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Dytrt
June 8, 2021
Question

Clearing a Queue - QuickBooks Desktop Enterprise Suite

  • June 8, 2021
  • 3 replies
  • 0 views

I'm on QuickBooks Desktop Enterprise Suite, when I click on "Customers" and then "Sales Order Fulfillment Worksheet" it shows I have 294 orders under the Express Pick-Pack tab.  All of those orders have shipped but they are showing in various stages on the sheet.  Some show "Packed", some "Not Packed" and others "Sent for Express Pick-Pack".  How do I clear all of those.  They have all shipped and been invoiced, so the inventory is correct, but I'm afraid to do anything with these for fear that it will decrement my inventory, or mess something up in my system.  Most have this orange arrow to the right and it means "Express pick-pack lists have new info.  Select the flagged express pick-pack lists and click Update sales order"  Can someone help?

3 replies

Rubielyn_J
Rubielyn_J
June 8, 2021

I'm here to help you clear and manage the Express pack tab in QuickBooks Desktop, @Dytrt.

 

The Express Pack feature allows you to complete the pick and pack steps for an order as a single action instead of separate processes. Using the Sales Order Fulfillment Dashboard for pick, pack, and ship status increases speed and accuracy in order fulfillment. 

 

The first step you need to do is to create the Express Pack list. Let me show you how:

 

  1. From the Customers menu, choose Sales Order Fulfillment Worksheet.
  2. On the Dashboard, select the sales orders you want to pick and pack as one process, then click Send for Exp pick-pack in the Action drop-down.
  3. On the Packer column, choose the packer from your list.
  4. Click Send to device to send the pick-pack list to the warehouse's scanner or phone.

 

Then, proceed to the Warehouse activity.

 

  1. On your worker's mobile device, scan the Express pick-pack list that needs to be fulfilled (picked and packed).
  2. Click Create Package after following the associated prompts.
  3. Press Done to finalize the entry, then tap Finish to send the completed list back to QuickBooks.

 

Now, you'll need to update the Sales Order Fulfillment worksheet.

 

  1. On the Sales Order Fulfillment Worksheet, switch to the Express pick-pack tab to check the list status.
  2. Take note that an orange flag indicates the order has been packed on the Express pick-pack tab list.
  3. Choose the radio button next to the flagged order, click Update Sales Order, then OK to change the status to Packed or Partially Packed.
  4. Switch to the Dashboard tab to see the status of the order.

 

Once you have created the pick-pack lists, you can track real-time status from the warehouse on the Express Pick-Pack tab. As soon as there is an update from the warehouse via the mobile scanner, you will see an orange arrow notification indicating a picklist update. You simply choose the sales order(s) and click Update sales order. This will update the sales order status to the latest one. 

 

Additionally, here's an article you can review to learn how to track the status and manually add the track info: Pack tab in Sales Order Fulfillment.

 

Feel at ease to comment below if you need further help managing your sales order fulfillment worksheet in QuickBooks. I'll gladly help you as soon as I can. Have a wonderful day.

D
DytrtAuthor
June 10, 2021

I don't think it was answered in a way I could understand.  I want to clear 312 orders out of Express Pick-Pack.  Do I have to do that through the scanner?  Or, can I log into QuickBooks and clear them all from there?

L
LeizylM
June 10, 2021

Hello, Dytrt. 

 

Thank you for posting in the Community. I'm here to provide insight into your concern on how you can clear orders out of Express Pick-Pack in QuickBooks Desktop.

 

You can delete the sales order and recreate it with a newly assigned picker on the worksheet. Note: Sales orders and picklists are non-posting entries. 

 

Here's how:

 

  • Click the Customer menu, then choose Customer Center.
  • Find the customer where the sales orders were recorded under.
  • Double-click on the test sales order.
  • Click the Delete button.

 

This will remove the sales orders from the Dashboard on the Worksheet. 


For more information, you can also read through our help article. It'll guide you on how to remove a picker, update or remove a vendor. 

 

 

Ready to invoice your customers? There are a number of ways to do this. Please check this article for the steps and details: Create an invoice in QuickBooks Desktop.

 

Hop on to this thread again if you have more questions for QuickBooks Desktop. The Community team is here to help. 

Rubielyn_J
Rubielyn_J
June 9, 2021

Hi, @Dytrt

 

Hope you’re doing great. I wanted to see how everything is going about the Express pack tab concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

R
rbonessi1
July 18, 2023

I have having the same problem.  I just realized an order I already packed up and shipped is still in my mobile device queue.  When I look in the sales order procurement screen, I am now seeing multiple orders that have already been shipped but still show under "Express Pick and pack"  Looks like there is no way to correct this without messing with the inventory counts.  I am not surprised as we've had a lot of small issues like this pop up since we've started using Quickbooks Desktop.

Rubielyn_J
Rubielyn_J
July 18, 2023

We understand that this can be quite puzzling and concerning, as it may lead to discrepancies in inventory counts, @rbonessi1.

 

Let's work together to find a solution that rectifies the situation without interfering with your inventory records.

 

Sales orders do not automatically update to Packed or Partially Packed status. Therefore, let's update your Sales Order Fulfillment worksheet to remove it from the Express Pick and Pack section.

 

Here's how:

 

  1. On your Sales Order Fulfillment Worksheet, switch to the Express Pick-Pack tab to check the list status.
  2. Note: An orange flag indicates the order has been packed on the Express pick-pack tab list.
  3. Select the radio button next to the flagged order, select Update Sales Order, then OK to change the status to Packed or Partially Packed.
  4. Switch to the Dashboard tab to see the status of the order.

 

Also, would you mind sharing a screenshot of the page where you're facing the issue? Any supplementary details you can give will be highly beneficial in our endeavor to pinpoint the problem and provide the most suitable solution.

 

Moreover, I'll be attaching the following resources to help track sales order fulfillment progress in QuickBooks: 

 

 

If you encounter any additional complexities, please feel free to share them with us. Your feedback is essential in helping us address any unique scenarios you might face. Stay safe!

R
rbonessi1
July 19, 2023

Hello!  So, what happens when items  have been shipped but I go to update the order and it's marked "partially shipped" because some items were shipped on one day and the balance of the order was shipped another day.  It will not allow you to update the information because it think the inventory is no longer there.  I have attached a screen shot showing this.  

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