Inventory items - Backorder tab

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When processing invoices in Action → Documents, and the customer orders more than is actually invoiced, it will be recorded in the backorder facility.

Backorder records and reports will only be updated when the Invoices are posted (updated) to the ledger.

An example where the quantity entered in the “Qty Order” field is more than the quantity entered in the “Qty Ship” field, is as follows:

You may also click on the Backorder icon to edit backorders when processing invoices and estimates.

The insufficient quantities (e.g. 10 – 1 = 9, as per this example) will be added to the backorder feature. The following options are available to manage (view / add / edit / delete) backorders:

1.Action → Inventory items (Backorders tab) – List of backorders for the selected inventory item.  

2.Action →Customer  (Backorders tab) – List of backorders for the selected customer account.  

3.Action →  Input → Backorders Outstanding – List of backorders for all inventory items.

The Backorder report may be printed in Reports → Reports → Inventory →  Backorder – This will launch the Backorders options screen on which you may select the range of Inventory items to include / exclude from the report.

When processing Invoices and you select the Inventory item on backorder, the invoicing screen, the Backorders Outstanding screen is displayed:

If you select this item, the entry will be removed from the backorder records and reports.

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