Questions About The Purchase Management Worksheet

I can share some information about the Purchase Management Worksheet feature and why it isn't enabled by default, Dav.

Both the Purchase order management worksheet and Sales Order Fulfillment Worksheet features aren't enabled by default. 

You can turn on the purchase order management worksheet in the Advanced Inventory Settings if Enhanced Inventory Receiving (EIR) is off. Please browse this article for details about how this feature works in QuickBooks Desktop: Use the purchase order management worksheet.

On the other hand, you can turn on the Sales Order Fulfillment Worksheet without the EIR. From there, you'll be able to view and manage sales orders. Check out this link as a guide about using the feature: Use the Sales Order Fulfillment Worksheet.

You'll only use the purchase order management worksheet to trace what purchase order is being received and sent to the QuickBooks Desktop Warehouse app. If you de-select it, your data isn't affected since the purchase order is created from the Vendor Center.

For the video tutorial, you can try watching it on YouTube. Simply type Purchase Management Worksheet from the Search engine and related tutorials will appear.

Let me know if you have additional questions by commenting below. Your comments and feedback are important to us.

Hi @MaryLandT  -

Is the PO Worksheet only helpful to users that will use a scanner or the app?

Oh, regarding your comment on the Sales Order Fulfillment Worksheet ,there is a default ready to view.

If we choose enable, we'd see more features.  However, even by not clicking enable we do see a SO Worksheet dashboard with data.

Hi, @Dav. Thanks for getting back to the thread.

The purchase order management worksheet doesn't need the use of any app or scanner. Simply print the worksheet and mark off the receipts. Here's how it's done: 

1. The warehouse manager prints the purchase order list for the receiving agent.
2. The receiving agent labels all products received before returning the purchase order list to the warehouse manager.
3. By double-clicking the line item and inputting the amount received in the PO progress tab, the warehouse manager updates each list.
4. To complete the process, the warehouse manager selects Create bill or Create receipts.

Take note that you also need to enable this feature in the company preferences first before you can use it.

Please see this article for more details:  Use the purchase order management worksheet.

If you need to keep track of your purchase orders or sales, you may visit these articles for references:

• How to run purchase order reports.
• Use reports to see your sales and inventory status.

Feel free to reach out to us again, if you need further assistance with your purchase orders in QuickBooks Desktop. We're available 24/7. Have a great day, Dav.