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Easily Identify Backordered Items in Acumatica

This video provides a simple solution to identify backordered sales items in Acumatica. 

Challenges

Identifying backordered items in Acumatica can be a hassle for clients. They need to be able to quickly and easily see which sales orders have items that haven’t been shipped yet. Clients need a solution that is clear, easy to see, and presented right in front of them when creating or viewing sales orders. Without a clear understanding of backorders, businesses can face challenges with: 

  • Inventory management: Inaccurate inventory data can lead to unreliable open quantity numbers, making it difficult to track backorders. 
  • Customer satisfaction: Delays in fulfilling orders due to backorders can lead to frustrated customers and potentially damage business relationships. 

Solution & Benefits

This video presents a simple solution to identify backordered items in Acumatica by using three key fields: order quantity, shipped quantity, and open quantity. 

To determine if an item is backordered: 

  • Subtract the shipped quantity from the order quantity. 
  • The result is the open quantity. 
  • If the open quantity is greater than zero, the item has a backorder. 

Benefits of this solution: 

  • Simplicity: This approach utilizes basic math and readily available fields within Acumatica. 
  • Clarity: The open quantity serves as a clear signal that items are awaiting fulfillment. 
  • Efficiency: Consultants and clients can easily identify backorders without complicated formulas or processes. 
  • Improved inventory management: By highlighting backorders, businesses can take steps to address inventory discrepancies and ensure accurate data. 
  • Enhanced customer satisfaction: Identifying and addressing backorders promptly can lead to timely order fulfillment and improved customer satisfaction. 

 

For expert help in implementing Acumatica solutions and optimizing your business processes, contact Tayana Solutions at 678-910-2774. They can help streamline your processes, quickly resolve support cases, and aid onsite consultants for greater customer satisfaction.