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paulhelsby
September 25, 2020
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Product/services field missing from PDF PO's

  • September 25, 2020
  • 2 replies
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When creating a PO, why does the 'Service/Product" field not show on the Purchase Order Quickbooks generates as a PDF to send the the supplier, why is this? Am I not using a correct setting for this to appear?  The description, costs and quantity all appear fine, but not the product code?

Many thanks
-Paul

Best answer by AlcaeusF

Hello there, @paulhelsby.

 

I appreciate you for adding more details to your response. I can help you show the products and services when printing a purchase order in QuickBooks.

 

The information showing from your purchase order will depend on the master template. I recommend visiting the Custom form styles section in QuickBooks and enable Product/Service.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Custom form styles.
  3. Search for the Standard (Master) template.
  4. Press Edit. 
  5. Go to the Content tab.
  6. Click the pencil icon in the upper-right corner. 
  7. Under Columns, put a checkmark beside Product/Service. 
  8. Hit Done.

Once done, please proceed with printing the purchase order to view the result. The changes should reflect right away after saving the template.

 

For more information, as well as how to run a purchase order report, I recommend the following article: Create purchase orders in QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

2 replies

A
Ashleigh1
September 25, 2020

Hello Paulhelsby, 

 

Welcome to the Community page,

 

 

So on the Purchase Order in Quickbooks, the product code is an internal thing and there is no way of getting it to show on the PDF. The reason for this is so the code you use may not be the same as the code your supplier uses and could just confuse the situation therefore there is no way to get it to show the purchase code outside of Quickbooks. 

P
paulhelsbyAuthor
September 25, 2020

It makes no sense that it won't allow that?  For example, when in estimates and a user is creating a new product/service to put into that estimate, they have to input the product code (twice, not sure what the second input of the product code is for? one goes on the estimate, what the other for?) and the description twice (assuming one description field is for the customer/estimate and the other is for the supplier when at PO stage, in case you should want them to be different), you also have to input the cost price - that only the supplier would see/get when PO is generated, and the sell price - that only the customer sees when they receive an estimate (doesn't bring that into PO stage as it is irrelevant).

So If quickbooks already differentiates between customer and supplier within fields, why not with the 'Product/service' field?  Makes no sense, ive just sent an 18 line order to a supplier who has rejected it because it has no product codes on it.

 

Thanks

-Paul

A
Ashleigh1
September 25, 2020

So Paul, that is the way the PO works in Quickbooks, If your supplier has rejected the PO's for the lack of the codes that is between you and your supplier and not to do with us at Quickbooks. You would need to speak to your supplier about it. 

G
GeorgiaC
September 25, 2020

Hi Paul, 

 

If you're looking to add the 'Product/Service' line to the purchase order, you'll first need to enable the item table on purchases by going to the Cogwheel > Account & Settings > Expenses > Tick 'Show Items table on expense and purchase forms'. 

 

After this, you'll have the option to select a P/S on the PO, and this will be displayed on the supplier invoice (you can check this by selecting 'Print' on the toolbar of the PO to preview). 

 

Please get back to us below if you have any queries! 

    P
    paulhelsbyAuthor
    September 26, 2020

    Hi GeorgiaC,

     

    when I followed your instructions 'Show items on expense and purchase forms' was already ticked 'on', so I'm baffled as to why P/S isn't showing on pdf/view print mode PO's?

     

    many thanks

    -Paul

    AlcaeusF
    AlcaeusFAnswer
    September 26, 2020

    Hello there, @paulhelsby.

     

    I appreciate you for adding more details to your response. I can help you show the products and services when printing a purchase order in QuickBooks.

     

    The information showing from your purchase order will depend on the master template. I recommend visiting the Custom form styles section in QuickBooks and enable Product/Service.

     

    Here's how:

     

    1. Click the Gear icon in the upper-right corner.
    2. Select Custom form styles.
    3. Search for the Standard (Master) template.
    4. Press Edit. 
    5. Go to the Content tab.
    6. Click the pencil icon in the upper-right corner. 
    7. Under Columns, put a checkmark beside Product/Service. 
    8. Hit Done.

    Once done, please proceed with printing the purchase order to view the result. The changes should reflect right away after saving the template.

     

    For more information, as well as how to run a purchase order report, I recommend the following article: Create purchase orders in QuickBooks Online.

     

    Drop me a comment below if you have any other questions. I'll be happy to help you some more.

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