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Backorders in Rackbeat: How Do They Work?

In Rackbeat, you can easily create a backorder.

Create backorders in Rackbeat by canceling undelivered items, creating a new order, and ensuring an invoice is made for the shipped items before starting the process.

A backorder means that an order cannot be fully delivered – the remaining items will be delivered later as a separate order. This can happen if the stock level doesn’t cover the entire order.

Here we explain what this means and how to do it.

What happens when an order is set as a backorder?

  • The original order is canceled for the items that were not delivered.
  • A new order is automatically created with the remaining items.

Example:

Order #2401 cannot be completed because two items are out of stock. When a backorder is created, the missing items are canceled from order #2401, and a new order (#2402) is created with the remaining items. The new order will note in the comments field that it is a backorder from the previous order number.

Note: You must create an invoice for the items that have already been shipped before creating the backorder. Invoices cannot be created for a canceled order. If this happens, the invoice must be created manually.

How do I create a backorder in Rackbeat?

Follow these steps to create a backorder: 

  1. Go to Order Overview.
  2. Find an order with the status "Partially Shipped" (items are partially picked and shipped).
  3. Hover over the three dots next to the order.
  4. Click "Create Backorder".
  5. Confirm the pop-up window that says: "This will cancel order no. #XXXXXX and create a new one for the undelivered items."

Tip: Handle invoicing and shipping for the delivered items first, as invoices cannot be created after the original order has been canceled.

How do I find my old order? 

The original order is marked as canceled and archived. To find it:

  1. Go to "Order Overview".
  2. Filter the list to show "Archived Orders".
  3. Search for the old order number.

I’m viewing the order and can’t find where to create a backorder

It is not possible to create a backorder directly from the order view. You must:

  1. Go to "Order Overview".
  2. Click the three dots next to the order.
  3. Select "Create Backorder".