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Dav
Level 5

Could you please add a column field for “Ship Date” in the Sales Order form? This will save users so much time.

Hi  –

 

Here's an improvement request for QuickBooks.   (QB users, if you feel this would be helpful to you, please reply and / or put a “cheer” vote.  Thank you.)

 

QuickBooks Desktop Enterprise  Request -

 

QuickBooks -  Could you please add a column for “Ship Date” in the Sales Order form?  Can you implement this change in the next software update?  See attached images.

 

Please add column for “Ship Date” in Sales Order form.  We’d like to fill out just 1 Sales Order screen if we had a customer PO with various line items and different Ship Dates.  On the SO screen, we’d like Ship Date to be listed as a column that could be updated. Ship Date is an important field because we have reports that are run based on Ship Date. 

 

(To follow along, here's how to view the "Sales Order" screen in QB Desktop Enterprise:  Go to menu bar Customers - choose Create Sales Order.)

 

 

 

Sales Order Form - Request To Put Ship Date As Column Field.JPG

 

Sales Order Form - Request To Put Ship Date As Column Field - Just 1 Screen with 10 lines.JPG

 

 

Why?  We need a more efficient way from QuickBooks to enter a Sales Order that has various ship dates for product.  Also, Ship Date is an important field we use when running reports.  Having Ship Date as a column field on the Sales Order from will save so much time!

 

 

Current Situation:  If a customer submits a PO for product they’d like shipped on different dates, we’d have to make a separate Sales Order for each line item. For example, let’s say customer submits a PO for product to be shipped on 10 different dates.  Then, this involves entering data on 10 Sales Order screens because each of the 10 line items has a different Ship Date.

 

As you can imagine, if we have 200 large orders with 10 specific dates per order, we’d have to enter data into 2,000 Sales Order forms (200 Sale Order forms* 10 Ship Dates)  vs. just 200 Sales Order forms.  Filling out 2,000 Sales Order forms would be so time consuming and inefficient vs. just filling out 200 forms.

 

Requested Solution: We’d like to fill out just 1 Sales Order screen that would include a column for Ship Date.  Ship Date is important because that allows us to run reports by Ship Date.  The assumption is that the Ship Date in the column field would be the Ship Date picked up when we run reports.

 

 

 

 

 

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