Please find attached below the topics discussed on this page:
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What is the Back Orders section about?
In the Back Orders section, users have the whole list of orders which are in the status of Backorders.
What is does it mean the order is in Backorder status?
An order is set in backorder status when there is no stock available, of the product, at the Warehouse.
The status of the order can be easily spotted, when oipening an order page at the top of the page (see below example)
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How to verify whether there is stock available of the product?
In order to check if there is stock available of the product, users can refer to:
The Inventory section. For more information, please check the helpdesk article: Inventory
or, check into a specific Warehouse Settings page, where are listed all product and their stock availability.
For more information, please check the helpdesk article: The Warehouses Settings page & how to create or edit a warehouse
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However, we also generally recommend checking the below information related to the Warehouse Settings page, which can cause orders to be set as backorders:
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Where is located?
From CRM Homepage, go to the left side menu
Scroll down and click on Warehouse Management
Then click on Back Orders and the Back Orders page will be shown on the right side of the page
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What is on the page?
Please find attached below the list of features available on this page.
SKU field
In this field, users can type the specific SKU of the product of which they are seeking information about how many orders are in backorders because this SKU is out of stock.
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Country field
In this field, the user can type the country to have listed all orders, whose shipping address is for this country and which are in backorder status
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Email field
In this field, the user can type the customer email address to find out how many of the customer’s orders are in backorder status
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The table with the list of Orders in Back Orders
On this table are listed all orders that are in backorders.
The table has 7 columns, which display the below information (see below image example)
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Checkbox column
On this column, the user can select an order, by checking the box on this column
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Order Number column
On this column, users can easily spot the order number
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and by clicking on it, they are redirected to the order page (see below example)
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Customer Email column
In this column, the user can spot the customer’s email address
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SKUs column
In this column, the user can identify the SKU of the product that is in the order
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Shipping Country column
In this column, the user can confirm the Country of the Shipping Address set on each one of the order listed on the table
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Reason column
In this column, the user can discern the reason why each order has been set in the status backorder
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BackOrder Date column
In this column, users can check what is the date on which the order was set in backorder status
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The Update SKU button
By clicking on the Update SKU button, the user can temporarily update the order SKU, so the customer can receive a different product, in case this is what was previously agreed with the customer him/herself.
To update the order SKU, to deliver a different product, please follow the below steps:
Check the order from the table
Click on the Update SKU button
The Update SKU tab will pop up and from there the user can fill the New SKU field with the new SKU and then hit on the Update button at the bottom of the tab
The SKU of the order will be updated, and the order will be sent for fulfillment
Please note that if more than an order is selected, all orders will be updated with the same new SKU (see below example)
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