Create Purchase Order via Backordered Sales Order (BETA)

The backorder functionality allows you create a 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:

  1. Ensure all the Products that you will need to backorder have a supplier added in its product details.
  2. 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, as seen in the screenshot:

Screen_Shot_2018-02-13_at_10.34.39_AM.png

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):

Screen_Shot_2018-02-13_at_10.35.04_AM.png

You will then be prompted to Review Purchase Order(s) and then to Confirm Backorder 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:

Screen_Shot_2018-02-13_at_12.52.11_PM.png

You are also able to unassign the Purchase Order from the Sales Order itself by clicking on the 'link' icon beside the status:

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