If you track inventory, the Order Manager backorders any items that cannot be shipped because they are out of stock. Later, after you receive more inventory, you can fill the backorders.
Backorders can be filled one order at a time or in a batch mode. You can also force and cancel backorders.
If you fill backorders in an approved order, the program assumes some of the items were shipped. It creates a new order record on which it fills the backorders. Notes are added to both orders, including the order numbers.
If you fill backorders in an unapproved order, the program assumes that nothing has shipped and fills the backorder in the original order.
Display the order on the View Orders screen.
Click the Fill order button.
The program fills any backorders for which there is now inventory in stock.
Go to the Main Menu>Maintenance Menu>Inventory & Suppliers tab>Fill Backorders button.
The Fill Backorders dialog box opens:
To automatically approve complete orders, click in the Completed Orders checkbox. To automatically approve partially filled orders, click in the Partially Filled Orders checkbox. Note: You can select both options if necessary.
To carry forward any balances or credits due from the original orders to the new orders (that are created from partially filled orders), click in the Carry Balances or Carry Credits checkboxes. Note: In many cases the original order shows a credit due because some of the items were not shipped. If you click in the Carry Credits checkbox, the program applies the credit from the original order to the new order.
If you want to send your customers email notices as backorders are filled, select the appropriate email templates from the Email message to send for: drop down lists.
To set the actual ship date for the backordered items, click in the Set Actual Ship Date checkbox and enter a date below.
Select one of the Fill Options: Any Line Items or Only Orders that can be completed (i.e., all backorders in the order can be filled).
Select one of the Fill Backorders For: options: Selected SKUs or All SKUs. If you clicked Selected SKUs, select one or more SKUs from the SKUs with Backorders and Items in Stock list box.
Click Start to fill the backorders.
If you or your customer decide not to fill a backorder, you can cancel the backorder so that the program never fills it by following the directions below:
Display the order on the View Orders screen.
Click in the row of the item for which you wish to cancel the backorder.
Click Cancel. The Quantity Needed field is reset to zero.
If an item is not backordered but for whatever reason you do not wish to ship it, you can force it to go on backorder. The program adds the item back into inventory and sets the Quantity Needed equal to the Quantity Ordered.
Display the order on the View Orders screen.
Click in the row of the item for which you wish to cancel the backorder.
Click Force. The Quantity Needed field is reset to the same number as the Quantity Ordered.
See Also