Inventory - Visible notes for users to see when using an item
We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.
Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see them, there is no way for users to know there is even a rule attached to any product without going in and looking at each.
These types or product purchasing or sales rules would also be relevant in many other sectors.
The ability to import/export notes (or rules) attached to products and being flagged or visible to internal users when adding the product to quotes or invoices would be a huge benefit to many users.
Omar Awny
shared this idea
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Sarah Prime
commented
I use Xero in the agricultural industry - we have a large farming enterprise with several different properties and extensive plant and machinery. I set up properties and key pieces of plant and machinery as untracked Items (see attached example), so that I can assign running costs to them. This way, I can report by Item to review what we have spent on something over the course of ownership.
One thing that would be really handy, is if the Items window had a 'Notes' section, where I could input key data such as part numbers, tyre models or other things that were regularly purchased/replaced for that piece of plant.
For example, I often get a bill from our local tyre centre which has a range of different size and type tyres on it. It could be for a tractor, a car, a trailer - anything. I'd like to be able to search by a part number to see which item of plant each one relates to, so that I know where to code it.
At the moment the only way to do that using Items, would be if the part number was part of the description. It would be messy to save it there (and the description field isn't long enough to include much detail).
If there was a Notes field, and it was included in the Products & Services search algorithm, I could have that open in a separate tab while entering bills, do a quick search, then bring up the correct Item to assign that cost to.
FURTHERMORE...
It would very handy if the general search facility in the top right hand corner of Xero also returned results from Products & Services!
For context: I don't use tracking categories to do the above because I already use these features to report on the different divisions of our enterprise (ie. Livestock, Cropping etc) and to review farm activity by workforce category (owner, employee, contractor etc).
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Hannelie De Waal
commented
Hi, we are an Engineering company that manufacture sporting goods and a "Special instructions" field would be very useful to us.
Reason for that being each product has certain specifications to the type of material we need to order to manufacture it.
Some products needs to get cut at a Lazer cutter, then it gets send to us, our engineers do some work on it and then it gets send out for anodizing. It then comes back to us and are ready for sale.
I know the History and notes field are there, but when our instructions and/or suppliers change, you cannot edit/delete that note that isn't relevant anymore.