Backorder for item never stocked

Good day all,

Does anyone have a suggestion on creating a backorder (or work order) for a product that has never been stocked. IE: Customer wants to buy Product XYZ but we have never had that in our inventory. What would be the best way to handle this?

Any suggestions are greatly appreciated.

Steve

Reply to
Steve Vold
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First, use Work Orders not Back Orders.

Second, create a non-inventory item (or several) to use for special orders. Something like SPECIAL or SO-DEPT where you create an item for each department.

I have created a macro that does the following: Ctrl-F2 (Work Order), Shift-F9 (Details), 'SO', , 'SPECIAL ORDER', Alt-O (Override Deposit). I then associated the macro with a custom button through an add-on I got from this forum. Now I have a custom button for Special Order that the cashier can click before entering any items (or later, but it's best to do it right away). If you're interested in the add-on, look here:

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and download everything in the AltKeys folder. The 'Read Me' file explains everything. When you create a work order, use the non-inventory special order SKU for items not in the database. Have the cashier enter as much info as possible into the description. Make, Model, Color, Style, etc. Enter the actual selling price. You can take a deposit (or not). You can set a due date for whenever you expect the merchandise to be available.

You can then generate an Open Orders report (regularly, on whatever schedule suits you) filtered for Reference = SO and sorted by Due Date. I have a custom report (two actually) for this sort of thing. If you're interested, I'd be glad to e-mail them to you.

A manager can generate the report, review the work orders on the report, create the items, generate the POs, then recall the work orders, add the newly created items, delete the non-inventory items, and save the changes.

I'm interested to hear other solutions to this problem, as I am always looking for a better way.

HTH, Tom

Reply to
Terrible Tom

Whenever I have a customer suggest a certain product, I just do a copy of a simular item, and give it a generic UPC code. Once I generate a Purchase order, it comes up as an item I need to order, and once I get it in I replace the generic UPC with the correct one, along with the pricing. Not sure this is what you where looking for. Best of luck.

Reply to
Vince

Thank you Tom and Thank you Vince,

I appreciate the input on this matter. I will look at your Altkey and try it out. That seems to be what I was looking for.

Thank you again. Steve

Reply to
Steve Vold

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