Yellow "Sales- Edit Item Order" Screen - Backorder

Hi Margeski,

 

Thanks for reaching out and for explaining what you’re doing on the Sales – Edit Item Order screen, that really helps. At the moment there isn’t a way to add a Backorder column to that yellow Edit Item Order screen or to the delivery docket before you invoice. The backorder field only becomes available once the sale is an invoice, which is why you’re only seeing it at that stage. When you change the Ship quantity on the order itself, you’re effectively telling AccountRight that you’re no longer backordering the rest, so it will clear that backorder and adjust how the sale looks. Printing the delivery docket on its own won’t change your actual stock-on-hand, but changing and recording the quantities on the order will change how that sale and its backorder are tracked. What most folks do as a workaround is:

 

• Leave the original order with the full quantities (so the backorder is still accurate), and
• Use a customised delivery docket or notes section to show what’s actually going out this time, without changing the order quantities themselves.

Regards,

Sai