Auto Backorder

The Auto Backorder feature allows you to automatically attach an invoice model line to a purchase order where there is an available quantity on order. It will find the oldest available purchase order and attach it to the corresponding model on the invoice based on the following restrictions that you can define: location restrictions, minimum deposit, max days out and whether the user has security to auto backorder.

In this guide:

  • Invoicing Variables
  • Security
  • Invoice Type
  • Location Restriction
  • Purchase Order
  • Auto Reserve Utility

Invoicing Variables

  1. Go to Tools > System Maintenance.

  2. Click the Variables tab, select Invoicing, and then click Open.

  3. Click the Update tab, and then select these checkboxes:

    • Automatic Back Order Items
    • Only from Same Branch
    • Automatic Back Order Models