Inventory - Select items and create transaction from Inventory items list
To Be able to use the products and services multi select buttons to create a quote or invoice.
Example.
Go into products and services
Select all products needed via the tick boxes.
Click the 3 dots in the top right of screen.
Have option to add all selected items to quote or to invoice.
Continue normal quote/invoice process from there.
This will then speed up the process if companies (like ours) that have similar product codes but in different sizes that are bought together or that go out with other products.
Josh Freeman-Cousins
shared this idea
Hi Josh, thanks for sharing this idea here, we can see how this would be helpful. We are moving this idea to gain more support from the community and leaving it open to gain more votes and comments. Please share this with your friends and colleagues who would benefit from this being featured in Xero!
-
David Raymer
commented
I think this is a bit like a POS system. Though it would be nice in Xero, I think you'd need to look at 3rd party software for this feature. There's other packages around, but they add to the cost and some are way too expensive.
I'm looking for something similar, but haven't found the right one yet for features and price. I'm currently thinking just eCommerce with an internal website. Though it would be nice, realistically I think this is getting away from the core accounting focus of Xero so don't really see Xero offering this within the Xero software itself.
If it is important, I think you'd be better looking through the Xero App Store where you may find a 3rd party software that will do this for you.