Create backorders
This topic describes how cashiers, salespeople, and floor managers can create backorders for customers.
You can add both in-stock and backordered items to a transaction and tender the sale. The customer will be required to pay for all in-stock items in the transaction and, depending on the store's policies, they may be charged a deposit or the full amount for backordered items. However, if there is a mix of in-stock and backordered items on a single receipt, it can be confusing for customers. (It can also be confusing for cashiers when the customer returns to the store to pick up backordered items.) For this reason, it is a best practice to ring up backordered items in a separate transaction.
Depending on your store's policies, you may be required to select a customer to create a backorder. Selecting the customer when you create the backorder makes it easier to look up the backorder later when the customer returns to the store to pick up their items and pay the balance owing.
(Optional) Look up the customer. Refer to Look up customers for more information.
Add the backordered item or items to the transaction. The Item Out of Stock screen displays.
Click Back Order.
(Optional) Change the quantity of the backordered item or items, if required.
Tap Transaction | Tender Sale. You can also press F12 or Enter.
(Optional) If the store's policy is to charge the customer a percentage deposit or the full amount for backordered items, enter the amount next to the appropriate tender type.
Tap OK.
(Optional) Print or email the customer's receipt.
The receipt shows the backordered items, the amount including tax, the deposit amount (optional), and the balance owing.
Last updated