The Sales Order Fulfillment Worksheet in QuickBooks

Tucked away inside the QuickBooks Premier Manufacturing and Wholesale, Retail and Accountant editions is a sales order fulfillment worksheet tool. This can really help your business manage the open sales orders in the system and determine what orders to ship and when based on availability and other criteria.

Found in the Customer menu in the menu bar at the top of the screen, clicking the Sales Order Fulfillment Worksheet option then brings up a screen that looks like this:

Several very important sections of this window:

• Sort (upper right hand corner) - 9 different ways to sort the information appearing in this worksheet, from the ship date to amount that can be fulfilled (and seven other options!)
• Choose for me - this is where QuickBooks can apply some intelligence to the open sales orders in the system to make various selections of what orders to fulfill based on the earliest shipping date to orders with the largest revenue potential
• How to use the Sales Order Fulfillment Worksheet - a link that provides you instant access to a video tutorial that explains how to use this tool in more detail. The solid green sphere means the order can be completely filled, the semi-solid yellow sphere means part of the order can be filled, and the red x means "not happening today" - there is no stock to fill the order.

I seem to recall that this feature first appeared in the 2007 version of QuickBooks Premier, so if you are using that, the 2008 or 2009 versions of QuickBooks Premier (again, only the Manufacturing and Wholesale, Retail or Accountant editions), you have access to it.

If you find that you need more advanced inventory functionality than QuickBooks can provide, let's talk. There are a few excellent QuickBooks add-on software packages that can take your inventory management to an entirely new level.

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Scott Gregory is a specialist in QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise. Connect with Scott @ Bottom Line Accounting Solutions.

Comments

[Scott Gregory, QuickBooks Expert]

Hi Brittany:

Not a stupid question at all - you'd have to edit/customize your template to turn on the field that shows the Ship Date. Go to Lists > Templates and locate the one you use. Then customize it to turn on the Ship Date field.

The Ship Date is another field that can appear, just like the customer name, terms, etc. You just have to tell QuickBooks you want to see it.

Hope this helps!

Scott Gregory

[Brittany]

Hi Scott!!

This may be a stupid question, but how to you tell QuickBooks when you would like your ship date to be?

Thanks!