Purchase order - Apply supplier defaults
What's happened to the purchase orders, you've made them harder to navigate.
- Firstly the delivery address has NO option to edit, delete etc once it's been created - we need this option as sometimes the contact/tel nbr or instructions change for the site delivery addresses.
- Secondly, we used be able to tab across to the account and it used to bring up the account code automatic assigned to that supplier, now it doesn't do that. We have to select account description each time, despite it being a default under the supplier/contact.
- We can no longer attach any files at the creating stage of a purchase order, it has to be saved before anything can be attached.
- When creating the purchase order and selecting the supplier, we used to be able to see the whole address, now we only see the name of the supplier. We have multi addresses for our suppliers, so it's reassuring to see the correct address on the purchase order on screen rather than have to select print or preview it.
- The save button is now at the top of the page, when effectively it should be at the bottom, as that's where the purchase order ends and be the last thing you do, it's time wasting to have to scroll back to the top of the page to save it.
- Lastly the big screen is not good on the eye, it was nicer to have it smaller and not take up the whole screen.
Please, whoever is creating these new formats, would it not be a good idea for the developers to ask the users first what they want or let us know these changes are even being made to start with. We had no choice in this matter and it changed overnight without warning.
Maria Lovell
shared this idea
Hi team, thanks for engaging with us here 😊 - Happy to announce that supplier defaults are now applied in new purchase orders!
Now, when you add a contact within a purchase order that has purchase defaults save you'll see a small note pop up in the bottom left of the page and as you tab through and enter details will see the fields auto populate in your PO.
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Sarah Abbott
commented
This is a critical issue for me. It always used to be the case that Purchase orders would pull the purchase default settings from the specific supplier information we were raising the PO for. it now doesn do that and instead pulls the settings from the Inventory line items which means all of the VAT codes are incorrect. Bearing in mind how many suppliers I ahve to issue POs for each month to go and look up the correct codes each time will significantly increase the time taken to prepare POs each month. This is really urgent issue which needs to be fixed. Why have you closed comments on this issue of POs previously populating tracking categories and tax codes from supplier defaults and now it does not but instead uses the tacx codes from the inventory items which is absolute madness when you have suppliers based in different countries? I am now having to manually check each supplier for their default tax code and change the code given from the inventory. This leaves so much room for manual error and is significantly increasing time taken to create purchase orders. Why are your product team not speaking to the user community prior to rolling out these changes.
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Maria Lovell
commented
When raising a new purchase order, you used to be able to tab across from the description, quantity & price, and it would automatically put in the default account code and tax rate for that supplier - now it doesn't do that. As soon as you tab across it removes the account code and you have to physically add this to each line. Could you please go back to the old version where it would add the default information to these columns? It is time wasting, if the information is already added to the Purchase defaults in the contacts, why is it not bringing this information across to the purchase orders?
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For anyone else interested in staying in the loop of the Delivery address updates. Please do join the idea here (https://productideas.xero.com/forums/967139/suggestions/50991640)
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Maria Lovell
commented
Hi Kelly, Thank you for your comments. I have tried your suggestion of the 3 dots for the delivery address, but we still cannot edit the pre-existing delivery address within the PO, unless we physically raise a new address within contacts. Prior to the changes made, we could edit, delete and add a pre-existing delivery address within the PO. For example, we have a delivery address which we assigned a contact, tel nbr and lengthy delivery instruction. That delivery address now has a new contact site manager / tel nbr, nothing else has changed, but we cannot edit the delivery address within the PO, we have to make up a whole new address within contacts.
Please could you ask your developers to make it possible to amend the information within a pre-existing delivery address. Also we want to be able to create the delivery address within the purchase order and NOT have to make an address within contacts, as they are not a customer nor a supplier!