Sourced products

When you back order nonstock and distributor-owned products, you can tie the sales order to a purchase order (PO) or warehouse transfer (WT) to source the product from a vendor or another warehouse. For WTs, the sourcing warehouse can be a Storeroom-managed warehouse or a distributor warehouse. You can create the POs or WTs as direct orders. The vendor or sourcing warehouse will then ship the product directly to the customer. The product does not enter the Storeroom-managed warehouse and does not affect inventory.

Note:  You cannot source customer-owned, regrind, receive as unavailable, or Bill on Receipt (BOR) products.

You can source a product when you create an issue. For nonstock products, you can specify sourcing details on the Nonstock screen. For stock products, you can specify the sourcing details on the Sourcing screen after you create the back order. You can also source products in the Maintenance and Back Order functions. You can update some values for sourced products, such as requested quantity, but you cannot update the critical values for the source documents, such as the direct status order or the vendor or warehouse. If you update a value for a sourced product that affects the source document, you must manually update the tied purchase order or warehouse transfer in Distribution Storeroom to reflect the change.

By changing the issued quantity to an amount that is less than the requested quantity, you can create a back order and source a line item even if you can fill the order. You might choose to back order and source products under these and similar reasons:

  • The customer requests an usually large quantity of stocked product and you prefer not to affect the warehouse stock levels.
  • Shipping directly from the vendor or sourcing warehouse expedites delivery to the customer or lowers shipping costs.