QuickBooks Desktop SOF Worksheet

 Concerning the Sales Order Fulfillment Worksheet

Sales Order Fulfillment Worksheet,only editions,only Accountant editions:

TSO(The Sales Order) Fulfillment Worksheet is available only when you look at the Accountant, Manufacturing and Wholesale, and Retail editions . Learn to upgrade your EOQ(Edition Of Quickbooks).

enough inventory,hand,track inventory items,inventory items,' t,all,use,sales orders,QuickBooks:

In the event that you track II(Inventory Items) in QuickBooks and USO(Use Sales Orders), the Sales OFW(Order Fulfillment Worksheet) will allow you to decide which sales orders to fulfill when you do not have enough IH(Inventory readily available) to satisfy them all. It does this by permitting you to create different "what if?" scenarios to see how fulfilling one set of sales orders affects your ability to meet others.

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So how exactly does the worksheet work?

worksheet:

When you open the worksheet, it lists all OSO(Open Sales Orders) and details about each one in various columns.

haven ' t,yet,haven t,list sales orders,Partially:

An open sales order is the one which has a number of things that haven't been invoiced yet. Partially invoiced sales orders are included in the list of OSO(Open Sales Orders).

' re,tentatively,two sales orders,item:

You decide on a sales order to add it to the current scenario. Choosing a sales order means that you're tentatively marking it to be fulfilled. Once you choose a sales order, QuickBooks does some calculations to exhibit you how that choice affects your ability to satisfy one other sales orders when you look at the list. For instance, if two sales orders contain the same item and you also choose some of those sales orders, the amount that may be fulfilled on the other side sales order might go down, changing its fulfillable status from (fulfillable) to   (partially fulfillable)

sales orders,QuickBooks,manually,example:

You can manually choose sales orders to be fulfilled, you can also let QuickBooks choose sales orders for you personally based on the criterion you decide on. As an example, you might want to have QuickBooks choose all sales orders because of the earliest ship date that can be completely fulfilled. When choosing sales orders for you predicated on a criterion, QuickBooks marks most of the sales orders that can come to be fulfilled, given your overall inventory levels.

You may also read: https://accountingpro.blog.fc2.com/blog-entry-156.html

manual,methods,scenario,QuickBooks,others,sales orders:

You should use both the manual and automatic choosing methods in the same scenario, choosing some sales orders manually and letting QuickBooks choose others for you. For instance, you could manually choose a critical sales order that really must be fulfilled before all others, and then let QuickBooks select from the residual sales orders the ones that would bring within the most revenue.

best,fits,needs,pick lists,sales orders,only,invoices:

The worksheet is actually for planning purposes only and does not enter any transactions in QuickBooks. Once you create a fulfillment scenario that best fits your overall needs, you are able to print pick lists from the chosen sales orders to start the fulfillment process. The sales are recorded only once you create invoices based on the sales orders you fulfill.

pick lists,worksheet,scenario again,again,inventory levels:

Important: the present scenario is certainly not saved whenever you close the worksheet. If you wish to save your work, you need to print pick lists (or perhaps the sales orders themselves) which means you know what sales orders to meet. It might be difficult or impractical to produce the current scenario again because inventory levels may change before you open the worksheet again.

Explanations of that which you see in the worksheet

sales orders fulfillment,purpose,manually:

The key purpose of the sort options will be ensure it is simple to manually choose sales orders for fulfillment. Choosing a sort option moves the sales orders that fit that criterion into the the surface of the SO(Sales Orders) list.

sort option doesn ' t,any choices,sort option doesn t,sales orders:

Note: Choosing a new sort option doesn't affect some of the choices you've already made. It only changes your order in which the sales orders are displayed.

any sort criteria:

You can easily pick from any of the following sort criteria.

Sales Orders,fulfillment:

SO(Sales Orders) chosen for fulfillment first: Puts all sales orders you've already chosen (with a checkmark when you look at the Choose column) towards the top of the list and groups them alphabetically by Customer:Job.

status,column:

SO(Sales Orders) that may be completely fulfilled first: Puts sales orders with a (fulfillable) status when you look at the Fulfillable column towards the top of the list.Date column,Sales Order,was:

By the date the Sales Order was entered: Sorts from earliest to latest sales order by the date in the Entered Date column.

Ship Date column:

Because of the Ship Date: Sorts from earliest to latest sales order by the date into the Ship Date column.

By Order Number: Sorts from lowest to highest sales order number.

By Customer:Job: Sorts alphabetically because of the customer name, after which by job for each customer.

smallest amount,Amount column:

By Open Amount: Sorts from largest to smallest amount in the Open AC(Amount Column). The open amount could be the total dollar amount for several items from the sales order that have not yet been invoiced (no matter whether or otherwise not you currently have the inventory to meet the sales order).

