Frequently Asked Question

There are two methods of processing a customer back order. To process the back order and print off a finalized invoice, or to clear/delete the back order

Processing the Customer Back Order

A back order will usually be picked up and processed as a part of the receiving process when the items on back order are received into Counterpoint. If, for some reason, the back order is not processed this can be done after the fact

4. Sales Desk > 8. Administration > 6. Back Order Processing > 5. Fulfill Customer Back Order

This will present you with a listing of items that can be fulfilled and the option to change the document type and amount to fill. You can access these fields by pressing enter at the "Any Change?' prompt. To ignore fulfilment of an item, modify the Fill Qty. to 0.

Once you have modified the fields, you can accept the process and it will fulfil the back orders listed. At this time, new invoices will be generated and printed for each of the fulfilled items.

Clearing / Deleting the Customer Back Order

To remove a customer back order without processing a new transaction, you can delete a back order directly via the back order maintenance

The first thing to do would be to utilize the Back Order Inquiry to gather invoice and line information of the back order in question

Steps for this can be found here: here

Next, you will navigate to back order maintenance: 

4. Sales Desk > 8. Administration > 6. Back Order Processing > 1. Back Order Maintenance > 2. Delete Back Order

Enter in the Category, Part Number, Invoice and Line Number. Full details of the back order will show and you will be prompted with "Is this the right record?". Enter Y at the prompt and press enter to delete the back order.