Purchase orders, bills & inventory

2 results found

1. 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?

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   25 comments  ·  Purchase orders  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the continued engagement with this idea, everyone. Taking on board feedback we're receiving on the new experience our product team are looking into the formatting of the delivery address atm. I'll share more news around this with you all, here.

2. Inventory - Record stock when Purchase Order entered

   Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
   Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
   We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
   This also requires the ability to show backorders. Currently, the only workaround is to copy the purchase order to a new PO and remove the delivered items. This is inefficient.
   There is currently no way to mark off part deliveries against the purchase order, other than the way I have used tracking categories, however the stock record does not get updated until the whole purchase order is billed

   Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
   Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
   We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
   This… more

   107 votes

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   17 comments  ·  Purchase orders  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the support and voting on this idea, team.

   We're in the midst of developing a refreshed purchase orders experience, that gives us the basis for new features.

   As you may have seen in other recent updates, we have a keen eye on developing backorders, recording part amounts billed and allowing negative stock on hand in Xero.

   We'll be back to share another update as work progresses.