Sales order fulfillment worksheet

Paul W · ‎April 18, 2019

Using sales order fulfillment worksheet assuming already partially picked an item and partially packed as well (I can’t fully pack because quantity ordered is more than we have on hand but we want to go ahead and box and ship) can I mark it partially shipped instead of shipped? If I do shipped it seems to show the item fully shipped. Or how do I handle partial shipment of an item or let’s say one item is fully shipped but the other is on backorder. I want to be able to know that the order has partially shipped so I can invoice it. I already have backlog tracking turned on on the sales orders and invoices. Thanks!

RaymondJayO · ‎April 18, 2019

Thanks for sharing your on-point details about your concern, @Paul W.

I'll share some insights about using the Sales Order Fulfillment Worksheet in the program.

Once a sales order (SO) is created and you marked it as a partial shipment, the program is updating the original SO's quantity and not leaving an open balance waiting to be shipped. This is called a backorder tracking.

If the item is already shipped, the system will not allow you to change the status to partially shipped.

I'm including these helpful articles to learn more about the functionality of this worksheet:

This will get you back on track, @Paul W.

If you need further assistance, I'll be here and ready to help anytime. Have a good day.

Go Get Geek · ‎May 29, 2019

Does anyone know why the Ship Date column was removed from the enhanced Sales Order Fulfillment Worksheet in QuickBooks Enterprise 19.0? It was in 18.0.

Charies_M · ‎May 29, 2019

Hello there, Go Get Geek.

I appreciate you for pointing this out. Is this the Shipping Date column you're referring to? (Please see attached screenshot below). If so, Ship Date Column is also available in QuickBooks Desktop Enterprise version 19.0.

You may receive a pop up message when opening the Sales Order Fulfillment Worksheet. QuickBooks added new features to sales orders. Let's try updating your Sales Order Fulfillment Worksheet to avail of the latest feature.

Here's how:

Go to Edit.
Click Preferences.
Choose Items & Inventory.
From the Company Preferences, click Advance Inventory Settings.
Click Site Operations.
Select Enable Sales Order Fulfillment Worksheet.
Click OK.

Once done, you can open the your Sales Order Fulfillment Worksheet again and see how it works. To do this, just go to the Customers menu and click Sales Order Fulfillment Worksheet.

That's it. If you have other questions, I'm always here to assist you some more.

Go Get Geek · ‎May 29, 2019

Hi Charles,

Your screenshot doesn't match what I saw today in my client's QBES 19.0. It matches what I posted previously from this link where it states that it is not available (expand section for QBES 19.0): https://quickbooks.intuit.com/community/Help-Articles/Use-the-Sales-Order-Fulfillment-Worksheet/m-p/...

If this is wrong then that link should be updated. They have Advanced Inventory.

It looks like this:

not like this without Advanced Inventory:

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Sales order fulfillment worksheet