Customized Sales Orders templates

Hi Maureen.

Thank you for reaching out to us here on the Community page.

Yes, we can have multiple sales order template in QuickBooks Desktop. You can either import the template or create a new one from the Lists menu. I'm here to guide you with the process.

1. Go to the Lists menu, then select Templates.
2. Tap on the drop-down arrow under Templates, then click on New.
3. Choose Sales Order under Select Template Type, then hit OK.
4. Make the necessary customization, then select OK.

 At this time, setting a default template for a specific customer's sales data is not yet an option with QuickBooks. When recording a sales order, you can choose a template from the Template section.

Here's an article you can read more about using and customizing form templates in QuickBooks Desktop.

If you run into any problems customizing your templates, here's how to troubleshoot common issues when using and customizing templates.

If you have any other questions about your sales order template, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

Thank you for your response. I was able to create a new template for the new customer. However, the FOB will be different for this vendor. This comes from Company Preferences and I'm not able to have more than 1. Any suggestions on how to handle this? 

Hello everyone,

Do you know if there is possible to include in the Invoice/Packing Slip information from the Customer:Job like CUSTOMER OR COMPANY?

We have the use case where we need show reference information that is present in the Customer:Job (yellow squares in the image below)

Hello, AJHN. 

Thank you for reaching out to the Community.  

I believe this post is a duplicate and one of my colleagues already answered it. Let me route you to the original post. Here's the link below:       

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-customizing-a-packing-sl... 

You can also check out this helpful article for more presentable template: Use and customize form templates. 

Stay in touch with us if you have other questions. We're always here to lend you a helping hand. Take care!

I have a customized sales order template and currently having issues with adding a specific value to our cabinet box.  I am trying to add a new one and it will not let me add it.  Keeps saying "pick one of the specific values".  I can't pick it because it is not there and I have to add it.  Please see attached file.  

It's completely ridiculous Q/B has been unable to add a simple function to separate line items on sales orders, estimates, invoices, PO's etc. with lines or alternating shades. I don't want to hear the stock answer of there is a way.... we don't have time to do that.