Sales Order Fullfillment Worksheet - Non inventory items

Let's sort this one out, @Proadvsor_qq.

I'll make sure to help complete your sales order and purchase order worksheet in QuickBooks Desktop.

We can use the QuickBooks utility to identify and fix why all of your non-inventory items in a sales order or purchase order worksheet are blank. I'll show you how to do so.

A. To Verify Data

1. Go to File.
2. Click Utilities.
3. Select Verify Data.
4. Click OK.

B. To Rebuild Data

1. Go to File.
2. Click Utilities.
3. Select Rebuild Data.
4. Click OK.

Here's a link you can read to learn more about the troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop?.

Once done, restart your desktop first before working again with QuickBooks. Then, right-click on the QuickBooks icon on your Desktop, select Run as Administrator, and work with your transactions accordingly.

However, we may need to continue our troubleshooting steps if the tool above didn't perform any changes. Use this link for reference: Run Quick Fix my Program from the QuickBooks Tools Hub.

I'm adding these articles with the topics you can use while recording the common customer and vendor transactions:

• The Customer Transaction Workflows in QuickBooks Desktop
• The Vendor Transaction Workflows in QuickBooks Desktop

It'll always be my pleasure to help if you've got additional questions about purchase orders. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe, @Proadvsor_qq!

@JonpriL  Thank you for your response. @Proadvsor_qq  posted this for me because I was getting error messages when I was trying to do so. 

I have previously done all of this multiple times with customer support. I have no issues or errors with my company file. Can you do it on your computer? Create a PO or SO using a non-inventory item. The does it show up under the Sales Order Fulfillment Worksheet and the Purchase Order Management Worksheet? One of the CS reps I have spent hours on the phone with had the exact same issue when they tried it. 

Thank you!

This is not the impression we want you to experience, redjed.

QuickBooks only tracks purchases or sales orders for inventory items. In this case, you'll want to run reports for purchase order and sales order. Then, export them to Excel to modify the column to add the non-inventory items. Here's how to run a report to see purchase orders and sales orders by item: 

1. From the Reports menu, choose Custom Report.
2. Select Transaction Detail.
3. Under the Display tab, choose the following columns:
   • Amount
   • Balance
   • Date
   • Name
   • Num
   • Item
   • Qty
   • Type
4. On the Total by drop-down menu, select Item detail.
5. Under the Filters tab, select the following filters:
   • Detail Level: All except summary
   • Item: All Sales Item
   • Posting Status: Non-posting
   • Transaction Type: Multiple Transaction Types: Sales Orders and Purchase Order.

To learn more about the two worksheets, check out these articles:

• Use the Sales Order Fulfillment Worksheet
• Use the purchase order management worksheet

If you need help performing any report tasks related to your account and company settings, browse all articles from this link: Reports Related Help. This guides you on how you can manage your financial reports.

Leave a comment below if you have other concerns related to exporting or managing report data. The Community and I will be around to help you. Have a great day ahead.

I am experiencing similiar issue with SOF worksheet.  We have an online store with woo commerce and our orders are syncing and pushed thru third part app My Works Sync that pushes order into qbooks.  It works great for all items that are inv parts when order is placed online, it pushes into SOF worksheet.  However, if someone orders 4 items from online store  that are deemed inv parts in qbooks and then 1 item that is a non-inventory part, the order is pushed thru successfully to SOF workshet but it only shows the 4 items, the other item is missing and does show up on pick slip.  We need to manually add.

Now if someone orders 4 items from store that are deemed non-inv part in qbooks, then nothing is pushed into the SOF worksheet.... But instead the sales order will show up under that customer in the customer center and we are not notified of the order in the end..  We live and breathe in the SOF worksheet. So it would be great to have funcitionality work the same for inv part and non-inv part.  Any help or suggestions?

Thanks for joining this thread, mjb70.

I want to make sure all of your inventory and non-inventory parts have the same functionality.

