Backorder Management provides a suite of capabilities to help your organization handle “under-receipt” and “short shipment” scenarios. When the quantity of goods received is less than what was ordered, you will have the choice to accept the under-receipt within a specified tolerance and finish the purchase order. Similarly, when you are not able to fulfill an entire sales order, you have the choice to ship within a specified tolerance and post the sales invoice.

Types of Users

Procurement Employees

Sales Employees
Financial Employees
Warehouse Floor Workers
Sales Managers
Procurement Managers

Customer Needs

In many industries, it is common not to allow under-receipt due to the perishable nature of the product, and risks to quality. In this case, the user needs the ability to refuse backorder for vendor(s), item(s), Item-vendor, or all backorders. Refusal of backorders means that if there is a short receipt, the system will post the receipt, and adjust quantities to allow for invoice posting.

Similarly, some companies have an agreement with a customer that if they are not able to fulfill an entire order, they will ship what is available without creating a backorder for the additional quantity.  In this case, the user needs the ability to refuse backorder for the customer(s), item(s), customer-item combination, or all backorders. Refusal means that if there is a backorder, the system will post the shipment, adjusting quantities to allow for invoice posting.

Key Features and Functionality

Ability to define various under-receipt policies and assign them to the item(s), vendor(s), or combination of item and vendor. With an under-receipt policy, the user is allowed to receive less than the ordered quantity within the under-receipt tolerance percentage.
Ability to set under-receipt quantity on the purchase order or warehouse receipts.
Ability to define various under-shipment policies and assign them to items(s), customer(s), or a combination of items and customers. With an under-shipment policy, the user is allowed to ship less than the ordered quantity within the under-shipment tolerance percentage.
Ability to set under-shipment quantity on sales orders or warehouse shipments.

Supported Countries

Canada

United Kingdom

United States

Supported Languages

English

French

Spanish

Supported Editions

Essentials

Premium

Backorder Management

بواسطة NIC Systems Inc.