19 results found
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New Purchase Order View - Add and remove addresses manually
The new PO rollout has removed the ability to add AND SAVE an address manually.
Previously we could manually add an address and SAVE IT - meaning that it could be re-used while needed. Now we can only add a "Once-off" addressAs a builder, we send PO's with Site addresses, not addresses existing within our saved Contacts.
This means I now have to either create a "Contact" just for a Site address
OR
Manually type the Site address EVERY SINGLE TIME I create a POWe URGENTLY need the ability to create, save and eventually remove manual addresses within…
102 votesHi everyone, thanks again for the support and sharing the importance of this change for you.
I can confirm that the updates to the Delivery address have been released to all users where you'll find you can now add and save new addresses either as a once off or reusable. You'll also be able to edit and delete existing addresses within the Purchase order.
Along with the entry of addresses you'll see we have also added more visibility of the formatting of your address and improved the view of Delivery instructions.
We appreciate your feedback and hope this helps in creating a better experience for you using purchase orders.
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Purchase order - Ability to format Delivery address
What have you done to purchase orders? the delivery instructions are now all in one line, whereas we had them in separate lines to match our template. I suppose I now need to recreate one and then check to see how it comes out on our existing template. We've had no notice that these were going to change. The info is way too big now, like with the invoices. The Dashboard was bad enough. Why do you have to keep changing things for no purpose?
41 votesHi team, pleased to confirm that this change has now been released to all users!
You'll find you now have more control and can visibly see the formatting of the delivery address as it'll appear to suppliers.
Along with this as mentioned in my last post, there are additional options for the Delivery address so you can add a one off address, or add or edit an existing address.
Thanks everyone for your feedback and supporting in this change here.
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New Purchase Order View - Shift files button back to top of screen
New Purchase order View is a waste of space.
Critical items such as attachments moved to an obscure place.
Requires extra cursor movement distances
Requires Extra Clicks
= Takes longer to do the same thing
This is the pattern of anything "NEW" Xero does, you're developers are killing me by slaughtering the program.Why are you paying programmers and developers to ruin it?
19 votesThanks again for the feedback we have received from everyone here on the positioning of the Files button.
I'd like to confirm that our product team have released an update so this is now available from the top right of the page next to the Save and Send options.
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Purchase orders | Delivery address - Populate with company name
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.
18 votesHi everyone, we'd like to return and confirm that ur product team have made an update so now if search contacts to add a delivery address to a purchase order the Contact name will auto populate above the address.
We really appreciate you sharing with us the importance of this for you here. Thanks!
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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…20 votesHi 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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Purchase order - Send to self to be driven by previous selection
In the "old" version of Purchase Orders, once you unchecked the "Send Myself a Copy" box when emailing an order, it remembered your preference.
Now the default is to "Send Myself a Copy" and I have to uncheck the box every time I send an order.
I can understand if a vast majority of customers wanted this option but I struggle to see that being the case. Am I wrong???? Or can we simply have the option to turn this feature off?6 votesHeya team, thanks for your input here and we are continuing to keep a close eye on feedback about the new purchase orders experience and will keep you updated through related ideas in these forums.
Taking this feedback on the send experience on board, I'd like to share that the team have implemented a change so this check option is now based on the previous send.
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New Purchase Orders | Stay on PO once Approved
Once the new purchase order has been approved, it then takes you back to the main screen of the PO listing, you then have to go back in to that PO to print or email it. Why can't you approve the PO and then send it without being thrown back to the main screen.
5 votesThanks for sharing with us on this here, we appreciate why you'd like to stay within the transaction once Approved and our product team have released an update to make this the behaviour.
You'll now find that when you 'Approve' the transaction is updated and you stay on the same screen so you can then take other actions like 'Email'.
Also to note, there is the option to do both actions at once by clicking the drop down next to Approve where you'll see you can 'Approve & email'.
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Purchase Order - View full Delivery address and Instructions in draft or edit view
To add to the 85 customers already exasperated by the delivery address changes in the new Purchase Order screen (why on earth did you remove that essential functionality in the first place? Talk about not being in tune with your customers/users) - I want to be able to SEE the delivery address and the delivery instructions, just like I could in the previous (and much better) iteration. Please roll back this awful so called improvement
3 votesHi community, I'd like to confirm that this change is now released to all users. To cover the changes we have made here, you'll now;
- be able to view the fully formatted delivery address selected beneath the Delivery address field
- can edit or delete existing addresses
- increased the Delivery instructions field to the same as it was in the older experience
Thanks for sharing the improvements this change would make to your experience, here in Xero Product Ideas.
