Skip to main content
W
waggymike
December 20, 2019
Solved

I need to prepare a packing slip that includes the SKU, can this be done? That is what is used by the warehouse to pick the order. I cant find how to customize template

  • December 20, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
    Best answer by AddieC

    Hello,

     

    A packing slip is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. QuickBooks Online makes it simple to create these packing slips, and I'd be happy to explain the limitations that are involved in the formatting. 

     

    To create a packing slip in QuickBooks Online, follow these steps:

     

    1. From the left menu, select Sales then choose Customers.
    2. Select the customer's name to display a list of their transactions.
    3. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Packing Slip.
    4. Select the Batch actions drop-down, then choose Print packing slip.
    5. The print preview screen will open so you can select printing options, preview, and print.
     

    While you're able to customize invoices, estimates, and sales receipts, packing slips have one standard format. I know it would be beneficial for your business to have the option to add the SKU field on your packing slip. A good workaround for this would be to add the SKU to your product/service name when you create your inventory or service item. You can edit your product/service by clicking the Sales tab, then click Products and Services. Select Edit next to the item you're selling, and add the SKU next to the name.

     

    I'd also recommend submitting feedback about this to our product development team. We're constantly innovating, and improving our products to fit your needs. 

    I hope this helps clear things up for you. 

    Have a wonderful weekend. 

    1 reply

    AddieC
    AddieCAnswer
    December 20, 2019

    Hello,

     

    A packing slip is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. QuickBooks Online makes it simple to create these packing slips, and I'd be happy to explain the limitations that are involved in the formatting. 

     

    To create a packing slip in QuickBooks Online, follow these steps:

     

    1. From the left menu, select Sales then choose Customers.
    2. Select the customer's name to display a list of their transactions.
    3. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Packing Slip.
    4. Select the Batch actions drop-down, then choose Print packing slip.
    5. The print preview screen will open so you can select printing options, preview, and print.
     

    While you're able to customize invoices, estimates, and sales receipts, packing slips have one standard format. I know it would be beneficial for your business to have the option to add the SKU field on your packing slip. A good workaround for this would be to add the SKU to your product/service name when you create your inventory or service item. You can edit your product/service by clicking the Sales tab, then click Products and Services. Select Edit next to the item you're selling, and add the SKU next to the name.

     

    I'd also recommend submitting feedback about this to our product development team. We're constantly innovating, and improving our products to fit your needs. 

    I hope this helps clear things up for you. 

    Have a wonderful weekend. 

      T
      Thales1
      July 31, 2020

      Honestly, I find it baffling that you know that a "A packing slip is a document that contains item, quantity, and other important shipping information when shipping goods" but does not consider a SKU to be important information. 

      How can the people of a warehouse easily locate a product for packing without the SKU? The whole point of having an SKU is to make it easier to locate a product, and to avoid mistakes with products that have similar names.

      It is almost the same as saying that you cannot add the price of individual products to an invoice.

      If the point of Quickbooks is to help manage the business, it is failing horribly.

        PatriciaT
        PatriciaT
        July 31, 2020

        Hi Thales1,

         

        Thanks for joining us here. I know how important it is to easily track your products and services and have all the necessary information on your packing slip. QuickBooks Online is designed with several features you can take advantage of for your business needs. I'll be happy to share more options on how you can include the SKU on a packing slip.

         

        When setting up a product or service in the system, you can enter a SKU in the SKU field. To review how to add products and services in QuickBooks Online, here's an article: Add product and service items to QuickBooks Online

         

        If you use QuickBooks Online Essentials or Plus, you can also add a custom field on your sales forms for SKU, which will then show up on your packing slips. Here's how to do that.

        1. Go to the Gear icon ⚙ and then Custom form styles.
        2. Locate your sales form and click on Edit.
        3. Select the Content tab and choose the first pencil icon ✎ on your right.
        4. Scroll down to the Display section and click on + Custom field.
        5. Add SKU and select the box beside it to include the SKU field on your form.
        6. Click on Done.

        When adding a product and service on an invoice or sales receipt, you'll be able to see the SKU information previously added in the product and services' set-up. You can then use that information to fill in your SKU custom field, and follow the steps shared above by Addie to print a packing slip. This is one way to help you view the SKU on your slip.

         

        To learn more about customizing sales forms, here's an article: Customize invoices, estimates, and sales receipts in QuickBooks Online

         

        Another way to display the SKU on a packing slip for every QBO plan is to simply include the SKU in the Description field when creating your invoice or sales receipt.

         

        I hope this helps! Don't hesitate to stop by if you have other questions. 

         

         

          Terms & ConditionsAccessibility statement