Back Ordered Items

Owned by Stephen Juliano (Unlicensed)
Last updated: Feb 23, 2022 by Colleen Juliano
3 min read

Overview

Back ordered items are items that have been ordered but you do not have in inventory to ship to the client. Drop ship orders will show as back ordered because they will need to come directly from the vendor to the client. The Back Order Reports comes in two different flavors; By Item and By Order. Each report lists the Customer, Order and Item details. The type report selected determines how the report will be sorted.

Detail

ORD>Reports>Back Orders Report | Back Orders tab

  • Base Date On – The back orders on a report can be listed by order date, requested date or expirations date and the drop down menu will let you choose.

  • Starting and Ending Order Date – This report can be queried by the date of order or all orders within a date range. Leaving the fields blank will choose all orders.

  • Classification – This report can also be pulled by Inventory Class, all defined classes will be on the pull down menu.

  • Starting and Ending Item– This report can be pulled by an item or a range of items, leaving these fields blank will make all reports by any item eligible.

After making your selections press the print icon. 

Back orders by Item

This report can also be sorted by items. One of the bigger differences between the item and the order back order reports is the item report will give you the amount that are ordered but yet to be received which is more beneficial for the purchasing department.

  • Starting and Ending Sales person – This report can be pulled by a salesperson or a range of salespersons, leaving these fields blank will make all orders by any salesperson eligible.

  • Starting and Ending customers – This report can be pulled by a customer or a range of customers, leaving these fields blank will make all customers eligible.

  • Starting and Ending Item– This report can be pulled by an item or a range of items, leaving these fields blank will make all reports by any item eligible

  • Starting and Ending Order – This report can be queried by an order or a range of orders. Leaving these fields blank will pull from all orders.

  • Subtotal By – you can choose what parameter this order will subtotal by: Customer, Order, Item or Salesperson, plus there is a check box for page breaks between subtotals.

  • Exclude on order records – checking this box will exclude any items that are on order (on a PO)

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