POS Backordering an Item

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How to Backorder a Product at the POS Interface

There are two ways in which an item can be backordered at the POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. screen synonymous with the Microsoft Access Form object or graphical user interface (GUI):

• by revising the line item individual products listed on an order of a product that is normally kept in stock, but you decide you'd prefer to order it from the vendor rather than fill it from your inventory (requires system parameter CheckInventory set to TRUE)
• by entering the number of units to backorder When an item is out of stock, preventing an order from being fulfilled, the program considers the item to be "backordered". If inventory tracking is enabled in Monsoon OMS, the program will backorder items. on the Pull Inventory form which appears when an out-of-stock item is added to a Point-of-Sale order

The customer is not normally charged for the item until it is received from the supplier vendor.

The program can send an email to the customer when the backorder has been filled if customer information is added to the order. Choose the email template to send at the Email section of the Store Setup Wizard.   

Revising a Line Item at POS  

1. Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the line item in the Item Details section of the POS screen.

2. Click Revise Item.

3. Select Back Order this item.

4. Click OK.

5. Continue to add line items to the order and save it.

6. When the item is received from the supplier, go to Main Menu >  Process Orders > Process My Orders > Order to manually fill the backorder. Alternately, backorders can also be refilled in a batch mode by going to Main Menu > Settings > Inventory Functions > Fill Backorders.

Backorder an Item that is Out-of-Stock  

1. When you add an item that is out-of-stock to a POS order, the Pull Inventory screen opens.

2. Enter the number of units to order from the supplier in Number to Backorder.

3.  Click  OK.

4. The backordered quantity is displayed in the BO column of the POS screen and the extended price is listed as $0.00.

5. Continue to add line items to the order and save it.

6. When the item is received from the supplier, go to Main Menu >  Process Orders > Process My Orders > Order to manually fill the backorder. Alternately, backorders can also be refilled in a batch mode by going to Main Menu > Settings > Inventory Functions > Fill Backorders.

Additional Information

Created:

Revised: 8/13/12

Published: 04/13/16