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Processing backorders

Learn how to manage partial deliveries and process backorders in Paragon using the Original Quantity field.

Table of contents

When you cannot ship the full amount ordered, you must adjust the quantities to reflect what is actually being delivered. After invoicing the partial shipment, you can generate a backorder for the remaining items.

Introduction

The process begins with an existing sales order where the confirmation and packing slip have been processed. The order status should be Ready to Ship.

The Original Quantity column

When a packing slip is created, Paragon reserves the stock and writes the current quantities and prices to the Original Quantity field. To view this:

  1. Open the sales order and click columns on the right side of the screen.

  2. Search for "original" and check the box for Original Quantity.

  3. Click columns again to close the menu.

Adjusting quantities

If you can only fulfill a partial order, update the quantities to reflect what is leaving the warehouse today.

  1. Click edit (Wijzigen) at the top right.

  2. Update the quantities to the delivered amount.

  3. Click save (Opslaan).

Note: If an item cannot be delivered at all, enter 0. Do not delete the line, or it will not be included in the backorder.

Finalizing the sales order

  1. Click the arrow next to the action button and select ship.

  2. Select delivered.

  3. The sales order status will change to Ready to Invoice.

Generating backorders

  1. Click the action arrow and select process backorders.

  2. Paragon will now scan all finalized orders. For every order where the Original Quantity is higher than the delivered quantity, a new backorder will be created.

Tip: It doesn't matter which sales order you are in when you click this button; Paragon processes all eligible orders system-wide.

Reviewing the backorder

Find the newly created order in your list. Click the more tab to see:

  • Order type: Backorder

  • Original order number: Reference to the source order

  • New backorder number: The unique ID for this shipment

You can now process this backorder following the standard sales order workflow.