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Use Case 2: Insufficient Stock with Backorder

 

When John works on an Opportunity, he would like to see low stock products being highlighted on the Opportunity.

 

Step 1: John gets insufficient stock notification

1. From Sample Data tab, Click on an Opportunity name Use Case 2

 

TF 2.1

 

2. Edit and mark the Opportunity as ‘Closed Won’

3. John will see below error message:

 

TF 2.2

Step 3: John marks Opportunity as Closed Won knowing that new stock will arrive soon

1. Mark the ‘Allow Backorders’ checkbox on Opportunity

 

TF 2.3

 

2. John will now be able to change the Opportunity as ‘Closed Won’ without an error.

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