Create a back order

A backorder is an order for a good or service that cannot be filled at the current time due to a lack of available supply. The item may not be held in the company's available inventory but could still be in production, or the company may need to still manufacture more of the product.

You can create a back order from an existing order by pulling up the order that contains an inventory quantity shortage for one or more of the line items.  You then click on the copy order tab and check the copy order box. There is an additional check box that should be clicked called copy order number so that you can automatically reference the previous order number on the newly created back order. 

You then have the option of copying the shorted quantities for this back order.  The order you are creating a back order from would have a line order quantity that would be greater than the shipped/invoice quantity creating a shorted order filling condition.  The next step is to scroll down to the line items on the order and click on the check boxes for the line items you want to be on the back order.  At that point you are prompted if you want to copy the shorted quantity or the order quantity from the order being copied.  In this case you will select the shorted quantity option.  You then click on the copy order button and the new order is created with the same order properties as the one that was copied along with the line items that are back ordered.  The back ordered lines will also display that the are back ordered items referencing the order from which they were back ordered.

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