QuickBooks Inventory Software
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These preference check boxes apply to shipping and the creation of Ship Docs.
General Tab
Show back order on packing slip. If creating a Ship Doc from a Sales Order, back ordered items (those with a quantity of zero) are typically removed from a Ship Doc. If checked, even zero-quantity Items are displayed on the Ship Doc.
Show back order on invoice. If checked, all back-ordered items (those with a quantity of zero) will still show up on the invoice within QuickBooks.
Mark as shipped when invoiced. By checking this box, a Ship Doc will be automatically marked as shipped as soon as it is invoiced.
Mark as shipped when printing the packing slip. When checked, the packing slip shows the Items as shipped.
Count number of packages. When checked, the number of packages will be automatically computed by counting the total quantities of all line items. Useful only for businesses that separately package each Item.
Set weight to the total weight of the line items. When checked, All Orders automatically calculates the total weight of the shipment by adding together the weights of each individual Item.
Deny shipping quantities greater than ordered. If checked, and when creating a Ship Doc from a Sales Order, you cannot list quantities on the Ship Doc that exceed the quantity currently on order.
Use classes on shipping documents. If checked you can designate a class for each item on a ship doc or customer return.
Copy sales order line comments to ship doc. Copies the sales order comments to the ship doc.
Add drop ship to open Ship Doc. By default when filling a sales order, the system first checks for open ship docs for the customer. If there is an existing open ship doc the items will be added to it instead of creating a new one. If, however, the item being shipped was drop shipped, even if an open ship doc exists the system will create a new one. Check this if you want the behavior for a drop shipped item to be the same as a regularly shipped item and be added to any existing, open ship docs when shipped.
Set the ship doc date when marked as shipped. If checked, when the ship doc is marked as being shipped the ship doc date will be updated to the current date. Useful if you want the date of the invoice which will be generated in Quickbooks to reflect the date the items where "shipped" since the invoice date will be based on the date of the ship doc.
When shipping 3rd party applications using ODBC connections (Worldship, Shipmanger) put the freight charges into the Freight$ on the ship doc. Check this preference and the freight charges will populate on the ship doc’s Freight field when the ship button is pressed on the shipping program.
Warn zero quantity shipped. Select the best option for the system to warn you before saving a ship doc with line items having zero quantity.
Filling Tab
Auto fill quantity on shipping. Normally, when creating a Ship Doc, all line items' quantities are initially set at zero. If checked, each line item's quantity will be automatically set to fill the entire order quantity from the Sales Order.
Auto fill quantity on returning. By default when clicking the return button on a ship doc to generate a customer return for items on the ship doc, no quantities will be filled in. Check this if you want all items to be returned by default when generating the return.
Auto sort lines by bin. This will sort all of your line items based on the bin it is pulled from.
Ignore “Allow Negative Inventory” when auto filling ship docs and auto allocating on batch shipments. Although your “Auto fill quantity on shipping” is checked and “Allow negative inventory” is checked, when this preference is checked, you will receive an error when trying to Fill if there is 0 quantity available. This allows you to keep negative inventory for other processes, except for shipping.
When generating Ship Docs from Sales Orders: you have the options to always add items to existing unshipped ship docs with the same customer and ship to location, only add items if they are linked to the same sales order, or never add items to existing unshipped ship docs.
When generating Ship Docs from Sales Orders using the Batch Shipment screen: you have the options to always add items to existing unshipped ship docs with the same customer and ship to location, only add items if they are linked to the same sales order, or never add items to existing unshipped ship docs.