Purpose

• When back ordered stock is received, automatically:
• Allocate to open work orders.
• Notify the work order customer by text message of stock availability.

Table of Contents

Title                                Page
• I. How it Works:..................................................................................................................3
• II. Example Usage:.............................................................................................................4
• II. Setup:.............................................................................................................................5

I. How it works

• On your work order:
• 1. Add back ordered item ids to open work orders as normal.
• Indicating to automatically allocate stock when it is available.
• 2. Receive back ordered items from your supply vendor or customer returns.
• J-Stock automation:
• 1. System monitors open orders to automatically allocate stock to back ordered item.
• Open work orders - based on priority level set.
• 2. System will optionally send email(s).
• a). To your sales manager to id that:
• Back orders have been filled for item id for specific open orders.
• (Full details provided).
• b). To open order's assigned customer,
  notifying them that back ordered items have been received
  and to contact you to coordinate.

II. Example Usage

• They can set a priority level for the item to be filled.
• The options are:
• L - Low priority. When stock is available, fill this order first.
• H - High priority. When stock is available, fill this order last.
• D - Disable. Don't use J-Stock for this order.
















• An audit trail is viewable in a bckord.### file.

• Item JOITEM123 has 0 qty available.
• A salesperson tries to add 4 of their item to a work order.
• They have to backorder as the item is not in stock.

• The priority is configured and later stock the item JOITEM123 gets 4 in stock.
• The automated backorder feature will find the order with available stock and fill it.
• The order now shows this as the quantity is 20 and the backorder amount is 0.

• Emails are now sent off to the store and any customers to notify them orders have been filled.

III. Setup

• Contact JMK to:
  • Enable this feature.
  • Determine who gets email notifications to them and when.