How do I only show Backorders on Open Sales Order

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:

• Customize customer, job, and sales reports
• Customize reports

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

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.

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:

• Express Pack tab in Sales Order Fulfillment
• Pick tab in Sales Order Fulfillment 

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

Thank you but I don't think you understand my question.

I know how to create a report of Open Sales Backordered items. 

That is not what I am asking. 

I want to create a Customer Sales Order that I can send to the customer that only shows the items backordered on their Sales Order. I do not need a report , I need a customized Customer Sales Order that only shows the items that have not yet been invoiced.

Joining the thread to help with your question about sales orders, scbron.

You can either edit the original sales order and remove the items that were already invoiced, or create a new one. Then, use the information from the report to make sure you're only adding the items in the new sales order that are not yet invoiced. 

Here's how to edit a sales order:

1. Go to the Customer Center and proceed to the Transactions tab.
2. Click Sales Order and look for the transaction.
3. Double-click on it to open the transaction.
4. Make the necessary changes and click Save and close.

Feel free to check out this article in case you need more references when working with your customers in the program: Get Started With Customer Transaction Workflows in QuickBooks Desktop.

Don't hesitate to reply to let me know if need anything else when working in QuickBooks. I'll jump right back and offer my help to you again.

I'm hoping that there has been better fix to the original question and response.  We are in the same boat with this user and it seems to make sense that partially invoiced items would no longer show as open items on original invoice. Has there been a solution for this situation? Or, is it still best to just manually remove invoiced items from the sales order?

Thanks

We recognize the convenience of enabling backorders to show on our sale orders, TCunningham.

As of this moment, we can manually remove the items that have already been invoiced to acquire these backorders to show on your open sales orders. You may follow the steps shared by my colleague, JenoP, above to help you review and modify a sales order created.

Additionally, if you want to customize specific reports to keep track of your sales transactions, you can also refer to the insights added to this thread.

Moreover, I've included this reference to guide you on how to increase speed and accuracy efficiently for an order:  Express Pack tab in Sales Order Fulfillment.

We'll be available in this forum if you have additional questions when managing sales orders for your customers. Let us know in the comments below, and we'll be around to help you further. Keep safe!