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A
Anonymous
April 10, 2019
Question

Customizing a Packing Slip

  • April 10, 2019
  • 1 reply
  • 2 views

Using Desktop Pro-Premiere, customizing the S.O. Packing Slip. I would like to reverse the order of the column (Ordered) and (Shipped). When in the customization window I changed the column number from 3 to 4 and visa-versa. NO affect. I then changed the Label text. When printing the quantity ordered and the quantity shipped are reversed. In the Layout Designer, I don't see where I can simply shift the column position. Any Help is appreciated.

1 reply

Angelyn_T
Angelyn_TModerator
Moderator
April 10, 2019

Hello, @567832.

 

I'm here to help you today so you'll be able to customize your template to the desired order.

 

Whatever customization and order you've selected when customizing the template, it'll always reflect when printing your transaction. 

 

Since changing the order number of the column doesn't work on your end, you may need to use another template to check if the issue is within the template you're using.

 

For additional reference about using and customizing form styles in QuickBooks Desktop, you can check this article: Use and customize form templates.

 

You can always add a post/comment below if you have any other questions about the sales order template. I'm always here to help you!

A
Anonymous
April 12, 2019

We are using the Intuit S.O. Packing Slip (which we modified by adding logo, changing font, etc). When we change the column position number in customization the columns (Ordered/Shipped) do not move on screen or when printing. We do see this occur when modifying the Purchase Order template (moved the MFG part number column in front of our part number column). We are stumped. We assume since this is an Intuit original template that came with the program, there should not be an issue with column position change, and apparently the only way to do this is the number change and not actually moving the columns in Layout Design.

A
AldrinS
Level 4
April 12, 2019

Greetings, Paddy55.

 

I'd like to join this discussion and ensure your customization will be applied to the Intuit S.O. Packing Slip template.

 

I've replicated this on my end and was able to encounter the same issue you did. Based on the result, it seems like the template is affected by data integrity issues which causes unusual behaviors like this.

 

To fix it, we can create a new Sales Order Packing Slip template and customize it accordingly to show the columns in the order that you want. Here's how:

  1. From the Lists menu, choose Templates.
  2. Click the Templates drop-down button and select New. You may also press Ctrl + N.
  3. In the Select Template Type window, pick Sales Order, then hit OK.
  4. In the Basic Customization window, click the Manage Templates button.
  5. Change the Template Name as necessary, for example, New S.O Packing Slip.
  6. Click OK, then Additional Customization.
  7. Go to the Columns tab and apply the necessary customization.
  8. Click OK.

If the order still won't change, it would be a good idea to run the Verify/Rebuild process. With this, QuickBooks will be able to self-identify the cause of the data integrity issues and resolve it.

 

Let me know how it goes, I want to make sure this is taken care of. Thanks for dropping by, I'll be standing by for your response.

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