We are on QB Premier MFG & Wholesale Edition 2019. Our company does not print packing slips from invoice, rather we use the Order Fulfillment feature. When printing the Packing Slip, we want only the items that are in the package to print. Right now it is printing the entire order and, if applicable, the tax code line if the customer is taxable.
Looking forward to hearing how others have handled this, thank you in advance!
Hello there, @aleck.
Thank you for visiting us here today. Allow me to step in and share some insights about customizing and printing the Packing Slip under the Order Fulfillment feature.
Currently, the option to customize transaction templates is only for the invoice, credit memo, sales receipt, purchase order, statement, estimate, sales order, and build assembly. However, I know some applications you can integrate with QuickBooks for customizing your Packing Slips to include the items and tax code line.
You can visit our MarketPlace website. You can scan through the site to get a better comparison of the available apps and see if one meets your needs.
While doing that, I'll be sending feedback on your behalf. I appreciate you for voicing out your idea, with that we can then address what needs to be improved to give our customers a better customer service experience.
That should get you going today, aleck.
Keep me posted if there's anything else I can do for you. Just add a comment below or mention my name. Wishing you all the best!
Thank you for your reply. I am not in need of adding items, I simply wish to only have the items that are in the box I am shipping show on the packing slip.
The entire order prints, including a tax line if applicable, and causes confusion for our warehouse as well as our customers in regards to what is in the box/package the packing slip is attached to.
Given that we are using an industry specific software, this is a very basic function of shipping & receiving and therefore should not be a work around or require a special market place app.
Hello there, aleck.
I appreciate you for sharing your thoughts with us. I want to make sure this is taken care of.
At the moment, there isn't a way to customize the items that are in the package to print. It will show all the items listed in the transaction.
Since I want to make sure your suggestion gets to our product developers, I encourage you send them feedback request, so they'll know that this is essential to your business. I'll also be submitting a product enhancement request to hopefully gain this functionality in the future.
Don't hesitate to visit us again if you have other concerns with QuickBooks Desktop. I'll be right here.
Please Learn from this input.
Yes, you are in fact doing what you state you don't do: "Our company does not print packing slips from invoice"
This step is Preparation of the invoice: "rather we use the Order Fulfillment feature."
It's simply a different perspective of the same concept, which allows you to see a cross-reference for all orders, all customers, that same item, its fulfillment potential, etc.
"When printing the Packing Slip, we want only the items that are in the package to print. Right now it is printing the entire order and, if applicable, the tax code line if the customer is taxable."
What you need to do is Open the Lists menu > Templates list. Here you see two pieces of info: Template Name and Template Type. You need to understand if your Packing slip is a Version of the Invoice Template. The same is true for Pick List. You see that the Name of the template relates to the transaction type that you are creating. An Invoice is On Screen, as create Invoice; you see in the Print options, to print it on a Design or Template that you linked to the function for Packing Slip or Pick List. That Default Function is controlled in your Edit menu > Preferences, Sales and Customers, Company Preferences. Here is where you control the Print Default that is the bottom left of the Fulfillment screen, and Top, the Print icon for "print packing slip" or Print invoice.
Notice in my attachment that there are Two Packing Slip options: from Sales Order or from Invoice as Design options.
Notice also on the Far Right, the option to "Don't print items with Zero Amounts." You see them on the screen, but that doesn't print for the customer output view. You need to set Preferences to meet your specific needs.
For purposes of showing Sales taxes or any other columns, that is your choice of various Templates for that one Transaction Type. I can make an invoice, then choose the Template from the Template Dropdown, and not using the Print Menu, to make an invoice that doesn't show specific things per each of the various Templates I might want to use. That means Changing the Template while the transaction is open on my screen, then Printing with the Print icon, not selecting from the Print icon's own menu.
You use the Fulfillment Worksheet to Fulfill. You can control everything else from the Settings and the Invoice once you open it on the screen, if you need more control than from the Preferences that are used by the fulfillment worksheet, which you are supposed to set up Preferences.
There are over 400 settings in Preferences, by the way, that you should control.
Please see my attachment.
Thank you for your reply.
All of the points you made were great suggestions - all of which we had already investigated before posting our request for help with this community.
Sales Order Fulfillment is the module that our company uses to print our packing lists from. That module is driven by the Sales Order - not the Invoice, therefore it will only take the formatting from the Sales Order template.
As to the sales tax, it appears that you did not quite comprehend our issue there. The line which reads "Sales Tax xx%" prints on our packing slips and it should not. It is creating confusion to our customers. Again, this is due to the template driver coming from the Sales Order Module that you referenced in your picture, rather than the invoice module.
"not the Invoice, therefore it will only take the formatting from the Sales Order template."
You can make Many of these templates; you then get to assign which is the "Packing Slip" and which is the "Pick List."
"The line which reads "Sales Tax xx%" prints on our packing slips"
Lists menu > Templates. Edit that Template you are using. Go to Additional Customization, the Footer Tab. Remove the checkmark in the Print Column for the Sales Tax entry. Now you still see it on the screen, but it no longer Prints.
