Backorder Summary Report

This report shows all backordered products in your inventory. Use this report to view a summary of backordered products, the supplier for the order, and quantity required, on hand, remaining (on hand - required) and ordered. This report does not show which sales order the backordered product corresponds to.


See Calculation of Available, On Hand and Allocated Stock quantity for more information about each of these terms.


Prerequisite


Table of Contents


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets the layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 



Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report. 


Fields
SKUProduct SKU
ProductThe name of the product
UnitProduct unit of measure
SupplierSupplier name
Location
Location the sale is picked/dispatched from
Category
Product category
Brand
Product brand
Product Tags
Comma-separated product tags
Family
Product family name
Data Headers
Quantity RequiredBackordered quantity
Quantity On HandCurrent quantity on hand
Quantity RemainingCurrently available quantity of the backordered product
Quantity OrderedQuantity of the backordered product that is already on order


FAQs

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Hi there, on what criterion you put orders to Sales Backorder Report?

Sales Backorder Report shows products from all authorised sale orders with not yet shipped backordered lines, whereas, Product Availability Report would only reflect the availability status of inventory items.


I have run Sale Backorder Summary Report but there are some products missing on it. What is the reason for it please? 

Items which have sufficient quantity to fulfill the order will not be included in the Sales Backorder Summary Report. It shows all authorised sale orders with not yet shipped backordered lines.


This can often happen if you choose All Locations when backordering. If you have stocks or on order quantities in other locations then they will not show in reorder backorder as the system is checking on all available quantities + On Order quantities on all locations. Try reordering for a specific location to limit stock quantity checking that that location only. 


On the sales backorder summary report, I'm finding that some products are coming up that aren't backordered. The allocated number is less than the on hand/available number, so it's my opinion it shouldn't appear on the backorder list.

It might have at the time the order was created there is no enogh stock level. And please keep in mind that as soon as sale with this product is backordered and quantity on backorder is recorded, it will appear in report until it is picked in sale, regardless of current stock level. Current stock level is not used when showing data in this report.


We have several orders where the customers no longer require their backorder. Please advise the steps that should be taken to remove these so that they don't appear on this report.

There are two ways to remove backordered items from the reports, first is to undo the sale order and remove the backordered items from the order screen and second is to convert the sale to Advanced Sale then mark the order as fulfilled. Marking the sale order as fulfilled will ultimately remove the product from the backorder and pending sale reports. 


To convert a simple sale to advanced, open the sale order and click Convert button.



On the advanced sale screen click the small dropdown arrow then hit Mark as Fulfilled.




Still no answer to your question? Please do not hesitate to get in touch with DEAR support.

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