What is a back order
A back order is an additional order created by the supplier to balance an order made by the customer. This means customers can still expect delivery of an item, even if it is out of stock or was missed off of a delivery.
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You'll need an invoice number and the date from your internal invoice.
You can create a back order at any stage in the order process.
How to create a back order before customer receipts delivery
If your customer hasn't yet receipted their delivery, you can create a back order as follows:
Go to Orders.
Locate and select the original order from which you want to create your back order.
Edit the quantities on the order.
Enter your internal invoice date and number, confirm the invoice using the toggle, and then save.
At the bottom left of the invoice tab, the option to create a back order will appear.
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.
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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.
How to create a back order after customer delivery
If you've delivered to a customer and they've reported a short fall, you can create a back order as follows:
Go to Orders.
Locate and select the original order from which you want to create your back order.
You can see the total of items delivered in the info tab, shortfall will be marked in red.
Since the customer has marked a shortfall in the products, you will be able to see the Create Back Order button in the invoice tab, on the bottom left of the window.
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.
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When you invoice the original order, you will need to update the totals to reflect the shortfall even after creating a back order.
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