Specify how backorder acknowledgments should be sent to a customer

When orders are accepted for a customer on the Customer Service tab, you can have backorder acknowledgments automatically faxed, emailed, or printed for this customer. The backorder acknowledgments are generated during End-of-Day (EOD) processing. The Preferences screen on the Customer Maintenance tab is where you specify how backorder acknowledgments should be generated for a particular customer.

To specify how backorder acknowledgments should be sent to a customer

  1. Select the customer on the Search screen of the Customer Maintenance tab if you have not already done so. (For instructions on how to do this, please refer to Select a customer.)

  2. Click the Preferences button. The Preferences screen appears.

  3. Select the Accept Backorders check box if it is not already selected.

  4. In the Backorder Acknowledgments drop-down list, select the method that should be used for this customer. You have four options:

Note: If the Fax, Email, or Print option is selected for the ship to location (in the Backorder Acknowledgments drop-down list on the Ship To Main screen), it overrides the option selected for the customer in this drop-down list on the Preferences screen.

Related Topics

Send or resend order documents such as acknowledgments and quotes

Specify how backorder acknowledgments should be sent to a ship to

Save or cancel Customer Maintenance data

Lock Customer Maintenance data