Managing Backorders

Hi there,

many of our customers buy items that are out of stock (backorders).

When we create purchase orders (monthly), we want the automatic quantity calculation to take them into account: if we would normally need to reorder 1 piece and there's 1 backorder, we have to reorder 2 pieces for that item.

(this means that the reorder calculation should be: Reorder Point + Backorders - Stock on Hand - To be Received)

The only way to achieve this is to set the backorder status as "Closed", so the Stock on Hand quantity of the item will be decreased.

So basically our backorders are Closed sales orders. Exactly like normal sales orders that have already been shipped. The only way to recognize them (and it is fundamental that we recognize them, since we still have to ship them) is that their Shipping Date is not set.

Unfortunately this information is not visible on the Item page, so for EACH new item ready we have to open EVERY single sale order it has, to check if any of them has the shipping date not set ( = it is a backorder).

Our issue would be solved if only any of the following would be possible:

if inside single item > Transactions we could see the Shipping Date
if inside single item > Transactions we could filter for Packages (or, even better, lack of Packages)
if Sales Order could have a custom state for Closed
if the automatic quantity calculation for Purchase Orders would consider the stock "available for sale", instead of "stock on hand"

The Zoho backorder system (https://www.zoho.com/inventory/help/backorder/backorders.html), instead, WON'T work for us, because we need to create new purchase orders once a month, not after every backorder received.

We've been struggling with this problem for more than a year now.

We got in touch with the customer support but didn't get much help unfortunately. If we can't find a solution we'll have to switch to another platform, because the issue is becoming more and more difficult to manage.

If anybody has an idea how to fix this, it would be greatly appreciated!

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