Backorders

See also:

• Managing stock
• Sales Orders
• Work Orders
• Purchase Orders

Manage backorders

• From Inventory > Stock Detail you use the default system Filter to see a list of all items on backorder.

• You can click on any Sales Order number to quickly open the record.

• You can also scroll to the right to reveal columns with detailed stock information for each order item.

• You can also select Sales Orders from the list and then quickly generate Work Orders or Purchase Orders for the backorder items using the buttons.

 

Putting items on backorder

• When working with Sales Orders, items that are not currently in stock will automatically be placed on backorder.

• You can also manually place items on backorder by clicking on Edit at the top of the order then entering the quantity into the back-order field – then hit Save & Close to apply the change.

• When stock is available, you can return to the Sales Order and click on Release Backorders to ship or invoice newly available items.

• When stock is available, the Backorder quantity will show in green – hovering over the quantity field will reveal a message notifying you that stock is available.

• When stock is available at another Location, the Backorder quantity will show in blue – hover over the quantity field to see more information.

• If you have a custom item on a Sales Order, the system will automatically place it on backorder until stock has been manufactured via a Work Order.