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This QuickBooks features enables you to grab out the pack steps for an individual order as a single action rather than different processes. By accessing the Sales Order Fulfillment Dashboard for pick, pack, and status of ship increases speed and accuracy in order fulfillment.

 How to Use the Dashboard

  • In the Customers menu, move to Sales Order Fulfillment Worksheet.
  • Click on Dashboard.

To Generate the Express Pack list

  • In the Customers menu, move to Sales Order Fulfillment Worksheet.
  • On the Dashboard, select the sales orders you want to put up and pack as single process, then choose Send for Exp pick-pack in the Action drop-down menu.
  • In the Packer column tab, click on to the packer from your list
  • Choose Send to device to dispatch the pick-pack list to warehouse scanner or phone. Else Call QuickBooks Support.

Warehouse activity

  • Click on to Create Package after following the associated prompts.
  • Hold done to finalize the entry, and then tap Finish to send the completed list back to QuickBooks.

Update Sales Order Fulfillment worksheet

  1. On the Sales Order Fulfillment Worksheet, switch to the Express pick-pack tab to check the list status. Note: An orange flag indicates the order has been packed on the Express pick-pack tab list.
  2. Select the radio button next to the flagged order, select Update Sales Order, and then OK to change the status to Packed or Partially Packed. Note: Sales orders do not automatically update to Packed or Partially Packed status.
  3. Switch to the Dashboard tab to see the status of the order.

How to manually update pack information

If you are not accessing a mobile scanner, you must update the pack information manually.

  • Double-click on the sales order you selected.
  • Modify the pack status to Packed.
  • Add notes as desired.
  • Click on to Add a package.
  • Click on to Update Sales order.

Hope, you are completely satisfied with our QuickBooks Support. You are free to make a call to us at @ 1-800-290-0629 and you can also drop us a mail at

Post Author: qbooks247

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