Making a Back-Order

Back-order form:  Print on orange paper     Editable Version

  • IN QB, pull up Estimate and make a copy, naming it -01, and marking it ‘Accepted’.  Match Estimate Date to date of original. Make sure ‘Completed’ field on -01 is empty.
  • Delete lines shipping complete from original paperwork.
    • If a line is shipping partial, key in new qty shipping on back-order (and in description).
    • Notes, set up fees, and discounts-leave or delete as applicable.  May need to change qty.
  • Consider updating the schedule if the change is significant. (If mouldings, recalculate units remaining; update in QB, and stick remaining portion on moulding schedule at new ship date with new -01 #.)
  • Enter new ship date & print work order packet.
  • Send BO confirmation to sales (if necessary), with reason for delay.
  • Pull up original estimate in QB, and on lines back-ordered, change qty to 0 (or number, if line shipping partial).
    • Do not reprint new work-order packet for original #, instead mark lines ‘BO’ on original paperwork so customer knows it is coming later, rather than not ordered.