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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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  • David Ives commented  ·   ·  Report

    Quite a frustrating omission in the software

  • Vijayan Ramamoorthy commented  ·   ·  Report

    We need a separate Sales Order function. Most of the cases, we can't use the Quotes as Sales Order as we can't receive all items from customer's order we quoted in Quotes, and another scenario is we are receiving repeated order from customer for the single Quote we provided to them. To make the flow smoother, it would be great if you add a separate Sales Order Function in Xero.

    Most of the time, the flow would be Quote -> Sales Order ->Purchase Order -> Bill -> Invoice

    In the current Xero software, Sales Order Function is missing.

  • Stuart Knox commented  ·   ·  Report

    Amazed that we cant send a sales order confirmation. Clients in general will not accept an invoice until they have received their goods or services?

  • Tina Small commented  ·   ·  Report

    Really would be very useful to have an order Acknowledgement facility attached to the quotation feature.

  • Mark Merritt commented  ·   ·  Report

    I agree with James Halk, This would be a HUGE time saver.

    RFQ - Request for quotation.

    I would like to send RFQ's to vendors through Xero, similar to how the Purchase Orders work.

    The workflow would be:

    Create RFQ. Looks just like the PO creation interface. Select or enter your items, send off to multiple vendors. Select the vendor group to email to as BCC.

    Send the RFQ to multiple vendors.

    Some features to receive/record quotations on the product(s) which would create a record in products and services interface. I can see historical billing on products we issue PO's for and receive bills for. It would be nice to see historical RFQ's as well.

    Create PO from an RFQ.

    Create Bill from PO - just like usual.

  • Shannon Mason-Thacker commented  ·   ·  Report

    As James Halk mentioned, we need a "Request for Quote (RFQ)" in the Purchasing flow. I have no idea why the request was merged into the sales side because it is not the same.

  • Robert Gauci commented  ·   ·  Report

    Need a sales order with the ability to apply a deposit against it, and then when the order is ready to be shipped, it can be converted to an invoice and the customer deposit is then applied against the invoice automatically

  • Tania Di Fabio commented  ·   ·  Report

    It would be great to provide an order confirmation to our customers when we receive a PO from them. A field to add in their PO number and confirm that details of order are correct before manufacture. Perhaps an option to confirm a sales quote prior to invoicing could work.

  • James Halk commented  ·   ·  Report

    RFQ - Request for quotation.

    I would like to send RFQ's to vendors through Xero, similar to how the Purchase Orders work.

    The workflow would be:

    Create RFQ. Looks just like the PO creation interface. Select or enter your items, send off to multiple vendors.

    Send the RFQ to multiple vendors.

    Some features to receive/record quotations on the product(s) which would create a record in products and services interface. I can see historical billing on products we issue PO's for and receive bills for. It would be nice to see historical RFQ's as well.

    Create PO from an RFQ.

    Create Bill from PO - just like usual.

  • Lisa Drake commented  ·   ·  Report

    This would make the sale flow easier and us as a company look more professional

  • Anna Flory commented  ·   ·  Report

    It would be great to have an order acknowledgment system as this is critical improve a suppliers standing with their payment terms being adhered to, as well as linking to the quote and sales invoice.

  • Susan Scott commented  ·   ·  Report

    Would have thought this was a fairly standard requirement

  • Aoife Brennan commented  ·   ·  Report

    As said in the comment below. The face there is no way to manage PO's I receive for work seems pointless.

  • Martin White-Rose commented  ·   ·  Report

    This would be really helpful. I have clients who send me POs (in several cases, generated from their Xero instances) in order to order work. When the work is completed, I invoice against those POs (either in part, split over multiple invoices, or as a whole).

    I know I can create a Quote and invoice against that, but this does not tie up to my client's PO as a Sales Order would. So does not keep POs tied to Orders in my files/history and does not link the Sales invoice to their PO without me manually doing so.

    This seems a crazy feature not to have, given that Xero supports me raising POs to a supplier, but does not really provide anyway to support me accepting POs _as a supplier_.

  • Kevin Depper commented  ·   ·  Report

    Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.

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