Order Entry Guide - Maintain Back Orders part 5 of 5
Maintain Back Orders - Order Entry part 5 of 5
Back orders can be generated from the order for non stock items, which can then be added to a
current or new purchase order. When the order is received the clerk is notified that back orders
have been received and a pick list can be printed for the back ordered items. The items can then
be processed the same as an order for completed.
Add Backorders to Purchase Orders
1. Starting from Inventory Management, select purchasing if your account is multi-location
select the location that the purchase order is in.
2. When the form opens select an open purchase order or create a new one.
3. Click the backorders button and select the backorders to add to the purchase order.
4. Maintain the purchase order as needed and submit to the vendor.
Receiving and Completing Backorders
1. Starting from Inventory Management, select Inventory Receiving if your account is multilocation
select the location that the purchase order is in.
2. When the form opens create a new receiver for the vendor, and select the purchaser
order(s) to receive.
3. Once all items received have been updated save the receiver, if there are back ordered
items received the application will prompt you to view them.
4. Click the backorder icon and select the backorder(s) to print a pick list for. You don't have
to print them to paper but you should make a note of the order id(s) received for faster
order completion if you don’t.
5. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location that the order is in.
6. When the form opens select the order by entering the id or right clicking and select List
Open or List Recent.
7. See Billing Orders for completing the order.
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see Pt 2 - OE - Create Quotes and Orders
see Pt 3 - OE - Billing Orders
see Pt 4 - OE - Closing Orders
**If at any point you run into any issues, feel free to email [email protected] for assistance.**