Sale Back Orders

The sales backorder list contains one line for each outstanding sales order line that is on backorder.

Every quantity shown on the Backorder column on a sales order or service order has an entry in the sale backorder list. This lets you review and work with back orders in a single place.

The Show in Report button on sales backorders allows you to print a list by customer or supplier for selected backorders: highlight the backorders you want to print, then click Show in Report and select the required report from the list.

Your stock allocation setting can affect when sale order lines go on back order:

• If stock allocation is on, sale order lines can go on back order as soon as the sales order is entered, as the system allocates stock in advance.
• If stock allocation is off, sale back orders are only created once the first shipment is picked. Before then, the system does not know what stock will be available when the order is processed.

Follow these steps to create a sale order. You should do this for cases where customers have explicitly placed orders with you.

1. In the navigation pane, go to Sales then Orders.

2. Click New in the ribbon. (If your screen is small, you may need to click on Create then New.) The New Sale Order screen displays. 

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3. Click in the Customer field and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.
4. In the Customer Order field, enter the customer's order reference.
5. In the Lines tab, enter products as follows:
   1. Click New.
   2. In the Product column, search for and select the product you wish to add.
   3. Enter the quantity required.
   4. Make any necessary changes to pricing and discount information.
   5. Repeat this process for all the products you wish to add to the order.
6. When you have finished, click Save and Close to park the order.
7. To generate the picking slip, highlight the order and click Show in Report, then select your sales order layout.
8. Print the picking slip and hand it to the picker.
9. Once you have received the picking slip back from the picker, search for and highlight the order, then click Show Transaction.
10. Click Ship.
11. From the sale shipment screen, place items on backorder by changing the Qty field.
12. Once you have finished, click Save and Complete and invoice it off to the customer.
13. Once you receive all stock in, you then go and highlight the order and click Show Transaction and then click Ship. This will display the remaining backorder.
14. Click Save and Complete and invoice it off to the customer.