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Purchase orders, bills & inventory: Purchase orders

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Purchase orders - Change Delivery address without having to edit

When copying from invoice to purchase orders the following items are an issue.

1) ITEM CODE NOT POPULATED TO PURCHASE ORDER

2) COMPANY NAME FROM CONTACTS IS NOT POPULATING IN DELIVERY ADDRESS

3) CAN NOT EDIT DELIVERY ADDRESS ON PURCHASE ORDER IF REQUIRED

4) LAYOUT NOT CORRECT ON DELIVERY ADDRESS ONCE CONFIRMED, IT SHOULD BE LINE BY LINE.

5) CAN NOT COPY PURCHASE ORDER FROM INVOICE.

See example attached.

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Nathan Gow shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, thanks for sharing with us in Product ideas.

We appreciate hearing this and I'd like to provide some clarity that may help with the points that have been raised.

  • Only products and services that have selected that you purchase that item will show the item code when copied from a Sales invoice to PO - It may be worth double checking your inventory to see if you need to make any updates to check this option.
  • Within the PO you'll want to make sure the Attention to for the contact has been entered in the Contact address details. You can click on the contact name to edit then select to edit the full address details where you can update and save this information.
  • Once a PO has been approved, you'll be able to click the 3 dot menu and Edit which will open the Delivery address field where you can make updates - I've updated the title of this idea to request an update to edit this field without needing to edit.
  • We have an existing idea related to the formatting of the address that we invite you to add your vote and stay updated through.
  • Right now, from the invoice list view you can select and copy an invoice to a purchase order. We have another idea for being able to copy to a PO within an invoice that you may like to join.

We understand there may be other changes you'd like to see in the new experience and welcome you to create a new idea for each so we can track and keep you updated. Thanks

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  • Kath Roberts commented  ·   ·  Report

    The Company Name showing in the address is a must on the Purchase Orders. Due to the update this has been removed and causes extra work unnecessarily.

  • Fire Equipment Associates commented  ·   ·  Report

    We can read the "Long and Short of it" or the "Short and Long of it" you

    will probably not change it back.

    Your developers do not use this everyday like your customers (us) and

    have decided that this looks good to them instead of trying out an alpha

    project select few customers and let them rip it apart and take their

    suggestions.

    If you feel you need to build a custom system you are in the wrong line of

    software development your software is (was) designed for the masses.

    You need to build a system around your customers' needs, not what you

    feel is best for you, or a few select customers.

  • Gary Brown commented  ·   ·  Report

    These are the exact same problems I have been trying to get resolved with Xero over the past day or so. All they do is refer me to this page and vote!
    Why mess with something that worked.. I now have to do a bunch more manual entry in the latest version that is time and money wasting.
    Come on Xero, get this sorted or reverted to how it was.