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ninja600RX
Level 1

Packing Slip from a Purchase Order

When we write a PO to our vendor to ship for us, we also send a packing slip and when the packing slip is sent from the PO it shows up as a PO, but is a packing slip. Is there a way to make it say packing slip and not PO. see the photo of what I am talking about. 

4 Comments 4
DebSheenD
QuickBooks Team

Packing Slip from a Purchase Order

Thanks for reaching out to us, ninja600RX.

 

I'm here to share some information about making packing slips from a purchase order.

 

If you're using a Purchase Order (PO) and attachment when emailing transactions this option is unavailable in QuickBooks Desktop. Thus PO is non-customizable. 

 

For now, you can use the Feedback feature to send the idea of removing the tab to our engineering team. This way, they could take action to help improve your experience. Rest assured they're working nonstop to enhance the product and deliver the best experiences to all QuickBooks users. 

 

Here's how you can send feedback through QuickBooks:

 

  1. Open your QuickBooks Desktop (QBDT) file.
  2. Go to the Help menu, then Send Feedback Online.
  3. Tick on Product Suggestion.
  4. Provide your feedback or suggestions.
  5. Tap the Send Feedback button.

 

Your valuable feedback goes to our Product Development Team to help improve your QuickBooks experience.

 

Please know that QuickBooks always considers product suggestions based on the number of requests. The more users want this feature, the big chances it'll be part of future enhancements.

 

I'll be adding a few related articles below to help you understand reports in QuickBooks and how to customize them:

 

Let me know if you have other questions about Packing Slips and Purchase Orders. I'll be right here to help you whenever you need it. Have a lovely day!

ninja600RX
Level 1

Packing Slip from a Purchase Order

Hello DebSheen,  Thank you for the quick reply. So, if a SO (sales orders) also says the same thing, then how can we make a packing slip that says a packing slip when sent as an attachment?  

MJoy_D
Moderator

Packing Slip from a Purchase Order

I'm here to help you with customizing the name of the attachment for your packing slip, @ninja600RX.

 

The option to customize the name of the attachment of the packing slip is currently unavailable. I can see how useful it is to you and other customers, so I'll take note of it. 

 

I also encourage you to leave feedback from within the product by following the steps provided by DebSheenD above. You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

In the meantime, I suggest downloading the packing slip to your computer and renaming the file when saving. Then, send it outside your QuickBooks company file. 

 

More information on utilizing a Sales Order Fulfillment Worksheet to build the Express Pack list, which allows you to complete the pick and pack procedures for an order in one action rather than as separate processes, can be found here: Express Pack tab in Sales Order Fulfillment.

 

I'm always here if you need more help with editing the name of your packing slip's attachment. Let me know by leaving a reply below. Have a great rest of the day!

ninja600RX
Level 1

Packing Slip from a Purchase Order

Hello Mary Joy, 100% understand what your saying. We were just trying to avoid the extra steps. Thank you, Michael 

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