Purchase Orders - Include document attachments when emailing to supplier
Ability to include an attachment with an emailed Purchase Order
Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
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Michael Gore commented
Don’t hold your breath on this
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Kelly Bebbington commented
We would use this all of the time. Our suppliers require a form to be attached to each event and function order emailed to them.
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Erika Lidgard commented
Please can we add this in asap !
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Sunny Gill commented
WHY IS THIS TAKING SO LONG????????
XERO - YOU ARE REALLY BEHIND THE TIMES - PLS GET YOUR HOUSE IN ORDER. -
Suzanne Menarry commented
This has been an issue for so many people for so long - we have the ability to add documents to email in other areas of Xero, I can't imagine it is too complicated to add this to the PO area.
While I'm here - the feature to add documents to the note section of an employee card would be wonderful too!!
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Admin Support Services Ltd commented
Please action attachment to PO ASAP as the point of using Xero is accurate information on time. This is a failure by the developers as extra time taken to email the necessary information separately is counterproductive.
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Ide McManaway commented
We use the Purchase Order to create our BC invoices regularly and need an attachment emailed with them This is not possible and ask for your consideration to rectify this
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ILAN EL commented
Don't waste your breath. They just don't care. I regret leaving Quickbooks.
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Lynette Thompson commented
This would help with our daily e-mailing and cut down on time overall. PLEASE do something to rectify this small request
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Milly Brown commented
The ability to email with attachments included is a huge time saver for the volume we do on a daily.
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Ana Ward commented
We use the Purchase Order system for Buyer Created Invoices and so we need to be able to send the attachment as documentation/proof of our calculations/weights/price etc
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Daren Meek commented
This is a really useful feature. Currently we are having to send the details seperately from all purchase orders so effectively this is creating extra work as we are having to do two steps instead of one.
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Paul Jennings commented
I asked for this option over 5 years ago
I dont think XERO really care -
Sue Crawford commented
I can't believe this hasn't been actioned already
Just hurry up Please, it's a basic requirement for a lot of companies
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Chrissy Harley commented
I would like to be able to attach documents to be able to be sent with Purchase Orders. At present I have to send BCI and then send a seperate email with an attached information which would be so much easier and less time consuming to be able to attach directly to the BCI and send to customer through xero.
is this possible?
thank you -
PKN CONSTRUCTIONS PTY LTD commented
We are a construction company and have found this to be a shortfall in Xero- given you can attach documents to an invoice it would also be helpful if you could attach documents to Purchase Orders & Quotes and send from Xero as supplementary attachments in the same manner.
It is a bit cumbersome to have to download the PO and send from email as this also disrupts the audit trail in Xero, we hope this feature can be added ASAP.
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Louise Symonds commented
Talking with a client today - their suppliers require them to complete their order form which they need attached to the purchase order - they use the suppliers order form as it reduces errors and the parts being ordered are numerous sizes & codes. Currently need to download purchase order and forward via email outside of xero due to inability to be able to send the attachment with the email from xero
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Graham Stewart commented
I attach Terms & Conditions documents to the PO but the supplier doesn't receive the attached T&C Document.
On invoices I can click the tab 'Include document with invoice' - not available on PO's
Need this urgently please. -
Leanne Peters commented
We need this for all suppliers as a PO does not allow enough detail to be provided.
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Rachael Howard commented
Not much use, not being able to send an attachment for purchasing.
PO content to match attached quotation is critical from an evidential perspective.