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QuickBooks Sales Order Fulfillment Worksheet
One of my newest clients is switching over from a different invoicing system. One of the biggest concern was regarding how they create their packing/pick lists for their warehouse. In their old system, they could select a batch of invoices and create one PDF of all the invoices that needed to be picked/shipped.
Since the only batch printing of invoices that can be done is if the To Be Printed checkbox is checked, this seemed like the way to go. Unfortunately, they also wanted to batch print the invoices for their customers. In QuickBooks, the only difference between a packing slip (or pick list) and an invoice is the template. Because of this, if they were to create the invoice with the Packing Slip template, they would then have to manually switch the template for the orders. This would cause to much manual work.
My workaround was to use a Sales Order when the order was entered. They could then use the Sales Order fulfillment worksheet to print out a packing slip for all the selected orders. When done through this screen, it also created one PDF document with one page per order. This was exactly what the client was looking for. The only down side, however, is the process to create the invoice is still a manual process. The Sales Order Fulfillment worksheet could be much improved it it allowed you to also create the invoices for the orders that were selected. You can double click on the order to bring it up on the screen to invoice, but having one screen for everything would be nice. I am hoping that in future versions of QuickBooks, this functionality will be included.
This entry was posted in Tips & Tricks and tagged Packing Slip, Pick List, quickbooks, Sales Orders. Bookmark the permalink.




