Sales Order Fulfillment Worksheet

Hi there, @Liftco. 

Thanks for taking the time to reach out to the QuickBooks Community. 

Before we begin, I wanted to ask a couple of questions to help narrow down this issue. 

• Are you the only user experiencing this issue? 
• Is this the only company file you have this issue with? 

Knowing as many details as possible will better help me to narrow this concern as much as possible. If you have not tested another user or another company file, please give that a try and let me know how it goes. 

I'll be sure to keep an eye out for your reply. Chat with you soon! 

Yes to both your questions.  Apparently there was an update and my access got unchecked.  I did however notice that the new update looks nothing like it used to.  Any chance you can send me a link on how to use to new update?

I appreciate the detailed response.

Yes, Lift. I'd be glad to share with you the article on how to use the Sales Order Fulfillment Worksheet in QuickBooks Desktop (QBDT).

Before that, I'd appreciate it if you could share some screenshots of how the new update of the Sales Order Fulfillment Worksheet looks on your end. This way, we can provide you with more accurate resources, which can guide you better in navigating.

In QBDT Enterprise Solutions 18.0 and 19.0, we improved the Sales Order Fulfillment worksheet to provide a better and easier workflow and the option to add a mobile scanner.

Here's an article as your reference when using the worksheet: Use the Sales Order Fulfillment Worksheet.

Additionally, you'll want to create reports to get helpful insights on the status of your inventory and the things you buy and sell. 

If you have any clarifications, please don't hesitate to reach out back to us. We're always open to attending to your further concerns. Have a good one!

Here's a screen shot of how it now looks.  

I've come across this thread while searching how to use the sales order fulfillment.  I use QBDT Premier Plus with the Manufacturing/Wholesale setup and my SO fulfillment screen is not a dashboard like this.  Is the fulfillment worksheet limited in it's functionality in the Premier Edition compared to the Enterprise Edition because I don't have a Dashboard like this to track the sales order process:  picking/packing/shipping?  All we can do is print pick lists, packing slips and sales orders.  I can't mark/tag any order based on the current stage of the process, ie. it's in the picking stage or the packing stage, etc.  I'm trying to better organize our order processing and would love to have a dashboard to improve this function by monitoring the stage of each order.

Hello there, Weldon.

Yes, QuickBooks Desktop (QBDT) Pro Premier Plus has limitations regarding the Sales Order Fulfillment Worksheet compared to QBDT Enterprise. While both versions offer the worksheet, QBDT Pro Premier Plus lacks some functionalities that can be essential for efficient sales order fulfillment.

QBDT Enterprise offers more features to improve the Sales Order Fulfillment Worksheet compared to QBDT Pro Premier Plus. It includes extra tools that can streamline and enhance the entire process. If you want to access these features, you can purchase QBDT Enterprise by following this link: QuickBooks Enterprise Pricing.

Also, the dashboard will show an overview of your sales orders, including their statuses (All, Open, Picked, Packed, and Shipped).

• Send for picking
• Send for packing
• Print shipping label
• Mark as shipped

Additionally, you can open these links that will guide you in fulfilling your worksheets, creating sales orders, and fixing errors when picking:

• Use the Sales Order Fulfillment Worksheet
• Create a sales order in QuickBooks Desktop
• Troubleshoot QuickBooks Desktop mobile app

If you have any further questions about the Sales Order Fulfillment Worksheet, feel free to ask. I'm happy to help in any way I can.