cancel
Showing results for 
Search instead for 
Did you mean: 
QuickBooksHelp
Intuit

Pick, pack, and fulfill sales orders

Learn how to pick, pack, and fulfill sales orders in your QuickBooks Commerce.

In QuickBooks Commerce, you can edit the statuses of a sales order. This gives you a better overview of the items ordered by a customer. Here's how.

Step 1: Pick a sales order

  1. Go to the Sales Order section, then select Orders.
  2. Choose the Sales Order that you would like to generate a pick list for, then select Finalize to change the state of the Sales Order from Active to Finalized.
  3. To generate your pick list, select the ▼ dropdown menu next to the Order #. Then, select Preview Order Pick List. Or select Preview, then select Preview Order Pick List.

You can print or download this for you or your staff to collect the required materials and bring them to your packing station.

  1. Go to the Sales Order, then select Orders.
  2. Choose the Sales Order that you would like to generate a pick list for, then select Finalize to change the state of the Sales Order from Active to Finalized.
  3.  From the Bulk Actions ▼dropdown menu, select Picklists.

This will generate a bulk picklist. You can print or download this for you or your staff to collect the required materials and bring them to your packing station.

  1. Go to the Sales Order, then select Orders.
  2. Select Finalize to change the state of the Sales Order from Active to Finalized.
  3. Select the ▼ dropdown arrow next to the order #, then select Preview Order Pick List.

This will generate a pick list. You can print or download this for you or your staff to collect the required materials and bring them to your packing station.

Step 2: Pack a sales order

Note: You can only pack a Sales Order if its state is Finalized. Sales Orders that come into QuickBooks Commerce from a sales channel integration will automatically be in a Finalized state.

On the Sales Order, select Pack All.

When you mark a Sales Order as Packed, it creates a shipment. You can see this in the Shipments section within the Sales Order.

Once you’ve picked and packed all of the variants in their respective boxes, select the Bulk Actions ▼dropdown menu to change the status of the Sales Orders to Packed.

When you mark multiple Sales Orders as Packed, it creates multiple Shipments. You can see this in the Shipments section within the Sales Order.

Once you have partially collected some of the orders, you’ll want to pack them. 

  1. Select + Manual to partially pack a Sales Order.
  2. Create a new Shipment. Hover over each cell in the Qty To Pack column and arrows will show so you can adjust the quantity. To manually adjust the quantity, double-click the number and enter the desired value.
  3. After you created the correct partial shipment, select Create.
  4. Once created, you can review the status of the Shipment.

Step 3: Fulfill a sales order

Your shipping/fulfillment process will vary depending on whether or not you do so manually or use a shipping solution like ShipStation, Amazon FBA, or a 3PL provider. If you use another system, you can review how each one works with QuickBooks Commerce.

  1. To change the status of the Shipment to Shipped, select Ship All
  2. To review the history of a Sales Order, select Show History under the Shipments box.

You can choose to change the status of your Sales Orders to Shipped. Select each sales order to ship them individually, or select the Bulk Actions ▼ dropdown menu to ship them in bulk.

Select Ship to change the status of the Shipment. The Shipment will change the status to Fulfilled. 

Pick, pack and fulfill the remainder of the Sales Order. Go into the Sales Order in question and complete the pick, pack, and ship process.

To review the history of a Sales Order, select Show History.

Pick, pack, and fulfill sales order with the PickPack app

Note: The current version of the PickPack app doesn’t support batch tracked variants, pack sizes, and free-form line items. Within its current version, partially picked and packed orders must be completed from within QuickBooks Commerce.

  1. From the Browse Apps section, search for the PickPack app. 
  2. Select Install, then Authorize the app. 
  3. Connect a Bluetooth scanner to your device.
  4. Launch the PickPack app by going to https://pickpack.tradegecko.com
  1. In the PickPack app, select the location where you’d like to pick and pack your Sales Orders.
  2. Select the Sales Order/s that you would like to pick.
  3. Select Generate Pick List.
  4. From the To Pick tab, pick the variants required for each Sales Order. This can be done by scanning individual variants to incrementally pick the total number or you can manually update the quantity if you do not have a barcode scanner.
    Note: To adjust the quantity of the increments scanned, select Change. The increment count can be seen on the opposite side of the box.
  5. Select Confirm when complete. A shipment will be created in QuickBooks Commerce.
  1. Go to the To Pack tab.
  2. Select the Sales Order you’d like to pack and pack the variants required. 
  3. Scan individual variants to incrementally pack the total number or you can manually update the quantity if you don’t have a barcode scanner.
  4. Select Confirm when complete.

The Shipment’s status will be changed to Packed.

Within the Packed tab, you can review all of the Sales Orders ready to be shipped.

  1. In QuickBooks Commerce, go to the Inventory section, then select Shipments
  2. Select the Shipment that you would like to ship.
  3. Select Ship All to mark the shipment as Shipped.

Your shipping/fulfillment process will vary depending on whether or not you do so manually or use a shipping solution like ShipStation, Amazon FBA, or a 3PL provider. If you use another system, you can review how each one works with QuickBooks Commerce by visiting the Integrated Apps section of the Knowledge Center.

Don’t know how to process returns? Find out more about the Returns Process.

Was this helpful?

You must sign in to vote, reply, or post
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us