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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Jim Morris commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
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Jess Stevenson commented
PLEASE fix this feature before turning off the classic invoicing!!!! The new invoicing system is no longer time efficient when invoicing and even though there are some nice new features (like being able to print packing slips) the quantity on hand feature is VERY IMPORTANT. I know this varies from business to business but reading other comments, I'd say this is very important feature is warranted and Xero need to get this set up ASAP.
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Sue Soper commented
Critical to move forward
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Daniel Sheldon commented
In classic invoicing, you are able to click into the quantity of an item to see how many you currently have on hand. In new invoicing this isn't shown, it only prevents the approving of the invoice and gives an error stating that the quantity of an item on hand is not enough. Then, if you have more than one item which the inventory level is not enough, it only shows a message for one.
Would be great if this feature could return in new invoicing as currently I have to switch to classic when dealing with them and with its impending removal on the 19th November I will have to go into my inventory items and work out the discrepancies manually.
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Debbie Spooner commented
It is so important to be able to see availability of stock held when invoicing. It takes so much longer when the invoice is then rejected due to not enough stock, especially when it is for several items.
I can't believe you have turned what was a good system into this unworkable version (especially with all the price rises). It worked, you have messed with it, now it doesn't work.
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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.