Build, buy or back order items

When you attempt to record a sales invoice with an insufficient on-hand quantity, the Backorder List window appears. In this window, you need to build or buy the required quantity or create a customer sales order (backorder) for the unavailable quantity, before you can record the sale.

Before you begin

Before you can auto-build an item in the Back order List window, you need to set up your item details. For more information, see ‘Auto-building items’.

If you want to record a purchase using this window, you need to enter a default supplier for the item. For more information, see ‘Creating items’.

To build, buy or backorder items in the Backorder List window

1	Go to the Sales command centre and click Enter Sales. The Sales window appears.

2	Enter the details of a sale. For more information, see Entering sales.

3	Click Record. If you have insufficient on-hand quantities of an item, the Backorder List window appears.

This window lists items that are either out of stock or would be as a result of recording the sale.

4	Decide what you want to do:

To...

Do this...

Auto-build items

1	Click in the Build column next to the item you want to auto-build and then click Build. The Auto-Build Items window appears.

2	Click Build Items. The Build Items window appears.

3	Click Record to build the finished item.

Record a purchase

1	Click in the Buy column next to the item you want to purchase and then click Buy. The Enter Purchase window appears.

2	Select Purchase as the status in the top left corner and complete the purchase.

For information about completing the purchase, see ‘Creating a supplier card’.

Record a sales order

1	Click in the Backorder column next to the item you want to place on backorder.

2	Click Backorder. The Sales window reappears with the Ship and Backorder columns adjusted. A sales order is automatically recorded for the item when you record the invoice.

note : Multiple items with insufficient quantities

You can use the Backorder List window to perform various tasks. However, you can only perform one of these tasks at a time and in the following order: build, buy and then backorder. For example, if you want to backorder some items and buy others, you need to buy the required items first and then return to this window (by clicking Record in the Sales window again) to complete the backorder.

Complete the sale. For more information, see Complete the sale.