Invoice v. Packing Slip

[CalStar]

We have been using QuickBooks for several years and for a while I have been trying to solve an issue we are having with the way we invoice our customers.

We sell lots of inventory parts, so in order for those to come out of inventory we need to include them on the packing slip. However, when we print an invoice for a customer, it's not really necessary that they see all the little parts that went into that "part".

EXAMPLE:
We sell Sensors that cost $64.95. But that sensor is made up of a housing, the electronics, some reed switches, some mounting screws and other misc stuff that each comes from a different vendor and is it's own inventory part.

We have thought about groups and not printing the items, but then if it's not listed on the paper, there is a slim chance it's going to make it into the box.

Is there a way to list all items on the Packing Slip so the people pulling the order can verify they have included everything, but not include all little items on the Invoice, just the Sensor for $64.95.

Ideally we wouldn't want to have to make two transactions. Does anyone have any suggestions?

Thank you!!

Christina

[Oleg]

There is a way of doing that in QuickBooks, but it is not pretty at all.
If you edit a group item, you will see a check box for printing items in group. You will have to edit each item from the invoice to change the check box setting on opposite, print the packing slip, edit the same items and change the setting back. Not pretty.

[Joe Williams]

One solution if you have the Premier version.
If you enter the order as a Sales Order and have items with Rate of zero and one item with the Rate/amount of the full/compleated item, when you create and print an invoice from the Sales order you can set the preferance to "Don't print items with zero amounts". You can then edit the Sales Order template and change the name to "Packing Slip" and uncheck the Rate and Amount columns so the prices do not show.

[Oleg]

Originally Posted by Joe Williams

One solution if you have the Premier version.
If you enter the order as a Sales Order and have items with Rate of zero and one item with the Rate/amount of the full/compleated item, when you create and print an invoice from the Sales order you can set the preferance to "Don't print items with zero amounts". You can then edit the Sales Order template and change the name to "Packing Slip" and uncheck the Rate and Amount columns so the prices do not show.

I am afraid that this solution can either mess up the inventory tracking in QuickBooks, or may lead to the negative inventory. The second one may lead to data damage in QuickBooks. So, be careful with it.

[Joe Williams]

Just a reminder!
Estimates and/or Sales Orders DO NOT affect the physical inventory. If inventory items are entered on an invoice at a 0.00 rate, it will still transfer the Average Cost of the item to COGS.

[Oleg]

Sorry, I missed the part about the Sales Order. I was thinking about the packing Slip created from an Invoice template.