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backorder
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Michael Kowalski

Hello,

In our current system, when we have backordered products in the sale, it created a new order/quotation. When we receive the products in our inventory, we can go to the customer and see that he has backorders and open the backorder and begin processing it as a new order.

In Odoo, the backorder functionality does not create a backorder in the traditional sense. If customer orders 15 pieces, and we only have 10, it creates a Purchase Order and places the backordered amounts in a 2nd delivery order.

The problem for us is that we may not get the products back in stock for 3-4 months. In Odoo, it charges the backorder in the invoice, so the customer is paying now for the backorder. We don't want to charge the customer immediately for a product that is 3-4 months out of stock. How to handle this situation, is there any app or workflow that alleviates this issue?

I'm seriously considering Odoo, but this is a deal-breaking issue for us... 


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Ray Carnes (ray)
Best Answer

When you process the Delivery Order for this Customer, if you send less than 15 pieces, you will be asked to create a Back Order of the Delivery Order.  The Truck icon on the Sales Order gives you access to the one or multiple Delivery Order(s) it takes to completely fulfill the order.

On the Sales Order you will see THREE quantities - quantity ordered, quantity delivered and quantity invoiced - and this is a way many Users manage order completion.


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Ricardo Gross
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Hi Michael,

If you set in "Product Form" the "Invoicing Policy" to Delivered Quatities, you will be able to invoice only what is delivered. 

I hope this helps you.

BR

Ricardo

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Michael Kowalski
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Hello, yes I did find and try this option. It helps a little bit, but the workflow is still not great. When you Purchase and Receive Stock, the Delivery Order can be shipped, but the invoice doesn't update total price. You need to edit the invoice manually while processing the back ordered delivery order to update the price. It's very strange... Is there any way to automate this?

I wish Odoo's backorder feature actually created a Back (sales) Order. Because...what it does right now is create a Back Delivery Order.

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JORDI BALLESTER ALOMAR
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Michael, when you set the Invoicing Policy to Delivered Quantities  in the product form then you will see that the field "Quantity delivered" in the sales order is updated as soon as you ship the product.

The key here is that you will create the first invoice only for the quantities that have been delivered. So you won't need to change the invoice afterwards, but just create a new invoice from the existing sales order once the new delivery has been shipped. Only the quantity shipped, not yet invoiced, will be transferred to the invoice.


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Michael Kowalski
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Oh I see...I didn't notice before that Odoo would allow you to have multiple invoices. So with the backorder, you would have 2 separate invoices on a single sale order. A little confusing since I've never seen this approach. Follow up question would be, with the backorder invoice...how does the customer know this second order is the backorder? Is there any way to automate a backorder label or description or something like that automatically? I suppose there is hm...

Thanks, I will think about this.

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