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mike7620
Level 1

sales Order fulfillment worksheet

our enterprise 2021 version does not have a column (action) for shipping

3 Comments 3
Maybelle_S
QuickBooks Team

sales Order fulfillment worksheet

Hello there, @mike7620.

 

Currently, the shipping date for the Sales Order Fulfillment Worksheet is unavailable in QuickBooks Desktop (QBDT) version 21.0. It is only available in QBDT version 18.0. Although, you can record it in an Excel spreadsheet to keep track of the ship date.

 

However, if you mean the Ship details, it's available via the dashboard in the Ship Details column. This is how the new Sales Order Fulfillment Worksheet manages shipment information. You can choose whether or not to copy the shipping information to the sales order.

 

You can check out this article for more details: Use the Sales Order Fulfillment Worksheet. It gives you a single place to gain insight and access to all aspects of the process.

 

Additionally, I've added this article that'll help you to track sales order fulfillment progress: Pick tab in Sales Order Fulfillment.

 

I'm always around to lend a hand if you have additional questions about the shipping in sales order fulfillment worksheet. Take care and stay safe always.

mike7620
Level 1

sales Order fulfillment worksheet

OK, So how do I use the Quickbooks shipping manager on sales orders? 

Tori B
QuickBooks Team

sales Order fulfillment worksheet

That's a great question, @mike7620

 

I'm happy to go over some additional details about using sales orders with the shipping manager. 

 

For an overview of the process, check out the steps I've included below. 

 

  1. First, you'll need to decide what you want to fill and send the order electronically to the picker. 
  2. Then, you'll receive a notification in your dashboard when the order is picked, at which point you can send it for packing.
  3. Using the shipping manager, you can fill out and print shipping labels from multiple carriers once the package has been packed.
  4. After the order has shipped, you can mark it as so in the dashboard.

 

That's all there is to it. For further instructions on using the shipping manager, I recommend reviewing the details outlined in the help articles I've included below. 

 

 

I'm always around if you have any questions or concerns. It's been a pleasure assisting you. Take care! 

 

 

 
 

 

 

 

 

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