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Purchase orders, bills & inventory: Purchase orders

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Purchase Orders - Include document attachments when emailing to supplier

Ability to include an attachment with an emailed Purchase Order

Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO

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

Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.

As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.

I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊

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  • Daren Meek commented  ·   ·  Report

    This is a really useful feature. Currently we are having to send the details seperately from all purchase orders so effectively this is creating extra work as we are having to do two steps instead of one.

  • Paul Jennings commented  ·   ·  Report

    I asked for this option over 5 years ago
    I dont think XERO really care

  • Sue Crawford commented  ·   ·  Report

    I can't believe this hasn't been actioned already

    Just hurry up Please, it's a basic requirement for a lot of companies

  • Chrissy Parkes commented  ·   ·  Report

    I would like to be able to attach documents to be able to be sent with Purchase Orders. At present I have to send BCI and then send a seperate email with an attached information which would be so much easier and less time consuming to be able to attach directly to the BCI and send to customer through xero.
    is this possible?
    thank you

  • PKN CONSTRUCTIONS PTY LTD commented  ·   ·  Report

    We are a construction company and have found this to be a shortfall in Xero- given you can attach documents to an invoice it would also be helpful if you could attach documents to Purchase Orders & Quotes and send from Xero as supplementary attachments in the same manner.

    It is a bit cumbersome to have to download the PO and send from email as this also disrupts the audit trail in Xero, we hope this feature can be added ASAP.

  • Louise Symonds commented  ·   ·  Report

    Talking with a client today - their suppliers require them to complete their order form which they need attached to the purchase order - they use the suppliers order form as it reduces errors and the parts being ordered are numerous sizes & codes. Currently need to download purchase order and forward via email outside of xero due to inability to be able to send the attachment with the email from xero

  • Graham Stewart commented  ·   ·  Report

    I attach Terms & Conditions documents to the PO but the supplier doesn't receive the attached T&C Document.
    On invoices I can click the tab 'Include document with invoice' - not available on PO's
    Need this urgently please.

  • Leanne Peters commented  ·   ·  Report

    We need this for all suppliers as a PO does not allow enough detail to be provided.

  • Rachael Howard commented  ·   ·  Report

    Not much use, not being able to send an attachment for purchasing.
    PO content to match attached quotation is critical from an evidential perspective.

  • Amber Graham commented  ·   ·  Report

    We desperately need this feature - PRETTY PLEASE!

  • Marta Campos commented  ·   ·  Report

    Please include this feature as soon as possible. Lots of companies need to attach drawings, delivery plans, etc. when sending the POs to the supplier

  • Nicole Neale commented  ·   ·  Report

    We send drawings of parts to be made with purchase orders. Automating this function will save time and ensure all relevant information regarding the purchase order is all sent together, meaning things won't get missed.

  • Skyler Olsen commented  ·   ·  Report

    Imperative that this be implemented. Purchase orders regularly require files be sent outlining the requirements.

  • Amber and John Beach commented  ·   ·  Report

    For us to be able to use the purchase order feature we must be able to attach a diagram of product specifications for certain items

  • Shelby Allen commented  ·   ·  Report

    We use the Purchase Order feature to create RCTI's for our contractors, it is very important that we be able to include attachments when sending them to the contractor/supplier!
    Please include this feature ASAP.

  • Amal Bousamra commented  ·   ·  Report

    My client sends plans with purchase orders. Automating this function will save time and errors. Thanks

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