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Purchase orders, bills & inventory: Inventory

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Inventory - Add default tracking options to items

Adding default tracking option for inventory items in Xero.

Purpose: To make users don't have to think about or forget to add the correct tracking.

103 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.

At this stage there’s no set plans to develop tracking in Xero inventory.

This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.

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  • Julie Fox commented  ·   ·  Report

    Having moved from Quickbooks where this is standard I presumed this would be a basic function in Xero. A single customer may have 4 different classes of products that are supplied to them so having a default for class under the customer doesn't work. Being able to default the class to product/service will save time when invoicing as the extra field won't need to be added.

  • Charlotte Ing commented  ·   ·  Report

    Tracking category defaults that can be linked to products and services or nominal codes. Currently Xero allows a customer or supplier to be linked to a tracking category however if using tracking categories for different areas of the business then a customer may purchase from different areas of the business therefore it would be helpful to have a product/service or nominal that could be defaulted to a tracking category.

  • Lisa Collis commented  ·   ·  Report

    Please add this as it would be amazing to not have to manually apply the trackers with each line item (because it would already be applied with the item template). Thanks

  • Katie Jackson commented  ·   ·  Report

    This would be an awesome funcation to allow better use of analsysing the data

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