Sales orders can be authorised even if there is not enough inventory in stock to fulfil them. An error message will be displayed, and you will be prompted to choose either split order, backorder, or to create a purchase order.
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When a sale order is authorised and there is enough inventory to partially fulfill the order, the user will be able to split the order. Selecting Split order will cause a new sale order to be automatically generated. The original sale order will be amended, so the item quantity reflects the amount in stock. This authorised sale order can be fulfilled and invoiced immediately.
A second authorised sale order with the remaining item quantity will be created. This can be fulfilled and invoiced when the item comes back into stock. The outstanding item quantity will backordered.
Backorder out of stock items
When a sale order is authorised and there is not enough inventory to fulfill the order, the user can choose to Backorder the entire sale order quantity.
See Backorders and split orders for detailed instructions.
Create a purchase order
When authorising the sale, the system checks if there is enough stock available to complete the order. If not enough stock is available, the user can choose to backorder, create a purchase order for the out of stock items, or create a purchase order for the entire order. Select Create Purchase Order and select For backordered or For whole sale. This will open a new purchase order containing the sale order products and quantities required. Multiple purchase orders can be created and this is possible even when all stock is available.
The document header and supplier will be blank and must be filled in by the user. Product quantities can be edited and product lines removed. Any products not included in the purchase order can be backordered if required at this stage. The purchase order will appear in the Related Orders tab of the sale order and vice versa.
NOTE: Purchase orders can be created for a single supplier only. To order products from further suppliers, use the backorder feature for the remaining products or create multiple purchase orders.