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Suggested answer

sales order entry

Posted on by 20

We used to enter all sales starting as an order then move it to a fulfillment or a back order. We were told never leave a document with an "in process" status. Now I am questioning why not to do that. We can start it as an order and move what is here to a fullfillment and leave the order as an order and in process. When the rest of the items arrive we can fulfill those items and finish the document. 

We  can back order on an order, instead of moving the doc to a back order. 

Can someone explain to me the reasoning to move to a back order. 

Our sales documents usually consist of multiple items and always quantities of the item, we sell packaging like bottles and jars and the lid so we usually get a order for example 100 jars and 100 lids, sometimes we are out of the jar or the lid or not enough to fill the whole order.

Thanks

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  • Suggested answer
    Dean Marty Profile Picture
    Dean Marty on at
    RE: sales order entry

    Hi Robert

    You are correct that, for example, you can put items on the SOP Order as 'backorder' as opposed to a separate Back Order document.

    I think this is really just a great example of the flexibility GP offers.

    It just would depend on what makes sense for you and your business - for others, they may wish to separate documents types ( maybe different teams work with different types of documents ).

    Perhaps the Community has other thoughts, but, whatever process works for your business should be just fine.

    Thanks!

    Dean

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