Backorders

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Overview

When OMS processes orders and detects that an inventory item is out of stock, (the QOH is less than the number of units ordered), it considers the item to be "backordered", meaning the merchant needs to purchase more stock from the supplier vendor. This term only applies if OMS is configured to track inventory, otherwise the program assumes all products are always in-stock.

Set system parameter CheckInventory=TRUE.
If the OMS purchase system is being used, the program can generate a purchase order which is sent to the product's supplier to replenish the merchant's inventory.
When the merchandise has arrived from the Supplier, and is Received into the OMS inventory system, the user tells the program to "Fill" the backorders, allowing the orders awaiting those items to be processed and shipped to the customer.
"Filling" backorders can be performed on an order by order basis at the Orders screen, or it can be done in batch mode via the Fill Backorders screen or the Multi-Order Processor.
When filling backorders in batch mode, the program can automatically capture payment for those items if system parameter CaptureAtFillBackorders is set to TRUE.
Even if the merchant has sufficient stock to fill a given order, they may choose to have the program force a backorder for the product by selecting the line item individual products listed on an order and clicking the Force button on the Orders screen.

For example: There are three orders which contain line item SKU123, which has a quantity on hand count of 5. The first order has 4 units of SKU123 allocated to it, but it also needs another product SKU that is currently out of stock before this order can be shipped. The other two orders containing SKU123 only need two units of SKU123 each so they can be shipped. The merchant forces the program to backorder the four units of the product for the first order making the in-stock units previously allocated to it available to fill the second and third orders.

Color can be used to make backordered line items more visible at the Process Orders or Manual Orders screens.

see system parameters, ManualOrderHighlightBackorders and ViewOrdersHighlighBackorders

Related System Parameters

Parameter	Parameter Group	Parameter Comments
AllowCancelBackorders	Security	Determines whether the Cancel Backorder button at the View Orders form will be available. TRUE = the button will be available.
BackordersByCustomerTemplate	Reports	Name of report to use for printing Backorders by Customer report.
BackordersByOrderNumberTemplate	Reports	Name of report to use for printing Backorders by Order Number report.
BackorderSummaryTemplate	Reports	Name of report to use for printing Backorder Summary report.
CaptureAtFillBackorders	Credit Cards	If TRUE, when using the Fill Backorders form, if an order can be approved, the program will try to capture its credit card Authorization (if one is present). If unsuccessful, the order will not be approved.
DoBackorders	Order	If True (-1), system will maintain backorder numbers for out-of-stock, not-discontinued items.
FillBackordersCarryDiscountPercent	Order	When filling backorders, if the system creates a new order (original order was approved), set this parameter to True to carry discount percentage amounts from the original order to the newly created order.
FillBackOrdersSetShipDate	Order	When filling backorders at View Orders or Fill Backorders, set the Ship Date or leave it blank?
IncludeBackordersDefaultDays	Purchase Orders	Enter the number of days the PO abbreviation for Purchase Order system should look back to include backorders (default = 30) when automatically generating purchase orders.
ManualOrdersHighlightBackorders	Manual Orders	If True, the Quantity Needed column on the Manual Orders screen will turn red where items are backordered.
MivaSynchBackorders	Miva	If you synchronize quantity on hand with your Miva site and you allow purchases of out of stock items (pre-sell items) which causes Miva Inventory to track below zero, set this parameter to true to have the Order Manager send an inventory synch notification at import to account for backorders which effectively returns Miva's QOH to zero.
MultiOrderIncludeBackorders	Multi Order Processor	Default setting of "Include Orders with Backorders" option at Multi Order Processor.
PrintNewBackorders	Reports	If TRUE, a report listing any new backordered items will be printed each time you import orders.
ViewBackordersDays	Program	Number of days that the View Quantity Not Shipped & Backordered button on View Inventory checks for backorders.
ViewOrdersHighlightBackorders	Program	If True, the Quantity Needed column on the View Orders screen will turn red where items are backordered.

Additional Information

Cancel Backorders

Force Backorders

Process Orders

Created: 3/12/12

Revised: 6/21/13

Published: 04/14/16