I'm here to help you clear and manage the Express pack tab in QuickBooks Desktop, @Dytrt.
The Express Pack feature allows you to complete the pick and pack steps for an order as a single action instead of separate processes. Using the Sales Order Fulfillment Dashboard for pick, pack, and ship status increases speed and accuracy in order fulfillment.
The first step you need to do is to create the Express Pack list. Let me show you how:
- From the Customers menu, choose Sales Order Fulfillment Worksheet.
- On the Dashboard, select the sales orders you want to pick and pack as one process, then click Send for Exp pick-pack in the Action drop-down.
- On the Packer column, choose the packer from your list.
- Click Send to device to send the pick-pack list to the warehouse's scanner or phone.
Then, proceed to the Warehouse activity.
- On your worker's mobile device, scan the Express pick-pack list that needs to be fulfilled (picked and packed).
- Click Create Package after following the associated prompts.
- Press Done to finalize the entry, then tap Finish to send the completed list back to QuickBooks.
Now, you'll need to update the Sales Order Fulfillment worksheet.
- On the Sales Order Fulfillment Worksheet, switch to the Express pick-pack tab to check the list status.
- Take note that an orange flag indicates the order has been packed on the Express pick-pack tab list.
- Choose the radio button next to the flagged order, click Update Sales Order, then OK to change the status to Packed or Partially Packed.
- Switch to the Dashboard tab to see the status of the order.
Once you have created the pick-pack lists, you can track real-time status from the warehouse on the Express Pick-Pack tab. As soon as there is an update from the warehouse via the mobile scanner, you will see an orange arrow notification indicating a picklist update. You simply choose the sales order(s) and click Update sales order. This will update the sales order status to the latest one.
Additionally, here's an article you can review to learn how to track the status and manually add the track info: Pack tab in Sales Order Fulfillment.
Feel at ease to comment below if you need further help managing your sales order fulfillment worksheet in QuickBooks. I'll gladly help you as soon as I can. Have a wonderful day.
