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BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
If we could get the actual flow for how the paperwork per Job can be produced!

1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the form of an email or even the customers name!
On other systems it is possible to send " order confirmation " for them to check and alter if anything needs adding etc,etc.
3. After approval, then we need to fulfil and deliver the Job, this is logically when a Delivery Note will be required...definately waste of time when raising an Invoice as this is the last stage..
The delivery note can accompany the Job in transit etc.
4. Finally when job is Delivered, we raise an Invoice..

At all stages, copies of any emails must remain on the system or in the respective email software, Outlook etc...

This would give a normal workflow to Job flow in my opinion and make Xero more user friendly

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.

Definitely a must for anyone who takes pre-orders

We urgently like Xero to have sales order feature.

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.

Need sales order function - xero has the ability for you to send a purchase order to your supplier - but if the supplier uses xero, they can't record that as a sales order??

Our company can't move to Xero without the sales order function. It is critical for tracking backorders and understanding the projected revenue and work volume in the queue. I am stunned that this is still not a process flow in this software!

Need for sales order feature for large jobs that requires progress work and payment.

Sales orders are super important to a backorder function. This needs to exist in 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.

We have several clients who would like to move to Xero however they need sales order processing with due dates functionality, they currently only stay with their current accounting software as this facility is critical for planning their workload and cashflow.

I need to know how to create quotations

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 are looking at switching our accounting software to cloud based, but without sales orders they're no good to us. I cant understand why this is not a standard feature on all systems.

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!

Adding Sales Order functionality that can keep track of back orders is such a fundamental feature. We commonly resort to using spreadsheets to keep track of order variations relative to quotes which is a real time waster and prone to error.

Really don't know why this request (there have been many over the years for sales order functionality) are ignored by the DEV team.

A real bummer for an otherwise very good software product.

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.