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Dont show Backorder on Sales Order Confirmation for specific Items

  • September 5, 2024
  • 7 replies
  • 90 views

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Im trying to think of a creative way to get around an issue we currently have, we’re implementing having sales order confirmations as we load a customers order, but a range of products that we make show up on Back Order.

To take a step back, its mainly things we have to either make or decant. For example, 5L of alcohol. We store it in 1000lt tanks, decant as needed. This is a specific for a lot of stains for pathology use. Internally we send a copy of this to the warehouse or lab to be made, then kit assembly to build the item > create shipment ready for a picking slip.

There could be a delay here though, sometimes a few hours, sometimes a day or two.

Very rarely do they actually goto back order by the time the sales order is invoiced. Majority of the items where it would happen are critical to the order the customer is placing, I don’t want them thinking there is a delay with these products. But I don’t want to confuse all customers with a disclaimer in the body of the email sending the sales order confirmation as there are plenty of genuine BO’s.

Any idea’s here? Is there a filter i can add on the Report for SalesOrderConfirmation to not show a group of products using an attribute? I thought of just using shipment confirmations, but they don’t display Backorders. SO any items that are backorder would look like its being missed off the order.

Curious if anyone has had a similar issue or a suggestion that im not thinking of.

This Acid Alcohol will be made tomorrow, for delivery on Monday.

 

Best answer by aiwan

Hi @CorbinHurst 

 

Non-stock kits are great for what you seem to be having issues with as they aren’t and never will be “physical inventory” in the eyes of the system.

 

Aleks

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7 replies

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  • Captain II
  • 366 replies
  • September 5, 2024

Hi @CorbinHurst 

 

Do all the items get delivered together?

If so, have you explored the use of non-stock kits, this will omit the whole kit assembly process and uses the non-stock kit as a “shell” and consumes the inventory components as a regular kit assembly would at the point of invoicing.

If not, you should be able to modify the report to include the items on back order.

 

Aleks

 


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  • Author
  • Jr Varsity II
  • 19 replies
  • September 6, 2024

Hey @aiwan ,

 

Thanks for your reply, i think im following what you’re saying. But i have to explore it first to see if it will work. We seem to only use non stock items for things like freight or service charge. 

Everything in my Kit assembly is a StockItem.

 


I’ve somewhat inherited this setup from when we first moved to this ERP - So i have no idea if this is the right or most efficient way of doing this.


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  • Author
  • Jr Varsity II
  • 19 replies
  • September 6, 2024

An idea.
Can “Print Sales Order” and “Email Sales Order” be from two different reports?
 

 


Manikanta Dhulipudi
Captain II
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Hi @CorbinHurst 

Both are the same reports and the email format can be different if changes


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  • Author
  • Jr Varsity II
  • 19 replies
  • September 6, 2024

Hey @Manikanta Dhulipudi 

Is there information on how I can configure the “email sales order” to be from a slightly different report?

Essentially I’d just be copying the current report and excluding BO displayed.


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  • Captain II
  • 366 replies
  • Answer
  • September 6, 2024

Hi @CorbinHurst 

 

Non-stock kits are great for what you seem to be having issues with as they aren’t and never will be “physical inventory” in the eyes of the system.

 

Aleks


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  • Jr Varsity III
  • 38 replies
  • January 17, 2025
CorbinHurst wrote:

Hey @Manikanta Dhulipudi 

Is there information on how I can configure the “email sales order” to be from a slightly different report?

Essentially I’d just be copying the current report and excluding BO displayed.

 

If you are emailing from the menu on an order by order basis you can disable the original action and add a new one that specifies using the modified report. It’s pretty easy to do.  Destination Screen is the actual report that you want to email.  You will need to set up an email notification and add that to one of the preference screens.

 

 

 


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