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Qucikbooks Premium Several Questions - Fullfillment

Posted on 2009-12-31
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Last Modified: 2012-05-08
I can go to QUickBooks support for these answers, but I usually get better answers here.  I have a few questions:

1)  If I want to process Credit Cards thru QB, must I use a QB credit card processor, or can I remain with the one I am using?
2)  WHen I complete and invoice, can I fax it directly from QB.  Is there a service to for this or what.
3) How does Unit of Measure work?  If I purchase in pounds and sell in ounces, how should I enter inventory into the system, in pounds or ounces?
4)  Last questions, I want to print a pick sheet from the fullfillment window, not sales orders or invoices.  I check pick sheets but I they do not print.
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Question by:akbiro
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by:Plantwiz
ID: 26155153
Which version of QB are you using?

1)  If I want to process Credit Cards thru QB, must I use a QB credit card processor, or can I remain with the one I am using?

** *Are you are retail establishment?  OR a professional business who merely wants to accept occassional ccards?
-  becasue Intuit does provide this through merchant services and everything will be managed inside your QB Pro software.  There are some fees associated with this method, but there are always fees with ccards.
- otherwise, you'd likely need to manually track fees and receipts.  Not a big deal, but depending on the amount of transactions you process...it may or may not be worth it.


2)  WHen I complete and invoice, can I fax it directly from QB.  Is there a service to for this or what.
**You can easily e-mail or print invoinces native in the software.
Otherwise, I believe you need some third party software:
http://community.intuit.com/post/detail/av_NsIeBir3zw9abTJhmjm

3) How does Unit of Measure work?  If I purchase in pounds and sell in ounces, how should I enter inventory into the system, in pounds or ounces?
*** typically you'd want to keep track of everything with the same unit of measure.  However, I've never used this feature in QB.  Everything I've used it for, I've always coverted to a 'whole' and sold by the package that way as a single unit.

4)  Last questions, I want to print a pick sheet from the fullfillment window, not sales orders or invoices.  I check pick sheets but I they do not print.
*** it may depend on the version you are running.   Are your print devices setup properly?  Are you printing locally or to a network print device?
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Author Comment

by:akbiro
ID: 26155790
QB Version 2009.

1)  I am a manufacturer and we do a lot of CC charges.  We presently have a good service charge rate that I think is better than what Intuit offers, but it would be helpful if we could process the CC transactions on QB.  IF I understand what you are saying, I will need to use QB to do the processing if I want to do it in QB.

2)  I am familiar with the process of printing and emailing invoices.  I need to be able to provide that same service to my customers that only communicate via FAX.  I will check into your link for more information on that subject.

3)  From what i can tell, Unit of Measure is really worthless in QB...I will just use the unit that is most convenient.

4)  As far a printing pick lists, my problem is not in printing, it's in get a PICK LIST to print.  I guess I will have to contact QB on that subject until you know of some other source of information.  I hate to spend an hour getting thru to Indonesian to get the answer.

Thanks
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Plantwiz earned 2000 total points
ID: 26155924
Hi Akbiro:

I found these items for Pick List printing.  
http://community.intuit.com/posts/print-an-assembly-pick-list-to-build-a-complete-part

http://support.quickbooks.intuit.com/support/Pages/InProductHelp/Core/QB2K6/inventory_n/stock_n/task_create_picklist.html

****
I believe the only way to run a ccard AND have it automate (at this point) is register with their merchant services.  I rarely need to process ccards, so either way it is expensive for me, but it is a cost of business, so we've decided we'd rather HAVE the payment (minus some fees) then not have payment.

I'll continue to search around, but I think if you run ito on your own, you'll be left to enter them manually to record them.

***
Unit of measure - yes I agree with you there :)

***

faxing - still looking, but those first links seem the most promising.
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LVL 11

Expert Comment

by:Plantwiz
ID: 26155984
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Author Closing Comment

by:akbiro
ID: 31671641
Thanks for all the researching and all the help.  Happy New Year!
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