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S
SHAB21
December 16, 2024
Question

The warehouse column in Po lines is not found

  • December 16, 2024
  • 1 reply
  • 0 views

I turned on the advanced inventory feature and checked the multiple inventory sites checkbox.

When trying to edit the template of purchase order - in the columns tab - I don't see "Site" / "warehouse" column.
Can anyone help with that please?

1 reply

L
LouiseG12
December 16, 2024

You can customize the columns in your purchase orders in QuickBooks Desktop, SHAB21, allowing you to view only the information that is most relevant to you. Let's dive in, and I will guide you step-by-step on how to tailor your purchase order columns, optimizing your experience with QuickBooks Desktop (QBDT).

 

In QBDT, you have the ability to create and customize templates for your forms. This feature allows you to control the appearance of your forms and decide precisely what information they should include, ensuring that each form meets your specific business needs.

 

1. Navigate to the Lists menu and hover over the Templates.

2. Find the template you want to edit, click on the dropdown button next to it, and choose New.

3. Select Purchase Order and hit OK .

4. Tap the Additional Customization located below.

5. Go to the Columns tab, check the box for Other 1 in the Screen column, enter Site or Warehouse in the Title field, and set it as Default.

6. Press OK to finalize the changes.

After these adjustments, you can now edit the purchase order to include the newly added column. Here's how you can do this:

 

1. Proceed to the Vendor menu, then Vendor Center.

2. Pick the purchase order you wish to edit.

3. In the upper right-hand corner, hit the dropdown arrow next to template and choose New Purchase Order Template.

 

For more details, you can scan this material: Use and customize form templates.

 

Moreover, you might want to visit this material to explore the workflows and additional transactions related to vendors: Accounts Payable workflows in QuickBooks Desktop.

 

Please note that QBDT allows you to personalize the appearance of transaction columns to suit your specific business needs. This customization enhances your capability to manage and analyze transaction details effectively, ensuring that your financial management is as efficient as possible. If you have any follow-up questions about managing your purchase order, feel free to add a comment below. I'm here to help and always available to assist you. Have a wonderful day!

S
SHAB21Author
December 18, 2024

Hi.
TNX for the quick reply.

I followed you instruction, but when I'm get in the Additional Customization, columns tab  there is no "warehouse"/"Site" column.
I added a screenshot.
That was the problem for the first time...

Please notice I did checked "multiple inventory sites is enabled" in the advanced inventory

R
rvrfrf
December 18, 2024

Thanks for following up with the Community, SHAB21. I appreciate your detailed information and screenshot.

 

You'll want to be looking for a column titled "Screen" on the Additional Customization's Columns tab. Once you've located it, you can assign a new name, like "Site" or "Warehouse" if you'd prefer to.

 

Also be sure to use your available options to specify when you'd like the column to appear on purchases orders.

 

If you're unable to locate your Screen column while customizing a purchase order template, it's possible you may have already changed its name to something else. In this case, you could try renaming each column something like "Test 1", "Test 2", "Test 3", and etc. to identify which column is the correct one when viewing your purchase orders.

 

I've also included a couple detailed resources about working with templates which may come in handy moving forward:
 

 

If there's any questions, I'm just a post away. Have a wonderful Wednesday!

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