Thanks, Rainflurry, I did see that in the spreadsheet you referred to me, along with the Goggle AI response (please see below) that QBO Plus also included Item Locations and Pick Worksheets, hence my return here. QBO Plus is less expensive than QBD Enterprise plus its future is not uncertain, so I am just trying to confirm whether or not it is an option. Then again, I still have not figured out how to customize the default QBD Enterprise Sales Order Pick List or change the default picklist to one of the optional ones that I can customize.
Regards,
Jeff
Google: quickbooks online plus inventory management locations pick worksheet
A "QuickBooks Online Plus inventory management locations pick worksheet" is a document used to record which inventory items need to be picked up from specific locations within your warehouse or store, allowing you to efficiently manage stock levels and fulfill orders when using the "Locations" feature in QuickBooks Online Plus, which enables tracking of inventory across multiple physical locations within your business. [1, 2, 3]
Key elements of a QuickBooks Online Plus inventory management locations pick worksheet: [2, 3, 4]
- Item details:
- Item name
- Item code
- SKU number
- Location details:
- Location name (e.g., "Warehouse A", "Retail Store")
- Quantity needed to pick
- Order details:
- Customer order number
- Order date
- Shipping address [2, 3, 4]
How to use the worksheet: [1, 3, 5]
- Generate the list:
- Access your QuickBooks Online Plus and navigate to the "Inventory" section.
- Filter items based on the orders you need to fulfill.
- For each item, select the required location where the stock is stored.
- Download the list as a spreadsheet (e.g., Excel, Google Sheet) to create your pick worksheet.
- Fill out the details:
- Enter the quantity of each item needed for each customer order.
- Assign the correct location for each item based on your inventory tracking.
- Picking process:
- Use the worksheet to guide your warehouse staff through the picking process.
- Pick the required quantity of each item from the designated location.
- Once picked, mark the item as "picked" on the worksheet. [1, 2, 3, 4, 5]
Benefits of using a locations pick worksheet: [2, 3, 4]
- Improved accuracy: Reduces the risk of picking incorrect items or quantities by clearly identifying the required location for each item. [2, 3, 4]
- Efficient order fulfillment: Streamlines the picking process, allowing faster order processing and delivery. [1, 2]
- Inventory control: Helps monitor stock levels across different locations, preventing stockouts. [1, 2, 3]
Important considerations: [2, 3, 4]
- Set up locations in QuickBooks: Ensure you have properly set up locations within your QuickBooks Online Plus account before creating a pick worksheet. [2, 3, 4]
- Regular updates: Keep your inventory levels updated in QuickBooks to maintain accuracy on the pick sheet. [1, 2, 5]
- Customizable format: Tailor the worksheet to fit your specific needs and business processes. [1, 2]
Generative AI is experimental.
[1] https://quickbooks.intuit.com/accounting/inventory/
[2] https://quickbooks.intuit.com/r/accountant-advice/how-to-manage-multiple-inventory-locations-with-ad...
[3] https://quickbooks.intuit.com/learn-support/en-za/help-article/track-location/set-use-location-track...
[4] https://quickbooks.intuit.com/au/blog/product-update/using-classes-and-locations-in-quickbooks-onlin...
[5] https://www.method.me/blog/how-to-adjust-inventory-in-quickbooks/
