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scbron
August 3, 2021
Question

How do I only show Backorders on Open Sales Order

  • August 3, 2021
  • 1 reply
  • 0 views

I often have sales orders with a lot of line items. My customers just want to see what is still on b/o so I would like to resend the sales order just showing the backordered items. Now they have to go down the long list looking for quantities in the b/o column. Seems like we should be able to make it easier for them. Can I do that? Thanks in advance

    1 reply

    AlexV
    AlexV
    August 3, 2021

    Hi scbron!

     

    Thanks for reaching out to us. Let me share some details about backorders.

     

    You'll want to run a report. QuickBooks Desktop has a report that shows backordered items. We can customize it to show only the backorders. Follow these steps:

    1. From the Reports menu, hover over Sales and select Open Sales Orders by Item.
    2. Set the correct Dates, then click the Customize Report button.
    3. On the Columns section of the Display tab, select only the Backordered.
    4. Tap OK.

    Once done, you can use this info as a reference when resending the sales order to your clients.

     

    I've added some links you can check. These will show you the steps on how to customize the reports in QuickBooks Desktop:

     

    Need more help? Please comment below and we'll respond as soon as we can.

      S
      scbronAuthor
      August 4, 2021

      Thank you for the reply but it does not quite solve my problem. This solution gives me a list of backordered items for a particular customer, which is very helpful to me, but is not something I would send to my customer. I am looking to modify my customer's sales order so only the backordered items are listed. Is there a way to remove the invoiced items off of a partially shipped sales order? 

       

      Thanks.

      A
      AileneA
      August 4, 2021

      I can provide the steps on how to show the partially invoiced sales order on the Open Sales Order report, scbron. 

       

      You'll want to filter Paid Status of the sales order to see what you've partially invoiced or remaining item. Simply follow the steps outlined below to accomplish this:

       

      1. Pull up the Open Sales Orders report.
      2. Click Customize Report.
      3. Go to Filter, choose Paid Status, then select an option. 
      4. Click OK to save the filter.
      5. Once done, you can double-click the sales order to open the transaction and see the status. 
      6. From there delete the transaction. 

      Learn more about personalizing your reports through this page: Customize reports in QuickBooks Desktop.

       

      I've also added these articles for additional resources while working on your sales orders:

      Let me know if you still have questions or clarifications about sales order. I'll be here to help. Have a great weekend!

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