Select Specific Items to Backorder
In Cin7 Omni, it is very easy to select items to backorder. You manually pick lines in which case it will create a new sales order with just those items.
In Cin7 Core, in order to create a backorder like this, if the sales order has already been authorised, currently you must undo the entire sales order and split it. This creates several problems:
1. It undoes the allocation of the entire order, which can have a cascading effect if you have other sales orders to which the other items will then allocate to. This is a nightmare since it creates so much more work if you say, have limited stock of an item. This stock will continually allocate itself to all the other sales orders and you must undo them all one by one.
2. Splitting the orders also creates additional work because if you have an order which is say, 1 item at full price and 1 line at $0 (free of charge) because Cin7 Core will prevent you from splitting it until all the lines are merged into one. Then once you have split the order you readjust all the prices again. If I could simply select which lines are to be backordered, it would avoid this busywork.
I know that Advanced Orders are supposed to fulfil the need for this functionality but it is easier for the team to track the status of simple orders, and tell at a glance what the status of a simple order is.
So we really need the flexibility to be able to select items to backorder.
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I completely agree with this. The current backorder process in Cin7 Core feels unnecessarily complicated compared to Cin7 Omni. Having to undo the entire authorised sales order just to split specific lines creates a lot of extra work and can seriously disrupt stock allocations, especially when inventory is limited.
The cascading reallocation issue is a major concern, and the pricing adjustments after splitting only add more manual steps. Being able to simply select specific lines to backorder, without undoing the full order, would save time, reduce errors, and make order management much more efficient. This flexibility would be a huge improvement for teams handling high order volumes. wacky flip
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