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Purchase orders, bills & inventory

Customer ideas for purchase orders, bills, inventory(products and services) and making supplier payments.

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Purchase orders, bills & inventory

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30 results found

  1. our saved delivery addresses for Purchase Orders have disappeared. is this one of the new changes?

    4 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. We were excited to see the new Xero feature that allows users to mark a partial purchase order as billed. However, we are confused that the total amount of the purchase order remains unchanged after a portion has been marked as billed.

    As a result, the outstanding amount shown in the Purchase Order Overview does not accurately reflect the remaining balance to be billed. It would be much more useful if the purchase order total or outstanding balance automatically accounted for amounts already marked as billed, providing a more accurate view of what remains open on the purchase order.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. Has the ability to add new delivery addresses been taken away again? We have lots of saved delivery addresses for previous / current projects and finally had the 'add new address' button added back in and now everything has gone!

    Can only add one off addresses - can't add new addresses to be saved, can't select any old ones.. does everything need to be raised as a contact again? it's a massive pain in the backside.

    I don't know how it's gone backwards when it was fixed..

    1 vote

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    0 comments  ·  Purchase orders  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. Include the UPC on the purchase order PDF so that you can communicate the supplier item code when buying, which is often different than the product SKU.

    1 vote

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    0 comments  ·  Purchase orders  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.

    91 votes

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  6. The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture

    Please extend the column, else Xero should restrict the maximum allowance length for PO number format.

    9 votes

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  7. Add a new tracking category from the Purchase Order tracking field dropdown

    3 votes

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     ·  1 comment  ·  Purchase orders  ·  Admin →
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  8. In Xero I’m able to use my purchase order templates that I created with docx.

    I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.

    3 votes

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     ·  1 comment  ·  Purchase orders  ·  Admin →
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  9. Set-up an email notification to alert users when their Purchase Order has been approved

    34 votes

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  10. For Purchase Orders:

    1) Able to assign departmental head for approval ( email goes to manager for approval and they can click and approve ) . Can create a approval level all from Xero to email.

    2) Able to see budget against PO , once budget uploaded approver or procurer can see department or nominal account budget before approval.

    2 votes

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  11. When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
    Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
    Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
    The two attachments show when creating new PO, the first screen. Then I need to add…

    2 votes

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  12. To add a function where you can input order confirmations for purchase orders. To enable quick review of what PO's have & haven't been confirmed.

    19 votes

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  13. I would like to have the option of raising a purchase order and selecting 'Pick Up' from the delivery field.

    7 votes

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  14. Send purchase order from mobile app
    Frustrated as the platform needs tons of updates it’s terrible
    Can’t mark off paid jobs
    Can’t search for job name
    No job name on invoicing why simple things that should be available

    74 votes

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  15. Ability to reject a Purchase Order if the person made a mistake to redo it/. They need to get a notification if rejected.

    4 votes

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  16. At the moment, you can only delete or mark as billed purchase order numbers. However, you cannot see the purchase orders after deleting them. It would be useful to have an archived section in purchase orders.

    We have found that we need to go back an see old purchase orders that did not get billed, whether it is to compare it to the purchase we actually made to see why we didn't go through with the original purchase order.

    66 votes

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  17. The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.

    16 votes

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    Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.

    At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.

    For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.

  18. It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.

    5 votes

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  19. When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
    Many of us are required to raise PO's for our purchases - so this would be a handy feature!

    8 votes

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  20. Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
    We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.

    6 votes

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