We have Quickbooks Enterprise V21. We leverage the Sales Order fulfillment worksheet to process our sales orders and ship them. After shipping, accounting creates the invoices for those orders.
My question is: how do we handle Sales orders that have not been fully "fulfilled" using the SO worksheet?
Meaning the customer has one order for 2 of the same item; however, when we pack and ship it, we only one of the two items and so we invoice what we we packed/shipped. So in the SO and the invoice it shows as one item is now backordered which is good.
So now we have more of that item in stock, how do I tell Quickbooks to process that same order for the backordered item specifically in the SO fulfillment worksheet? Currently, in the worksheet, once we mark the SO as shipped correctly, though we shipped one of the items and not both, we cant do anything more with that order in the fulfillment worksheet.
How do we reprocess SOs that have backordered items in the SO fulfillment worksheet once we mark it as shipped?
Having the same issue on my end.
We even received the missing inventory so we have what we need in stock, but it seems once it was marked as "shipped" for the items that were in fact shipped, the Sales Order can't be modified or used to pick the previously back ordered items.
Shouldn't the status be "Partially Shipped" or something that indicates the order was not completely fulfilled?
Hello there, admin295, and @ MR-1.
Let me provide some information about the Sales Order Fulfillment Worksheet feature.
When a sales order (SO) is created and marked as shipped, the option to change the status is no longer available. I can see the importance of having the ability to show a partial status on the transaction. This allows you to efficiently monitor the entry. Alternatively, you'll have to manually track the remaining item or stock.
I’m adding some resources below to guide you on how to handle your sales order. It includes information on how the feature works.
Feel free to leave a comment if you have additional questions on how to manage sales orders and other transactions. I’ll get back to answer them for you. Have a good one.
Thanks for the reply, I looked through the articles you provided but I was curious if you have anything related to a workflow specifically dealing with back ordered products. I guess the best way I can break down the question is, if I have a SO that hasn't been fulfilled but marked as shipped, what do I have to do inside of QBE to have the items that were not picked or shipped from the SO return to the Order Fulfillment center to let my warehouse staff know they need to still fulfill and ship the remaining items of that SO?
Would I have to create an entirely new SO just for those missing products, and if so does that mean I would have to create a new invoice for the new SO? I was under the assumption that with our QBE v21 and the Advanced Inventory this process would somehow be automated. If this isn't the case, what would be the best practice?
You're correct that I would also mean to create a new invoice for the new SO, and you'll do this moving forward for back-ordered products.
I'm also adding this article as your reference about how to record common customer transactions in QuickBooks Desktop that includes processing sales orders: Get started with customer transaction workflows in QuickBooks Desktop.
If you have additional questions or concerns about recording transactions, let us know. We're always open anytime to help you. Stay safe and well!
Well, that is very disappointing. Our old outdated ERP handled this with no issue, I guess it was my fault assuming that QuickBooks would have already considered this common occurrence.
Hi there, admin295.
I appreciate you for coming back to the thread to add clarification about the availability of the feature and if this is already raised to our product engineer. I recognize the importance of having the option to add status in the order fulfillment worksheet called "Partially Shipped" With that, I'll ensure you can send feedback so our product developers can consider adding the feature in the next updates.
As mentioned above, the option to change the status or the ability to add a status in the order fulfillment worksheet called "Partially Shipped" is currently unavailable. Also, we are unable to provide a specific time frame as to when the said option will be available in the future. With this, I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates. To start with, you'll have to go to the Help icon and choose Send Feedback Online.
Lastly, you may refer to this article to view details on how you can run a Sales Order report that is grouped by a customer with Item Name for open items: Customize customer, job, and sales reports in QuickBooks Desktop.
If you have more questions about the Sales Order or need help with other tasks in your QuickBooks account, please let me know in your reply. I'd be glad to help you out again. Have a good day ahead.