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.
Kevin Depper
shared this idea
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Shannon Mason-Thacker
commented
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.
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Robert Gauci
commented
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
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James Halk
commented
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.
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Susan Scott
commented
Would have thought this was a fairly standard requirement