Sales Orders – Backorder Process

All sales items contain an ‘Allow Backorder’ flag: 

When Allow Backorder is NOT selected, only the quantity on hand can be ordered. With Allow Backorder enabled, any quantity of the sales item can be ordered.

Placing an order, the quantities in stock are sometimes visible.

Quantities on Hand are only visible to users with certain roles. This is controlled by the back-end setting 'PrintIQ_Sales_CanViewAvailableQuantity'. 

When there is none in stock, an ‘ON BACKORDER’ label is shown:

In this example, we are ordering 600 when there is only 500 in stock:

Once the order is accepted, we can see the ‘Quoted’ quantity and the In Stock’ quantity:

Click on the ‘Picked’ column to initiate the pick:

This will default to a pick quantity to match the available quantity. Click the ‘Pick’ button:

The available 500 quantity will be picked from stock and the ‘Split Remaining’ option will now be selectable (whereas previously it was greyed out). Here you can either leave the order sitting until you can fulfil the missing quantity or you can create a split order:

This opens a modal to manage the remaining quantity on the order:

Selecting to change the current order status to either ‘Picked’ or ‘Packed’:

This will generate a new order with the same number but with a ‘-001’ and the quantity updated to match the outstanding quantity. The new order will also default to the status of ‘On Backorder’: 

The original order can now be continued, and the backorder can sit on backorder status until you have replenished enough quantity to complete the order. At this time, you can manually update the status to ‘Confirmed’ to put it back into the pick & pack workflow:

An additional option on the split modal is the option to add an ‘Additional Shipping Charge’:

This will be added as an additional cost to the invoice:

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