Back Orders

Back Orders

Back Orders Overview
"Back Orders" shows the list of all system-generated back orders. When the vendor cannot completely fulfill a product or multiple products in a purchase order for any reason, the system logs the quantity difference as a back order. The system creates a back order per product.

For example, if 5 different products were ordered in order and there is a quantity difference for 2 products, the system will create two back orders for each product.

"Back Orders" enables you to:
  1. View the backorder details.
  2. Delete the back order.

1. Reaching "Back Orders"

To reach the "Back Orders" module:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Inventory
  4. Step 4: Choose Reorder
  5. Step 5: Choose Back Orders
Please see Figure 1.1 to understand the navigation better.

Figure 1.1

2. Understanding the "Back Orders" Layout

  1. Please refer to Figure 2.1 and the descriptions of the buttons and fields below to understand the layout of "Back Orders." 

Figure 2.1
1.1: View Back Order: This button lets you view the back order details.
1.2: Delete Back Order: This button lets you delete the back order.

2.1. Viewing a Back Order

Follow the steps below to view the back order details:

  1. Click the View button highlighted in Figure 2.1.
  2. The Back Order Information screen will appear, as Figure 2.1.1 shows.

Figure 2.1.1

Back Orders Fields:
  1. Name: This field shows the product name.
  2. UPC: This field shows the product UPC. 
  3. Location: This field shows the name of the location that did not receive the actual order quantity.
  4. Vendor: This displays the name of the vendor that you have ordered from.
  5. Vendor Part #: This field represents the vendor parts associated with the product UPCs.
  6. Order#: This field shows the actual purchase order number for which this back order is generated.  
  7. Expected Quantity: This is the quantity that was ordered and expected to be delivered at the store location.
  8. Verified Quantity: This is the item quantity that was verified against the invoice.
  9. Received Qty: This is the actual quantity that was received at the store location.
  10. Back Order Qty: This is the difference between the expected quantity and the received quantity.
  11. Created At: The back order is created on the date displayed. 
  12. Updated At: This field shows the date when the back order was updated.

2.2. Deleting Back Orders

You can delete the invoice record from the back orders home screen.
Please follow the steps below to delete an invoice record from the back order home screen: 
  1. Click the Delete icon shown in Figure 0.1.
  2. A warning dialog will appear with two related options, as Figure 2.2.1 shows.


                                Figure 2.2.1

  3. Click “Yes, Delete” to delete the back order record.
  4. Click “Cancel” to close the pop-up and skip the deletion process.

2.3. Custom Filters

The Custom Filter allows users to refine the Back Orders list by applying specific criteria for Product, Department, Category, Manufacturer, and Tags.

Follow the steps below to view the back order details:

  1.  Click the View button highlighted in Figure 2.1.
  2.  The Custom Filters screen will appear, as Figure 2.3.1 shows.
                                                                         Figure 2.3.1

  3. 1. Clicking the "Manage Filters" button opens a custom filter that allows users to refine the Back Orders list.
  4. 2. Parameter Tabs: You will see Product, Department, Category, Manufacturer, and Tag.
  5. 3. Search: Use this Search box for a specific result. 
  6. 4. Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters.
  7. 5. Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all departments. You can also search for a specific department in the Search bar.
  8. 6. Select the required vendors by checking the appropriate checkboxes.
  9. 7. Click the green Arrow button to move the selected records to the Selected Area. 
The Manage Filters screen will look like the one in Figure 2.3.2.

Figure 2.3.2
  1. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
  2. 3: Apply or save the custom filter:
    1. Apply: Click the "Apply" button to apply the selected parameters. The system will navigate you to the Back Order home screen.

      Figure 2.3.4

    2. Save Filters: Click the "Save Filters" button to save the custom filter for future use. 2.3.2. Save and Manage Custom Filters explains the details.

2.3.1. Save & Manage Custom Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 2.3.2.
  2. The Name pop-up will appear, as shown in Figure 2.3.1.1. 
  3. Enter the name of the custom filter and click "OK." 

           Figure 2.3.1.1
  1. You can use the saved custom filter whenever you need it and delete it when you no longer need it. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 2.3.1.1 according to your requirements. 

    Figure 2.3.1.2
1. Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the report.
2. Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. A list of the saved custom filters will appear in a pop-up when you click on it.
3. The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   
4. Click "Select Filter" or "Delete."
  1. Select Filter: Use the "Select Filter" button to select any filter from the list.
  2. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen.
  3. Delete: Use the "Delete" button to remove the no longer required filter from the list. Click on the filter's name and then the "Delete" button.
    1. A warning message will appear. Click "OK" to delete the filter.
    1. Similarly, you can filter and set up the records for other tabs (parameters).
 Click the "Apply" button on the Manage Filters screen. The system will navigate you to the back order home screen. 

Figure 2.3.1.3

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