35 results found
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Inventory - Add additional information to the Inventory Item List report
Inventory Item List.
Included in this report is the unit cost which is manually set. Would it also be possible to please add another cost field to the report ? I would like to see the last PO unit cost. Any variance would be used to update the unit cost if in NZD
7 votesHi Graham, thanks for sharing your idea, and letting us know the changes that matter most for you when tracking inventory costs.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Inventory - Calculating return on investment (ROI)
For businesses who have invested in equipment and generate an income from the hire or use of the equipment. The ability to calculate (through analytics or a report) the % 'Return On Investment'.
The data is already in Xero (cost of good/equipment purchased VS total sales), just needs a simple way to display this info and calculated in a % and/or just view the data simply and easily.
Currently have to create your own Excel spreadsheet and input that data from Xero manually. Seems a simple report/statistic to generate and would be incredibly useful for business who need to know…6 votesHi Simon, it's great to hear how automated ROI calculations would help your business.
We’ve reviewed your idea and moved it to Gaining support, which means others in the community can now vote, comment, and share how this would benefit them too. The more perspectives added, the clearer the picture for our product team, so feel free to expand on your workflow to help spark that conversation.
In the meantime, the best way to calculate ROI is to pull the relevant figures from the Xero Analytics dashboard and work it out manually.
Thanks for getting the discussion started and we’ll keep you updated on any progress.
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XIP - Modify "Available Inventory" Column on Sales Orders Fulfillment
Currently, it just says "Available" or "Unavailable" which doesn't tell you much. Instead, it should put the ETA date based on POs if the material is on an open purchase order for the product on the Sales Order.
Additional detail: In XIP, when you go to Sales > Fulfillment, it'd be extremely useful to modify the "Available Inventory" column. Based on common practices in other inventory management systems, there would be three statuses: In stock Out of Stock (displayed when no inventory is in stock to fulfill the sales order) Partially in Stock (displayed when some inventory is in stock,…
1 voteHi Ryan, thanks for touching base with our Xero Support team and providing some extra detail behind your idea.
Just to note - though you can't comment or vote on a closed idea you are always welcome to respond to the email update you received (you should see a 👍/👎 with an option to share feedback).
We'll re-open your idea here so we can get a better sense of interest from others that use Xero Inventory Plus, and I've just added the extra detail you shared to description of your idea.
I'll let you know if there's any updates.
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Inventory - Select items and create transaction from Inventory items list
To Be able to use the products and services multi select buttons to create a quote or invoice.
Example.
Go into products and services
Select all products needed via the tick boxes.
Click the 3 dots in the top right of screen.
Have option to add all selected items to quote or to invoice.
Continue normal quote/invoice process from there.This will then speed up the process if companies (like ours) that have similar product codes but in different sizes that are bought together or that go out with other products.
2 votesHi Josh, thanks for sharing this idea here, we can see how this would be helpful. We are moving this idea to gain more support from the community and leaving it open to gain more votes and comments. Please share this with your friends and colleagues who would benefit from this being featured in Xero!
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Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.15 votesHi, thanks for sharing this idea about setting the opening stock for a tracked item at the same time you add it.
Now it's up to the community to get behind and support your idea with their votes and comments about how this would help them, too.
As for how this is currently done, as well as setting the item's starting Quantity on Hand, there needs to be an accounting record for where the existing Value comes from.
The current process is to add the item(s) as Tracked and then either:
- Importing the opening balances for your tracked items. *This option is only for when you first start using Tracked Inventory in your organisation*.
- Entering an approving a Supplier Bill to record the first purchase of the item.
- Entering an Adjustment (Increase Quantity-type) to move the value from another account (the adjustment account) to the Inventory Asset Account.
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Inventory - Set default prices with tax inclusive/exclusive treatment
I have entered selling prices excluding GST but have noticed that some personnel have been invoicing inc GST yet xero hasn't adjusted the price of the item to add 10%. I need the item price to be the same either way of invoicing.
Can we make this happen some how ? so the price of the item is the same either way. MYOB manages to adjust it, you just set the price as either including or excluding and it adjusts it automatically when charged out. Maybe Xero should aim to improve this aspect of the program.
