This guide explains how to create backorders in TidyStock when there is insufficient stock to fulfill a sales order. Follow these steps to sell available stock, place remaining items on backorder, and manage the process efficiently.
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Download PDFStep 1.
Navigate to the Sales & Purchases tab and click New Sale.
Enter the customer details, select the items, and specify the quantities.
Step 2.
The index on the right shows the material item’s inventory. When there is insufficient stock, a warning message will appear.
You can then:
Step 3.
If the requested quantity exceeds available stock when you click Save and Invoice, TidyStock displays an Insufficient Stock notification with updated options.
Step 4.
After selecting Sell available items, put remainder on backorder, TidyStock processes the order as follows:
Note: The Status: Draft for the primary sale indicates it is not yet finalised. The Code Number (e.g., SO202A) helps you track the backorder in the sales index.
Step 5.
To fulfil the backorder when new stock arrives, follow these steps.
Convert the Draft Sale:
Locate the primary sale (e.g., SO202, Status: Draft) in the Sales & Purchases tab.
Open the draft sale, review the details, and click Save and Invoice to convert it into a completed sales order.
This generates an invoice and prepares the available stock for dispatch.
Step 6.
Check Stock for the Backorder:
Go to Advanced Search in TidyStock.
Set the Status filter to On Order to find backorder sales
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