When a product is sold which is not in stock position, you might want to purchase it from your supplier as soon as possible. When you do not want to wait to purchase until your regular planned order moment, Optiply can automatically plan additional purchase orders.
Even when a product is phased out, if it has negative stock and the Backorders feature is On, Optiply will generate an order to bring that stock value to 0.
If the product is not phased out the backorder will be generated to bring that product to the minimum stock level you have set for it.
How to turn on a dynamic backorder planning for a supplier
Go to the Suppliers page
Select the supplier you would like to setup
Navigate to Planning > Backorders and turn on the backorder functionality
Optiply will now update the planning if there are products with negative stock positions. You can determine if you would like the system to take the fixed order costs into account and/or the minimum order value.
Planning adjustments
You have full control over when the planning is updated, based on the order value, order cost and minimum order value:
If (a multiple of) the fixed order costs are taken into account, we will plan backorders if
order value > fixed order costs
If (a multiple of) the minimum order value is taken into account, we will plan backorders if:
order value > minimum order value
If the fixed order costs AND the fixed order costs are taken into account, we will generate a backorder if
order value > fixed order costs + minimum order value
The dynamic planning is reevaluated every day and continuously updated during the day.
If you would like to combine backorders with emergency orders and preponed orders, read the dynamic planning article.