Backorder Lines

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Essential
Unavailable
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Available
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Free

NOTE

Sana ERP Connector compatibility
:
  • Microsoft Dynamics ERP systems - [Sana ERP connector version 10.0.103 and higher]
  • SAP S/4HANA - [Sana ERP connector version 134 and higher]

In the fast-paced world of B2B commerce, buyers often face significant challenges when it comes to managing their orders. One of the most pressing issues is the limited and cumbersome visibility into pending deliveries and products awaiting shipment. This lack of insight can disrupt planning and make it difficult to anticipate future product needs, leading to inefficiencies and missed opportunities.

A solution lies in providing buyers with a single, clear view of their open order lines improves transparency and efficiency, allowing buyers to make informed purchasing decisions and adapt their internal planning without the need for constant communication with customer service. By offering precise demand tracking and accurate delivery timelines, businesses can not only meet buyer expectations but also prioritize shipments, reduce delays, and maintain better control over inventory. This approach ensures a smoother, more efficient fulfillment process and strengthens buyer confidence.

Key Benefits

For Merchants

  • Manufacturers: Streamline order management by allowing buyers to place orders exceeding current stock, ensuring consistent production workflows and reducing downtime.

  • Machinery wholesalers: Provide a seamless ordering experience by enabling backorders, building trust through timely delivery even for out-of-stock items.

  • Retailers with pre-order options: Expand product offerings and secure future sales by including items not yet in stock, meeting demand without holding excess inventory.

For Customers

  • Optimize inventory planning and prevent shortages by having visibility into pending orders and anticipated delivery timelines.

  • Stay competitive by pre-ordering high-demand products, securing stock to meet customer needs promptly.

  • Minimize operational disruptions by securing essential spare parts through backorder systems, ensuring timely availability.

  • Plan ahead and secure popular items before they sell out, ensuring availability during peak demand periods.

Key Points

  • Transparent order overview: Display all open order lines (backorder lines) in one centralized view.

  • Advanced search functionality: Search by order number, product number, or order date to quickly locate specific orders.

  • Customizable columns: Tailor displayed fields to align with unique business requirements for a more relevant and efficient overview.

Sana Commerce Cloud allows customers to track products from their orders that still awaiting shipment on the My Account page in the Sana webstore.

Set Up Backorder Lines in Sana Admin

In Sana Admin click: Setup > Sales documents. Open the Backorder lines tab.

You can make the backorder lines available to your customers in the webstore using the Backorder lines option. You can show or hide backorder lines for each customer type. Customers can check their backorder lines from the My account page in the Sana webstore.

For more information about settings on the Sales documents page, see Sales Documents.

Backorder Lines Column Fields

You can manage the backorder lines column fields in the Backorder lines list – Column fields section. The backorder lines column fields are shown on the backorder lines page in the Sana webstore.

You can add, remove, show, and hide the backorder lines column fields per customer type.

You can change the order in which the backorder lines column fields should appear on the backorder lines page in the webstore by dragging and dropping them.

The backorder line fields are retrieved from the relevant table in your ERP system. In the Field name dropdown list, you can see all available backorder lines fields that you can use. These fields are retrieved from your ERP system when you run the General information import task in Sana Admin.

Backorder Lines Filters

Customers can filter backorder lines in the Sana webstore using the filters at the top of the backorder lines page.

You can configure these filters by selecting them from the list of backorder lines column fields. Use the Filterable checkbox to select those backorder lines column fields that should also be used for filters. Some fields cannot be used for filtering, that is why for these fields the Filterable checkbox is not available.

Backorder Lines in the ERP Systems