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Back order report

Easily manage your unfulfilled orders.

Our software's Backorder Report is designed to help you easily identify the items which are out of stock but for which you have one or more sales order.

The report utilises the Transaction Reporting System.

Our software's standard Transaction Reporting Template used for Back Order Reporting allows the end user to specify criteria including:

• Address (Specify a range of customers or leave blank to include all customers on the report)
• Transaction Date (Specify a range of transactions to include on the report within a particular date range)
• Creation Date (Specify a range of transaction based on when they were initially created to be included on the report)
• Drop down selection of Product Group: Stock Control (Specify a Stock type for the report to be generated from e.g. Tangible items)
• Drop down selection of Product Group: Class (Specify a Class of product for the report to be generated from e.g.Accessories)
• Hold Reason (Specify a particular reason such as "Restricted Product" for the report to find matching transactions at the Back Order workflow stage.)
• Product (Specify a range or an individual product for the report to find matching transactions at the Back order workflow stage.))
• Supplier (Specify a range or an individual Supplier for the report to find matching transactions at the Back Order workflow stage.)
• Drop down selection of Transaction Reserved Status (Specify if the report generated should only include part or wholly unfulfilled transactions at the Back Order workflow stage. The screen shot below displays all variants for this criterion)
• Drop down selection of Transaction Line Reserved Status (Specify if the report generated should only include part or wholly unfulfilled transaction lines at the Back Order workflow stage.)

Once the criteria has been entered into the template, the next steps within the Back Order Reporting allows the user to review the report details on screen in a consolidated format, allowing the user to decide whether or not they need to produce a printed report. The screen shot below shows the first consolidation step where the software system displays a summary screen at product level. This gives the end user a quick reference as to the quantity and value of items that have yet to be fulfilled.

At this point in the process the user can choose to export this information to Excel by simply right clicking on the grid.

 The screen shot below shows the second consolidation step where the system displays a summary screen at group level. This gives the end user a quick reference as the quantity and value of class of products contained within the transactions that have not yet been fulfilled.

The final step of the process allows the end user to either finish without printing or by simply ticking the check box, the standard 3ex.net Back Order Report is produced on screen.

The report displays in a product consolidated format with the facility to drill down into each product to reveal the linked transactions. Our software's standard report displays:

• Item Code
• Item Description
• Supplier
• Next PO Date
• Qty
• Reserved Qty (Allocated Items)

Should the standard layout not meet your requirements then a Change Request can be raised to create a bespoke layout for your company needs.