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Liftco
April 4, 2023
Solved

Sales Order Fulfillment Worksheet

  • April 4, 2023
  • 1 reply
  • 0 views

I have been using the Fulfillment Worksheet for a while now and all of a sudden my new sales orders are not showing up when I try printing a packing slip.

Best answer by MJoy_D

Here's a screen shot of how it now looks.  


Thank you for getting back and providing us with a screenshot, @Liftco.

 

I can provide you with more information about using the Sales Order Fulfillment Worksheet.

 

You can see and manage your sales orders from the Dashboard. The Pick tab lets you view and manage your pick lists. You can filter pick lists and sales orders by site, status, and picker. The Pack tab lets you select one or more sales orders to be packed for shipping. Lastly, the Express Pack tab allows you to complete the pick and pack steps for order as a single action instead of separate processes.

 

I’m adding some resources below to guide you on how to handle your sales order. It includes information on how the feature works.

 

 

From here, you can run several reports that display the total amount of the Sales Order. Check out this article for more information: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you need further information about the sales order. I'm always here to help. Have a great rest of the day!

1 reply

Tori B
Tori B
April 4, 2023

Hi there, @Liftco. 

 

Thanks for taking the time to reach out to the QuickBooks Community. 

 

Before we begin, I wanted to ask a couple of questions to help narrow down this issue. 

 

  • Are you the only user experiencing this issue? 
  • Is this the only company file you have this issue with? 

 

Knowing as many details as possible will better help me to narrow this concern as much as possible. If you have not tested another user or another company file, please give that a try and let me know how it goes. 

 

I'll be sure to keep an eye out for your reply. Chat with you soon! 

L
LiftcoAuthor
April 4, 2023

Yes to both your questions.  Apparently there was an update and my access got unchecked.  I did however notice that the new update looks nothing like it used to.  Any chance you can send me a link on how to use to new update?

JaeAnnC
JaeAnnC
April 4, 2023

I appreciate the detailed response.

 

Yes, Lift. I'd be glad to share with you the article on how to use the Sales Order Fulfillment Worksheet in QuickBooks Desktop (QBDT).

 

Before that, I'd appreciate it if you could share some screenshots of how the new update of the Sales Order Fulfillment Worksheet looks on your end. This way, we can provide you with more accurate resources, which can guide you better in navigating.

 

In QBDT Enterprise Solutions 18.0 and 19.0, we improved the Sales Order Fulfillment worksheet to provide a better and easier workflow and the option to add a mobile scanner.

 

Here's an article as your reference when using the worksheet: Use the Sales Order Fulfillment Worksheet.

 

Additionally, you'll want to create reports to get helpful insights on the status of your inventory and the things you buy and sell. 

 

If you have any clarifications, please don't hesitate to reach out back to us. We're always open to attending to your further concerns. Have a good one!

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