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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!

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Graham Tottle shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Mossy's Electrical Vic. commented  ·   ·  Report

    Previously in ' new invoicing' i was able to create an invoice using our individualised item code - however now i am unable to and have been forced to resort to using classic mode.

    Can this please be changed prior to classic being removed.

  • Rachel Osborn commented  ·   ·  Report

    removing this feature does not make me happy in anyway shape or form. It is extremely important to have this feature retained.
    Can you imagine the extra work Xero would create for every user that tracks their inventory and the chaos this will cause.
    As you will know you can put any number of items into a Packing Slip and only once you save an Invoice will you realise or not if there is actually stock on hand. But, to send your stock you have to create a Packing Slip first, so the logic of your argument doesn't really stack up.
    We need to know how much available inventory we have to sell and this current feature is perfect.
    It needs to be retained in the new invoicing. I find it laughable all the errors with the new invoicing. Clearly the IT Team working on this have never run their own business's and don't understand their customers needs.
    Why do they keep removing functionality that we need as users. Please pass my feedback onto the Project Manager, it is critical as a business that you know how much stock you have to sell and I don't wish to make the process longer by having to open a new window and check my stock manually when it's current format works perfectly.
    I'll look forward to your reply.
    Warm regards
    Rachel

  • Finance Department commented  ·   ·  Report

    Please add asap this functionality. We should LOOSE functionalities when moving to the new invoicing

  • Kate Davidson commented  ·   ·  Report

    Being able to see stock on hand when creating an invoice is crucial to our business. Please make this feature available on the new invoicing template.

  • Martin Watson commented  ·   ·  Report

    In Classic Invoicing when you clicked on a line item quantity box, it would show up the amount of stock you had of that item in inventory. This feature has been taken away in the New invoicing. The only way you can check stock levels is by opening an extra page with products and services and search each item individually.
    It was and still is a feature in Classic mode, so why not in the New invoicing.

  • Elizabeth Song commented  ·   ·  Report

    The "quantity on hand" in the classic invoicing is a non-negotiable for our business. We find that it is crucial in double-checking stock levels to know when we need to order more and also for cross-checking to ensure we are sending out the right amount. It is also one of the reasons why we continue to use Xero for our business. It is necessary for this feature to be carried over in the new invoicing system or at least for it to be an option for those who wish to use it.
    Please consider.
    Thank you.

  • Robert Roberts commented  ·   ·  Report

    When doing quotes it comes up with the expression "2 on hand". in the QTY column etc. This needs to be the same for the new invoice template.

  • Andrew Winstanley commented  ·   ·  Report

    Classic invoicing over new invoicing had a great feature when adding a part to the invoice from inventory when it came to adding the quantity value it would come up and advise quantity in stock or no stock, if no stock would check if we haven't put the purchase thru or a mistake in stock. Also if this show 1 only would know to reorder, great feature. Yes there are good extras re new version but keep the basic great options, cheers

  • Troy Booth commented  ·   ·  Report

    Not having this feature makes me want to change back to classic invoicing.

    This is important for saving time when invoicing.

  • Endo Sport NZ commented  ·   ·  Report

    Please add this feature to invoices too. It was always available before. I see you have updated this feature to quotes but not invoices.

  • Graham Tottle commented  ·   ·  Report

    Yet another serious issue, dating back to 2022, which is causing Xero customers / users inconvenience, time and money and not a word from anyone at Xero.
    What is the point of having this forum if no one at Xero takes any notice?
    Does anyone from Xero actually read these comments or are they too busy designing slick TV ad's to get more (dissatisfied) customers?

  • Tracy Kemp commented  ·   ·  Report

    This is actually a non-negotiable for us as we can see at the point of putting an order on whether we have the available stock. It also allows us to see as we process orders whether we need to order more stock. Since Xero doesn't have the option to set minimum stock levels as other software do, we rely heavily on this.

    To remove this option is a backwards move. Upgrades surely should have the basics first??

  • Brands User commented  ·   ·  Report

    Show the 'On Hand' Qty on the new invoicing method

    The Classic invoicing shows the on hand qty when you have a stock controlled item, whereas the new invoicing method does not, could you pleas e add this as it is crucial for us and a lot of other businesses i imagine

    Just giving an error message if there is not enough shock is just not the same standard as the classic invoice method

  • Karen Colborne commented  ·   ·  Report

    When raising an invoice we need the stock availability to show! Surely this is a basic requirement. I agree this is going backwards!!!!

  • tony Fan commented  ·   ·  Report

    yes, under new version invoicing , when typing quantity number, the stock would not be shown (classical invoicing was doing). Could you guys add the feature on new invoicing. cheers

  • Gene Clark commented  ·   ·  Report

    We use this freature every day and in our small 3 person business, it is the primary way we note stock level and when to be ordering more stock in.

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