Table of Contents

Overview

With the Backorder Management app, you can define under-receipt and under-shipment policies to receive or ship less than the ordered quantity. When closing orders, any shortage within the defined tolerance is automatically accepted, eliminating the need for manual intervention.

  • Flexible Policies: Create under-receipt policies for items, vendors or combinations, and under-shipment policies for items, customers or combinations.

  • Customizable Tolerances: Define what percentage is acceptable for under-receipts from vendors and for short shipments to customers.

  • Backorder Prevention: Prevent all backorders by accepting any shortage amount, allowing orders to be closed and halting further shipments or receipts for those orders.

  • Default Policy Assignment: Assign a default under-receipt or under-shipment code that the system will always use if no specific code has been set.

  • Automatic Quantity Handling: When shipping or receiving, shorted quantities are automatically populated when within the tolerance, allowing you to close orders without added input.

  • Integration with Insights Apps: Track under-shipments to customers using Customer Insights, and under-receipts from vendors using Vendor Insights.

See also