Differences

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--- items:item_basics:tab_backorders [2020/01/14 08:02] – page title revised lou
+++ items:item_basics:tab_backorders [2021/10/18 09:56] (current) – Gary Willetts
@@ Line 1: / Line 1: @@
-==== 4.01.07. Items - Backorders tab ====
+==== 4.01.08. Items - Backorders tab ====
 //Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]//
 {{ :items:bkord_tab.png?650 }}
-You can view the backorders for an item here. To edit a backorder, double-click the line you wish to edit.
+You can view the backorders for an item here. These are the backorders that have been created manually in this window or during the process of issuing goods to customers when you do not have enough stock to send to them and the //We run a backorder system// preference is turned on (see the [[[preferences:invoices#invoices_2_tab|16.03. Invoice preferences]] page for details).
+To edit a backorder, double-click the line you wish to edit and this window will open:
 {{ :items:bkord_modfy.png?450 }}
-To add a new backorder for this item, click the **New backorder** button. This window will be shown:
+To add a new backorder for this item, click the **New backorder** button. The same window will be shown but it will be empty, waiting for entry of the details:
 {{ :items:bkord_new.png?450 }}
-  * Enter part of the customer name, then press **Tab** to search for the customer.
+  * **Customer:** The customer the back order is for. Type the first few characters of the customer's name, then press the //Tab// key on the keyboard to select from a list of customers with names starting with what you typed.
-  * Enter the order date, quantity and any comment, then click **OK** to save the new backorder entry.
+  * **Order date:** The date the order was made. Set to today's date by default.
+  * **Quantity:** The number of units of the item to put on back order for this cusotmer.
+  * **Comment:** Enter anything you wish to have noted or remembered by the system for this back order.
+Click the **OK** button to save the new backorder.
-To delete a backorder, click the line you wish to delete, then click the **Delete backorder** button.
+To delete a backorder, select the line you wish to delete by clicking on it, then click the **Delete backorder(s)** button. You can also select several at once (using //ctrl/cmd//+//click// and //shift//+//click//) or all the backorders in the list using //ctrl/cmd+a// and delete them at once.
-The total stock on backorder is shown below the list.
+The total stock on backorder for all customers (i.e. the total of the values in the //Quantity// column) is shown below the list.
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