How to Enable Back Orders
Click on My Account
Click on Manage
Click on Edit
In the Order Processing section, click on the drop-down for the Allow Access for Back Orders field.
Select your preference: None, Admin Only, or All Users
Click on Save Changes
Now that the Back Orders feature has been enabled, it's ready for use.
Essential Things to Know About Back Orders
Inventory -- Back orders will not be deducted from inventory.
Warehouse -- the item's Primary Warehouse will be the only one reflected.
Pricing & Warehouse—When creating backorders, There is no option to select pricing and/or warehouse. However, this can be done when the back order is converted into an active, future, or draft order.
BO# -- is automatically assigned. The number sequence can be forwarded on the admin panel.
Closed back orders (BO) -- closed backorders cannot be edited and/or re-opened.
Backorders cannot be linked to a purchase order
How To Create an Order for Back Orders
Click on Orders
From the left-side menu, click on Back Orders
Click on New Back Order
Select the Account this item(s) is for
Start adding your item(s) and any notes as needed
Notes can be added to a line item or the entire order
Click on Submit Back Order
How To Convert a Back Order to an Active, Future, or Draft Order
Click on Orders
From the left-side menu, click on Back Orders
Click on the BO# you would like to convert
From the left-side menu, click on Start Order
Key in all the necessary data
Click on Submit Order
Once the order has been activated, the back order will be marked as Closed
Where Can I Find My Back Orders?
Back Orders can be found in multiple spots within Vinosmith:
In the Back Orders section
On the Accounts page
On the item's Product page
On the item's Producer page
On the Importer page
Back Orders Report
How to Enable Email Notification
When a back order is created, the rep assigned to the account will receive an email notification. Admin users can also receive a notification by enabling an OutboundEmail key.
Click on My Account
Click on Manage
Scroll down to the Outbound Emails section
On the far right, click on Add
Select back.orders.create
Click on Save