How to Enable Back Orders

  • Click on My Account
  • Click on Manage
  • Click on Edit
  • In the Order Processing section, click on the drop-down for the Allow Access for Back Orders field.
  • Select your preference: None, Admin Only, or All Users
  • Click on Save Changes

Now that the Back Orders feature has been enabled, it's ready for use.

Essential Things to Know About Back Orders
  • Inventory -- Back orders will not be deducted from inventory.
  • Warehouse -- the item's Primary Warehouse will be the only one reflected.
  • Pricing & Warehouse—When creating backorders, There is no option to select pricing and/or warehouse. However, this can be done when the back order is converted into an active, future, or draft order.
  • BO# -- is automatically assigned. The number sequence can be forwarded on the admin panel.
  • Closed back orders (BO) -- closed backorders cannot be edited and/or re-opened.
  • Backorders cannot be linked to a purchase order

How To Create an Order for Back Orders

  • Click on Orders
  • From the left-side menu, click on Back Orders
  • Click on New Back Order
  • Select the Account this item(s) is for
  • Start adding your item(s) and any notes as needed
    • Notes can be added to a line item or the entire order
  • Click on Submit Back Order

How To Convert a Back Order to an Active, Future, or Draft Order

  • Click on Orders
  • From the left-side menu, click on Back Orders
  • Click on the BO# you would like to convert
  • From the left-side menu, click on Start Order
  • Key in all the necessary data
  • Click on Submit Order
  • Once the order has been activated, the back order will be marked as Closed

Where Can I Find My Back Orders?

  • Back Orders can be found in multiple spots within Vinosmith:
    • In the Back Orders section
    • On the Accounts page
    • On the item's Product page
    • On the item's Producer page
    • On the Importer page
    • Back Orders Report

How to Enable Email Notification

When a back order is created, the rep assigned to the account will receive an email notification. Admin users can also receive a notification by enabling an OutboundEmail key.

  • Click on My Account
  • Click on Manage
  • Scroll down to the Outbound Emails section
  • On the far right, click on Add
  • Select back.orders.create
  • Click on Save