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:

• Related Articles

• Automated backorder process for IQstore

  Backorder automation enables printIQ to check availability of the items on the sales order and, depending on the options set, can split out the unavailable items or set the order status to 'On Backorder’. The backorder automation works in a two-stage ...

• Sales Order Item Picking and Stock Replenishment

  Please read in conjunction with KB Article - Sales Orders Backorder Process When a Sales Order is being picked, and there is insufficient quantity of an item supplied by a 3rd party, you can generate a replacement Inventory Purchase Order directly ...

• IQstore Workflow Job to Store Item to Invoice

  Workflow – Job to Store Item to Invoice 1. At any point during the production process, you can transfer some/all of the job into stock.   To do this, use the action on the All Jobs or Production board called “Receipt into stock”: 2. From the modal, ...

• Sales Order/IQstore Item Creation

  To manually create a new sales item, from the ‘Sales Item Admin’ screen, select ‘Create New Item’: Users need the role ‘Sales Admin’ to access these screens A sales item can be created directly from the main menu or the ‘IQ Store – Admin’ screen: A ...

• Creating a Sales Item

  New Sales Item setup To create a new ‘Sales’ item in IQ, click onto ‘New IQstore Item’ under the ‘Inventory heading: This will take you to the ‘New Sales Item’ screen: First, select and upload an ‘Image’ of the item. Click Select Image to navigate to ...