How To: Report on Back Orders
Table Of Contents
Introduction
Khaos Control provides several ways to report on stock items that are currently on back order. Depending on the information you need, you can generate a back order report from either the Stock module or the Sales Invoice Manager.
These reports can help you identify products that need to be purchased, monitor customer demand and manage outstanding order commitments.
Option 1: Back Order Report from Stock
The Reordering (Standard) screen provides visibility of stock items that have outstanding back orders and may require replenishment.
Generate the Report
- Open a Stock screen.
- Go to the Stock | Reordering | Reordering (Standard) tab.
- Click Go to load the stock reordering data.
- Locate the Stock Levels - BO column.
- To view additional options:
- Right-click the Stock Levels - BO column header, or
- Press Ctrl + U while the column is selected.
The report data can then be filtered, grouped or analysed as required.
Option 2: Back Order Report from Sales Invoice Manager
The Sales Invoice Manager provides a view of back orders linked to customer demand and purchase ordering activity.
Generate the Report
- Open Sales Invoice Manager.
- Go to Sales Invoice | Back Order (Purchase Order).
- Tick Show All to display all back orders, or select the option to show only items that have not yet been ordered.
- Click Go.
- Locate the Stock Levels - BO column.
- To access additional reporting and analysis options:
- Right-click the Stock Levels - BO column header, or
- Place the cursor in the BO column and press Ctrl + U.
The results can then be reviewed, filtered or grouped to help manage purchasing requirements.
Tips
- Use the Stock report when reviewing overall replenishment requirements.
- Use the Sales Invoice Manager report when focusing on customer orders awaiting stock.
- Group and filter the results to identify the highest-demand products.
- Regularly monitoring back orders can help improve stock availability and reduce delivery delays.
Additional Information
Back order information is updated based on current stock levels, outstanding customer demand and purchasing activity. Reviewing these reports regularly can help ensure stock is ordered in time to fulfil customer orders as quickly as possible.