Creating a Special Terms Order

1. From any IntelliDealer screen, click the Product Support tab. The Product Support Quick Links screen appears.

   Product Support Quick Links screen

   

2. From the Parts list, click the Parts Ordering link. The Parts Ordering screen appears.

   Parts Ordering screen

   

3. On the Parts Ordering screen, click the Ordering Options menu, and select Special Terms. The Order screen appears.

   Orders tab

   

4. On the Order screen, click the Need to create a new order? Click here to add link. The Create Purchase Order screen appears.

   Create Purchase Order screen

   

5. On the Create Purchase Order screen, enter a Vendor number, or click the Search icon and search for a vendor on the Vendor Selection screen.

6. Enter or select a Program.

7. Select an order Status; either Manual or Electronic.

8. Enter an Order Number.

9. Enter a Description of the order.

10. Select the Number of Months Order Covers.

11. Enter a Starting Date, or click the Calendar icon and select a date from the Calendar screen.

    Calendar screen

    

12. Enter a Percentage Increase/Decrease.

13. Select the checkbox to indicate if this is a New Model Order.

14. Select the checkbox to Print History for this order.

15. Select the checkbox to Print Parts Not On File when the order is run.

16. Select the checkbox to Include Parts Below Minimum Order Quantity on the order.

17. Select the Printer where parts orders are to be sent or select the PDF checkbox to create a PDF file of the order.

18. Once you have finished, you can complete your work on the order:

    To:	Do This:
    Save changes to the order and continue working and refresh the fields on the screen.	Click the Save button.
    Close the order without saving changes.	Click the Close button.

Revision: 2026.01