11/26/2022 0 Comments Back ordersThe order they were waiting on is now marked as “ Ready” since it has been received into Artisan (and was paid for already).Ĭlick “ Deliver” when the customer is there to pick it up. We’ll create a new Sales Order for the customer. We will see a Receiving Notice that the customer has this item reserved. Once the item has been created or is otherwise ready to be received into Artisan, we’ll start that process by going to our Receiving Menu and selecting the Purchase Order. Select “ Include Purchase Requests for This Vendor.”Īrtisan will note that this item has been requested by a customer (and how many). Now, we’ll need to create a Purchase Order to start the receiving process for our waiting item. The back ordered item will remain as “ Waiting” since it still has to be made, then received into Artisan. Through back-ordering, you can accept orders for now, and ship it at a later date (restock date) when the product is back in stock. Backorders: While we constantly strive to keep a wide inventory of products, you may order an item that is temporarily out of stock. Since the customer is taking the other item from the Sales Order with them now, the birthday card, we’ll mark that item as delivered. The back ordered item has been added to the top of the screen. Let’s pull the item up again to see our changes by heading back to the “ Waiting Orders” screen. Looking at the Sales Screen, we’ll notice that a new column has been added called “ B/O” and the quantity of the back ordered item is set to “ 1.” We’ll press “ Finalize” and “ Save” to accept our changes. We’ll select “ Back Order Item” from the list of options. We’ll select the item we’re waiting on and press “ Operations.” Click on the “ Orders” Menu – > “ Order Status” Menu -> “ Special Orders/Custom Orders” – > “ Waiting Orders” and select the waiting order. This Sales Order is now marked as “ Waiting” because it has not been delivered to the customer yet. The customer wants to pay for both items now. The blue scarf is not in stock, so we included it as a Sales Order. Imagine that you have a customer that have agreed to the terms of backorder, and have accepted that you will be shipping his orders in 5 days after your suppliers deliver. And spread the bad information by word of mouth. A customer wants to order a birthday card and a blue scarf. Back orders can leave a bad impression of you in customer’s mind. Back orders can be helpful to further distinguish items that are on reserve for other customers. they are waiting for the item to be made). Back orders are taken when the item is not in stock, but the customer would still like to go through and order the item anyway (ex.
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