Backorder (Short-supply)
A backorder is a sales order that cannot be (fully) delivered at the time of order entry and therefore has to be delivered later on.
Description
In the backorder process it is important that partial deliveries to the sales contact are allowed. In that case the order is partially delivered if there is insufficient stock. In this case, the sales order gets the Short-supply status, which means that the part of the order you cannot deliver is transferred to a backorder. As soon as you can deliver (part of) the order, for example because the stock has been replenished, Profit copies that part from the backorder to a packing slip. This process is repeated until the sales order has been delivered in full.
When generating the packing slips, you can indicate that Profit should als copy the lines that cannot be delivered to the packing slip. If you do so, you can inform your sales contact about the lines that still need to be delivered.
In Profit we distinguish backorders and pending orders. The difference between these is as follows: if there is sufficient stock, Profit automatically includes articles in a backorder when you generate the packing slips. Profit does not automatically include articles in a pending order when the packing slips are generated. You have to take them out of the pending order manually.
In case of partial deliveries Profit delivers the sales orders on the basis of the Delivery priority field for the sales contact. Profit takes this priority setting into account only if you generate packing slips automatically. By manually adding a packing slip for an order, you are in fact creating an exception to the sequence used to deliver the sales orders.
Preparation
- Configuration
You set the delivery of partial deliveries (backorders) per sales contact. You can specify whether partial deliveries are allowed, or that Profit must deliver the order lines in full or that Profit must deliver the entire order.
Procedure
- (Partially) deliver a backorder line
A backorder line is a line in a sales order for which you cannot deliver a part of the quantity because of a stock shortage. You can use article settings to make sure that a backorder line will be delivered automatically once there is sufficient stock.
- View backorders.
Just as is the case for sales orders, the stock of goods is updated when backorders are recorded. The quantity in Backorderfor the article in question is important when processing purchase orders in the stocks.