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Backorders and Tasks: how these screens work

H
Written by Hayko

Backorders and Tasks: how these screens work

Two warehouse screens help you keep orders moving. Backorders shows the order lines that are waiting for stock. Tasks shows the stock that still has to be put on a shelf and the pick bins that need to be filled up. You find both as tabs at the top of the Warehouse workspace (only shown when your role allows it and stock tracking is on).

Backorders: order lines waiting for stock

When an order comes in and there is not enough stock, the missing units become a backorder. As soon as new stock arrives, QrX fills the waiting lines automatically: the oldest line first, and lines you prioritised before the rest.

Each row is one order line:

  • Order: the order number. Click it to open the order.

  • SKU: click it to open the stock item.

  • Name: the product name. Click it to open the product.

  • Owner: only shown when you are a fulfilment partner and hold stock for other merchants. It tells you whose stock the line is for.

  • Qty: how many units the order line asks for.

  • Backorder: how many of those units are still missing.

  • Priority: shows Prioritised when the line was moved to the front of the queue.

  • Warehouse: the warehouse the line waits in (only when you use more than one warehouse).

  • Created: when the line started waiting.

If nothing is waiting, you see "No backorders. Every open order line has stock." The list loads more lines automatically as you scroll, and updates by itself when stock changes.

Filters and refresh

  • Warehouse (top right): show the lines of one warehouse, or All warehouses. Only shown when you have more than one warehouse.

  • All merchants filter: only for fulfilment partners. Show your own stock or the stock of one merchant.

  • Refresh (the round arrow): reloads the list.

Fill one line first

Is one customer more urgent? Click the arrow icon Fill this line first at the end of the row (only shown when your role may adjust stock). A window asks Fill this line first? and shows the order, SKU and the missing quantity. Click Fill first to confirm, or Cancel.

The line moves to the front of the queue for its item. Stock that arrives goes to this line before older lines. If the stock is already there, the line is filled right away. You see "Moved to the front. It is filled first when stock arrives."

Ship the available items now

Is a prepaid order waiting for only some of its items? Click the split icon Ship available items now at the end of the order's first row (only shown when your role may adjust stock). A window asks Ship the available items now? and shows the order, the backordered lines and the missing units. Click Split order to confirm.

The items in stock stay on the order and can be picked right away. The backordered lines move to a new follow-up order with its own shipment, label and tracking. It ships by itself when the stock arrives, keeps its place in the queue, and the customer pays nothing extra. Orders that are paid at the door are never split.

An order that contains a kit has no split icon. A kit ships complete when every component is in stock.

Tasks: put away and replenish

The Tasks tab is shown when you use bins (locations on your shelves) in your warehouse. At the top right you switch between two lists:

  • Put-away: stock that was received and still sits in the receiving area. You need the permission to receive stock.

  • Replenish: pick bins that are running low and should be filled from bulk stock. You need the permission to adjust stock.

Use the Warehouse selector (with more than one warehouse) and Refresh like on Backorders. The lists update by themselves when stock changes. Suggestions are advice: you can always choose another bin.

Put-away

  • Item: the product and its SKU.

  • From: the receiving location where the units are now.

  • Qty: how many units are waiting there.

  • Suggested bin: the bin QrX advises, with the reason: Same item (a bin that already holds this item), Empty pick bin or Empty bin. "No free bin found" means there is no suggestion; pick a bin yourself. Orange tags under the bin are capacity and storage advice: More than the bin holds, Too heavy for this bin, Does not fit the volume, Other storage condition or Not approved for dangerous goods. They never block the put-away.

Click the box icon Put away at the end of the row. The Put away window opens, already filled in with the item, the from location, the suggested bin and the quantity. It also shows Suggested bins to choose from, each with the same orange advice tags when a bin does not fit well. Change what you need and confirm with Put away. You see "Stock put away."

When the list is empty you see "Nothing to put away. The receiving area is empty."

Replenish

  • Item: the product and its SKU.

  • Pick face: the pick bin that needs stock.

  • Now: units in the pick bin now (shown in orange when it is below the minimum).

  • Min and Max: the minimum and maximum set for this pick bin.

  • To move: how many units QrX advises to move to reach the maximum.

  • From bulk: the bulk bin to take the units from, and how many are there ("No bulk stock" if there is none).

Click the arrows icon Fill this pick face. The Move stock window opens, filled in with the bulk bin, the pick bin and the quantity. Check it and click Move. You see "Stock moved." The icon is only shown when there is bulk stock to move.

When nothing needs filling you see "Every pick face is above its minimum."

A pick face can also be filled from a container (a pallet, crate or roll cage) when no bin holds stock for it. The source then carries the tag Container and a line such as "24 in this container". QrX looks in a bulk bin first, then in another bin, then in a container. You fill the pick face in the same way: the window is filled in with the container as the source.

Team tasks

The Tasks screen keeps the put-away and replenish work. Other jobs for the team have their own screen: with the permission View team tasks and comments, the people icon Team tasks at the top opens Warehouse, Team.

Export to CSV or Excel

You can export the backorders and the put-away and replenish tasks, with the warehouse you filtered on. Click the Export icon, choose CSV or Excel and click Start export. The export uses the filters you have on the screen and runs in the background, so you can keep working.

The Show your exports icon opens Exports: all your exports, newest first, with more loading as you scroll and a refresh button. When an export is Ready, download the file. A file is kept for 24 hours. An Excel file holds at most 1,000,000 cells: export a larger list as CSV. You can run up to 3 exports at the same time.

You see these icons only when your role may open this list and may also export stock history.

Tips and common questions

  • I do not see the Backorders or Tasks tab: stock tracking must be switched on. Tasks also needs bins in your warehouse and the permission to receive or adjust stock.

  • "Not enough stock at this location for this quantity.": the units were moved or picked in the meantime. Lower the quantity or choose another location.

  • "These units are allocated to open pick lists. Finish or cancel those pick lists first, or pick a smaller quantity.": the units are already reserved for picking.

  • "Stock is busy right now. Try again in a moment.": another change on the same stock is running. Wait a moment and try again.

  • "Stock is not available yet": stock tracking is not switched on for your account. Contact QrX support if you want to use it.

  • Need help? Click Chat at the bottom of the Help Center.

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