The Purchase Order Management Worksheet
Estimated reading time: 3 minutes
The Purchase Order Management Worksheet in QuickBooks Enterprise is an Advanced Inventory Feature that can improve your workflow.
What is The Purchase Order Management Worksheet
The purchase order management worksheet provides you with a dashboard to easily see the status of your outstanding orders all in one place.
This dashboard will allow you to track which orders have been sent for receiving. It can greatly improve your inventory management workflow.
How to Activate the Worksheet
To activate the fulfillment worksheet, you will need to access Advanced Inventory settings. Note: this change requires single-user mode.
From the top menu, select Edit > Preferences.
- On the left, select Items & inventory.
- Then navigate to the Company Preferences tab at the top.
- At the bottom, select “Advanced Inventory Settings.”
Select the Site Operations tab > Enable Purchase Order Management Worksheet.
Menu Options
Once this is activated, you can access the worksheet two different ways:
- Venders > Purchase Order Management Worksheet
- Inventory > Purchase Order Management Worksheet
Changes to the Purchase Order Form
After this feature is activated, a new column is added:
By default this column is view only and does not print.
Using the Worksheet
The fulfillment worksheet has two tabs:
- The Purchase Order tab
- PO Progress tab
The Purchase Order Tab
Once you create a purchase order, it will appear, along with other open purchase orders, on the Purchase Order tab.
PO Progress
Selecting the PO Progress tab shows the status of any orders sent for receiving.
You can assign orders to a specific worker and track the progress. Notes can be added.
Note that the pick list can be sent to a worker on a tablet using the free Intuit Warehouse App.
The warehouse worker can update the app with the quantity received and sync the app with QuickBooks.