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Sales Invoicing - Order acknowledgement

Between a quote and sales invoice option to create a sales order acknowledgement

Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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  • Graham Chester commented  ·   ·  Report

    A sales order function would also need to allow for partial shipments and calculate a balance to ship

  • Dave Taylor commented  ·   ·  Report

    This would be a very helpful addition to Xero, and is part of the basic data flow from quote through to sales invoice.

  • Graham Chester commented  ·   ·  Report

    I would like to be able to manage customer sales orders separately from customer quotes and invoices. It would also be good to be able to manage partial deliveries through to invoices

  • Tanya Arnott commented  ·   ·  Report

    This would be a very helpful addition. Sales Orders is a standard process in most businesses. Its very frustrating having to keep track via spreadsheets

  • David Sussex commented  ·   ·  Report

    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.

  • David Sussex commented  ·   ·  Report

    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.

  • Angela Bigwood commented  ·   ·  Report

    This would be so helpful for large jobs that are progressed and invoiced monthly, where the purchase order we receive can span up to 12 months. We have no way within Xero of recording this as an incoming sales order. Currently keeping track via spreadsheets!

  • Amanda Holliday commented  ·   ·  Report

    Sales orders would make one of my companies return to Xero. Had to move to Sage due to lack of them in Xero

  • Troy Eberly commented  ·   ·  Report

    We need this as we have switched to Xero from Quickbooks. This is a strong point of Quickbooks and not available yet in Xero.

  • Daniel Thompson commented  ·   ·  Report

    The standard workflow for many businesses is quote, sales order, invoice. With the ability to apply payments to sales orders for COD customers. It's pretty clunky to work around the lack of sales orders in Xero with customised invoice templates (read it doesnt work despite what some forum comments say). Please implement a sales order feature! MYOB has it.

  • David Sussex commented  ·   ·  Report

    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.

  • Jenny Yelland commented  ·   ·  Report

    Why doesn't XERO have Sales orders.?? seems ridiculous

  • David Huff commented  ·   ·  Report

    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.

  • Freya Pieroz commented  ·   ·  Report

    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

  • Melanie Hartwell commented  ·   ·  Report

    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.

  • Harry Linden commented  ·   ·  Report

    MYOB has this already for a long time. This should be standard functionality. A sales order can be converted to an invoice when the goods are shipped.

    So, the entire sales process is covered from an initial RFQ (request for quote) to a sales order to shipment and invoicing.

    I'd like to see this in XERO even though XERO has basic inventory management. The principle is the same.

  • Kevin Norris commented  ·   ·  Report

    I am about to leave Xero due to this feature not being available. This is critical to my business and am considering going back to Sage.

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