Question

Sales Receipts and back order items

Forum|Forum|5 years ago
March 30, 2021
1 reply
4 views

We use Sales Receipts for all internet sales, imported via an iif file from an application called QBI. The problem we have is that occasionally we will have an item that is not in stock and we need to backorder that one item. We need a method to track open backorders. I use QuickBooks Desktop Premier, and am familiar with the Sales Order function, but I'm concerned that using a Sales Order and a Sales Receipt for the same order transaction will not correctly handle inventory.

Should we continue using Sales Receipts, and only create a Sales Order (manually) for backorder items?

QuickBooks Desktop

BettyJaneB

Level 9

Hi there, @Highpowerindiana.

I'd like to provide a confirmation regarding your sales tracking in QuickBooks Desktop.

Yes, you got it right. You can continue using the Sales Receipts and manually create a Sales Order for backorder items. This way, you can prevent having duplicate entries and ensure that your inventory is accurate.

It's also good to know that you're already familiar with utilizing the Sales Order feature in the system. In case you need help regarding the accounts receivable workflow in QBDT, you can always check out this reference: Learn the different ways you can track customer transactions in QuickBooks Desktop.

Know that my doors are always here to help if you have any other questions. I'll be right here for you. Take care!

H

HighpowerindianaAuthor

Just to clarify, if the Sales Receipt has, say 10 line items, and one is backordered, I should remove that item from the sales receipt, and create a sales order with just that one line? Or do I leave the backordered item on the Sales Receipt, too?

C

Candice14

Level 8

Hey there, @Highpowerindiana.

Thanks for reaching back out and asking some other clarification questions. I can answer your question.

My colleague stated that it's safe for you and your business to use Sales Receipts but to manually create Sales Orders for backorder items. You're on the right track.

In addition, check out the article that my colleague provided to help your business in the future: Get started with customer transaction workflows.

I hope this helps. Let me know if you need help with anything else. I want to make sure that you're able to get back on track. I'm only a comment away if you need me. Bye for now!

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