If we can already see the SO Fulfillment Worksheet, what would the “Enable Sales Order Fulfillment Worksheet” option do?

Hello there, @Dav.

Thanks for posting your concern here in the Community. Allow me to share how Sales Order Fulfillment Worksheet works.

The one that you are currently using is the default user interface in all QuickBooks Desktop versions. Checking the "Enable Sales Order Fulfillment Worksheet" box allows you to use new interface and additional features including three tabs: Dashboard, Pick, and Pack.

Dashboard: This is where you can view and manage all of your sales orders. It enables you to take one of the following actions and provides you with a rapid overview of all of your sales orders, including their statuses (All, Open, Picked, Packed, and Shipped).

• Send for picking
• Send for packing
• Print shipping label
• Mark as shipped

Note: You can sort each column in the Dashboard. Ship Date column is currently available in Enterprise Solutions 18.0 only.

Pick: This tab lets you manage your picklist.

Pack: Go to this tab to see and manage your packing list.

I recommend browsing the article to know more: Use the Sales Order Fulfillment Worksheet.

Additionally, I'm adding this article that you can use for managing sales orders:

• Create a sales order
• Accounts Receivable workflows 
   

I'll always be around if you have further question with your QuickBooks Desktop account. Have a nice day and stay safe. 

Hi @Daniela_A   -

Thank you for that very helpful and clearly presented info!  I just have a few more questions. 

If we enable the worksheet, can we un-click the enable option later to go back to the default worksheet  without any issues?

Also, is there a way to download to excel the Sales Order Fulfillment Worksheet?

Hi there, @Dav.

I'm happy that my colleague was able to give you helpful and clear information about Sales Order Fulfillment Worksheet.

Moreover, regarding your first question. Yes, you can unclick the enable option without any issues and it will return to default.

However, if errors persist after you unclick it, go back and review the transactions and make changes if necessary. 

Currently, downloading Sales Order Fulfillment Worksheet to excel isn't available in QuickBooks Desktop Enterprise.

For now, you can directly submit feedback to our software engineers. They may consider adding this to our future product updates.

Here's how to submit feedback:

1. On the upper tabs select Help.
2. Select Send feedback online.
3. Click the Product suggestion.
4. Fill in the necessary information then click Send feedback.

Additionally, I've added this article that'll help you to track sales order fulfillment progress: Pick tab in Sales Order Fulfillment.

Please don't hesitate to comment below if you need anything else with Sales Order Fulfillment Worksheet. I'll be here to help. Keep safe always!