A confirmed order short of stock raises a purchase order
Who is involved
| Role | What they do |
|---|---|
| Sales manager | Confirms the sales order. |
| Buyer | Reads the backorder draft and raises the order with the supplier. |
| Warehouse user | Receives the goods and dispatches the delivery. |
Step by step
- Sales manager
Confirms a sales order for more units than are on hand.
What they see:The order is confirmed and every line is reserved.
- Buyer
Opens the Purchase orders list and finds the new draft marked Backorder with the sales order number.
What they see:A draft with a line for the shortfall and no supplier yet.
- Buyer
Raises the real order with New purchase order, picking the supplier and the shortfall quantity, sends it and cancels the supplier-less draft.
What they see:The order is Sent.
- Warehouse user
Receives the goods against the order.
What they see:On hand rises and the units become available.
- Warehouse user
Dispatches the sales order's delivery.
What they see:A shipment movement posts and the reservation is allocated.
Who is told what
No message is sent for the backorder draft; it appears on the Purchase orders list. The draft has no supplier and the order page cannot edit it, which is why the buyer raises the order by hand. An administrator can turn drafting off through the settings API.
Related
- Inventory, Purchasing & Warehousing
- Sales Orders & Fulfilment
- A count above the tolerance waits for a second person
- A low-stock alert becomes a purchase order
- A purchase order above the limit is approved before it is sent
- Ask the assistant instead of clicking
- Awards become purchase orders and receipts rate the supplier
- Team workflows