Convert a Sales Quote directly to a Purchase Order
Hi, I am very new to Xero but after using MYOB for over 30 years it is definitely different and easier in a lot of ways.
One of the things though is that there is no way to convert a Customer Sales Quote to a purchase order - or not what I have found. This would be very handy as we always send our contractor/suppliers a purchase order from our Sales quotes. I was wondering if it's in the pipeline or is not even going to be an option. Thanks.
Lindy Hegarty
shared this idea
Thanks for outlining this workflow. Converting an accepted Quote directly into a Purchase Order could make it easier to move from customer approval to ordering from suppliers or contractors without re-entering the details.
I’ve moved the idea to Gaining Support so we can continue tracking community interest. Keep voting and sharing your feedback if this is a workflow you’d like to see improved.
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Lindy Hegarty
commented
Let's hope this idea moves forward as it would certainly make my job a bit easier :)