IN THIS ARTICLE
- Backorder: Overview
- Text Guide:
- Navigate to the Backorder page
- View demand on Backorder page
- Filter demands
Backorder: Overview
A vendor with insufficient stock or transportation challenges can ship part of the order and the rest can be shipped later. In such a scenario, the order status changes to Backordered. When the order is completely dispatched, the order status will change to Shipped.
The demand page for Backordered orders will provide a list of demand for materials created by backordered orders.
TEXT GUIDE:
Navigate to the Backorder page
- Click on the Orders tab in the main menu
- Select the Demand tab from the drop-down list
- Click on the Backorder tab on the sub menu
- View a list of all demands created by backordered orders. By default the sales order demand view is displayed on the screen
View demand on the Backorder page
1. The demand page lists all demands in a tabular format, displaying the following information:
a. Sl.No: demands are listed in a chronological order, with the latest one on top
b. Vendor: the entity sending the material. Click on the vendor name to view the details of the vendor
c. Material: the material to be dispatched by the vendor. Click on the material name to view details of the material
d. Ordered: the quantity of material that has been ordered by the customer
e. Allocated: the stock that has been allocated for the ordered material
f. Shipped: quantity that has been shipped out by the vendor
g. Yet to ship: quantity remaining to be shipped out to the customer
h. Stock on hand: total amount of stock at the vendor entity
i. Available stock: total amount of stock available for use (Stock on hand - Allocated stock)
j. In-transit stock: stock that has left the vendor entity and is on the way to the customer, but has not reached yet
k. Actions: option to clear allocated stock, thus making it available for use
l. Number of listings: indicates how many demands are listed on the page, and the total count
2. Click on the Sales order or Purchase order tab to change the demand view. By default, the demand created by Sales orders are listed on the page
Filter demands
The demand listings can be customised as per requirement using the following filters:
- Entity: provides a list of demands created by selected entity - the vendors who are fulfilling the demand (sales order view) or the customers who have raised the demand (purchase orders view)
- Material: provides a list of demands for the selected item
- Entity tags: provides a list of demands created by entities grouped within a specific tag
- Material tags: provides a list of demands created for materials grouped within a specific category
- Order type: Toggle between sales orders and purchase orders to view demands that have been placed by customers or demands being fulfilled by vendors
- Exclude transfers demand: check this box to view all demands EXCEPT those that have been raised via a transfer order
- Reset: resets all filters to default values
