Glad to have you here on the Community page, mds99328
Allow me to share some information about the Ship details Column in QuickBooks Desktop.
As mentioned by my colleague @Kendra H. The Ship details column is used to manage the shipping details from the new Sales Order Fulfillment Worksheet dashboard. Optionally, you can choose to have the shipping details copied to the sales order. Those shipping details are always available via the Dashboard, in the Ship Details column.
There are three main processes in fulfilling sales orders. Identify the orders you need to fill and depending on your business needs, proceed with any of the following workflows:
- Workflow 1: Pick > Pack > Ship
- Workflow 2: Pick > Ship
- Workflow 3: Ship
Ship
The Sales Order Fulfillment Worksheet makes it easy to create your shipping labels if you are using Shipping Manager.
- From the Dashboard, find the sales order to shipping.
- Go to the Action column and select Print shipping label.
- Select the desired shipping method:
- FedEx package
- UPS package
- USPS package
- You’ll see a confirmation screen, select Next.
- Select the package(s) to ship then Next. Note: You can only print shipping labels for one site at a time. You can choose to print shipping labels for packages not on the screen by checking None of the above. This will open a shipping label you can complete manually and print.
- If this is the very first time you use this process, you’ll need to sign into Shipping Manager using your carrier service account information (i.e. FedEx, UPS, etc) and set it up if you haven’t already done so.
- Information already in the system will be entered into the form in Shipping Manager (From/To address and # of packages); complete any additional information.
- Select Ship.
- When the process is completed, you’ll receive a confirmation screen with cost and shipping details.
- If you select to Print to form in the Shipping Manager dialog, the tracking number and shipping costs get updated on the original sales order form.
- You’ll see a confirmation screen. The shipping details will be updated and can be viewed by selecting the View Details link on the Dashboard.
You can check out this article for more details: Use the Sales Order Fulfillment Worksheet. It gives you a single place to gain insight and access to all aspects of the process.
Please feel free to leave a comment below if you need further assistance with QuickBooks. I'm always here to back you. Take care!
