Backorders Summary Report

The Backorders Summary report identifies customer orders that cannot be fulfilled immediately due to insufficient stock at the designated warehouse location.

It displays only active, allocated sales orders where:

• Remaining quantity to ship is greater than zero
• Current inventory level is less than 0

These conditions confirm genuine backordered demand—orders that are confirmed and committed but delayed by stock unavailability.

Report Location

Access the report here: https://my.planufac.com/reports/backorderssummary

Select any date range for order placement dates.

Column Definitions

Sale Number Unique order identifier (format: SO followed by eight-digit number).

Date of Order Exact date and time the customer placed the order.

Product Name Full product description, including variant if applicable.

SKU Product's stock-keeping unit code.

Account Name Name of the customer or company who placed the order.

Brand Brand associated with the product.

Qty Units still required to complete fulfilment (ordered quantity minus shipped quantity).

Free Current stock balance at the tracked warehouse location. Negative values indicate the scale of the shortage for that specific product.

Purpose and Usage

Use this report to:

• Pinpoint products with demand exceeding available stock
• Quantify how many units are short per product and per order
• Identify which customers are waiting for specific items
• Prioritise restocking decisions
• Track supplier lead times against committed customer delivery expectations
• Monitor accumulation of backorder risk over time

The combination of positive Qty and negative Free directly measures unfulfilled obligation caused by inventory deficit.

Key Filters Applied (Invisible to User)

The report automatically excludes:

• Cancelled orders
• Credited/returned orders
• Consignment sales
• Unallocated orders
• Fully shipped orders

Only sales with remaining demand and negative stock at the monitored location appear.

Practical Actions

1. Sort by Qty descending to see largest backorder exposures first.
2. Group by Product Name or SKU to aggregate total shortage per item across customers.
3. Export the table (CSV) for analysis in spreadsheets or for supplier discussions.
4. Compare negative Free values against incoming purchase orders to estimate resolution dates.
5. Use Account Name to communicate expected delays to affected customers.

This report serves as the primary tool for visibility into inventory-constrained order fulfilment in Planufac. Regular review prevents escalation of customer dissatisfaction and supports proactive stock management.