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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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  • 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.

  • Anna Curtis commented  ·   ·  Report

    Sales orders are super important to a backorder function. This needs to exist in XERO

  • Pamela Dillon commented  ·   ·  Report

    We have several clients who would like to move to Xero however they need sales order processing with due dates functionality, they currently only stay with their current accounting software as this facility is critical for planning their workload and cashflow.

  • Chris Shackleton commented  ·   ·  Report

    We are looking at switching our accounting software to cloud based, but without sales orders they're no good to us. I cant understand why this is not a standard feature on all systems.

  • Mike Brooks commented  ·   ·  Report

    Adding Sales Order functionality that can keep track of back orders is such a fundamental feature. We commonly resort to using spreadsheets to keep track of order variations relative to quotes which is a real time waster and prone to error.

    Really don't know why this request (there have been many over the years for sales order functionality) are ignored by the DEV team.

    A real bummer for an otherwise very good software product.

  • Admin Neotech commented  ·   ·  Report

    We need a separate Sales Order function. Most of the cases, we can't use the Quotes as Sales Order as we can't receive all items from customer's order we quoted in Quotes, and another scenario is we are receiving repeated order from customer for the single Quote we provided to them. To make the flow smoother, it would be great if you add a separate Sales Order Function in Xero.

    Most of the time, the flow would be Quote -> Sales Order ->Purchase Order -> Bill -> Invoice

    In the current Xero software, Sales Order Function is missing.

  • Mark Merritt commented  ·   ·  Report

    I agree with James Halk, This would be a HUGE time saver.

    RFQ - Request for quotation.

    I would like to send RFQ's to vendors through Xero, similar to how the Purchase Orders work.

    The workflow would be:

    Create RFQ. Looks just like the PO creation interface. Select or enter your items, send off to multiple vendors. Select the vendor group to email to as BCC.

    Send the RFQ to multiple vendors.

    Some features to receive/record quotations on the product(s) which would create a record in products and services interface. I can see historical billing on products we issue PO's for and receive bills for. It would be nice to see historical RFQ's as well.

    Create PO from an RFQ.

    Create Bill from PO - just like usual.

  • Shannon Mason-Thacker commented  ·   ·  Report

    As James Halk mentioned, we need a "Request for Quote (RFQ)" in the Purchasing flow. I have no idea why the request was merged into the sales side because it is not the same.

  • Robert Gauci commented  ·   ·  Report

    Need a sales order with the ability to apply a deposit against it, and then when the order is ready to be shipped, it can be converted to an invoice and the customer deposit is then applied against the invoice automatically

  • James Halk commented  ·   ·  Report

    RFQ - Request for quotation.

    I would like to send RFQ's to vendors through Xero, similar to how the Purchase Orders work.

    The workflow would be:

    Create RFQ. Looks just like the PO creation interface. Select or enter your items, send off to multiple vendors.

    Send the RFQ to multiple vendors.

    Some features to receive/record quotations on the product(s) which would create a record in products and services interface. I can see historical billing on products we issue PO's for and receive bills for. It would be nice to see historical RFQ's as well.

    Create PO from an RFQ.

    Create Bill from PO - just like usual.

  • Susan Scott commented  ·   ·  Report

    Would have thought this was a fairly standard requirement