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Converting to Quickbooks Prem M&W

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  • Converting to Quickbooks Prem M&W

    Greetings
    Our company is converting from Adagio/Accpac (after 30 years) to QB. We are a small manufacturer/distributor, with items purchased, stocked and sold as well as items made from raw materials, stocked and sold. Also, items made on a Custom basis for resale.

    While there are many questions answered and unanswered .....

    Is it possible to print a packing list for a customer without invoicing first?
    In our Accpac world, a Sales Order would go to the shipping department, it was fulfilled, a packing list generated and then sent for invoicing

    Are there custom fields available for such tasks as printing a Back Order Sales Form (template already created) which would have the item totals for just a back order quantities not the full original order quantities and as well the total for the B/O and not the full order?

    Thanks for your help, Gary

  • #2
    Yes, you can print out a Packing List from a Sales Order and later create an Invoice from that same Sales Order.

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    • #3
      Thanks Jeff.

      We have been able to create a custom form which will allow us to show quantity shipped vs ordered but it doesn't really make the entry into QB, it's only on a custom column which doesn't post anywhere.

      What we are hoping is that we can enter the qty shipped into Sales Order without creating an invoice.

      Can you comment on that.

      The other workaround is to invoice at time of shipping, print the packing slip and then the invoice is edited by the accounting office for correctness and reposted.

      Thanks

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      • #4
        Originally posted by Garym View Post
        Thanks Jeff.

        What we are hoping is that we can enter the qty shipped into Sales Order without creating an invoice.

        Can you comment on that.

        The other workaround is to invoice at time of shipping, print the packing slip and then the invoice is edited by the accounting office for correctness and reposted.

        Thanks
        Using a sales order, when you invoice and select the customer, QB will tell you there is one or more open sales orders. You can select which one to use and then select to invoice only some of that sales order, or all of it.

        Selecting some of the sales order, will leave the items/qty not invoiced/shipped open on the sales order.

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        • #5
          Thanks Rustler, what we are trying to do is.....
          Prepare Sales Order
          Send to shipping dept to pick
          Order is picked and entered into QB (without invoicing)
          Packing Slip printed and sent with shipment to customer (without invoicing)
          Paperwork sent to office for processing - and invoicing

          It doesn't appear that an Sales Order can be shipped and entered into the QB system without also invoicing first and then printing a packing slip

          Let us assume that it is a full order being shipped without backorders

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          • #6
            print the packing list document from a sales order, the option is there

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