Processing Changes Involving Inventory

Processing Changes Involving Inventory

Module: Inventory 
Topic: Processing Changes Involving Inventory
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center

Processing Changes

After a product (item) is connected with inventory, there are additional constraints that will affect the behavior of ordered items. There is an item status named “Inventory Back Ordered” which indicates that an item does not have adequate inventory to be delivered. The following areas within OrderLogix are affected by inventory integration.

Order Entry -

During order entry, be it through the order entry screen or an import; OrderLogix will attempt to reserve (or commit) inventory for the item. Depending on the availability of inventory, the item will be created with a status of “Not Yet Available” (the default), or “Inventory Back Ordered”.

Pre-Payment Processing - 

OrderLogix confirms availability of inventory during pre-payment processing. If an item is associated with inventory and does not yet have reserved (committed) inventory, it will attempt to commit it here. If no inventory is available the item will go to Inventory Back Ordered status. Otherwise, it will be allowed to change to Pay Ready status.

Shipment Processing -

Exports that produce shipping batches will also check the availability of inventory. Items that are in Ship-Ready status may go to Inventory Back Ordered status if for some reason there is no inventory available at the time of processing. For exports that set items to “Shipment Delivered” status, the actual in-stock inventory counters will be decremented at that time. For exports that move items to “Awaiting Shipment Confirmation” status, the changes in actual inventory counts will be deferred until the shipment confirmation file is received.

Shipment Confirmation - 

Importing a shipment confirmation file will cause the inventory in-stock counts to be decremented because this is the actual confirmation that inventory has left the warehouse. Manually marking an item as shipped in the customer service screen will also decrement this count.

The Back-Order Release Process - 

Whenever new inventory is added to OrderLogix, either by using the receipts screen or doing a manual adjustment; the back-order release process is invoked. The back-order release process will review all back-ordered items in the system and attempt to release inventory if inventory has become available. Pre-Payment processing will move item status from Item Pending to it's next status. 
Preference is given to:
  1. Rushed orders
  2. Fully paid orders (5.1.286 If the item is paid by check or money order it should be treated as a paid item)
  3. Auth'd only orders
  4. Everything else is sorted by order date - oldest to newest

 

We have an optional feature for Back Order release process to take Inventory Location into account when deciding to remove items from BO status. Please reach out if you would like to have this turned on in your system.

Copyright 8.6.2020
Revised 2.05.2024

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