The SODA Backorder Report by Customer provides a summary or detailed information about backorders and includes customer information such as customer name, email address, and phone number. The detailed report displays each item in the backorder. You can sort the detailed report by the customer's last name or by SKU. By default, the summary report is sorted by the customer's last name.
If you need information about backorders by department and shortfalls for textbooks, see: Run the Back Order (Inquiry) Report.
- From the SODA main menu, select Menu:SODA Reporting.
- Under SODA Reporting, select Backorder Report by Customer.
- Enter the store number, if applicable.
Complete the parameter fields to reflect the data you want to be included on the report.
- In the Report Format field, select Summary or Detail.
- If you selected Detail as the format, type a number for a sort option. The options are: 1 to sort by customer or 2 to sort by SKU.
- Click Accept to print the report.
- In the Batch
Job Submissions window, click Clear
Use the SODA Backorder Report - Detail by SKU report for visibility of backorders located in SODA and OMS.
OMS identifies all OMS backorders in the SODA Order Number column. Any orders that are backordered within SODA will have the corresponding SODA Order Number in the SODA Order column of the report.
Reading for Construction: Sample SODA Backorder Report - Detail by SKU
The first item listed on this sample report, Reading for Construction, is backordered in SODA. You would know this because the SODA order number, 43480587, is listed in the SODA Order column.
Note: If it is backordered in SODA, that means there isn't an open PO in the system, and you will need to order more of that item, if possible, or contact the customer to determine the next steps.
On the other hand, the next item, Determann's Field Guide, is backordered in OMS.
Note: If an item is backordered in OMS, there is an open PO for that item somewhere in the system. Once that item is received, it will source to the store that now has inventory for fulfillment.
For example, the title, Print Reading for Construction, is backordered in SODA. The customer ordered a used book, and chose No Substitution when they completed the order. At this point in time, it is highly unlikely to find another used copy. Your next step is to try to save the sale by contacting the customer. See if they are willing to pay the difference in price between the new and used condition, so you can complete their order.
Look at the number listed in the far left column. This number corresponds to the quantity of that SKU on backorder in OMS and SODA. Information on this report doesn't count any prepays/special-order books sold at POS.
For example, if you look at the last item on this page of the report, "Prometheus Bound," you will see that there are 16 copies on backorder for online orders.
Run your Open PO Report in CourseTracks to ensure you have at least 16 books coming in to cover the quantity.
How many Prepaid/special order sales were captured at POS.
You must have a system in place to ensure that you add the number of backorders of each SKU on this report to the number of prepaid books of the same SKU rung at the register, and then compare the total to the number on order.
Also, consider the time of year, if it is right before rush and a title you anticipate will be in high demand, you may want to order a few more copies to keep in inventory. If this situation occurred outside of rush, then it's best to only order what is needed to cover the backorders.