Synco's Pending Orders page allows you to view and fulfill orders created through low stock triggers and pending orders triggered on invoices.

You can:

• Automatically trigger pending orders based on stock levels
• Add pending orders or low stock to an existing or new Purchase Order
• Track Pending and Low Stock orders on one page
• Fulfill orders on invoices after the check-in step of a Purchase Order

Note: Syncro does not automatically order any items.

Enable Pending Orders

To enable pending orders, follow these steps:

1. Navigate to Admin > Inventory - Preferences.
2. Check the “Enable the Backorder Feature” box.
3. Click Save.

Now navigate to the Products & Services tab/module. When you click the Inventory Module dropdown and you see an option for “Pending Orders:"

About Pending Orders 

Once you enable the Backorder Feature, Syncro deducts your inventory past 0 into the negative quantities. These negatives will then show up on the Pending Orders page.

For instance, if you add more items than are currently in stock, these items will show up as Pending on both the Invoice and Product pages. In the example below, the original product had 10 items in stock, but on the invoice 20 were requested. Syncro reserved the initial 10 items and added the rest as requested on the Pending Orders page:

About Low Stock Inventory

Desired Stock levels on Product Detail pages trigger low stock pending orders. When an item is added to low stock, Syncro tries to get the product to the desired stock level set on its Product Detail page.

In the following example, the Desired Stock level is set at 20 and the Reorder at is set at 2. Once the item reaches 2, Syncro creates a Pending Order for 18 items so the product can get back to the desired stock level:

If you navigate to the Pending Orders page (Products & Services > Inventory Modules > Pending Orders), you will see the item now back-ordered and marked as Low-Stock, with an In-Stock Quantity of 2, Requested 18:

Add Low Stock & Pending Orders to a Purchase Order

There are two ways to add low stock and pending orders to a PO. The first is to check the box by the desired pending order(s) and in the upper right, click Add to PO. Then select if you want to create a new PO or add the order(s) to an existing PO:

The second is to go to the PO you want to add the items to. Below the PO details, there are three options. Click the one(s) you want:

• Add All Low Stock Items: Adds all items that are below your desired stock level.     
• Add All Low Stock Items by this Vendor: Adds items that are below your desired stock level for a particular vendor only.
• Add All Pending Items: Adds all Pending Orders to the Purchase Orders.

Tip: Click Email to Vendor to trigger an email of your Purchase Order to the vendor to start the order process.

After you have added your low stock and pending orders you can add other items or set the Status to Ordered when done.

Fulfill Pending Orders on an Invoice

To fulfill a pending order on an invoice, follow these steps:

1. Navigate to the invoice.
2. Next to the back-ordered item and under the QTY column, click the "Pending" link.
3. Check the box by the pending order.
4. In the upper right, click Add to PO.
5. Select the desired PO and click Existing.
6. Change the Status dropdown to Check-In.
7. Next to the item, click the green Receive button.
8. In the dialog, check the FULFILL check box.
9. Click Fulfill. 

When you receive those items on a PO and fulfill them, Syncro allocates those items to your existing pending orders (instead of moving them to "In Stock" in your inventory).