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srmoon
January 14, 2019
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Estimates/Quotes in QB's Pro 2016, having trouble with adding columns....

  • January 14, 2019
  • 1 reply
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I am using QB's Pro 2016. In Estimates/Quotes I'm trying to add a column for the ship date, and include a calendar where I can just click the date my product will ship to my customer. Does anyone know how to do that?

Best answer by qbteachmt

Think of that entire Estimate as the Worksheet. Things as Rows won't have individual Delivery dates.

 

This is the workflow concept:

The Estimate is the Scope of Work for Price. It isn't Fulfillment. If you need fulfillment, then instead of Pro, you get Premier. You need to do this, anyway, since QB 2016 reaches end of life in May 2019. So, move this file to Premier, and install it as Retail, or Wholesale/Manufacturing.

 

Now you have the missing tool you do not have in Pro = Sales Orders.

 

You make the Estimate, we agree to the scope and price. You "make an SO" for each Fulfillment and date, "from" the Estimate. That also provides for Backorder tracking, and if you manage much inventory items, this is also part of the Inventory reporting for demands on goods and services.

1 reply

qbteachmt
qbteachmtAnswer
January 14, 2019

Think of that entire Estimate as the Worksheet. Things as Rows won't have individual Delivery dates.

 

This is the workflow concept:

The Estimate is the Scope of Work for Price. It isn't Fulfillment. If you need fulfillment, then instead of Pro, you get Premier. You need to do this, anyway, since QB 2016 reaches end of life in May 2019. So, move this file to Premier, and install it as Retail, or Wholesale/Manufacturing.

 

Now you have the missing tool you do not have in Pro = Sales Orders.

 

You make the Estimate, we agree to the scope and price. You "make an SO" for each Fulfillment and date, "from" the Estimate. That also provides for Backorder tracking, and if you manage much inventory items, this is also part of the Inventory reporting for demands on goods and services.

    S
    srmoonAuthor
    January 15, 2019

    Thank you for your quick reply! And for the heads up on Pro 2016 end of life info, I was unaware.

    Our inventory litterally includes thousands of parts. Not all parts are stock items and some take several weeks before they reach us. So in our quote, we give our customers the most accurate date they could expect to receive every part they order from us. This is where the calendar comes into play in the "ship date" column. If I understand you correctly, we would have that option in QB's Premier.  We could then create the invoce from the quote and if needed, add/or adjust line items.  

    That is the goal.

    Thank you for your time and assistance, it is very much appreciated.

    Rose-A
    Rose-A
    January 15, 2019

    Hey there, srmoon.

    Allow me to take over and help you add a column in the estimate for the ship date in QuickBooks Desktop Pro.

     

    You can customize and add a column that displays on the estimate.

     

    Here's how:

    1. In the estimate screenshot, go to the Formatting tab.
    2. Click the Customize Data Layout.
    3. Go to the Columns tab.
    4. Select Other 1 and rename it to Ship Date. Make sure the Screen and Print option is selected.
    5. Hit OK.

    See screenshots below. 

     

    You may find this article helpful: Use and customize form templates

     

    Regarding the option to have a calendar included in the column, that feature isn't currently offered in QuickBooks Desktop. I can definitely see how this feature would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible. I recommend sending this request straight to our product engineers through feedback.

     

    To send feedback:

    1. Click Help at the top.
    2. Select Send Feedback Online.
    3. Then Product Suggestion.

    I'm always here to help you out if you need anything else. Have a nice day!

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