Toggle Postpone Assignment Flag in Back Order Manager

Toggle Postpone Assignment Flag in Back Order Manager

Overview  

If you don't want to tie up stock on a sales order with a delivery date in the future, you can postpone the assignment of the stock in the Back Order Manager. This video describes the process you need to follow and there are written instructions beneath.


Steps 

  1. Go to [Despatch | Back Order Manager].
  2. Click the order you wish to postpone stock assignment.
  3. Click Actions.
  4. Click Toggle Postpone Assignment.
  5. Confirm in the popup.
  6. The line will go yellow indicating that the assignment of the stock items has been postponed.

Notes/Caveats 

Note, once stock items have been postponed, the system will not allocate or remove stock from the order and the user must  un-postpone before making any changes.

Usage

To unpostpone:
  1. Click the order you wish to unpostpone stock assignment.
  2. Click Actions.
  3. Click Toggle Postpone Assignment.
  4. Confirm in the popup.
  5. The yellow line will disappear and the user is then able to allocate, or remove stock, from the order.

    • Related Articles

    • Toggle the Assignment of Stock on a Sales Order

      Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...

    • Filter Back Order Manager by Current Sales Order

      Overview If you're using the Back Order Manager you may wish to filter by sales order to see what items the sales order does have allocated. This video explains how to do this. Steps Go to [Despatch | Back Order Manager]. Click the order you wish to ...

    • Filter Back Order Manager by Current Stock Item

      Overview When using the Back Order Manager you can easily filter the grid by the current stock item. This video explains the process and there are written instructions below: Steps Go to [Despatch | Back Order Manager]. Click the stock Item you wish ...

    • Allocating Stock to a Sales Order in Back Order Manager

      Overview It is possible to allocate available stock to back order sales orders using the Back Order Manager. This video explains the process and step by step instructions are below it. Steps Go to [Despatch | Back Order Manager]. Click Filters and ...

    • Unallocate Stock From a Sales Order in Back Order Manager

      Overview There maybe times when you wish to unallocate stock from an order, for example to fulfill more urgent orders. The process is described in the video below and there are written instructions beneath: Steps Go to [Despatch | Back Order ...