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MaureenS
February 24, 2021
Solved

Customized Sales Orders templates

  • February 24, 2021
  • 1 reply
  • 37 views

We have a custom Sales Order template that is created through EDI import. Can I have more than 1 Sales Order Template? A new customer is requiring different information than all our other customers in a certain field. I would need QB to default to the "new" Sales Order for this customer's sales data. Is this possible? 

    Best answer by katherinejoyceO

    Hi, @MaureenS. 

     

    Thanks for coming back to us. Currently, the ability to set more than one FOB from the company preferences is unavailable. 

     

    I can see how it would be beneficial to this specific feature to you. I'll make sure to pass along your request to the Product Development Team for future considerations.

     

    For future reference, you can visit our QuickBooks Firm of the Future to get product updates. 

     

    Feel free to visit again if you have additional concerns. I'll be here to help in any way I can. 

    1 reply

    Angelyn_T
    Angelyn_TModerator
    Moderator
    February 24, 2021

    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!

      A
      AJHN
      June 15, 2022

      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)

       

      A
      AileneAModerator
      Moderator
      June 15, 2022

      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-slip/01/1100576#M160318. 

       

      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!

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