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Purchase Orders - Update Inventory Item Information
In Sales Invoices, items can be edited directly while creating the invoice (price, name, details). This is very helpful when prices change.
In Purchase Orders, this option is not available. If a supplier price changes, I must leave the Purchase Order, go to Products & Services, edit the item, then return to the unfinished Purchase Order. This is time-consuming and inconvenient.
Please allow inline editing of existing items directly in Purchase Orders, matching the behaviour of Sales Invoices. This would improve speed, accuracy, and workflow consistency.
2 votesHeya everyone! Purchase orders new details page is now live to all customers. 😊
As previously mentioned - once you add an item to a row of your PO you can click on the Item field to Edit which'll open the modal so you can add and edit your item details and save updated information for your items in the moment.
Thanks for supporting in the idea here!
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Purchase orders - When clicking Add a note, default Cursor to the Notes text field
When selecting notes, cursor to appear in the focus box (like it is for Bills) so you can commence typing immediately
2 votesHi team, coming back across this idea I'm pleased to share that this has been worked into the new experience for Purchase orders. You'll now find the cursor defaults to the Notes text field when you click 'Add note' 🥳
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Purchase order - Add files from library once approved
In the purchase order screen, once po is approved you can not add from library anymore you can only upload files. Can this please be re-added as we add invoice/delivery dockets and order confirmations emailed to us from suppliers
1 voteHi team, we'd like to share that this idea has now been completed with a change that we've made to the permissions for the Invoice Only - Draft role so now users with this permission will be able to Upload attachments from the Files library in any approved Purchase order they created.
We value your feedback here, thanks for helping us improve Xero.
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Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
3 votesHi community, as I'm sure you've noticed over the last few months we released our new Purchase orders experience.
Replacing the older experience you should find that the new screen does not jump around like you've described here. If you do notice any further behaviour like this pleas do raise a case with our Xero Support team so we can take a closer look with you directly. Thanks
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Purchase Orders - Auto-populate '1' in the Quantity column
When creating a new line, auto populate the quantity box as '1', rather than having to type it out each time
1 voteHeya Kelly! The new PO experience is now out to all customers ☺️
As requested you will be able to tab through fields of a row and if you leave the Qty. field blank and enter an amount in the Price. field the Qty. will automatically default to '1'.
Thanks again for your feedback and bringing this up on Product ideas.
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Purchase orders - Expand Overview columns to fit the width of the page
Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.
7 votesThanks again for your support and sharing the value of this change for you, team. I'm happy to confirm that our refreshed experience of the purchase orders list has now been rolled out and along with other benefits of the invoicing lists this has a responsive table that will stretch to the width of your screen/browser window. 😊
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Purchase Orders - Don't clear Delivery Instructions field when changing Delivery Address
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically.…
3 votesThis is now out to all customers! ✨ - As noted in my last update with the new Purchase orders experience delivery instructions will be held when the delivery address is updated. We really appreciate hearing how this change would be useful to you here. Thanks for being a part of our community.
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Purchase Orders - Automatically Email when Approved
Once you approve the purchase order a pop up or a drop down on the approval button to be able to select 'approve and send' automatically, our organization doesn't require higher management approval to purchase, I enter and send immediately..
3 votesJust like that we're at 100% 😁 - The new Purchase order details experience is now with all customers, including the new Approve options where you can Approve & email all in one go. Thanks again for your feedback and sharing in Xero Product Ideas.
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Purchase Orders - Remove Deleted PO's from Purchases All list
PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
10 votesHiya everyone, as you may have noticed our refreshed Purchase orders list view has now been released to all users and as requested here this includes removing Purchase orders that have been deleted from automatically showing in your list.
However, if for any reason you need to take a look over Deleted Purchase orders, you'll still be able to click on 'Filter and select to include these 😊 Thanks again for your feedback on this here.
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Purchase Orders - Show qty on hand
PURCHASE ORDERS - SHOW THE QTY ON HAND
Cannot understand why a bill will show the qty on hand, but not the purchase order. When creating a purchase order it makes sense that one should be able to see qty on hand on each line item so that you know how much to order.
9 votesHi everyone, our new PO experience is now fully rolled out to 100% of customers, meaning you can now all see the quantity on hand of your inventory items when adding or editing your purchase orders. We appreciate your support and engagement on this with us here. 🙏🏻
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Purchase Orders - Physical Address as default delivery address
Ability to make Physical address as default delivery address when creating Purchase orders.
Purpose: It’s saving users time rather than change the address manually.
79 votesHi community, letting you know here that the new PO experience that includes defaulting delivery address to the contacts physical address is now live to all users 🥳
We thoroughly appreciate the feedback and contributions from our community here on how we could better your purchase flow when using Xero. Thanks!
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