In this case, I recommend checking the report to see if there are any filters applied that would be affecting the non-inventory items. You may always want to reach out to a member of the MyWorks Sync Support Team. You can find more info about how to reach the team here: MyWorks Sync for WooCommerce & Shopify

Please feel free to reach back out if you have any other questions. I'll be here to help in any way that I can.

I already contacted them prior to posting here and they said the issue is not on their end, its how qbooks is receiving the information and posting it in as a sales order on the SOF worksheet.

If you suggest me checking a report, where would I do that in qbooks?

Hi there, @mjb70.

I understand how important it is to use the Sales Order Fulfillment Worksheet. However, our engineers are currently investigating this issue wherein non-inventory parts are missing and no changes or status changes are made to the sales order.

I recommend contacting our QuickBooks support team so they can add you to the affected users about this investigation and get notified of the updates. Please provide the investigation number (INV-29992) and the necessary information.

Here's how:

1. Head to this link: Contact Us.
2. Select QuickBooks Desktop product and click Continue.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Furthermore, you can use the Express Pick-Pack feature to complete the pick-and-pack steps for an order as a single action instead of separate processes.

Feel free to comment below if you have other concerns besides the Sales Order Fulfillment Worksheet not showing non-inventory items. We're always available to assist you.

I have been using QB for over 2 years with this issue. Clearly no progress has been made. Orders with only non inventory items are simply not listed in the SOF worksheet. If the order also has an inventory item, the order is shown in the SOF sheet, but only the inventory items are visble when selecting what to pick. The non inventory items are never shown. How can I select these orders with non inventory items for picking and fulfillment?

What report was being referred to in the earlier comment?

I have been using QB for over 2 years with this issue. Amazed it hasn't been fixed by now. Orders with only non inventory items are not listed in the SOF sheet. You can't select these orders for picking or fulfillment. If the order also has an inventory item, the order will be shown in the SOF sheet, but the non inventory items will still not be listed within the order for picking or fulfillment.

Is there a report setting I can change that will show the non inventory items in the SOF sheet?

I can see that every business owner like you has a definite need when running data to your SOF sheet, Voser123. Let me share updates regarding this matter.

I understand the need to acquire real-time updates about sales order transactions with only noninventory items not listed in the SOF sheet. However, as per checking in our records, this issue is still tagged as an ongoing investigation. Rest assured that our engineers are aware of this matter and are implementing measures so you can get back to business seamlessly.

For the time being, I recommend contacting our customer support team to have your account information added to the list of affected users. This way, you'll receive updates regarding the investigation status and ensure you'll get back to business. Here's how:

1. Go to the Help menu and click QuickBooks Help.
2. Select Contact Us.
3. Provide a brief description of your concern, and click Continue.
4. Log in to your Intuit account, select Continue, then Continue with my account.
5. Enter the single-use code you received in your email and hit Continue.
6. Choose between Chat with us or Have us call you.

In addition to this, you can visit this guide to help you increase speed and accuracy in order fulfillment using the SOF dashboard: Express Pack tab in Sales Order Fulfillment.

I appreciate your patience as we work on this. Please keep us posted if you have further queries when working on your sales order entries. I'll be around whenever you need additional assistance. Keep safe.

Thank you for your reply. I understand there is currently no solution, but perhaps a work around for now? Some way to manually force the order through the system?

Thanks for following up with the Community, Voser123.

I've reviewed our ongoing investigation about your Sales Order Fulfillment Worksheet and can confirm there's currently no workaround for this situation. If one's found, you'll receive email notifications about the workaround if your account's been added to the investigation as an affected user.

If you haven't had your account added as an affected user yet and would like to notify Intuit that you're an impacted customer, which will guarantee that you receive email notifications about any updates relating to the case, you can use the steps in FateCandylaneT's post to get in touch with an agent from our Customer Care team. Be sure to review their support hours so you'll know when agents are available.

When you reach your agent, be sure to reference the investigation's case number (INV-29992). This will enable them to pull it up and see the situation you're contacting about.

You'll be able to find many detailed resources about using QuickBooks in our help article archives.

If there's any additional questions, I'm just a post away. Have an awesome day!