Back-order facility

[chris ashdown]

We dont use stock control as to many items and combinations to keep on top of and also able to get 99% of stock within 24 hours of order if we are out of stock

However the remaining 1% can be placed on back-order for a few weeks if all suppliers are out of stock and items have to come from Far East

It would be nice if we could use the back-order facility without having to use stock control, i.e. just manually select a item of a order as on back-order whilst we send out the remaining items

[Ginnys Attic]

you can, simpy go to the order tab, double click the relivent order and select the line items tab which shows you all the things that have been orderd, simply highlight the items you have in stock and will be shipping and click the ship button.

This will leave the order within the pending area and when you open the order it will show which items have been shipped and which are on back order and still require shipping, this is also shown on the picking slip if printed again after part shipments have been applied to an order.

I actually also go one step further and after we have shipped items right click on the order and change the highlight colour to orange so that i know the order has items on back order (especially important with when busy i found)

[chris ashdown]

yes i know that,but looking for a more proffesional solution with back-order reports and records ofdifferent shipping dates etc

[Ginnys Attic]

i havn't tried anything as i find the method of simply highlighting the orders with items on back order works for us but would think you could create a custom report to show the data. I might have a play with this later if i get a chance as it would be a handy additional feature.

[Ginnys Attic]

Just got this from the help file.

In order to create a back-order, you need to mark some of the lines within an order as shipped. This is discussed in Marking Order Lines As Shipped. The lines that you mark as shipped are the ones that are available now. The lines that remain unshipped will be the ones that will form the back order.

Once you have marked the lines as shipped, click 'Close' to go back to the order summary. Then, with the order highlighted, click the 'Back Order' button, or go to 'Operations | Back Order'.

This will launch the 'Back-order Adjustments' window. This window is used to split the original shipping and handling charges between the original order and the back-order. By default, when you edit the shipping charges for either part of the order, the other field will automatically adjust so that the total shipping charge remains the same. If you want to stop this from happening, select the 'Check this to Override the Maintenance of the Overall Total Values' box. This will mean you can manually enter how much shipping and handling you want to charge on each part of the order.

Click 'OK' and the back-order will be created.

This back-order can be processed as a standard order once the items are available to ship.

[Donna Kempster]

We're similar to you Chris, in that very little out of stocks cause us a problem as items can be called in quickly.

However had an issue today where the customer had only ordered one thing and we wanted to back order it and send him a pack list showing that but you can't back order when there is only one item in the order. This is annoying !

D

[chris ashdown]

Hi Adrian

I remember trying this a while back but got confused on how it sorted out the money as when we dispatch the major items in one go we take all the money and jsut send the remaining item when in stock (otherwise it gets messy taking part payment no safety net on money being available after 6 days etc)