Question: We are a supply chain management firm that specializes in web-based barcode technology, on demand freight optimization tools and third party logistics/transportation services. We are implementing a tracking system (WITS) and a multi-carrier rate shopping solution (Clippership) for a local college in Orlando Florida. As part of this overall implementation we are looking for a QuickBooks Point of Sale system that will handle all transactions in the college's mail room. We want an easy to use system that our student volunteers can use for the benefit of the students and faculty that use the mail room on a daily basis.
The one critical piece of functionality we need is the ability to scan the tracking confirmation from UPS or FedEx directly into QuickBooks and display it on the Point of Sale sales receipt. Can we do this?
Answer: Yes we can do this. The first thing we want to do is setup the following two items in POS: Tracking # FedEx & Tracking # UPS. As you can see below you will leave the Regular Price zero since this will always change.
Next we go to File > Tools > Print Designer and choose the Sales Receipt document type and choose the "40 column Desc 2" template. This template will show the appropriate field that will display the tracking number.
Now let's make a sale. In this case we're selling 50 envelopes and shipping UPS with a cost of $4.50.
Now the fun part. How do we get the tracking number to display on this sales receipt? First highlight the Tracking # item and click the edit button.
Now we simply click in the Description field and scan the UPS Tracking Number.
The result of this tip is that the tracking number shows directly below the Tracking # line item. I hope these Enix & Associates tips & tricks are helpful.
