Create Back Order

Back Top Previous Next

When choosing a job as Ready to Invoice in Jim2, and the quantity supplied is lower than the quantity ordered, a message will appear asking whether to create a back order.

 

createbackorder2

 

Click Yes to create a back order. Comments and emails can also be copied from the original job, as well as set the back order quantity to 0 – just tick the necessary boxes if required.

 

Info

Tick Set Back Order Qty to 0 if a back order is not required. This will update the quantity of the back order to zero. Click No to proceed with invoicing.

 

Jim2 will create the back order, showing the customer, Item, comments and the stock that is on back order. Also the Ex.Job# field will show the original job number, and that original job can be viewed by selecting the ellipsis [...] at the end of this field.

 

backorder

 

Info

Date in and Date Due on back order jobs will show the original order dates.

 

The job that is created will default to Back Order in the Type field of the job header. This indicates that it is a back ordered job, and is extremely useful when creating lists of back ordered jobs. The background in the Job# will also be highlighted Yellow on back order jobs, so they stand out in lists.

 

The Available Stock screen will indicate the customer's nominated back order setting at the top of the screen:

 

StockAvailabilityscreen

 

This can be overridden at point of generating the back order by ticking Acknowledge:

 

Createbackorder1

 

How to

Add a Job

Add Comments to a Job

Add Discount to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job