Is there a way to stop backorders from fulfilling ...
# general
j
Is there a way to stop backorders from fulfilling items are received at the warehouse? Sales reps need to confirm with customers before shipping out... Is there such thing as an approval process for orders to ship?
m
I’ve made a few different processes for this using workflows You can set orders to closed , do not commit or pending approval until items are not backordered Also you can mark the Ship Complete box on the order and then you can’t ship until the whole order is there The problem is with the commitments. Once closed or pending approval no items get committed so it’s hard to see what is backordered I’ve usually had to use some sort of saved search to try and calculate commitments then “release orders” which would then allow commitments to take place It’s a little wonky sometimes but there are ways to accommodate most processes. I find the biggest help is to have people manage the expected ship date properly. This seems to be the key to everything as you can then schedule releases of orders and know when to commit items based on this schedule
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j
@MGBC All great ideas. Thank you for sharing.