Child pages
  • Backorder inventory items

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML Wrap
classcol span_3_of_5

ANSWER ID:3497

When entering a sale or purchase, you will have the option to backorder any inventory items that are not currently available.

 

UI Expand
titleTo enter backorder items on a sale
  1. Go to the Sales command centre and click Enter Sales. The Sales window will be displayed.
  2. Enter or select the Customer for this sale.
  3. Click Layout and select the Item type of invoice.
  4. In the Ship column of the Sales window, enter the quantity of the item you're selling today.
  5. If some items are unavailable, enter the backordered quantity in the Backorder column. The backordered quantity will be included on the invoice when you print the invoice. The value of the backordered items won't be included on the invoice. Note: If you want to assign the same number to an order and invoice created in the same transaction, go to the Setup menu and choose Preferences. Click the Sales tab and select the option Retain Original Invoice Number on Backorders [System-wide].
  6. Enter the item number in the Item Number column, or press TAB to display a list of items to choose from.
  7. The Description, Price and Total fields will be filled in automatically. You can change these fields if you want.
  8. Enter a volume discount percentage in the Disc% field, if applicable.
  9. Enter a job number in the Job field to assign a line item to a job, if you want. Click the arrow to view a list of your existing jobs. You can add a new job, if you want. Note: If you need to assign one line item to more than one job, you can use multiple line items to record the transaction.
  10. Enter a Tax/GST code for the line item.
  11. Repeat steps 4 to 10 for the next line item.
  12. Click Record.
UI Expand
titleTo enter backorder items on a purchase
  1. Go to the Purchases command centre and click Enter Purchases. The Purchases window will be displayed.
  2. Enter or select the Supplier for this purchase.
  3. Click Layout and select the Item type of bill.
  4. In the Bill column of the Purchases window, enter the quantity of the item you're buying today.
  5. If some items are unavailable, enter the backordered quantity in the Backorder column. The backordered quantity will be included on the bill when it is printed. The value of the backordered items won't be included on the bill. If you don't want your suppliers to see that you've backordered items to fill the order, leave the Backorder column empty and complete the rest of the bill. When you're finished, create a purchase that contains only the backordered quantity.
  6. Enter the item number in the Item Number column, or press TAB to display a list of items to choose from.
  7. The Description, Price and Total fields will be filled in automatically. You can change these fields if you want.
  8. Enter a volume discount percentage in the Disc% field, if applicable.
  9. Enter a job number in the Job field to assign a line item to a job, if you want. Click the arrow to view a list of your existing jobs. You can add a new job, if you want. Note: If you need to assign one line item to more than one job, you can use multiple line items to record the transaction.
  10. Enter a Tax/GST code for the line item.
  11. Repeat steps 4 to 10 for the next line item.
  12. Click Record.
UI Text Box
typenote
If you have a purchase order where only some of the items are received, you can use the Receive Items feature of your software to record this partial receipt. For more information, see Using Receive Itemsthe AccountRight help (Australia | New Zealand)
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

I Buy, I Sell, I Inventory and linked accounts

Error: Not enough items on hand to record this transaction