{"id":13185,"date":"2022-03-03T19:03:17","date_gmt":"2022-03-04T00:03:17","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=13185"},"modified":"2023-06-19T11:46:11","modified_gmt":"2023-06-19T15:46:11","slug":"creating-back-orders","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/creating-back-orders\/","title":{"rendered":"Creating Back Orders"},"content":{"rendered":"\n<h3>What are Back Orders?<\/h3>\n<p>Back orders are taken when the item is not in stock, but the customer would still like to go through and order the item anyway (ex. they are waiting for the item to be made). Back orders can be helpful to further distinguish items that are on reserve for other customers.\u00a0<\/p>\n<h3>Back Order Process<\/h3>\n<p>Let&#8217;s look at this example. A customer wants to order a birthday card and a blue scarf. The birthday card is in-stock. The blue scarf is not in stock, so we included it as a Sales Order.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h12_13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13194\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h12_13.png\" alt=\"\" width=\"940\" height=\"632\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h12_13.png 940w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h12_13-300x202.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h12_13-768x516.png 768w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h50_59.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-13190\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h50_59-1024x634.png\" alt=\"\" width=\"940\" height=\"582\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h50_59-1024x634.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h50_59-300x186.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h50_59-768x475.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h50_59.png 1165w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/a><\/p>\n<p>The customer wants to pay for both items now. We&#8217;ll take a payment. In this instance, they paid in full.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-13192\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31-1024x329.png\" alt=\"\" width=\"940\" height=\"302\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31-1024x329.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31-300x96.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31-768x247.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31-1536x494.png 1536w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h51_31.png 1655w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/a><\/p>\n<p>This Sales Order is now marked as &#8220;<strong>Waiting<\/strong>&#8221; because it has not been delivered to the customer yet. Let&#8217;s head to our Waiting Orders. Click on the &#8220;<strong>Orders<\/strong>&#8221; Menu &#8211; &gt; &#8220;<strong>Order Status<\/strong>&#8221; Menu -&gt; &#8220;<strong>Special Orders\/Custom Orders<\/strong>&#8221; &#8211; &gt; &#8220;<strong>Waiting Orders<\/strong>&#8221; and select the waiting order.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h45_10.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-13211 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h45_10.png\" alt=\"\" width=\"668\" height=\"511\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h45_10.png 668w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h45_10-300x229.png 300w\" sizes=\"auto, (max-width: 668px) 100vw, 668px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h52_20.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-13212 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h52_20.png\" alt=\"\" width=\"916\" height=\"231\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h52_20.png 916w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h52_20-300x76.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_13h52_20-768x194.png 768w\" sizes=\"auto, (max-width: 916px) 100vw, 916px\" \/><\/a><\/p>\n<p>The order:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_23.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13195 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_23-1024x697.png\" alt=\"\" width=\"811\" height=\"552\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_23-1024x697.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_23-300x204.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_23-768x523.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_23.png 1099w\" sizes=\"auto, (max-width: 811px) 100vw, 811px\" \/><\/a><\/p>\n<p>We&#8217;ll select the item we&#8217;re waiting on and press &#8220;<strong>Operations<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_39.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13196 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_39-1024x638.png\" alt=\"\" width=\"822\" height=\"512\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_39-1024x638.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_39-300x187.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_39-768x479.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_39.png 1097w\" sizes=\"auto, (max-width: 822px) 100vw, 822px\" \/><\/a><\/p>\n<p>We&#8217;ll select &#8220;<strong>Back Order Item<\/strong>&#8221; from the list of options.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_57.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-13197 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_57.png\" alt=\"\" width=\"821\" height=\"576\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_57.png 877w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_57-300x210.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h52_57-768x539.png 768w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/a><\/p>\n<p>Looking at the Sales Screen, we&#8217;ll notice that a new column has been added called &#8220;<strong>B\/O<\/strong>&#8221; and the quantity of the back ordered item is set to &#8220;<strong>1<\/strong>.&#8221; We&#8217;ll press &#8220;<strong>Finalize<\/strong>&#8221; and &#8220;<strong>Save<\/strong>&#8221; to accept our changes.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h53_13.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-13199 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h53_13.png\" alt=\"\" width=\"820\" height=\"407\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h53_13.png 971w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h53_13-300x149.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h53_13-768x381.png 768w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/a><\/p>\n<p>Let&#8217;s pull the item up again to see our changes by heading back to the &#8220;<strong>Waiting Orders<\/strong>&#8221; screen.