Trident1POS Customer Service
How to Create a BackOrder
Overview
This article is meant to inform the User on how to create a special order in Trident1
Explanation
To begin this article, we need to define a backorder within Trident1.
A backorder is an out of stock option where you create a purchase order for the out of stock product at a later time.
Example: A customer comes in asking for a holster you do not carry. You inform the customer that you’ll check with some vendors and the customer asks you to order if you are able.
Pertinent Settings
Specify Vendors on Product Record
Click the Products menu
Use search filters to locate and open your product record
Click the pencil icon to edit vendors
Add list of vendors you order this product from
Click Save
Process
Create a Sales Order
Click the Point of Sale menu to create a sales order
Enter the customer’s name
Create a Backorder
Scan/input the out of stock product
Note: This automatically pulls up the Out of Stock Options dialogClick on Backorder to start the purchase order creation
Click one of the options:
Note: This illustration is using the Backorder Now optionAdd Backorder - This option is used when you intend to finalize the current sales order, not charge the customer for the backorder product, and create a new sales order for the backorder product when it is received.
Create PO Now - This option will take you to the Special Order screen to create a purchase order.
Note: See https://trident1.atlassian.net/wiki/spaces/TPCS/pages/369721379Backorder Now - This option is used when you intend to save the sales order in 'Pending' status and then open the same sales order for finalization once the backorder product is received.
Click Save as Pending
Validate Backorder
Hover the mouse over Customer menu
Click Customer Backorder Log
Utilize the Filters to find the customer backorder
Create the Purchase Order
Hover the mouse over Products menu
Then hover over Purchase Orders
Click Create Purchase Order
Type the Vendor Name (same vendor name from pertinent settings above)
Change PO Type to ‘ORDER TO MIN’
Click the Get Products button
Note: This will look up against back order log to pull backorder products for this vendorSee backorder product automatically pulled in
Click Finalize PO
Receive the Purchase Order
Hover the mouse over the Products menu
Then hover over Products Received
Click Receive by Purchase Order Number
Click the Magnifying glass to pull up all finalized purchase orders
Find the purchase order from the sales order and click the arrow button to receive
See related sales order on purchase order
Click Receive PO
Reopen/Finalize Pending Sales Order
Hover the mouse over Point of Sale menu
Click Sales Orders
Utilize the filters to find the sales order
Click the Sales Order Number
Click Switch To Edit Mode
See sales order shows backorder product as resolved
Click Ok
Finalize sales order
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Trident1POS Customer Service