Managing your Back Orders Course
Table Of Contents
Introduction
Back Orders are sales orders where stock has not yet been assigned due to insufficient stock availability. In these situations, additional stock will usually need to be purchased before the order can be fulfilled.
This course explains the different ways Khaos Control can manage Back Orders, including system setup, creating purchase orders, assigning stock, communicating with customers and monitoring outstanding demand.
By the end of the course, you will understand how to efficiently manage the entire Back Order process from creation through to fulfilment.
Course Location
Training can be delivered at:
- Our offices in Grantham
- Your own premises
Note: If training is delivered at your premises, it is important that the environment is suitable for learning and allows delegates to focus without unnecessary interruptions.
Course Duration
This course is delivered as a half-day session.
It can be combined with other training courses, including:
Alternatively, any remaining time can be used for tailored training based on your business requirements.
Prerequisites
To get the most from this course, attendees should already have a good working knowledge of Khaos Control.
Topics Covered
The Managing Your Back Orders course covers the following areas:
Back Order Overview
- Understanding what Back Orders are
- How Back Orders are created
- The different methods available for managing Back Orders
System Configuration
- Back Order setup options
- Relevant System Values
- Configuration options that affect Back Order processing
Creating and Managing Back Orders
- Creating Back Orders
- Understanding Back Order workflows
- Managing customer demand when stock is unavailable
Reviewing Customer Back Orders
- Viewing a customer's current Back Orders
- Reviewing outstanding quantities
- Monitoring Back Order status
Assigning Stock
- Assigning available stock to Back Orders
- Managing stock allocation priorities
- Processing fulfilment when stock becomes available
Customer Communication
- Informing customers about the status of their Back Orders
- Sending customer updates regarding stock availability
- Managing customer expectations throughout the Back Order process
Purchasing for Back Orders
- Creating Purchase Orders for Back Orders
- Ordering stock to satisfy outstanding demand
- Processing incoming stock against Back Orders
- Delivering Back Ordered items
- Using Back Order Picking Notes
Reporting and Performance Monitoring
Learn how to use key reports to monitor Back Order activity and supplier performance, including:
- Outstanding Sales Orders
- Back Order Performance
- Supplier Performance
Who Should Attend?
This course is ideal for users involved in:
- Sales Order Processing
- Purchasing
- Stock Control
- Customer Service
- Operational Management
It is particularly beneficial for businesses that regularly manage stock shortages and need to maintain visibility of outstanding customer demand.
Related Courses
These courses complement the Managing Your Back Orders course and provide a broader understanding of stock management and purchasing processes within Khaos Control.