Purchase order - Enter an order number
Customers should be able to enter a purchase order number when they accept a qoute emailed to them
Michael Askew
shared this idea
Hi Michael, just trying to understand your idea here a little better. When you Accept a quite at present do you manually enter the PO into Xero?
Currently when entering the Purchase order there are 2 fields this could be entered
- Order Number
- Reference
Can you share a little more about your process and what's missing in Xero for your workflow here?
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Michael Askew
commented
When a customer accepts a quote that has been sent from Xero by email with a link in the email body, if they click on the link and accept the quotation, there is no mechanism for them to register their purchase order number. Like the vast majority of organisations we do not accept orders without a purchase order number. It seems very remiss that Xero does not allow the customer to enter their P.O. number.