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I get how frustrating that is—moving from QuickBooks to Xero can feel limiting without a native sales order feature. Many users work around this using quotes as provisional sales orders or by integrating third-party inventory apps. It might help to share this feedback directly with Xero, as feature requests like this do influence their roadmap. https://minecrftpatch.com

We switched over from QB and were told it would be so much better but come to find out there is no sales order feature and we are in shambles trying to find a workaround. I highly suggest XERO creates this feature to keep up with current programs and workflows.

Could you have an option that when a quote is agreed you can press a button to convert into an order acknowledgment or copy into an order acknowledgement like you would a purchase order
at the moment we have to manually type order acknowledgment

Xero needs a sales order function.
Not just an invoice or quote function.
A main order function that you can print an invoice, packing slip etc from.
Right now we have to Approve an invoice (and not send it) to get a packing slip. Then manually change the packing slip to reflect what has actually been sent and what is on back order.
When you approve an invoice, it automatically shows up on the customer statements which has given us headaches for customers who require a monthly statement. We prefer not to invoice until stock has been sent.

Having a sales order function tidies up a lot of the issues we experience with Xero.

love this idea - would definitely be useful for me as currently i have to create separate file on computer

This is just a workaround, which I do already. I just want a button to press to send an order acknowledgement, just as I can a quote or an invoice. I don't want to edit stuff, I just want it to work. This facility should be built in to any serious invoicing system. We are not all online sellers, sending gadgets to consumers, some of us are manufacturers selling to other businesses.

B2B companies send an order acknowledgement when they receive an order, which is part of order entry. B2B companies have repeat business from the same customers regularly. I can't believe you don't have it. Sage does if you're interested. This is the only thing that niggles me and takes hours to work around and the only thing that would make me return to Sage. I imagine it is a very quick job for one of your software engineers to set this up. I have attached an example.

Having migrated from Sage, it seems that Xero treats every business as direct sale from stock. We are a manufacturing business and it is vital that the step of sending an order confirmation to the customer to ensure that we are making the right stuff at the agreed price. That is the critical check and I would be surprised if there was a manufacturing business that didn't require this.

Yeah, sorry, this is a critical step. In fact, some way orf tracking bookings in Xero is needed. A customer sends a PO, and how/where do we account for that in Xero? Typically, order acknowledgement/sales order is the way.

Furthermore, a quote might have several lines, but only 1 or a few are 'accepted', this should also be possible in Xero.

I am SO TIRED of having to open the previous month's invoice in order to copy details to the current month being invoiced, when the details I'm copying NEVER CHANGE

Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.

This is absolutely critical to our business. It is a standard requirement for our customers that they receive an order acknowledgement. It is standard practice to send order confirmations to confirm order received, confirm delivery schedule and to confirm payment terms.
Why Xero does not have this I don't know as it must be easy to develop as it is so similar to a quote or invoice.

The generation of proforma invoices (following a quote) and then an order acknowledgement (on receipt of payment against a proforma) is common for businesses who manufacture to order.

Yes there are workarounds (fudges), but in the absence of a plan for Xero to provide this functionality, then these limitations are testing our loyalty to Xero and questioning whether we should continue to use Xero.

I guess the question arises, why are there no plans for developing sales order acknowledgement? We like using Xero, works very well but this fundamental omission is baffling.

This is an absoulute must, its strange that neither QB or Xero offer this feature, I believe Sage does but I'm not a fan of their pricing structure, QB seems to have a work around with changing the estimate name to sales order but its not ideal.

We need this feature too for our ISO9001, we have to issue an acknowledgement once PO has been received.
Any help you could provide for this issue, or what other companies do.

It is astounding that Xero still does NOT have anything that resembles a SALES ORDER CONFIRMATION. Businesses NEED to know what is on their Sales Order books. (Not everything issues directly from stock).

Such good software let down by something so absolutely basic.

Like others, we have to look at alternatives - it is damaging to our business to persevere given this simply is not on the DEV radar.

I am always asked for order acknowledgments.
It would be immensely helpful to have this facility.
I currently have to type an email, listing the items and individual prices and it takes up so much of my time.

Important enough that after so many years I’ve started looking at alternatives which have a full order processing capability. Xero is such a greatly useable software this would be a very valuable/essential addition!

Such a feature would greatly enhance user experience by improving customer communication, ensuring legal compliance, and streamlining workflow. Order acknowledgments provide customers with reassurance that their orders are being processed, leading to higher satisfaction and trust. Additionally, they contribute to comprehensive record-keeping, assist in meeting regulatory requirements, and simplify the end-to-end transaction process within Xero. Integrating this functionality into Xero would align with its mission of simplifying financial management and empower businesses to provide better customer service while staying compliant.

Thank you for considering this valuable addition, which would further solidify Xero's position as a leading platform for comprehensive financial management.