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Level 1

Sales Order Fullfillment Worksheet-

Is it possible to add a column to the sales order fullfillment worksheet screen.  We would like to see ship date on that screen not just sales order date- we have looked and dont see anywhere to edit layout.  If not there is a field called shipping details- that always seems to be blank what info should be rolling in there?

thank you

 

3 Comments
QuickBooks Team

Sales Order Fullfillment Worksheet-

Hi there, @lupander1.

 

Currently, the option to add another column for Ship Date is unavailable in QBDT version 19.0. It is only available in QBDT version 18.0. Although, you can record it in an Excel spreadsheet to keep track on the ship date. 

 

I added a screenshot to know more about the comparison between QBDT 19.0 and QBDT 18.0.

 

QBDT sales order fullfillment comp.jpg

 

You can pull up Open Sales Orders by Item Report and an Open Purchase Orders Detail Report. Then you can export and combine it in Excel spreadsheet.


For future reference, I can see this article to be handy with setting up Advance Inventory against your sales order: Fulfill a Sales Order using Advanced Inventory.

 

Please don't hesitate to comment below if you need anything else with QuickBooks. I'll be here to help. Keep safe always.

Level 1

Sales Order Fullfillment Worksheet-

In the Sales order fulfillment worksheet on the Dashboard tab there is a column named "SHIP DETAILS". What is its function, what populates it? Can I add data to it from a Sales Order form?

In my Sales order fulfillment worksheet it is always blank.

 

Thanks,

 

DavidMG_SLC

QuickBooks Team

Sales Order Fullfillment Worksheet-

Hello there, @DavidMG_SLC.

 

Thanks for posting here in the Community. Allow me to share some information about the Ship details column. 

 

In QuickBooks Desktop, the Ship details column is used to manage the shipping details from the new Sales Order Fulfillment Worksheet dashboard. Optionally, you can choose to have the shipping details copied to the sales order. Those shipping details are always available via the Dashboard, in the Ship Details column. 

 

For further information about the Ship details feature, you can check out this PDF: What's New for QuickBooks 2019

 

Feel free to comment below if you have any more questions or concerns. I'm always here to help. Have a safe and productive rest of your day!

 

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