Bills - Record delivery notes for goods received, and attach to bills
We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
So we would know that we are confirming all deliveries before making payment and all deliveries can be seen any time we open Invoice in Xero just like all credit notes from suppliers.
This makes back tracking very easy with Xero without maintaining separate excel file for Delivery dockets.
In Business section we should have Delivery Dockets along with other options, as delivery dockets arrives first, so we should be able to enter delivery data for tracking future incoming invoices. i.e. Supplier name/Delivery Docket No/Delivery date/Description/Location.
Once invoice arrives we can assign all delivery dockets to any specific invoice just for our record for future reference just like credit notes but without $ amount.
Mittal Chaudhary
shared this idea
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Tho Ly
commented
Hi
I work in the manufacturing and engineering field and xero has really made my life alot easier, but I've noticed that Xero is missing a few things that can help myself and others in the same field be more productive. My suggestions are1- A separate delivery or packing list tab under the Business/Quotes/Invoice section
I know that Xero has given a template to print invoice and packing list but in my industry
sometimes we send part deliveries of components, so we really need a delivery tab that
generates its own number. Currently we have to use the Purchase Orders Tab change the
theme to Delivery enter the details and quantities to be sent we do not fill in the price we then
SAVE. We do not ever click APPROVE Tab2- For Invoices we need a Title just like what was implemented in the Quotes
Sometimes we need to compare pricing between components, the Ref colounm does not
really help when searching because it is used for a PO number which means nothing to us
We need a Title so we can be able to add a description of the part or drawing number under
the customer name. This will make things a lot easier to find when there are 100s and
thousands of invoices and quotes3-Ability to do a search in Invoice, Quotes, Purchase orders and (Delivery Tab if added in future)
for Title descriptions not just Reference or Customer name
Eg: search for a drawing or part number, part descriptionI know it is a lot but I hope these suggestions will be implemented asap.
We have hundreds of old quotes and invoices with no descriptive titles that we can search for at the moment. We can only search for customer name and hope to get lucky we find the right invoice/quote.Thank-you