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Senior Explorer ***

Layout designer and print preview don't match

I have created a Sales Order form, but the design that is shown in layout designer and the thumbnail on the additional customization tab is not what shows in print preview (or what prints).  A column is missing and the column widths are different.  How do I get what is shown in layout designer to print?



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7 Comments
Moderator

Re: Layout designer and print preview don't match

Thanks for reaching out to us, ckennedy1.

 

I can help make sure that the Backordered column will show on the print preview screen.

 

First and foremost, thank you for sharing a screenshot of your sales order template. Knowing so will help us isolate the problem.

 

The Backordered column will only show on the print preview screen if you have partially invoiced the sales order.

 

The screenshots below will serve as your visual point of view.

 

image.png image.png

 

Here's an article for the more details about customizing a template:  Use and customize form templates.

 

That should answer your question. If you have any questions or clarifications about QuickBooks, please leave a comment below. Have a good one.

Senior Explorer ***

Re: Layout designer and print preview don't match

 

 

002.jpg It doesn't work, even if I don't have sufficient inventory. It prints the full amount ordered in that column, nothing in shipped, and doesn't show the backordered number.  In this instance, there are only 23 available, but 25 were ordered.

Established Community Backer ***

Re: Layout designer and print preview don't match

@ckennedy1 

 

with the sales order up on screen, does the template choice (top right) say the same title as what you saved the template you showed?

Senior Explorer ***

Re: Layout designer and print preview don't match

It does show the correct one.  What is truly confusing is that even when I open the blank template, it shows the correct version on the customization screen, but does not print correctly (or show correctly on print preview).

Established Community Backer ***

Re: Layout designer and print preview don't match

Some how I complete missed this

 

You are using a sales order template, a sales order is non posting, and as such there is no entry to the stock level.  Nothing is sold, ergo nothing can be on back order

 

If you make the same template, but start with the invoice packing slip the back order column should show up when needed since that template actually reduces inventory qty on hand

Senior Explorer ***

Re: Layout designer and print preview don't match

That does show the backordered column, but when I ran a test it didn't populate that column with the insufficient quantity.  It only populates quantity with the total amount ordered.  Here are screen shots of the form and the customizations.  The only changes I made were to the title and added ordered and backordered columns.  Amount ordered was 10, but only 8 are available.order form set as invoice type.png customization 1.png customization 2.png

Moderator

Re: Layout designer and print preview don't match

Hey there, ckennedy1.

Let me provide and help you with populating the correct quantity in your back-order columns in QuickBooks Desktop.

 

In order to show the correct quantity in your back-order columns, create a sales order and save it.

 

 

After that, create the invoice from the sales order. This will populate the correct back-ordered quantity in your template column.

 

Here's how:

 

  1. From the Sales Order, click Create Invoice.
  2. Choose to Create invoice for selected items.
  3. Hit OK.
  4. Enter the correct quantity.
  5. Hit OK again.

 

 

 

 

 

You may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Use-and-customize-form-templates/m-p/207841.

 

You can always get back to us if there's anything else you need about the customizing back-order template. Have a nice day.