Backorder Plugin

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The Backorder Plugin was released in January 2012 to place overcommitted items on backorder. Previously, eoStar did not store items in a backorder capacity; instead they were either over-committed or the overage was cut. Now, there is a tracking method for cut items. They can be created into a new invoice or they can be added to an existing undelivered order.

A window will pop up on the Tel-Sell screen when a customer is accessed who currently has backorders, and it will allow Tel-Sellers to fulfill those backorders from that screen for available product.

Setup

In Database Configuration

Go to File > Database Administration > Configure > Backorders panel

  • When releasing the backorder, to base pricing on the ordered quantity you must put a check in the Use pricing/discounts from original order box.
  • Check Commit backorders upon posting if you want backordered items added to a new order to be committed automatically after posting.
Backorders db config ss.png

In Products Records

  • If you want the product to be eligible for backordering, you must check the May backorder box in the Product Flags area.
  • All existing backorders for a product will be cancelled if you uncheck the May backorder product flag.
Backorder2.png

In Customer Records

  • If your customer requires backorders, you must check the Require backorders box in the More panel in the Account information & flags area.
  • All existing backorders for a customer will be cancelled if you uncheck the Require backorders customer flag.
Backorder3.png

Backorder Request Creation

  • Backorder requests are created during the Commit step of Orders to Loads.
  • If a customer is flagged as Requires Backorders and the item being cut from their order (during commit) is flagged as May Backorder, then a backorder request will be created for each item.
Backorder4.png
  • When an item is put on backorder, the invoice is notated to that effect.
Backorder5.png

Releasing Backorders

Go to Orders>Backordered items. The Backordered items screen consists of six sections:

BackorderMain1.png
  1. Section 1 allows you to filter the information being shown on the Backordered Items screen.
    BackorderSection1a.png
    a. The first filter is Warehouse, which allows you to select a particular Warehouse's backorders.
    b. The second filter is Items, which allows you to select the items you would like to view, or, if you check the Show Exclude Panel box, the items which you do not want to view.
    c. The third filter is Customers, which allows you to select the customers you would like to view, or, if you check the Show Exclude Panel box, the customers you do not want to view.
    d. The fourth filter is a drop down that allows you to show customers with existing deliveries on a selected date.
  2. Section 2 shows all of the products that have backorders.
    BackorderSection2.png
    • The products are divided into three categories, which are distinguished by the color of the Needed field: able to release All (green), able to release Some (gold), and able to release None (red).
    • Click on a product in this section to populate Section 3 with all of the customers who currently have that product on backorder.
  3. Section 3 shows all of the customers who currently have the product which is selected in Section 2 on backorder.
    BackorderSection3.png
    • Click on a customer in this section to populate Section 4 with all of that customer's backordered products.
  4. Section 4 shows all of the products that are currently on backorder for the customer selected in Section 3.
    BackorderSection4a.png
    a. You can add backordered products to an existing, uncommitted and undelivered order or you can create a new order for the backorder. Click on this drop down to select the order to which you would like to add the backordered products or select New Order.
    b. If you have added the backordered products to an existing order, that date will automatically be selected in this drop down. If you are creating a New Order, you can select the date on which you would like to deliver the product (the list will automatically populate with upcoming delivery dates for the customer in question).
    c. Click Release all to release all available product for this customer's backorders.
    d. You can manually release product in this area by typing the quantity of each product that you would like to release in the Release column. You do not have to release all items, even if product is available.
    e. You can also manually void product in this area by typing the quantity to void of each product in the Void column.
  5. Section 5 consists of two buttons: Release all available and Void all.
    BackorderSection5.png
    a. Click Release all available to release all of the products shown in green in Section 2. Only products that are part of the current filtering will be released.
    b. Click Void all to void everything. All of your backorders will be voided if you click this button.
  6. Section 6 governs what will be done with the changes that you have made in Sections 1-5.
    BackorderSection6.png
    a. Check Print Invoice to print an invoice when you post the releases.
    b. Check Print Pick Ticket to print a pick ticket when you post the releases.
    c. Click Post Backorder Releases No Print/Post and print backorder releases to post the changes you have made. Nothing you do in the Backordered Items area will be finalized until you click this button.

Backorder Preserved Pricing

  • In 2015 Preserved Pricing was added to help maintain the pricing logic from the original receipt.
  • This pricing is now indicated by a item line being highlighted in blue, with free goods being broken out into their own line.
Preserved pricing.png

Visibility in eoTablet

  • A new column has been added in eoTablet that shows the qty on backorder for a particular item in the customer invoice screen.
  • If this column is not visible on this screen, you will need to go to the column chooser and select the BO Column.


Backorder12.png

Reporting

  • A new ION report called "Backorders" has been developed to allow you to report on all backorder requests – both outstanding and released requests – by customer and/or product.


Backorder13.png

Backorders Tutorial Videos