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MaureenS
Level 1

Customized Sales Orders templates

We have a custom Sales Order template that is created through EDI import. Can I have more than 1 Sales Order Template? A new customer is requiring different information than all our other customers in a certain field. I would need QB to default to the "new" Sales Order for this customer's sales data. Is this possible? 

Solved
Best answer February 24, 2021

Best Answers
katherinejoyceO
QuickBooks Team

Customized Sales Orders templates

Hi, @MaureenS

 

Thanks for coming back to us. Currently, the ability to set more than one FOB from the company preferences is unavailable. 

 

I can see how it would be beneficial to this specific feature to you. I'll make sure to pass along your request to the Product Development Team for future considerations.

 

For future reference, you can visit our QuickBooks Firm of the Future to get product updates. 

 

Feel free to visit again if you have additional concerns. I'll be here to help in any way I can. 

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3 Comments
Angelyn_T
QuickBooks Team

Customized Sales Orders templates

Hi Maureen.

 

Thank you for reaching out to us here on the Community page.

 

Yes, we can have multiple sales order template in QuickBooks Desktop. You can either import the template or create a new one from the Lists menu. I'm here to guide you with the process.

 

  1. Go to the Lists menu, then select Templates.
  2. Tap on the drop-down arrow under Templates, then click on New.
  3. Choose Sales Order under Select Template Type, then hit OK.
  4. Make the necessary customization, then select OK.

 

 At this time, setting a default template for a specific customer's sales data is not yet an option with QuickBooks. When recording a sales order, you can choose a template from the Template section.

 

Here's an article you can read more about using and customizing form templates in QuickBooks Desktop.

 

If you run into any problems customizing your templates, here's how to troubleshoot common issues when using and customizing templates.

 

If you have any other questions about your sales order template, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

MaureenS
Level 1

Customized Sales Orders templates

Thank you for your response. I was able to create a new template for the new customer. However, the FOB will be different for this vendor. This comes from Company Preferences and I'm not able to have more than 1. Any suggestions on how to handle this? 

katherinejoyceO
QuickBooks Team

Customized Sales Orders templates

Hi, @MaureenS

 

Thanks for coming back to us. Currently, the ability to set more than one FOB from the company preferences is unavailable. 

 

I can see how it would be beneficial to this specific feature to you. I'll make sure to pass along your request to the Product Development Team for future considerations.

 

For future reference, you can visit our QuickBooks Firm of the Future to get product updates. 

 

Feel free to visit again if you have additional concerns. I'll be here to help in any way I can. 

View solution in original post

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