When a user adds an inventory item to a ticket with zero stock quantity, it will show as a backorder item. RepairQ will create a placeholder entry in your inventory for your records. A ticket with a backorder item cannot be closed until you have replaced the placeholder with an in-stock item. Backorder items can be fulfilled manually from the ticket or automatically through a Purchase Order (PO) replenishment. If the same item has been back ordered on multiple tickets, a PO will fulfill older tickets first. The PO will also show a list of pending backorder fulfillments. This list shows the tickets that will be fulfilled first, and if the item should go to a different ticket, it can be unlinked from the order.
The tutorial below will walk you through the process of stocking a backorder with a Purchase Order. It is understood that the backorder item has already been ordered via PO, and the user is reconciling the order to fulfill the backorder item.
Additional Resources
- Inventory Management: Allowing for Backorder Inventory
- Inventory Management: Allowing Backorders via Internal Purchase Order
- Inventory Management: Stock a Backorder Item Without a Purchase Order
- Checking for Items that Require Reordering
Note: There are a few ways to find items that are in backorder status. To search your inventory for items in backorder status, you can see our article, Checking for Items that Require Reordering.
View Pending Backorder Fulfillments on a Purchase Order
1. When viewing a Purchase Order with the backorder item, scroll down to the Backordered Ticket Items Fulfilled section. This will show the Ticket ID link with the backorder item.
2. When you receive inventory from this PO, whether partially received or completely reconciled, the backorder item will be fulfilled first. As long as one of the pending items has been received into inventory, the backorder will be prioritized and moved into Pulled status on the corresponding ticket.
3. You can view the Inventory Details for the backorder item, including the Change Log with fulfillment details by clicking the View button.
4. After receiving the backorder item, it will be in Pulled status until the ticket is completed.
Unlink a Backorder Item from a Purchase Order
If you decide the backorder item needs to be canceled, you can remove the item from the ticket before the item has been received on the PO.
1. When viewing a Purchase Order with the backorder item, scroll down to the Backordered Ticket Items Fulfilled section. This will show the Ticket ID link with the backorder item.
2. Click the Ticket Link to jump to the ticket. From there, you can edit the ticket and remove the backorder item. Then you can receive the item if it has arrived or cancel the PO.
START 1.18.X MIG
0 Comments