"and it should not. It is creating confusion to our customers. Again, this is due to the template driver coming from the Sales Order Module that you referenced in your picture, rather than the invoice module."
You control Everything you are asking about.
Please see my attachment.
We really appreciate your time in trying to help us solve these issues - here is a photo example of where the tax line is showing up - not in the footer (which we already have that line turned off, just incase).
Go into Additional Customization, the Footer tab. Watch the right side = Preview, while you select and deselect if Tax should show as Footer or as a Line entry. You enabled Sales Tax. It has to show Somewhere. I see your Description for your sales tax item is including rate; you control Descriptions.
Thank you to all who have tried to offer a solution to this issue. We took the recommendation of a QB Team member and submitted an online feedback product request for the issue to be addressed and hopefully resolved soon.
Have a great day!
The problem is that the packing list can be only be pulled from "sales order" templates.
Our biggest issue is items that have been invoiced already (and are marked as closed on the order) still show up on packing slips. We aren't sending these again, so why should they show up? We want open items to show up on the packing slip but we do not want the closed items. Packing slips can only be customized from "sales order" templates and those pull all items.
Thanks for joining this conversation, @joneill1186.
Allow me to jump in for a moment and help make sure that your concern is taken care of.
While the option to remove the closed items on the packing slips is currently unavailable in QuickBooks Desktop (QBDT), rest assured that I'm going to submit a feature request from my side. This will be sent directly to the Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.
Just in case, you can also check out this article for future reference: Pack tab in Sales Order Fulfillment.
That should point you in the right direction. Please let me know in the comment section if you have any follow-up questions or concerns. I'm always here to help. Take care and enjoy the rest of the day!
We follow the same method as you> Entering a Sales Order, Going to Order Fullfillment Worksheet to allocate product, Ship the product using the Packing slip, then create invoice. Just wish that Intuit would allow users to "Unselect" a particular item with no inventory so it did not print on the packing slip. They allow this marvelous feat during the Create Invoices section so it seems to reason we could just simply "click" the X that is next to the 0 inventory item and it would not print.
Can you tell me which specific app can integrate with QuickBooks for customizing Packing Slips?
My company is new to QB and still trying to figure out how to make it work for our needs. In our current software we are used to being able to edit packing slips without changing the base information.
Can you tell me a specific app that can integrate with QuickBooks for customizing our Packing Slips?
My company is new to QB and still trying to make it fit our needs.
Our current software allows us to create a packing list without changing the base information.
Let me welcome you to the QuickBooks family, Metsfan1.
Our software integrates with hundreds of third-party apps. We're unable to suggest a specific one that integrates with QuickBooks for customizing packing slips. I suggest visiting our Marketplace for the available apps. This way, you can compare them and decide what app that suits your business needs.
Leave a reply if you have more questions. Have a great day!
"Go into Additional Customization, the Footer tab. Watch the right side = Preview, while you select and deselect if Tax should show as Footer or as a Line entry. You enabled Sales Tax. It has to show Somewhere."
For the Packing list, what if we don't want the Sales Tax to show up at all?
Good afternoon, @Seecott.
I hope your day is going well. I'd be glad to assist you with customizing your Packing Slip in QuickBooks Desktop.
QB Desktop has many templates for you to use for your credit memos, packing slips, sales orders, purchase orders, statements and etc. You can customize the look of your templates and what information is included.
There are a few different ways you can locate the customization window:
Here is also a screenshot of the following are the options available in the window:
For some additional information about customizing your forms, here's a detailed article: Use and customize for templates
Let me know if the steps above do the trick. Thank you for reaching out to the Community. Have a good rest of your day!
Hi @Kendra H ,
I'm able to customize the Packing List form but the problem is Quickbooks seems to required the tax line to show up in the line item or in the subtotal line, depending on how to toggle to show or no show Sales tax. Is it possible to make not show up in either?
Good observation, Scott. The sales tax line item will show when printing the packing slip.
I've replicated your concern so I can find a way to hide it. Although, we're unable to find the option to do so.
I know how helpful it is for your business to customize the packing slip with ease. I'll take note of your concern, and share it to our management team. They'll help us submit this to our product developers for review.
If there's something else that we can do for you, please don't hesitate to reach out to us.
How did you end up making edits to the packing list template? I'd like to add some extra fields to the invoice packing list but haven't been able to find a way to. Thanks!
I've got the steps on how you can add a field on a packing slip template, arejaylee00.
You can follow these steps:
Please see this sample screenshot for a visual guide:
You can also open this article for reference: Use and customize form templates.
Please keep me posted if you have any additional questions. Thanks.
Would you be able to explain how we can differentiate between packing slips and actual Invoices on reports? Everything shows up as an Invoice even if it is a Packing Slip that has not been converted to an Invoice yet.
Thanks for posting to the Community, @bmcd04.
The packing slip describes the physical products that don't include the price of each item, whereas the invoice on reports represents the financial transaction behind the sale of the goods on reports.
A packing slip is a list of what is included in a shipment. Invoice is a bill for a customer with the actual price.
Also, I've added an article as your reference on how form templates can be customized: Use and customize form templates.
Please let me know if you have further questions. I'll be around to help you. Stay safe!