issuing_goods:managing_customer_backorders

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issuing_goods:managing_customer_backorders [2012/06/06 22:44] – Craig Drownissuing_goods:managing_customer_backorders [2020/03/13 17:30] (current) – Gary Willetts
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-====== Backorders ====== +{{indexmenu_n>30}} 
-{{entry>30.Issuing Goods/7.Backorders|*}} +====== 8.03. Backorders ======
 ===== Overview ===== ===== Overview =====
  
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 Clicking the **Backorders** button when viewing a customer invoice will show all lines for the entered customer that are on backorder. Clicking the **Backorders** button when viewing a customer invoice will show all lines for the entered customer that are on backorder.
-<note>The **Backorders** button will be hidden if "// We run a backorder system// " is not checked in Preferences > Invoices2.+<WRAP center round tip 60%> 
 +The **Backorders** button will be hidden if "// We run a backorder system// " is not checked in Preferences > Invoices2. 
 + 
 +If you are entering a new invoice, you need to have entered a customer name on the invoice before clicking the button. 
 +</WRAP>
  
-If you are entering a new invoice, you need to have entered a customer name on the invoice before clicking the button 
  
-</note> 
  
 The window also shows current stock, so you can easily see which backordered lines can be added to the current invoice The window also shows current stock, so you can easily see which backordered lines can be added to the current invoice
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 == Buttons in the backorder window == == Buttons in the backorder window ==
  
-**New backorder: **Placeholder lines are automatically changed to backorders when an invoice is confirmed, but there may be occasions when the manual entry of a new backorder is necessary.+**New backorder: **Placeholder lines are automatically changed to backorders when an invoice is confirmed, but there may be occasions when the manual entry of a new backorder is necessary: click this button to create one.
  
 **Delete backorder: ** You can delete an item line or multiple item lines by selecting the line(s) and clicking on // Delete backorder// button. **Delete backorder: ** You can delete an item line or multiple item lines by selecting the line(s) and clicking on // Delete backorder// button.
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 //Note that as you issue lines on an invoice, the quantity on backorder is automatically reduced. However, once a line reaches zero, it is not automatically deleted. This is because it is possble the user will delete or edit the line on invoice, and hence the reduction in backorder quantity may have to be reversed.// //Note that as you issue lines on an invoice, the quantity on backorder is automatically reduced. However, once a line reaches zero, it is not automatically deleted. This is because it is possble the user will delete or edit the line on invoice, and hence the reduction in backorder quantity may have to be reversed.//
  
-===== The Backorders report =====+===== Backorder report =====
  
 Choose Reports > Backorder report. Choose Reports > Backorder report.
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 Note that this report does have limitations, as if a customer orders the same item more than once, it is likely that demand will be overstated. Note that this report does have limitations, as if a customer orders the same item more than once, it is likely that demand will be overstated.
  
-===== Viewing backorders for a customer or an item. =====+===== Viewing backorders for a customer or an item =====
  
 Clicking the backorders tab when viewing a customer or item details shows a window where you can view or edit items on backorder. The example shows backorders for an item, ibuprofen 200mg tablets. Clicking the backorders tab when viewing a customer or item details shows a window where you can view or edit items on backorder. The example shows backorders for an item, ibuprofen 200mg tablets.
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 {{ :issuing_goods:bkord_comment.png?350 }} {{ :issuing_goods:bkord_comment.png?350 }}
 +
 +\\
 +\\
 +|  //  Previous:  **[[issuing_goods:viewing_invoices|8.02. Viewing invoices]]** | | Next: **[[issuing_goods:electronic_invoices|8.04. Electronic invoices]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2012/06/06 22:44
  • by Craig Drown