By amount that may be fulfilled: Sorts from the largest amount to smallest in the To Fulfill AC(Amount Column). Here is the dollar amount for all items regarding the sales order that can be fulfilled given the current scenario.

Partially invoiced SO(Sales Orders) first: Puts sales orders that have been partially invoiced towards the top of the list.

Sales Orders list,portion worksheet,shows:

The SO(Sales Orders) list in the upper percentage of the worksheet shows all OSO(Open Sales Orders) with a few information on each one into the different columns. Some of these columns are explained below.

sales order,checkmark,column,fulfillment scenario,information:

Choose: A checkmark in this column means the sales order is roofed in the current fulfillment scenario. Choosing a sales order can change the information when you look at the Fulfillable and also to Fulfill ACs(Amount Columns) of other sales orders within the SO(Sales Orders) list which have not been chosen.

A status icon,none,items sales order,list,column,sales orders,However once,' t,scenario:

Fulfillable: A status icon in this column (into the upper list) shows whether you have the inventory to fulfill all , some, or none

associated with the items regarding the sales order. The status of unselected sales orders often changes while you choose different sales orders to fulfill. However, once you choose a sales order, its status is locked set for the present scenario and will not be afflicted with other choices you create.

sales order:

Open Amount: Shows the dollar amount that you'd invoice in the event that you fulfilled the entire sales order.

sales order fulfillment:

To satisfy Amount: Shows the dollar amount you would invoice if you fulfilled all the items you should fulfill given your current inventory levels in addition to current scenario. The to meet Amount for a certain sales order is susceptible to change and soon you select that sales order for fulfillment. For instance, if you have got two sales orders that both have a similar item and also you don't have an adequate amount of that item to satisfy them both, choosing one of those sales orders for fulfillment will reduce the to satisfy Amount when it comes to other sales order.

all,A Yes,column,already:

Partially Invoiced: A Yes in this column implies that some yet not most of the items from the sales order have now been invoiced.

Opt for Me drop-down button

criterion list,QuickBooks:

Selecting a criterion in the Choose For Me DDL(Drop-Down List) causes QuickBooks to select as numerous sales orders as you can that fit that criterion.

most criterion,first,combinations criteria,also,ll,message:

You can also use combinations of criteria by selecting the most important criterion first. Then you can certainly select another criterion that may choose as much sales orders as possible which weren't chosen by the first criterion, an such like. Each time you select a criterion, you'll see an email letting you know exactly how many additional sales orders (if any) were chosen.

options,QuickBooks,criterion:

For each criterion, you are able to select whether you desire QuickBooks to select only those sales orders which can be completely fulfilled (options starting with Full) or to also include the ones that can be partially fulfilled (options beginning with All).

All/Full orders,earliest order date:

All/Full orders utilizing the earliest order date: Selects as much sales orders as you are able to, beginning with the earliest one by order date.

All/Full orders,earliest ship date:

All/Full orders with earliest ship date: Selects as much sales orders as you possibly can, you start with the earliest ship date (that could be before today's date).

All/Full orders,largest revenue:

All/Full orders with largest potential revenue: Selects as numerous sales orders that you can, beginning with the greatest amount shown into the To Fulfill AC(Amount Column).

scenario,Sort:

Am I able to use both Sort and select For Me in identical scenario?

anytime,selections made,sort order:

It is possible to choose a sort order anytime without affecting selections made out of opt for Me.

Detail table

table,portion worksheet:

The table into the lower part of the worksheet shows each inventory item for whichever sales order is selected within the SO(Sales Orders) list above.

sales order Sales Orders list,QuickBooks,largest quantity,item quantity,some,quantity item,even:

When you choose a sales order into the SO(Sales Orders) list, QuickBooks enters the greatest possible quantity in the To Fulfill Qty column of each and every item when you look at the detail table. It is possible to change any item quantity into the To Fulfill Qty column. For instance, even although you could possibly match the entire number of an item, you might want to fulfill only a few of them to leave some readily available for other sales orders.

Print Options

pick lists,print option:

Selecting a print option prints the pick lists, packing slips, or sales orders for many currently chosen sales orders when you look at the SO(Sales Orders) list.

order to customer,pick list,items,sales order inventory,slip shows,quantity,also:

A pick list is for pulling the items on a sales order from inventory, while a packing slip shows precisely what items are included whenever you deliver or ship an order to your customer. As the actual QOI(Quantity Of Items) in inventory might not always match the amount shown in QuickBooks, it really is a GI(Good Idea) to print pick lists and pull IFI(Items From Inventory) before printing packing slips. If any quantity pulled from inventory differs from the others than the quantity from the pick list, the actual quantity pulled should really be noted in the pick list after which changed when you look at the sales order before printing the packing slip. You should also adjust your inventory for the item. In this article, we have provided you with the full-fledged knowledge of the QuickBooks Desktop SOF Worksheet.