<\/p>\n<p>The back ordered item has been added to the top of the screen. Since the customer is taking the other item from the Sales Order with them now, the birthday card, we&#8217;ll mark that item as delivered. The back ordered item will remain as &#8220;<strong>Waiting<\/strong>&#8221; since it still has to be made, then received into Artisan.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h54_14.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13200 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h54_14.png\" alt=\"\" width=\"818\" height=\"522\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h54_14.png 984w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h54_14-300x191.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h54_14-768x490.png 768w\" sizes=\"auto, (max-width: 818px) 100vw, 818px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h57_31-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13202 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h57_31-1.png\" alt=\"\" width=\"809\" height=\"515\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h57_31-1.png 984w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h57_31-1-300x191.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h57_31-1-768x489.png 768w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/a><\/p>\n<p>Now, we&#8217;ll need to create a Purchase Order to start the receiving process for our waiting item.\u00a0<\/p>\n<p>Select &#8220;<strong>Include Purchase Requests for This Vendor<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h25_54.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-13204 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h25_54.png\" alt=\"\" width=\"744\" height=\"388\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h25_54.png 744w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h25_54-300x156.png 300w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/a><\/p>\n<p>Artisan will note that this item has been requested by a customer (and how many).<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h58_50.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-13203 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h58_50.png\" alt=\"\" width=\"820\" height=\"524\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h58_50.png 984w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h58_50-300x192.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h58_50-768x491.png 768w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/a><\/p>\n<p>Once the item has been created or is otherwise ready to be received into Artisan, we&#8217;ll start that process by going to our Receiving Menu and selecting the Purchase Order.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-13205\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_13.png\" alt=\"\" width=\"805\" height=\"527\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_13.png 957w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_13-300x196.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_13-768x502.png 768w\" sizes=\"auto, (max-width: 805px) 100vw, 805px\" \/><\/a><\/p>\n<p>Receiving the item:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_27.png\"><br \/><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13206 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_27.png\" alt=\"\" width=\"790\" height=\"516\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_27.png 956w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_27-300x196.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_27-768x502.png 768w\" sizes=\"auto, (max-width: 790px) 100vw, 790px\" \/><\/a><\/p>\n<p>We will see a Receiving Notice that the customer has this item reserved.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_35.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-13207 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_35.png\" alt=\"\" width=\"442\" height=\"473\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_35.png 442w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_35-280x300.png 280w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><\/a><\/p>\n<p>We&#8217;ll create a new Sales Order for the customer. The order they were waiting on is now marked as &#8220;<strong>Ready<\/strong>&#8221; since it has been received into Artisan (and was paid for already).<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_48.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13208\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_48.png\" alt=\"\" width=\"988\" height=\"627\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_48.png 988w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_48-300x190.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_11h59_48-768x487.png 768w\" sizes=\"auto, (max-width: 988px) 100vw, 988px\" \/><\/a><\/p>\n<p>Click &#8220;<strong>Deliver<\/strong>&#8221; when the customer is there to pick it up.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h00_02.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-13209 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h00_02.png\" alt=\"\" width=\"790\" height=\"504\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h00_02.png 985w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h00_02-300x191.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-03_12h00_02-768x490.png 768w\" sizes=\"auto, (max-width: 790px) 100vw, 790px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What are Back Orders? Back orders are taken when the item is not in stock, but the customer would still like to go through and order the item anyway (ex. they are waiting for the item to be made). Back orders can be helpful to further distinguish items that are&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[287],"ht-kb-tag":[],"class_list":["post-13185","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-and-orders"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/13185","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=13185"}],"version-history":[{"count":11,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/13185\/revisions"}],"predecessor-version":[{"id":20011,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/13185\/revisions\/20011"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=13185"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=13185"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=13185"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}