Backordering Stock Sales

In tandem with the ability to partially dispatch products from a stock sale, you also are able to invoice only what has been dispatched instead of the full sale. Backordering splits a stock sale into separate stock sales so they can be dispatched and invoiced independantly.

Once you have partially dispatched an sale and haven't already raised a full invoice, the stock sale will display the Create Backorder function.

Clicking the Create Backorder button will create another draft stock sale and transfer over all all the products not yet dispatched. The new stock sale will have the original sale's reference with the /x suffix, where x is the number of times the sale has been backordered. 

Edit or Approve the backorder and complete the sale by invoice and dispatch using the normal stock sale workflows independently from the original order.  If don't plan to fulfill the backorder, you can Delete it. Note: It is possible to backorder the backorder by repeating the workflow.

Back order details, such as when and who process the backorder are added to the stock sale's Notes tab:

The original stock sale will be marked as fully dispatched and will need to completed by raising an invoice for the partially dispatched products. You can identify dispatched sales without an invoice on the stock sale dashboard as they won't have the invoice "page" icon in the Dispatched tab.

Open the backordered sale from the Dispatched tab. Click Create Approved Invoice or Create Draft Invoice as required to raise the invoice to complete the sale. Note: The original order will still retain the original product line items for reporting, but with the value set to $0.

Add a payment to the approved invoice if required.