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srmoon
January 14, 2019
Solved

Estimates/Quotes in QB's Pro 2016, having trouble with adding columns....

  • January 14, 2019
  • 14 replies
  • 52 views

I am using QB's Pro 2016. In Estimates/Quotes I'm trying to add a column for the ship date, and include a calendar where I can just click the date my product will ship to my customer. Does anyone know how to do that?

Best answer by qbteachmt

Think of that entire Estimate as the Worksheet. Things as Rows won't have individual Delivery dates.

 

This is the workflow concept:

The Estimate is the Scope of Work for Price. It isn't Fulfillment. If you need fulfillment, then instead of Pro, you get Premier. You need to do this, anyway, since QB 2016 reaches end of life in May 2019. So, move this file to Premier, and install it as Retail, or Wholesale/Manufacturing.

 

Now you have the missing tool you do not have in Pro = Sales Orders.

 

You make the Estimate, we agree to the scope and price. You "make an SO" for each Fulfillment and date, "from" the Estimate. That also provides for Backorder tracking, and if you manage much inventory items, this is also part of the Inventory reporting for demands on goods and services.

14 replies

qbteachmt
qbteachmtAnswer
Level 11
January 14, 2019

Think of that entire Estimate as the Worksheet. Things as Rows won't have individual Delivery dates.

 

This is the workflow concept:

The Estimate is the Scope of Work for Price. It isn't Fulfillment. If you need fulfillment, then instead of Pro, you get Premier. You need to do this, anyway, since QB 2016 reaches end of life in May 2019. So, move this file to Premier, and install it as Retail, or Wholesale/Manufacturing.

 

Now you have the missing tool you do not have in Pro = Sales Orders.

 

You make the Estimate, we agree to the scope and price. You "make an SO" for each Fulfillment and date, "from" the Estimate. That also provides for Backorder tracking, and if you manage much inventory items, this is also part of the Inventory reporting for demands on goods and services.

    srmoonAuthor
    January 15, 2019

    Thank you for your quick reply! And for the heads up on Pro 2016 end of life info, I was unaware.

    Our inventory litterally includes thousands of parts. Not all parts are stock items and some take several weeks before they reach us. So in our quote, we give our customers the most accurate date they could expect to receive every part they order from us. This is where the calendar comes into play in the "ship date" column. If I understand you correctly, we would have that option in QB's Premier.  We could then create the invoce from the quote and if needed, add/or adjust line items.  

    That is the goal.

    Thank you for your time and assistance, it is very much appreciated.

    qbteachmt
    qbteachmt
    Level 11
    January 17, 2019

    Again, thank you for your reply! I agree that Premier would be our best bet, it makes sense to me. 

    I especially like that the quote becomes the SO, Packing List and Invoice. The Fulfillment tools will make all the difference. 

     

    Thank you for your assistance, I appreciate it!


    @srmoon

     

    Make sure to select Industry Edition when you install Premier, as either Retail, or Wholesale/Manufacturing. That's what activates these specific tools for you.

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