Premium Support
Last updated 22/01/2021
The first step in creating a Back Order is to receive the items that you have been sent.
To do this:
By creating a back order, the items that were not received will be split into a separate - but related - Purchase Orders.
To do this:
The new Purchase Order that is created will have the same reference as the original, but with a letter appended to it i.e. a Purchase Order with reference ABC1-234 will become ABC1-234-A.
Finally, all that remains is to return to the original order and complete it.
To do this:
The order status will have changed from Open to Received. To find the order from the Purchase Order List page, make sure to filter by Received purchases.
From a reporting perspective any stock that has been partially received in on a Purchase Order will be given a received date based on the date the stock quantity was entered, this date will be updated to match the fully received date of the purchase order once that has been set and the order completed.
If you wish to retain the original received date of the stock, you will need to follow the back order steps listed above so that the received stock can have a fixed date set and the outstanding stock moved to an open Purchase order.
For a full explanation of a number of different receiving scenarios, take a look at Creating a Purchase Order.
If you have multiple line items in an order, it may be quicker to Fully Receive the order first, and then edit those line items that have only been partially received, instead of the other way around.
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