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Set up an article for backorders

To ensure a correct delivery of the articles, you can specify how the stock check for each article should be performed.

Note: 

This only applies to articles for which you are tracking the stock.

To set up the stock check for a backorder at the article level:

  1. Go to: Order Management / Item / Article.
  2. Open the properties of the article.
  3. Go to the tab:Stock.
  4. Select a value for Stock check.
    • Check for available stock (sales order and packing slip)

      If you select this then the stock is checked when the sales order is entered. If you use the strict stock check then the reserved quantity of articles can never exceed the actual (physical) stock. This option is used, for example, for articles with a low turnover rate or for articles for which order proposal is set.

    • Check for economic stock (sales order)

      With this option, the stock is checked when the sales order is entered. If you use the economic stock check then if a quantity is entered that is greater than the economic stock of an article, you are asked if you want to reserve the quantity that is not in the economic stock. This option is used, for example, for articles with a low turnover rate or for articles for which order proposal is set.

  5. Click on: OK

Directly to

  1. Backorder configuration
  2. Allow partial deliveries per sales contact
  3. Set up an article for backorders
  4. Deviate from the delivery condition per entry layout

Process

Backorder

Work area

sales