Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
AdminXero Team
(Admin, Xero)
shared this idea
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Julie Fox
commented
Having moved from Quickbooks where this is standard I presumed this would be a basic function in Xero. A single customer may have 4 different classes of products that are supplied to them so having a default for class under the customer doesn't work. Being able to default the class to product/service will save time when invoicing as the extra field won't need to be added.
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Charlotte Ing
commented
Tracking category defaults that can be linked to products and services or nominal codes. Currently Xero allows a customer or supplier to be linked to a tracking category however if using tracking categories for different areas of the business then a customer may purchase from different areas of the business therefore it would be helpful to have a product/service or nominal that could be defaulted to a tracking category.
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Lisa Collis
commented
Please add this as it would be amazing to not have to manually apply the trackers with each line item (because it would already be applied with the item template). Thanks
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Katie Jackson
commented
This would be an awesome funcation to allow better use of analsysing the data
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Annika Kraaz
commented
This woudl be a great feature!!!