Backorder Items Report

Backorder Items Report

Backorder Items Report Overview

The "Backorder Items Report" lists items that were added to backorders when not received on an invoice in the selected date range (time period). Depending on your specific requirements, various filters for location, location group, and vendors can be applied.
​
The system will display the backorder report with the related fields on your screen, along with detailed information for orders that are yet to be fulfilled.

Reaching the Backorder Items Report

To reach the "Backorder Items Report," follow the below steps (see Figure A):
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Backorder Items 
See Figure A. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of inventory reports.


                                                                                                   Figure A

See Figure B. By clicking "Backorder Items Report," you will be redirected to the "Backorder Items Report," where you can see relevant filtering and sorting options.

      
                                                                                        Figure B

1. Generating the "Backorder Items Report"

To generate it, follow the steps below. (See Figure B above.).
  1. From the "Backorder Items Report" page, you will see the "Choose Reports" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Backorder Items" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Backorder Items Report" report will be displayed as highlighted in Figure C.

                                                                                                  Figure C
Fields to Be Filled:
  1. Start Date: Pick the start date for the transfer time period.
  2. End Date: Pick the end date for the transfer time period.
  3. Select Vendor: Pick the vendor name from the drop-down menu.
The following data gets displayed in tabular format to know what items were in the back order list in the selected time period.
  1. Location: This column displays the location of the store from which the back order has been logged.
  2. Vendor: This column will display the name of the vendor who is responsible for fulfilling an order.
  3. Date Added to Backorder: This column displays the date on which the backorder is applied.
  4. PO Number: Here, the related Purchase Order number is displayed in this column.
  5. Vendor Part: This column displays the vendor part number, a unique number provided by the vendor for the product listed in the backorder. (When a retailer places an order, the vendor sees the part number because the product's UPC is observed differently in the vendor's system. This part number is assigned to the vendor, is unique, and can't be used anywhere else other than with the associated product).
  6. Vendor Part Description: This column gives the literal meaning of the vendor part number, such as the product name.
  7. UPC: This field describes the UPC of the product. 
  8. Quantity Order: This column displays the number of items that were originally ordered.
  9. Qty Order Not Received: This column shows the quantity of the items that were not received by the retailer at the store.
  10. # of Days on Backorder: This column gives the number of days since the backorder has been logged in the system.

2. Date Range

  1. You can filter your data in the report between the dates and select a specific time from the associated Start Date and End Date drop-down calendars.
  1. By clicking the text box, you will get the drop-down calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.
  1. You can also generate a report with a specific time duration (until morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure D.
                                                                                                                                                                                                                      Figure D       
                                                                                                               Figure E

2.1 Presets

Presets are provided to select the specific duration/interval most commonly used to generate the "Backorder Items Report" according to the selected time period.

                                                                                                   Figure F

2.2 Select Vendor

This is a drop-down list that contains all the vendors, allowing you to choose the vendor for whom you wish to generate a Backorder Items Report.


                                                                               Figure G

2.3 Manage Filters and Save Filters for "Backorder Items Report" 

2.3.1 Selected Stores/No Filter Selected

You can generate the "Backorder Items Report" for the selected vendor. Also, the store and location group can be configured using the "No Filter Selected" button. See Figure H.


                                                                                                                         Figure H
  1. Click on "No Filter Selected" to select the location of the store to get the location-specific backorders in the report.

                                                                                                                                Figure I
  1. Click on the Store or Location Group tab and select store(s) or location group(s). Once selected, click on Green Right Arrow button. 
  2. Click on "Apply" as highlighted in Figure I above.


2.3.2 Manage Filter

Here, you can select location filters, and the data in the reports will be displayed accordingly.

                                                                                Figure J
  1. Select the location filter if it matches your preference and click on "Select Filter."

2.3.3 Save Filter

If previously saved filters don't match your preferences or needs, you can save your own filter.
                                                                                                                                                                                               Figure K
  1. Click on "OK" to save the filter; once saved, click on "Apply" to apply the filters to the report.

3. Generating the "Backorder Items Report" After Filter Application

The following data is displayed after applying the filter:

                                                                                                                              Figure L

The report will be displayed for the selected vendor in the selected time period.





    • Related Articles

    • Commission Items List Report

      Commission Items List Report Overview Commissions are a great way of adding a spiff to the specific item(s) and tracking it via reports and on the leaderboards within the point of sale. The "Commission Items List Report" shows all items on commission ...

    • Negative Items Report

      Negative Items Report Overview The Negative Items Report will display the data of those products that had any type (void, cancel, return, etc.) of negative transaction(s). The system will display the data of products with negative transaction(s) that ...

    • Items Without Vendor Parts Report

      Items Without Vendor Parts Report The "Items Without Vendor Parts Report" lists all items that do not have a vendor part associated with them. 1. Reaching the "Items Without Vendor Parts Report" To reach the "Items Without Vendor Parts Report," ...

    • Zero Quantity Items Removed Report

      Zero Quantity Items Removed Report The "Zero Quantity Items Removed Report" lists the products removed from orders by users, along with the details of the order they were assigned to. 1. Reaching the "Zero Quantity Items Removed Report" To reach the ...

    • Altered Items On Orders

      Altered Items On Orders Overview Whenever the items on the placed order are altered, i.e., added or deleted, it updates the Purchase Order, and the Altered Items On Orders report shows the details of these added or deleted items on the order in the ...