Invoice - Ability to create Sales Orders
Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.
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Graham Chester
commented
Over the last couple of years, I have made multiple suggestions on how xero can improve their product. All I receive back are these product idea emails and no progress. There should be a product development roadmap...
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Alastair Mitton
commented
It is such an obvious gap and it's absence makes one feel that Xero aren't really interested in users requirements especially as it has been requested for such a long time. Frankly unless it is sorted we will be off to one of the other systems such as Sage who do have it.
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Graham Chester
commented
It would be good to see the software people at Xero adding the additional functionality as soon as possible. Xero already has purchase orders so why no sales orders
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Clara Cunningham
commented
Would love the ability to create sales orders to help track work in progress for projects that are being manufactured but not yet invoiced.
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Terry De Vree
commented
It looks like the request for Sales Orders has been evident for almost 4 years - to no avail. Sales Orders are essential to our business. Its time to look for suitable software.
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Lisa Cran
commented
How else do you show work in progress? We are a construction company, we are using Xero Projects, but it's clunky making a deposit invoice, then applying it to invoices like it is a negative line item. There is no way to show a status between an accepted quote and an invoice when a project is not completed. Currently we are leaving items as accepted quotes, or draft invoices.
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Amber Flood
commented
100000% need a sales order feature like QB! We changed over and are in shambles trying to figure out a workaround.
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Graham Chester
commented
The sales order function should be a standard feature in Xero. Its a little frustrating that it's not.
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brooke gaffney
commented
Extremely helpful, we are currently on a bookkeeping system that allows sales orders. We are wanting to move to Xero and the only thing holing us back is this feature not being available.
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GEMMA MURARI
commented
This would be a great addition, and allow us to reduce some of the manual excel-based tracking we have to run in conjunction with Xero
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Graham Chester
commented
A sales order function would also need to allow for partial shipments and calculate a balance to ship
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Dave Taylor
commented
This would be a very helpful addition to Xero, and is part of the basic data flow from quote through to sales invoice.
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Tim BLACKADDER
commented
Some action on this would be appreciated.
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Graham Chester
commented
I would like to be able to manage customer sales orders separately from customer quotes and invoices. It would also be good to be able to manage partial deliveries through to invoices
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Tanya Arnott
commented
This would be a very helpful addition. Sales Orders is a standard process in most businesses. Its very frustrating having to keep track via spreadsheets
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Angela Bigwood
commented
This would be so helpful for large jobs that are progressed and invoiced monthly, where the purchase order we receive can span up to 12 months. We have no way within Xero of recording this as an incoming sales order. Currently keeping track via spreadsheets!
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Amanda Holliday
commented
Sales orders would make one of my companies return to Xero. Had to move to Sage due to lack of them in Xero
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Troy Eberly
commented
We need this as we have switched to Xero from Quickbooks. This is a strong point of Quickbooks and not available yet in Xero.
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Daniel Thompson
commented
The standard workflow for many businesses is quote, sales order, invoice. With the ability to apply payments to sales orders for COD customers. It's pretty clunky to work around the lack of sales orders in Xero with customised invoice templates (read it doesnt work despite what some forum comments say). Please implement a sales order feature! MYOB has it.
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Christopher Paulson
commented
+1, many normal workflows would be Quote, Sales Order, Invoicing....