How to Find Backorders in Xvantage for Associates

Overview

This article explains how to locate and review backorders in Xvantage for Associates (X4A). It covers accessing the All Backorders dashboard, where you can view key backorder metrics, and using Order Management to search for specific customer backorders and open orders.

Table of Contents:

1. Accessing the All Backorders Dashboard

2. Finding Backorders Through Order Management

Process:

Subtopic 1: Accessing the All Backorders Dashboard

Follow these steps to open the Backorders dashboard:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, navigate to Sales from the left navigation menu.

4. Under Backorders, select All Backorders.

Subtopic 2: Finding Backorders Through Order Management

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, navigate to Sales from the left navigation menu.

4. Under Orders, select Order management.

5. In the Search field, enter the customer's BCN (Business Customer Number).

6. Review the search results to view:

   • Open orders

   • Unshipped orders

   • Backordered items

   • Related order details