can then finalize the order using any available payment method.

Standard POS functionality remains available, including:

• Split payments
• Discounts
• Taxes
• Delivery processing

If the Special Order uses a delivery method, fulfillment proceeds like a regular delivery order.