cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. The QuickBooks Community will be unavailable for approximately 1 hour beginning at 10:00 PM PDT on Wednesday, August 14th for database maintenance. All community forums will be unavailable during maintenance but feel free to browse our Support articles for help in the interim.
Stan from CloudBusiness
Level 3

How can I manage my delivery orders in QB?

Hello,

 

I am trying to put all things together on how to manage my working flow in QB.
The core question is which transaction type should I use to handle my (delivery) Orders in QB. I don't see an Order type, only Purchase order. However, I am Selling products, not Purchasing them so it's pretty confusing. Please advise.

I do not see any applicable apps to handle this automatically in the appstore as well. So if you know appropriate app please share the app name. Thanks.

2 Comments 2
Rustler
Level 15

How can I manage my delivery orders in QB?

The sales side has a work flow of estimate -> invoice or sales receipt.  Estimates are non posting and basically a memo of what is planned to be done or delivered.

 

Keep in mind that QB is accounting, so delivery routes, etc are not its forte

Fiat Lux - ASIA
Level 15

How can I manage my delivery orders in QB?

@Stan from CloudBusiness 

You may need a shipping management app. Start exploring from this one

https:// mbsy.co/LzWNz

 

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

Need to get in touch?

Contact us