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paulhelsby
Level 2

Product/services field missing from PDF PO's

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

Solved
Best answer September 26, 2020

Accepted Solutions
AlcaeusF
Moderator

Product/services field missing from PDF PO's

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.

View solution in original post

12 REPLIES 12
Ashleigh1
QuickBooks Team

Product/services field missing from PDF PO's

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. 

paulhelsby
Level 2

Product/services field missing from PDF PO's

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

Ashleigh1
QuickBooks Team

Product/services field missing from PDF PO's

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. 

paulhelsby
Level 2

Product/services field missing from PDF PO's

Ashliegh1,

 

Its a shame you couldn't answer why it cannot be done as quickbooks already differientiates a description field between customer and supplier.  It's illogical why the same isn't applied for 'Product/Services' or else, there isn't any point in having a service/product field to begin with.

 

-Paul 

paulhelsby
Level 2

Product/services field missing from PDF PO's

what is the justification of having a 'service/product' field for the customer and not for the vendor/supplier? No sense whatsoever.

GeorgiaC
QuickBooks Team

Product/services field missing from PDF PO's

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! 

paulhelsby
Level 2

Product/services field missing from PDF PO's

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
Moderator

Product/services field missing from PDF PO's

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.

View solution in original post

paulhelsby
Level 2

Product/services field missing from PDF PO's

 

qubo
Level 1

Product/services field missing from PDF PO's


@AlcaeusF wrote:

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.


 

This doesn't work for purchase orders when the "include description here" checkmark is set under the "Product/Service" column checkmark. The Product/Service name doesn't print on purchase orders, only the description, but the name (the mandatory field when creating the item) is actually also important. They print fine on invoices as a unified column.

Jovychris_A
QuickBooks Team

Product/services field missing from PDF PO's

I'll help you sort this out, @qubo.

 

Let's make sure that the steps shared by my peer are working well, I suggest running QuickBooks Online (QBO) in an incognito or private window. This mode is free from cache files that avoid unexpected behavior when setting up your standard/master template. This way, we'll know if this is caused by browser issues.

 

You can press Ctrl + Shift in Chrome and if you're using Firefox, press Ctrl Shift P. Once logged in, editing the Standard/Master template in the Custom form styles list.

1.PNG

Then follow these steps:

  1. Click Edit to update the Standard/Master template.
  2. Go to the Content tab and then click the Pencil icon on the Tables section.
  3. Check the Product/Service and Include description here box.
  4. Click Done to save the setup.

    313.PNG


Once done, create a dummy purchase order with a Product/Service and Description on it. And then hit the Print button to see if it's running the updates. Also, don't forget to email it to your emailing account if you want to see the PDF email.

4.PNG 7.PNG


If this works, I recommend clearing the browser's cache to keep its memory updated. It also improves performance and fixes internet bugs. If this works, I recommend clearing the browser's cache to keep its memory updated. It also improves performance and fixes internet bugs. Alternatively, you can use other supported browsers to run QBO.

 

In case you want to personalise sales forms and add looks to them, this article will be your guide: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Wish you have a prosperous day. Please leave a comment if you have other concerns. I'll jump in to lend a hand.

qubo
Level 1

Product/services field missing from PDF PO's


@Jovychris_A wrote:

I'll help you sort this out, @qubo.

 

Let's make sure that the steps shared by my peer are working well, I suggest running QuickBooks Online (QBO) in an incognito or private window. This mode is free from cache files that avoid unexpected behavior when setting up your standard/master template. This way, we'll know if this is caused by browser issues.


 

That was already done. The issue was the "Airy new" template doesn't support the unified item name and description column in purchase orders, only in invoices. "Airy classic" works fine for both.

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