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Print a packing slip from a sales order

This feature is available only in the Accountant, Manufacturing and Wholesale, and Retail editions. Learn how to upgrade your edition of QuickBooks.

A packing slip serves two purposes. It helps the packager make sure that all the correct items are included in the customer order, and it gives the customer a way to make sure the order was fulfilled correctly.

To do this task

  1. If it's not already open, find and open the sales order.

    1. Go to the Customers menu and click Create Sales Orders.

    2. Click Find near the top of the Create Sales Orders window.

    3. Fill in any information you know about the sales order and click Find.

      If only one sales order matches the information you entered, that sales order immediately appears. If more than one matches, the Find window appears with the matching sales orders listed in the table at the bottom of the window.

    4. (If the Find window appears) Click the sales order you want and click Go To.

  2. Print and use a pick list to pull the items from inventory.

    "Creating and printing a pick list" goes here
    Why should I use a pick list to pull items from inventory?

    For a number of reasons, including breakage, theft, and entry errors, the actual quantities of items in inventory may not always match the quantities recorded in QuickBooks. So it's a good idea to use a pick list to pull the items from inventory before printing a packing slip. If you're short on any item, change the quantity on the sales order in QuickBooks first so the packing slip created from the sales order will be accurate. You should also make an inventory adjustment to make the quantity in QuickBooks match the actual quantity on hand.

  3. After pulling the inventory items, open the sales order in QuickBooks again.

  4. Click the Print drop-down arrow and click Print Packing Slip.

  5. (Optional) Change the print settings as needed. More...

    "What's important about the Print Sales Order window" goes here
  6. Click Print.

See also

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