Sales Order Fulfillment - Pick Pack Ship - Inventory Management Software - QuickBooks Enterprise ✔

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Call brief
In this video, Fourlane team members discuss the Pick, Pack, and Ship functionality in QuickBooks, specifically the Sales Order Fulfillment Worksheet, with the senior consultant leading the discussion. They demonstrated how to create a Sales Order, assign a Picker, use a Zebra device for scanning barcodes, send a Sales Order for packing, create a package, print a shipping label, and invoice the order. They also discussed the usefulness of Sales Orders for inventory and manufacturing workflow and mentioned Fourlane's assistance with scheduling and using sales orders.
Key points
1. The meeting discussed the pick, pack, and ship functionality in QuickBooks for sales order fulfillment.
2. To use this functionality, the company needs to have QuickBooks Enterprise with Enhanced or Advanced Inventory.
3. The process begins with creating a sales order, selecting inventory parts, and choosing a warehouse site.
4. The sales order is then sent for picking, where a picker in the warehouse is assigned to fulfill the order.
5. The picker can use an Android device with a scanner to scan barcodes and update the pick count.
6. Once the picking is completed, the sales order is marked as partially picked if there is a shortage of inventory.
7. The sales order can be sent for packing, where the items are put into boxes and the package details are recorded.
8. After packing, the sales order can be marked as shipped, and shipping labels can be printed using FedEx, UPS, or USPS accounts.
9. The sales order can then be invoiced to deplete the inventory and generate an invoice for the customer.
10. Sales orders are useful for tracking inventory, managing assembly items, and scheduling manufacturing workflows.

00:00 Tutorial Markers
01:20 Advanced Inventory Settings
02:28 Sales Orders
03:50 Sales Order Fulfillment Worksheet
06:10 QuickBooks Desktop App & Picklist
10:44 Packing
14:40 Shipping Labels
16:03 Automatic Invoice
18:10 Partially Fulfillable Picklist
23:45 Items vs Assemblies


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