Sales Order Pick Pack Ship Fulfillment with QuickBooks and QStock

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QStock Inventory is a Warehouse Management System, or WMS, and has a deep real-time integration with QuickBooks through an API connection. Today we’ll be showing you how we create a Sales Order in QuickBooks, allocate and pick/pack/ship that SO physically in the warehouse with barcode scanning, and automatically creates a sales invoice document in QuickBooks.

One of the things that QStock does is streamline the fulfillment process in your physical warehouse.

Here is a new sales order in Quickbooks with a few line items. When we save the Sales Order in Intacct to the custom status of “Send to Warehouse”, QStock copies the sales order, so in the warehouse, we now see the same sales order to work against.

To fulfill the order into QStock, we are going to use a Wi-Fi enabled windows device with a barcode scanner like this one running QStock Mobile. As you can see, I have visibility to all of the open SO’s in QuickBooks , QStock Desktop, and QStock Mobile. This allows me to see from the perspective of finance, warehouse management, and the people working on the warehouse floor in ways that make the most sense to each role.

Allocated orders show up to allow pickers to get the right items from the right places following the most efficient path. After shipping the order in QStock, we can see the QuickBooks Sales Order update saying the items are invoiced and closed while a sales invoice document is created. We can also see the individual Item Activity show the decrease in stock for the items that we scanned in and shipped through QStock.

If you would like to schedule a free consultation to see if QStock is right for you, Contact Us Today by filling in the form below. We would love to hear about your business and how QStock can help you achieve your business goals.

Justin Velthoen

Justin Velthoen

Justin Velthoen has 20 years of supply chain experience, from food distribution to manufacturing, to systems management and implementation. His primary focus is helping businesses realize the cost savings directly to their bottom line.

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QStock Inventory

QStock offers Warehouse Control, Integrated Shipping, eCommerce, ASNs, Commercial Invoices, Customer Portal, Drop Ship, Lot & Serial Track and Trace, Work Order, with compliance label printing from FDA UDI compliance to SSCC-18 Labels.

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