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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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Kevin Depper shared this idea  ·   ·  Report…  ·  Admin →
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  • GEMMA MURARI commented  ·   ·  Report

    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

  • Graham Chester commented  ·   ·  Report

    A sales order function would also need to allow for partial shipments and calculate a balance to ship

  • Dave Taylor commented  ·   ·  Report

    This would be a very helpful addition to Xero, and is part of the basic data flow from quote through to sales invoice.

  • Graham Chester commented  ·   ·  Report

    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

  • Tanya Arnott commented  ·   ·  Report

    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

  • Angela Bigwood commented  ·   ·  Report

    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!

  • Amanda Holliday commented  ·   ·  Report

    Sales orders would make one of my companies return to Xero. Had to move to Sage due to lack of them in Xero

  • Troy Eberly commented  ·   ·  Report

    We need this as we have switched to Xero from Quickbooks. This is a strong point of Quickbooks and not available yet in Xero.

  • Daniel Thompson commented  ·   ·  Report

    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.

  • Jenny Yelland commented  ·   ·  Report

    Why doesn't XERO have Sales orders.?? seems ridiculous

  • Harry Linden commented  ·   ·  Report

    MYOB has this already for a long time. This should be standard functionality. A sales order can be converted to an invoice when the goods are shipped.

    So, the entire sales process is covered from an initial RFQ (request for quote) to a sales order to shipment and invoicing.

    I'd like to see this in XERO even though XERO has basic inventory management. The principle is the same.

  • Kevin Norris commented  ·   ·  Report

    I am about to leave Xero due to this feature not being available. This is critical to my business and am considering going back to Sage.

  • Sayed Kadri commented  ·   ·  Report

    We urgently like Xero to have sales order feature.

  • Stephen Healy commented  ·   ·  Report

    Need sales order function - xero has the ability for you to send a purchase order to your supplier - but if the supplier uses xero, they can't record that as a sales order??

  • Robert Leonardo commented  ·   ·  Report

    Our company can't move to Xero without the sales order function. It is critical for tracking backorders and understanding the projected revenue and work volume in the queue. I am stunned that this is still not a process flow in this software!

  • Vuth So commented  ·   ·  Report

    Need for sales order feature for large jobs that requires progress work and payment.

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