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Level 2

Packing Slip - Need Purchase Order in the Column

We need to add Purchase Order to the columns in the packing slip. Each Sales Order has it's own Purchase Order. Suggestions?

 

QB_Add_POColumn.png

9 Comments 9
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QuickBooks Team

Packing Slip - Need Purchase Order in the Column

Welcome to the QuickBooks Community, @Toonces.


I appreciate you for providing a screenshot of your concern. To add your desired column, let's customize your templates for Invoice, Packing Slip, and Sales Order.

 

Here's how:

  1. Go to the Lists tab.
  2. Select Template.
  3. Choose the template you want to edit. You can choose the Intuit Packing Slip template (do this also in your Invoice or Sales Order template).
  4. Click the Additional Customization button.
  5. From the Columns tab, put a checkmark in the boxes for the Other 1 option.
  6. From the Title field, type PO number in line with the Other 1 option.
  7. Hit OK and OK again to save the changes. See screenshots for reference. 

PO 1.JPG PO 2.JPG PO 3.JPG PO 4.JPG

The Other 1 option that named as PO number will appear in line with the columns of your forms when you try to print the Packing slip. 

 

Also, in QuickBooks Desktop you have the option to customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report. To learn more please refer to this article: Customize reports in QuickBooks Desktop

 

Keep me posted if there's anything else I can do for you. Just add a comment below or mention my name.  Stay safe and take care always, Toonces.

Highlighted
Level 2

Packing Slip - Need Purchase Order in the Column

Are you creating a new Purchase Order field? The Sales Order already has a Purchase Order field in the header. I want that field in the column. Please clarify.

Highlighted
QuickBooks Team

Packing Slip - Need Purchase Order in the Column

Thanks for getting back to us, Toonces.

 

You can go to the Columns tab and add Purchase Order from there. Let me guide you with the steps

 

  1. Under the Additional Customization window, go to the Columns tab.
  2. Add Purchase Order beside Other 1.
  3. Make sure to check the boxes.
  4. Click Print Preview.
  5. Click OK.

Please check this article for more information and detailed steps: Create And Use Custom Fields in QuickBooks Desktop.

 

For future reference, you'll want to run and customize reports in QuickBooks Desktop.

 

Feel free to let me know if you need further assistance. I'll always be around to help.

Highlighted
Level 2

Packing Slip - Need Purchase Order in the Column

I need to use the default Purchase Order field from the Sales Order. I don't need to create new field and then re-enter the purchase order number I've already entered on the Sales Order.

If I'm understanding your suggestion correctly, you want us to enter the purchase order number in 2 different fields.

Highlighted
Moderator

Packing Slip - Need Purchase Order in the Column

I've read your conversations above, @Toonces. With this, I'm here to clear things up for you regarding your concern. 

 

Right now, moving the default P.O. No. field from the transaction's header to the column is unavailable. As a workaround, I'd suggest unchecking the Screen and Print boxes from the Header tab. Then, use the Other 1 field in the Columns tab. Just refer to the steps provided by my peers above. This way, you won't need to enter the purchase order number in two different fields. The screenshot below serves as your visual guide. 

CustomizeForms.PNG

 

In the meantime, I recommend visiting this website if you're using the 2020 version: What's New. It helps you learn more about our product improvements that can benefit you and your business. Just go to the QuickBooks Enterprise Solutions 20.0 section. For 2019, use this article instead: New Features.

 

Also, you can go back to the Templates page. From there, you can edit, delete, export, download, and make a template inactive. It helps ensure your templates list is up to date in the software. View the screenshot below for your visual reference. For more information, visit this article: Managing Form Templates

ManagingTemplatesInQBDT.PNG

 

You can count on me if you need anything else. Keep safe always. Stay healthy, @Toonces.  

Highlighted
Level 2

Packing Slip - Need Purchase Order in the Column

For our business, we enter  the customer purchase order number in the Sales Order. If I am understanding you correctly, your suggestion does not transfer the purchase order number from the Sales Order to the Invoice in a column. We invoice customers and associate that invoice with their Sales Order.

 

QB_SalesOrder_CreateInvoice.png

 

QB_SalesOrder_SpecifyItems.png

Highlighted
QuickBooks Team

Packing Slip - Need Purchase Order in the Column

Hi, there @Toonces.

 

In QuickBooks Desktop, the Purchase Order number in your Sales Order will be automatically generated in the header of your invoice. However, if you want your purchase order number will be placed in the item lines you'll need to add a column in your invoice for the purchase order number field and manually enter the number as a workaround.

 

You can follow the steps provided by my colleagues at the top on how to add a column for your purchase order field.

 

For your future help, you can use this article in case you'll need assistance in customizing your invoice template: Use and customize form templates in QuickBooks Desktop.

 

You can also visit our QuickBooks Desktop Help Article to learn more about managing invoices, and also for pulling up an invoice report.

 

Fill me in if you need more help by leaving a comment below. I'll be around in the Community to help. Take care and have a great day!

Highlighted
Level 2

Packing Slip - Need Purchase Order in the Column

Hopefully you'll add the Purchase Order number to the Prog Cols tab under the section Sales Order Column. That's the permanent solution. All our customer transactions start in Sales Order.

 

 

QB_Add_POColumn.png

Highlighted
Moderator

Packing Slip - Need Purchase Order in the Column

Hello there, @Toonces.

 

Allow me to chime in for a moment and share some information regarding your sales order and invoice concern in QuickBooks Desktop.

 

I appreciate your input from every angle. We always update the features of the program, and this preference might be available in the future.

 

As we assess this, I suggest you visit the New Features section in QuickBooks to stay updated with all the changes that are being made (see screenshot below).

 

 

Also, I've attached some articles you can use to know more about customizing templates, as well as creating sales orders and invoices:

 

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.

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