What is a back order
A back order is an additional order created by the customer to balance a delivery made by the supplier. This means customers can still expect delivery of an item, even if it is out of stock or was missed off of a delivery.
How to create a back order
If you need to create a back order to rectify a delivery shortfall, you can do so as follows:
Go to All Orders.
Enter the delivery details, ensuring Delivered Qty matches what you have received. Make sure to give your supplier a delivery comment so they understand what has happened.
Confirm the delivery, which will turn the Update Delivery button green, and then click the Update & Confirm Delivery button.
Navigate to the Receipt tab, on the bottom left of the window there will back a Create Back Order button.
When you click on this button a Staged Order will be created. You can either complete the back order at this stage, or return to it at a later date.
When you are ready to complete the staged order, navigate to the status tab and then click Create As New Order.
Your staged back order will then be created as a new order, visible to both the supplier and the customer.
💡TIP
Warrior automatically marks back orders with the "BO -" preface to make them easy to identify - you can edit this in the Delivery Details section of the staged back order if you'd like.
Warrior will automatically populate the info tab of your back order, but always double check the details are correct.
☺️ Have any questions or need support? Reach out to us at our email. We're here to help!