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I copied the Intuit S.O. Exp Pick Pack Slip to edit. Modified the new template to better serve us. However, the program uses the Intuit form and there seems to be no way to tell the Express program to use the new form. I tried modifying the Intuit form, but despite saving and checking, the form seems to revert back to the original each time. Any one know how to have our new form used for Express Pick and Pack? Thanks.
Hi there, ArtGraham.
Thanks for stopping by this afternoon. My suggestion to you would be to complete the following steps, from there you should be able to use the new form for Express Pick and Pack.
Once, completed you should be able to start using the Express tab sales order fulfillment. If you're still running into issues, I'd suggest reaching out to our support team as they have tools at their disposal that allow them to diagnose issues in individual accounts and see exactly whats going on, on a much deeper level than what a public forum setting like the Community is able. To reach them,follow these steps.
Thank you for your time and have a nice evening.
Has anyone figured out this template issue and how to make it pull a new one created??
I'm here to help you with your template issues and pull up a new one, @Sherri M.
As mentioned above, you can use the Express Pack feature to use the new form for Express Pick and Pack. If you have already completed the process and still get the same issue. we can use the verify and rebuild to self-identifies resolve the most commonly known data issues within a company file.
To proceed, here's how:
You can also review this article to help fix data damage on your QuickBooks Desktop company file: Fix data damage on your QuickBooks Desktop company file.
Additionally, let me share this link to help manage your Sales Order Fulfillment: Express Pack tab in Sales Order Fulfillment.
Keep me posted if you have other concerns with handling your template in QuickBooks. I'll be happy to help you always. Keep safe!
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