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
AdminXero Team
(Admin, Xero)
shared this idea
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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May Thor
commented
We would like to be able to attach order receipts to the P.O. and email directly to our internal Finance Dept. without having to use an external email and retype the P.O. # and attach. This will make the workflow much quicker and efficient for attachment capability.
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Dianne Lambert
commented
we need to send summaries and coc's with purchase orders on occasion so this is a critical requirement for us. Quickbooks had the function btw
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Kristofer Nadalin
commented
As a Builder, it is imperative we send our Suppliers/Contractors our PO Terms and Conditions, plans, specifications etc. as attachments together with our PO as these form the basis of Contract/Agreement. Having to send these documents separately defeats the purpose of sending the PO via Xero as we may as well output the PO from Xero as a PDF and send the other documents via email which is extremely inefficient.
We would appreciate if this feature is developed and incorporated as quickly as possible. Xero already has the functionality to send attachments along with invoices to customers, why can't the same be done with PO's?
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Gemma Gibbs
commented
Being able to include an attachment with an emailed purchase order will save time for both myself and our customers as we currently have to email the documents separately.
Our purchase orders can't contain all the information our customers require so being able to send one email with the purchase order and attachment(s) will be much more efficient. -
Lloyd Laruffa
commented
This would certainly help my workflow!
I am using this feature more and more in quoting and invoicing, so am also noticing daily the importance of adding the feature to PO's.
It would be a huge help! -
Michael Gore
commented
To be without this facility makes my work very tedious
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Riyaz Khalfan
commented
please update this as soon as possible, i send attachments with purchase orders frequently.