When you enable backordered products, customers can place orders containing a product that is currently out of stock, with the understanding that you will ship that portion of their order once the product's stock is replenished.

How to Process Partial Orders

You can check a product's backorder status in the order's Details section. Any product with Y listed in the Backordered column is currently out of stock and on back order.

Attempting to complete an order with back ordered products will display a notification at the top of the order details page stating which products are currently at zero or negative stock. Orders with a combination of backordered and in-stock products will need to be partially shipped.

How to Partially Ship an Order

If the order payment has been authorized, you can capture a portion of the total order amount – enough to cover the cost of the products that are ready to ship, plus any shipping charges.

  1. Go to the order details page for the order you want to partially ship.
  2. In Payments & Credits, type the partial amount you want to collect for the order.
  3. Click Receive.
  4. In the Details section, next to Products, click Edit to load the contents of the order in edit mode.
  5. In the Packing Slip Qty field of each row, enter the quantity being shipped for each product you intend to ship immediately. Enter a zero (0) for any items you are not shipping immediately so that they don't also appear on the packing slip.
  6. In the Status menu at the top of the page, select Partially Shipped.
  7. Click Save.

The order is now marked as Partially Shipped. You can visit the order’s details page again to print packing slips or invoices you need for shipping. After editing the Packing Slip Qty in the steps outlined above, only the products you are shipping immediately will be visible on the order’s packing slip.

To notify a customer that part of their order is being shipped, select Partially Shipped from the Email menu on the order’s details page and click Send.

Completing a Partially Shipped Order

After a backordered product’s stock has been updated, all back-ordered products within existing orders will be automatically updated.

Verify the Backorder status column in the Details portion of the order. Follow the instructions in the section "How to Partially Ship an Order" above to complete the order.

Managing Stock Priority

The Stock Priority menu located at the top right of the Details section on order details pages helps you manage the allocation of backordered products. Priorities can range from 1 (Very Low priority) to 5 (Urgent priority). Select a priority setting for an order and click Save.

By default, all orders have a stock priority setting of 3 (normal). Whenever products on backorder have their stock values updated, stock will automatically be distributed based on priority starting with the oldest partial order.

The Stock Priority menu allows you to manually throttle the distribution of back ordered products so you can choose which orders will be filled first, regardless of when they were placed.

If you change the Stock Priority setting within a customer's order to 5, for example, back ordered stock will be allocated to that order first, and the remainder will be distributed to orders based on the date each order was placed.

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