Question

HOW TO EDIT A PACKING SLIP

Forum|Forum|7 years ago
November 15, 2018
60 replies
280 views

I need to edit a packing slip. Is there a way to add the SKU to the packing slip or add or remove other information? Really need this feature if not. Packing slip currently offers very little information and includes shipping charges as a line item.

QuickBooks Online

K

KhimG

Level 7

Hello, @Lmatt.

It’s nice to have you with us in the Community today. I’m here to share some information about QBO’s packing slip.

The ability to edit, add or remove information on a packing slip is a great idea if added to QuickBooks Online.

Please share us your insight and opinion by clicking the Gear icon and selecting Feedback. This way, our product team would know what you liked and what we can improve to make it better.

You can also send your product request via this link: https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-request.

In the meantime, you can only create a packing slip out of a customer’s invoice or sales receipt, then preview and print them. For more information about packing slip, check out this article: https://quickbooks.intuit.com/community/Payments/How-to-create-a-packing-slip-or-packing-slip/m-p/186184.

We’d love to hear from you. Don’t hesitate to reach us out if there’s anything else you need. I’ll be here to help.

S

sergey_m

Here we are almost 2 years later and Quickbooks still didn't bother to make this function available to customers.

Not being able to add SKU and add/modify other information on the packing list is nonsense!

Please fix it asap, Quickbooks!!!

D

davidmoschella

Hello, @davidmoschella.

I can see the importance of being able to modify certain things, such as packing slips to suit your business needs. Currently, the default template format of the built-in packing slip in QuickBooks does not include the SKU column.

In the meantime, you can create a customized Packing Slip in your QuickBooks account. Here's how:

1. Go to the Gear icon.

2. Choose Custom Form Styles.

3. Click the New Style drop-down.

4. Pick either a Sales Receipt or Invoice.

5. From the Design tab, enter the name of the custom sales form.

6. Select the Content tab.

a. Double-click on the Header portion of the Sales Receipt.

b. Change the name of the form to Packing Slip.

7. Hover to the middle portion of the sample sale form.

a. Mark the following tick box: Date, Product /Service, SKU, and Quantity.

8. Click Done.

Now, you can manually create a customized Packing Slip. Just make sure to select the Packing Slip template you've created.

Keep me posted if you have other questions about customizing your sales forms in QuickBooks. I'm always here to help.

OK, the workaround above to create a custom sales receipt form almost solves the problem...please implement the following features:

1. In the custom sales receipt form Content:Footer editor, provide a check box to disable and remove all the financials from the form. My customers do not want the receiving department to know what the prices are of the products arriving at their docks. IOW, a packing slip is NOT the same as an invoice. They serve a different function, namely reconciling quantity of goods delivered against individual line items on a purchase order. Receiving departments only get access to the item information, not the pricing information.

2. Relatedly, add the ability to place multiple custom fields in the Content:Table editor. I need the ability to input information about the number of cartons associated with each line item quantity, e.g. Box 1 of 3 or other information like this, which can only be determined at the time of shipping to my customer for each line item. Ideally, I'd like to get to a result like the excerpt from my present Packing Slip that is the result of custom code I had implemented from my company.

D

DJ_MTT

Officially adding my voice to the list of people that require a custom packing slip for my customers.

Honestly, its crazy that this isn't an option. We will be forced to create custom packing slips outside of quickbooks now. Kind of starts to defeat the entire purpose of having a system like quickbooks.

M

Maryb6964

I agree we need the ability to edit a packing slip. I don't like the idea of modifying an invoice and saving it as a packing slip. The pricing and invoice total cannot be removed and it is confusing to the end user to have to change form from invoice to packing slip. Too many mistakes can happen with this recommendation.

I

igotthesauce

3 years later and no solution from QB on this!!!! WOW!! Glad we're switching systems this year!

Just wanted to add our internal fix for this, not the ideal fix but worked for now. We added the SKU# for all products to the item description so now it prints the sku on all forms along with the description. You'll have to unclick SKU# on the invoice form or any other form it's selected on so you don't have duplicate SKU#'s listed.

P

Patty49

What did you switch to? We just switched from desktop to QBO and it is absolutely horrible.

O

OrganicLabs

After reading everyone's replies...I, too, have decided to add my voice to this thread. I absolutely cannot understand the "packing slip" option for QuickBooks Online. QuickBooks...DO BETTER! This thread is years old and no resolution has been defined. I need to be able to edit the "Ship To" address on a packing slip, as we do drop ship orders for our distributors. I do not want the distributors name listed above the customer's name, and should be able to change this. Instead, I am having to save the packing slips that are generated, upload them to photoshop, photoshop out any details the customer and our warehouse do not need to see, and then save the revised packing slip. This workaround is tedious, ANNOYING, and shouldn't have to be an option. If we pay for QuickBooks Online to handle our invoicing and sales needs, then again...DO BETTER AND LISTEN TO YOUR PAYING CUSTOMERS!!

Sign up

Login with SSO

Let's get you signed in

Login with SSO