SeaFresh Wholesalers is an imaginary seafood wholesaler. For seafood items they sell, they want their invoice lines to include a list of catch weights, the total weight, and a count of the number of items delivered—the number of boxes or units of each seafood item.
This discussion talks about using Catch Weights on a QuickBooks Invoice; however, it works equally well with other QuickBooks forms such as the Sales Receipts form.
To follow the steps in this example, both QuickBooks and the Catch Weights program should be running.
Here's a view of the column headings SeaFresh uses on their invoices. Note that the Quantity column has been renamed Qty/Weight in the QuickBooks Invoice template. Also, the Box Count column is actually the Other 1 invoice column, renamed Box Count.
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To get started with Catch Weights, the only requirement is to tell it about the order of columns on the QuickBooks form. To do this, click on the QuickBooks Form Setup button on Catch Weights' Setup tab:
This opens the Catch Weights Setup window, where you can select column numbers for the form columns Catch Weights works with, to match their order on the QuickBooks invoice. (Notice that the column numbers selected in this example match column heading order shown above for the SeaFresh invoice.)
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After completing this one setup window, Catch Weights is ready to use!
To get started, go to QuickBooks, open the Invoice form, and begin filling in the invoice by selecting the first Item to include on the invoice. In this example, it's king crab:
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Move the cursor to the Quantity column, as indicated by the red arrow above. This step is important! Catch Weights must be invoked from the Quantity column of the QuickBooks form, or it won't work properly.
Invoke Catch Weights by pressing the F11 key on your keyboard. (This is the standard hotkey for invoking Catch Weights; you may change iton the Catch Weights Options tab if you want to use a different hotkey.) The Catch Weights window will pop up over QuickBooks, and you can enter individual weights in it:
When you are finished entering the weights, click OK or press the hotkey (F11) again to have the results written back onto the QuickBooks form. Here's the same Invoice after Catch Weights has finished entering the weights:
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Information entered by Catch Weights is highlighted in red here to make it stand out. In actual use it would be the same color as other text on the form.
You can use Catch Weights in this same way on any line of the QuickBooks form.
Using Catch Weights™:
