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June 13, 2024
Question

Creating PO from sales order missing description

  • June 13, 2024
  • 1 reply
  • 0 views

When i go to create a PO from a sales order i have about 30 items in the list.  i click on create purchase order from the SO.

a boxs opens and says "specify purchase order quantities for items on the Sales Transaction"  I do not see a description in that box so i can verify what is what.  is there a setting that will let me turn on description for that?

 

 

1 reply

June 13, 2024

Hello there, Dknow. I see you want the description to show in the Specify Purchase Order Quantities for items on the Sales Transaction window to verify each item before converting it to PO.

 

While QuickBooks Desktop doesn't have a built-in option or setting to add a description column and turn it on in the Specify Purchase Order Quantities for items on the Sales Transaction window, there's a workaround for you to proceed. This alternative will guarantee you've selected the needed items for the transaction.

 

Here's how:

 

  1. On your Sales Order page, click Create Purchase Order.
  2. Select Create purchase order for selected items, then OK
  3. Manually check the 30 items. OK
  4. On the Purchase Order window, the description of each item will show, allowing you to verify it
  5. Right-click on the specific item to delete what is not necessary.
     



 

Our team is constantly improving our product for a better user experience. I can see how important the functionality to view your items description in the Specify Purchase Order Quantities for items on the Sales Transaction window, so I recommend sending a feature request to our product engineers.

 

To send your suggestions:

 

  1. Hover to the Help menu. Select the Send Feedback Online option.
  2. Choose the Product Suggestion, and a pop-up window will appear. 
  3. Type your feedback suggestion in the space provided.
  4. Hit the Send Feedback button.

 


Our dedicated product development team will carefully review your idea and may consider it for future updates.

 

Moreover, I'm adding these articles to help manage your sales and inventory in QuickBooks Desktop:  

 

 

You can tap the reply button to enter your queries whenever you require assistance with QuickBooks-related concerns, specifically in your sales and purchase orders. I'm always here to help in any way. Have a great day, Dknow!