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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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  1. Please revert back to the original format of the Purchase Orders, I have no idea why you felt this needed to be improved and has caused more issues

    The viewing of the PO is far too big and makes my head hurt, can't save a PO without putting every detail in which we don't always have until later

    Not saving projects in the draft PO unless all details entered, which we could do before on the old format

    Can't just approve and copy to Invoice anymore need to go back into the PO for a second time which is unnecessary

    17 votes

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    Hi Kim, thanks for your feedback here.

    I want to be open that we don't have any intentions of reverting back to the old experience - new purchase orders are built on updated technology and allow us to better maintain and release further developments to this feature.

    Our product team have been listening closely and are making iterative changes taking on board feedback from our customers.

    An examples of this is that, since released we have updated purchase orders to reduce the max width and pixels making it slightly smaller.

    We also have plans to reduce this further, so I will keep you updated on this here.

    We've also made an update so now when you Approve a purchase order you will remain on the same page where you can then take other actions as needed. We hope these changes help improve your use of purchase orders.

  2. Purchase Orders Send Email Features.
    This is to request the Product team to please also update the Send Email settings for the Purchase Order to make work efficient and clear to multiple recipients if they are only on CC.
    Attached the screenshot of the latest update Xero had made for Invoice Send Email in which the CC and BCC is in the sending option. It is very helpful for the multiple receiver where in the business communication, we need to CC multiple emails than putting every email in the sending to space.

    3 votes

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    Hi team, as part of the work we're doing in the new Purchase orders experience the team will be bringing the same send experience from invoicing into the purchase orders send.

    This means features like the ability to CC and BCC when sending a Purchase order will soon be possible 😁

    I'll swin back to confirm once this is delivered so you can start making use.

  3. Ability to use backorders in the Purchase Orders.

    Purpose: Users can easily know which purchase orders have backorders.

    88 votes

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    Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.

    As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.

    Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.

    This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.

    We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊

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