Give each backordered line a customer decision and next owner.

How to build your customer backorder resolution

1. 1

   Describe the job

   Keep stock shortfalls and customer choices visible against each order line.

2. 2

   Review the first version

   Choose how the wholesale account manager records the Order and how the stock coordinator reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your customer backorder resolution

• Keep the Order in context

  Keep Order, order line, ordered quantity, available quantity, outstanding balance, supplier response, customer choice and next action together so the next person can understand the request or record.

• When the next step needs a decision

  A sample wholesale customer orders 30 cartons while only 20 are available. The buyer records a supplier estimate for the remaining ten without making a delivery promise.

• Keep next action visible

  Record the customer's choice and keep the unfulfilled quantity open.

• Choose what each person needs

  Give the wholesale account manager a working view and the stock coordinator a review view. Keep Order and order line attached to the decision as the work moves between them.