One of the most requested features in QuickBooks Enterprise has been Pick, Pack & Ship. Pick, pack & ship is a part of the complete supply chain management process. It is commonly used by distribution companies who process large batches of product. They unload the product from the truck or train, sort the products for specific destinations, and then print shipping labels and invoices for each product. Shipping labels are affixed and the products go out to their respective customers.
For example. A clothing manufacturer – we’ll call them Best Dressed, Inc. receives a large shipment of dresses, blouses, and pants from their manufacturer in France. The clothing is unloaded into their warehouse as inventory. As online orders for the items come in, Best Dressed Inc. selects the item that the customer purchased from their inventory management system – say a purple dress in size large. That item is “picked.” It is then prepared for “packing” by the warehouse staff. When the item is picked Best Dressed can enter the shipping information directly into their courier of choice (FedEx, UPS, USPS, etc.), pay for and print the label, and simultaneously print the invoice that should go inside the box. This assigns a tracking number directly to the product and invoice. The item is then “shipped” to the expectant customer.
You can easily see why streamlining this process is a game changer for any business that ships inventory.
QuickBooks 2019 has finally added the pick, pack, ship feature. We outline how to use this feature below.
Selecting the Order
First, go to customers and Sales Order Fulfillment Worksheet. This has a little different look now similar to the Bill or Income Tracker screens.
QuickBooks Enterprise has also added the ability to do batch actions. So you can select multiple items at the same time.
For this example we are going to create a Sales Order for Unusual Things for a single Champagne Flute. Back in the Sales Order Fulfillment worksheet you can see the Sales Order worksheet that we have just created:
Then you send this order for picking. You can choose the site and it will tell you once I choose the site if this ticket is fillable from that site. And hit next and select the warehouse user who will be responsible.
And I flip over to the device and do my pick. Now I see I have something more to pick – I will pick my sales order, choose the item I picked and the quantity and say finish.
Now in the Sales Order fulfillment worksheet, it will alert me that I need to update the SO. Once I update the SO – now let me look at the actual sales order and see it says sent for pick. When I Revert (or refresh) it now says picked.
Then I can send it for packing. In the device I can now see something I need to pack. I choose that Sales Order items I am packing. It does have a place here where you can say create package and insert the weight and dimensions.
Then you go to the shipping integration. Here I’m showing FedEx:
You will need to select back to tasks to fully finish this pack.
Now back in QuickBooks, I have an alert that I need to update the Sales Order on the Pack tab. I will update. And now the sales order is showing a status of packed.
Let me go ahead and select print shipping label – you can see here that I can select the packages on the list and hit next. Next I will hit ship.
Now back in QuickBooks I will see the ship details under this order. I can select this and copy the tracking number to a clipboard to be put elsewhere if needed. I can also see the total cost of the shipping here.
And I can mark it as shipped. Now the SO is showing completed but there is one more step. I want to open up the SO and invoice it. Once invoiced then it comes off my list.