cancel
Showing results for 
Search instead for 
Did you mean: 
jacobhark
Level 1

Utilizing fulfilled quantity when creating invoice

We're using QBD Platinum and testing using the QBES Warehouse Management Android App for picking/packing SO's. When a sales order is sent to the android app, it is fulfilled by scanning the item’s barcode during picking/packing. This is great for eliminating human error when selecting the correct item and quantity. The sales order template adds a new column called “fulfilled quantity”, next to “ordered quantity”. This “fulfilled quantity” is a grayed field, it cannot be manually entered. The data that goes into that field comes from the Inventory Management app once scanning is done, it fills the amount picked during scanning. When picking/packing is done and we go to convert the Sales Order into an Invoice, there are still only the two options of “invoice all items in sales order” or “invoice selected items”, which in the latter’s case would be manually selecting items and quantities. HOW CAN WE USE THOSE FULFILLED QUANTITIES WHEN CREATING AN INVOICE?

 

It’s unfortunate that Quickbooks would design an app like this to then not utilize the fulfilled quantity that it worked for. This is a major blindspot in extracting the app’s full potential. It doesn’t make sense that you’d eliminate human error using the application to then reintroduce human error when you want to convert the SO into an invoice. We’d suggest a third option in that prompt: “create invoice using fulfilled quantities”. DOES ANYONE KNOW OF A WORKAROUND/SOLUTION TO THIS PROBLEM?

2 Comments 2
LieraMarie_A
QuickBooks Team

Utilizing fulfilled quantity when creating invoice

Hi there, @jacobhark.

 

Thank you for sharing your concern in detail. I can see how it would be helpful to utilize the fulfilled quantity when creating an invoice. It would reduce data input errors.

 

I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

Here's how:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online and select Product Suggestion.
    Capture.PNG
  3. Click the Product Area drop-down menu and select a category.
  4. Enter your comments or product suggestions.
  5. Select Send Feedback.

 

I'm also including this article for more info about fulfilling sales orders: Use the Sales Order Fulfillment Worksheet.

 

If you have any other questions, just let me know. I'll be happy to help. Thanks again for reaching us and have a good day, @jacobhark.

jacobhark
Level 1

Utilizing fulfilled quantity when creating invoice

Thank you for the reply Liera. I already submitted a feature request for this a while back. We made strides to implement this app into our warehouse processing workflow and only discovered this issue near the end of our testing phase (we were more focused on testing the SO Workflow and the application, that invoicing portion was overlooked). So our implementation has been put on hold until we hear back or someone at QB can provide a workaround we haven't thought of.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us