New Invoicing - Show stock level when adding a Tracked inventory item
When typing a quote, available stock used to show (when you typed a figure in the "quantity" field (if available stock was less than required the open window would turn red) but it doesn't now. It would be great if this feature were also added to invoices (and quotations as before) so that one didn't need to check stock on a different page for each item being invoiced. I note that it shows when typing a credit note, so it must be possible!
Hi team, thanks for your contribution and sharing with us on your use of being able to see levels of stock when invoicing. Right now, our team are developing improvements to the line item grid in new invoicing, where you enter detail of your invoices. This work also involves providing visibility of your tracked inventory stock on hand so you know how many items you have to sell.
For now we'll move to working on it and I'll keep you updated of when this is released in new invoicing.
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Craig Buck commented
We need to know what happening here, its getting to a stage where I will be forced into looking at new software.
I cant believe how long this simple step is taking to get resolved. In addition I cant believe this system cant manage back orders! Really!!!!
Very disgruntled user!
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Susie Anderson commented
I've noticed that you can see the inventory item qty in hand when creating quotes but it's not yet working for invoices. Working around it by having products & services open in another screen but it's a giant pain. Any update, team Xero?
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Chelsea Adams commented
Hi, I'm trying to adapt to the new invoicing system, but the lack of stock visibility is a significant drawback. Because of this, I find myself reverting to the classic version. Please provide an update. Thank you
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Alena Tserakhava commented
Hello all,
Anyone knows what is happening? This is what my client wrote. Looks like he needs to know if he has to look for a different software. "I was making a new invoice this morning using the new module. Unfortunately, still nothing has been done to recognise stock items when you enter the qty. This still only happens when you finalise the invoice, therefore if you have a multitude of items entered you will have to go back & amend the item or items at the very end. This is unworkable! "
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John Kennedy commented
is there any update on this ? i cant believe this has been missed.
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Eric E commented
Hello Kelly, there's a few weeks to go until we are required to use the new invoicing, but the quantity feature for tracked items still doesn't appear to have been rolled out to production. Can you advise whether this feature will be available prior to November, when use of the new invoicing is required.
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Mark Newbury commented
Hi Xero, where do you stand with the reinstating of being able to see the available stock in new invoicing?
This has become a pain not having this feature.
Surely it can't be that hard to include it in the invoicing process as it is there in the quotation process.
Please expedite this feature.
Disgruntled user. -
Sue Weighell commented
New invoicing has removed the available stock figure in the quantity field, which was there in classic invoicing. Please reinstate it
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Sabrina Simon commented
Hi Xero, an update would be critual for me and the way our business operates. Please add back the stock on hand feature or preferably revert back to Classic invoicing as it was all round better and easier to use.
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Jordan McAllister commented
Please add being able to see stock on hand in the quantity column of the new invoicing like classic invoicing! Or please leave Classic invoicing how it is as we would much rather use that than the new one at the moment.
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Tom McCarthy commented
Yes an update would be very much appreciated. It's over 3 weeks since new invoicing was officially released and we still can't see stock availability. Like others, I am not using the new invoicing at all, as it doesn't work for our business and creates too much extra work. We now have just 8 weeks until classic invoicing is retired, so it's a little bit concerning that there are no updates to reassure users that this will be sorted in time for 19 Nov (if not sooner, so we can all start using new invoicing and get used to it as soon as possible).
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Nick Ashforth commented
Hi - please can you provide an update on this. I am trying to get used to using new invoicing, but lack of stock visibility is a big drawback and results in me switching back to classic. I will have to keep using classic until forced to switch due to this omission. Thank you for your help
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Sheree Adam commented
Is it possible for the item code to have the number available when choosing from more than one inventory item? With the new invoicing I have no idea if I'm told the incorrect item until I am approving the invoice and it gets rejected. When you have a customer standing waiting for his invoice is is frustrating. This happened to me 3 times for one invoice the other day.
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Rachel Osborn commented
This needs to be released now, so we can Beta Test it for you and make sure it works in your new system just as it does now in Classic Invoicing.
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Roger Van Ginkel commented
Stock level of each item at invoicing is imperative to me.
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Stephen Schiller commented
the "available inventory", when entering a invoice line, on the CLASSIC invoicing is a very efficient way to see what is on-hand and can be sold.
Not seeing this information, until you try to "approve" the invoice is a step backwards. along with it, brings inefficiencies to our business. -
Iain Wood commented
The switch to the new invoicing has shown what I believe to be a major flaw and error which for businesses that sell products instead of services is a huge loss! In the old invoicing when creating a customer sales invoice and entering a tracked product and the quantity needed to sell the current stock levels showed up in the quantity field, this way you could always see what you had available to sell. This has now been lost so there is no way to see if you have sufficient stock levels until the point of trying to approve the invoice. This then means you need a separate Xero tab open and manually need to look up and check each product and it's stock levels. This loss means as a product selling business I will have major issues preparing customer orders, specially whilst taking orders on the phone. This must be improved and shown as per the classic invoicing or I'll need a new invoicing system. Please help.
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Suresh Bhattarai commented
This was a really thoughtless move.
Forcing us to switch to a new, incomplete template is highly disruptive. Displaying stock is critical for our business.
Also i personally dont like new template .
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Shakil Khan commented
Inventory quantity
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Danielle Quinn commented
This feature is absolutely critical to our business. I don't understand why you're pushing new invoicing on us when it is missing critical features. Shame on you.