Open Sales Orders by Item

You've come to the right place for assistance, itsjayem. I'll share detailed inputs to help you track on-hand inventories and manage sales orders in your file.

Sales orders help you record sales that you plan to fulfill in the future. Since this transaction is a non-posting entry, this will not be included in your financial reports. Thus, unfulfilled SO are those orders from your customers that you haven't yet fulfilled or shipped. The SO can be closed when orders have completed invoices against it.

With this, you can create an invoice and deliver them to your customers to completely fulfill the back-ordered items from the open sales order entry. To do this:

1. From the open SO transaction, select Create Invoice from the header section.
2. Choose and specify what items to include on the invoice. Then, click OK.
3. Modify and review the sales invoice entry details.
4. Once done, select Save & Close.

I'm also sharing this guide on how QuickBooks updates inventory quantities and value as you track every purchase and sale: Adjust your inventory quantity or value in QuickBooks Desktop.

I'll be around on this forum if there's anything else you require additional assistance with when managing inventories in your file. Just keep me posted in the comments below. Keep safe!

Thank you for your response.

Those are unfulfilled orders, yet the report shows the same quantity listed in the backordered field which it shouldn't.

I appreciate your prompt response, itsjayem. Let me chime in and share some details about the specific report you run.

When running the Open Sales Orders by Item report, all the open sales orders are displayed as back-ordered with the same quantity in the system. You can update the back-ordered quantity by linking an invoice to your sales order. This action will fulfill the back-ordered items from the open sales order entry. For detailed steps, you can refer to the instructions provided by my colleague earlier.

Also, here's an article to assist you in personalizing your report based on your preference: Customize reports in QuickBooks Desktop.

If there's anything else you need help with or if you have any more questions about QuickBooks reports, leave a comment below. I'm here around the clock to help you out anytime. Stay safe.