How to add backorder on sales order orint form?

edcorusa1 · ‎December 10, 2018

We are running QuickBooks Premier 2017 Manufacturing edition. We need to be able to create backorder sales orders. The backorder sales order needs to have all the line items on the original sales order and what has and has not been shipped.

For an example.
A customer order 1000 "W" widgets, 750 "Y" widgets, and 750 "Z" widgets. They want 500 of the "W"s shipped on 1/1 and 500 shipped on 2/1. 500 "Y"s shipped on 1/1 and 250 shipped on 2/1. And 250 of the "Z"s shipped ASAP and 500 shipped on 2/1. So, we fist ship out the 250 "Z"s and invoice them. Now we need to create a new backorder sales order for the rest of the items.

We have this issue a lot and need to be able to have a sales order show what has already been shipped. It show on the screen, but not on the printed sales order. The invoice only shows the line items that has been shipped.

qbteachmt · ‎December 10, 2018

Look at your Title Bar; did you really install this as Wholesales & Manufacturing, or as Plain Premier? Plain Premier doesn't do backorder tracking.

View solution in original post

qbteachmt · ‎December 10, 2018

Look at your Title Bar; did you really install this as Wholesales & Manufacturing, or as Plain Premier? Plain Premier doesn't do backorder tracking.

edcorusa1 · ‎December 10, 2018

I will have took look into this as we did not install it. We started using Intuit's Hosting with Right Networks. I was told by Inuit that it would be the same version that we were running. They might have installed the wrong version. I assumed it would have been installed to our specification, but you know about assuming things. Thanks.

edcorusa1 · ‎December 10, 2018

Ok, I have looked into it. It seems when Right Network installed the 2017 update, they installed the Premier Plus and not the Premier Manufacturing. As we were using the manufacturing before, I did not pay attention to the title bar and the Title bar is mostly covered up with the Remote Desktop Bar. I have contacted Right Network and they have corrected the issue.

For those who do not know, Right Network is the Hosting company that Intuit uses for there Desktop Hosting. You connect to the VM by remote desktop.

qbteachmt · ‎December 10, 2018

Version = Year.

Edition = Flavor, or Specific Program that is part of the Premier Family of Editions. Only Premier Wholesale & Manufacturing and Retail manage backorder tracking; you should see this as the Program Title for what you are running.

ShiellaGraceA · ‎December 10, 2018

Hey, edcorusa!

Having the ability to display and print backorder on Sales Order is one of the cool features of QuickBooks.

Are you using a customized template when creating your Sales Order? If so, let's go ahead and try the steps below for a possible solution:

Create a new custom template for the Sales Order.
Open the Sales Order.
Go to the Formatting tab then click Customize Data Layout.
In the Additional Customization window, click the Columns tab.
Uncheck the box under the Print column for Backordered.
Click Ok.

If you find the steps not helpful, just give me a holler; I'll be here.

edcorusa1 · ‎December 10, 2018

Yes, it did at one time. But, 2017 does not have any option to add the colum in either the sales order or invoice templets. We have looked all over for this. At one time it worked for us just fine, but now it does not.

ch-felberbaum · ‎December 10, 2018

The problem is the check box for back order is lite and cant do anything ???

qbteachmt · ‎December 10, 2018

That means it Doesn't Apply. This also isn't your topic. If you start your own topic, select the product, give us specific info that relates to your question and what you are doing and from where in the program, with which screen open, we can give you specific help. Thanks.

Kimzeder · ‎December 15, 2018

Hi!

i am trying to add back order to my packing slip or sales order. When I go into customize template I clicked the check under print but when I print the invoice it won’t show the column (backorder) can you please help with this issue.

thank you

qbteachmt · ‎December 15, 2018

@Kimzeder

Did you Invoice that SO, already? Once you invoice it, you have backorder status on the SO and the Invoice.

Almm · ‎January 27, 2022

I have a problem with the same thing that my back order columns are working , unchecking has not made a difference, column is grey and has no numbers

MariaSoledadG · ‎January 27, 2022

Let's make sure to fix the back ordercolumns, Almm.

As per @qbteachmt statement, you'll have to look at your Title Bar and make sure you're using Premier Wholesale & Manufacturing and Retail. For now, Plain Premier is unable to do backorder tracking. You'll want to check for the edition that you're using, simply go to File and select Toggle to Another Edition. In the Select QuickBooks Industry-Specific Edition window, the grayed out edition is the one you use.

However, if you're already using the correct edition, ensure you're using the correct template and use the QuickBooks Tools Hub to fix the issue. You can check out this article for additional information: Fix Common Issues When You Use And Customize Templates.

Reach out to us if you have any concerns about backorder on sales orders. We're here to make sure everything is taken care of. Stay safe!

Almm · ‎January 27, 2022

I am on Premier Manufacturing & Wholesale Edition, but it does not say Retail, is that a separate edition ? also does it work for me to switch back and forth to check it out?

the one i see with Retail included shows: Premier Retail Edition but I am not sure if this id the right one.

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How to add backorder on sales order orint form?