The backorder functionality allows you to create purchase orders directly from the Sales Order. Here’s how you can make the most out of backordering.
Before you start backordering there are a few best practices to follow to ensure that backordering in the future is a smooth process:
- Ensure all the Products that you will need to backorder have a supplier added in its product details.
- Ensure that each supplier has a default price list assigned.
Once you create a sales order with insufficient stock for the line items, you will automatically be prompted by the Backorder functionality to create a Purchase order.
The exact items that require a Purchase Order will be listed. To move forward, click on Create Purchase Order, which will bring you to the following window to input your costs for the items (if a price list is not already assigned):
You will then be prompted to Preview Purchase Orders and then confirm the backorder by clicking on 'Done' once all the details have been reviewed.
For your convenience, once the Backorder has been confirmed and created, you will then see the Purchase Orders created, along with the status, on the right-hand side of the Sales Order:
If you click on the PO linked to this sales order, it will take you directly to the purchase order to view the details.
