Total Weight: Templates

If you wish to use the Total Weight feature then you need to add the fields to your form template. We will use the Invoice form in our example below, the same procedure works for Estimates and Sales Orders as well.

It is important to note that weights will only be calculated for orders that use a properly formatted template – and the template must be used when the order is created. If you change the template after the order is created, the weights may not calculate even if you have the fields in the form.

From the Create Invoices screen in QuickBooks click on the Customize button in the upper right of the screen. You can either edit an existing template, or create a new one. Click on Additional Customization and then click on the Columns tab. You should see the custom fields you selected for unit and extended weight on the bottom of the list. One will represent the weight of one item, as you enter in the item record. The second is a place holder where CCRQInvoice will place the extended weight for this invoice line.

You must add both of these fields to the template, or QuickBooks will not add them to the invoice detail record. Normally you would only want the Ext Weight field to print on the invoice – the Unit Weight field is of no value. However, you must have the Unit Weight field on the form as it shows on the screen for it to be added to the invoice detail record.

Check the screen and print boxes next to Ext Weight, enter a title such as “Ext Weight”, change the order value to place this column in the location that you would like it to appear, and click on OK. Check just the screen box next to Unit Weight, and enter a title such as “Unit Weight”.

If you wish to have the total weight on the invoice, you must also add this field to the template. Select the Fields tab. Place a check in the Screen and Print boxes next to the Total Weight field. Give the field a title of “Total Weight”, or whatever is appropriate.

Click on Layout Designer. The Total Weight field and label will most likely be displayed on top of another field, near the column headings. Drag the field and label to an appropriate place at the bottom of the form, then click on OK to save the form, and OK again to close the customization window.