(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.

You deliver the available stock (stock not yet reserved for another sales order); for the remainder you add an order proposal.

Allow partial deliveries to a sales contact

Before creating the sales order, you first check if the delivery condition has been set correctly for the sales contact.

To allow partial delivery to a sales contact:

1. Go to: Order Management / Sales / Sales contact.
2. Open the properties of the sales contact.
3. Go to the tab: Invoicing.

   

4. Select Allow short-supply in Delivery conditions.
5. Click on: OK. 

To check the article settings:

You then check the article to see if the Track stock, Order proposal and Stock check fields are set correctly.

1. Go to: Order Management / Item / Article.
2. Open the properties of the article.
3. Go to the tab: General.
4. Check if the Track stock check box is selected.
5. Go to the tab: Stock.
6. Select Order in case of stock shortage in Stock profile.
7. Click on: OK. 

To add a sales order:

Now add the sales order for the purchase of 40 units.

1. Go to: Order Management / Sales process / Sales order.
2. Click on: New. 
3. Select the Advanced sales order (Profit) entry layout.
4. Click on: OK. 

   

5. Select the sales contact.
6. Select the correct Warehouse.
7. Complete the fields.
8. Complete the line.
9. Go to the tab: Warehouse stock.
10. Select the line again.

    

    You see that there are only 31 units in stock (in this warehouse). Profit has now put the 9 units that cannot be delivered in the Pending order quantity column. 

    If you have deleted and/or changed the quantity in the pending order in the interim, Profit may not carry out the check again. If this is the case, delete the line and add one again.

11. Complete the order.

To deliver the available stock:

Now deliver the 31 units that are in stock to the sales contact. For the remainder (9 units) you can create an order proposal.

1. Go to: Order Management / Sales process / Sales order.
2. Select the sales order.
3. Click on the action: Create packing slip (at the bottom of the entry layout).
4. Click on Yes in the message.
5. Select the Packing slip (Profit) entry layout.
6. Click on: OK. 

   Profit generates a packing slip for the 31 units:

   

   The Corresponding order field tells you that this packing slip is associated with the sales order you just added.

   If you are working with multiple warehouses, then you can see that there is in fact stock in a different warehouse. In this case, you can select whether you want an order proposal or if you want to have stock transferred to the current warehouse by using a warehouse transfer.

7. Complete the packing slip.
8. Report the packing slip ready and complete the rest of the sales process.
9. Add an order proposal for the units you cannot deliver.

To view the sales order status:

1. Go to: Order Management / Sales process / Sales order.

   

   You see that the status of the sales order has changed from Asset to Short-supply to indicate that part of the sales order has been delivered.