7 votesHi Kelly
Thanks for this suggestion. You're right that currently the tax inclusive/exclusive setting on the invoice would change the overall invoice total.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, you might want to tell all staff to enter invoices with the same tax treatment, to avoid accidentally under/overcharging for the same item. If you create all invoices on a tax-inclusive basis, you can enter the default sales price for your items including GST. Otherwise, you would need to enter the prices excluding GST.
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API Apps - Allow the API to remove items archived in Xero from Hike POS.
From the people at Hike POS:
"We’d like to inform you that when a product is archived or removed in Xero, it does not automatically become inactive or get removed in Hike. This is due to API limitations on the Xero side that currently prevent this type of sync."Please update you API to allow syncing of archive products.
2 votesHi Alan, thanks for sharing this.
We've reviewed your suggestion, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes too.
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Inventory - Update unit prices from a future date
ABILITY TO AUTOMATICALLY CHANGE ITEM PRICE ON A SPECIFIC DATE
Obviously item prices vary and when we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to be able to go into a line item and be able to change the price of the item on a specific date, so that it when that date comes the item price has automatically…11 votesHi Kirstie
Thanks for sharing this idea about setting future prices for inventory items.
It's now up to the community to get behind and support your idea. Other members can now add their votes and comments about how this could also benefit them.
In the meantime, you'd need to edit the price at the relevant date, either manually or by exporting and importing your items if you need to update lots of prices at the same time.
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Tracked Inventory - Add Sales invoice number of COGS journal
When COGS posts via tracked stock on a sales invoice, record the sales invoice number the COGS value relates to in the nominal ledger. There is already a field for this, but Xero does not populate it.
10 votesThanks for sharing this idea. We can see how showing the related sales invoice number on COGS journal lines for tracked inventory would improve your business reporting and make it easier to trace costs back to the transaction.
This request aligns with internal work and planning to improve the information captured between journals, source invoices, and inventory items. We appreciate your support while we continue assessing the best way to deliver this.
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Inventory - Warning of item code duplicate
Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.
10 votesHi everyone, thanks for sharing your support with us here. While we have recently made a few updates to the look and feel of our Products & services list I want to be upfront that this idea has not been picked up as part of this.
We appreciate when entering a new item code, earlier signal if the item code you've entered already exists could be useful, and are continuing to track interest for this, here.
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Inventory - Show invoices and contacts the item was sold to
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
11 votesHi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
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Inventory - Sync products from Xero to Stripe
I would like to use Mailerlite with stripe and xero to sell my products. When I log into stripe my products catalogue is empty. I need my products in stripe to be able to use the Mailerlite landing page to sell my products
2 votesHi!
Thanks for sharing this idea about synching inventory items between Xero and Stripe..
Now it's up to the community to get behind the idea and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now add their comments about how integrating inventory items between the two would also improve their experience.
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Xero Inventory Plus - Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
11 votesHi team, while we appreciate the interest in access to Xero Inventory Plus developing roles for this feature specifically isn't planned for the short term.
In terms of Xero itself you may have seen that we released the ability to assign Products and services to the Sales and Purchase roles earlier this year.
If there are any further updates to share around this we'll let you know here. It would be good to hear if these new permissions within Xero meet your needs.
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Xero App - Add a dedicated "Products & Services" area to view and manage inventory
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
14 votesHi everyone, thanks for sharing your thoughts. We understand that accessing your inventory only when creating a transaction can be a bit limiting, especially if you want to quickly check stock or pricing.
Many of you have suggested having a dedicated Products & Services tab in the app so you can manage your list anytime, which sounds like a really useful addition.
Some of you currently use the mobile browser to access the full Products & Services menu, and while that works, having this directly in the app would make managing your business even easier.
I’ve moved this idea to Gaining Support so we can track interest and share it with our product teams. This helps us see how we can make managing your products smoother and more flexible.
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Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
47 votesHi everyone, thanks sharing how important it is to be able to reserve inventory for pre-sales, or consignment.
We appreciate hearing your needs in setting stock aside before it’s invoiced, and in some cases working across multiple locations or warehouse setups.
We are currently in the process of releasing backorders capability which is designed to help tracked inventory users approve a sales invoice even when there isn’t enough stock available at the time. When that happens, the stock you do have available is allocated first, and the remaining quantity is placed on backorder. As more stock comes in, Xero will then automatically allocate it to the oldest approved backorders.
While this release doesn’t provide a way to reserve stock in advance for consignment, pre-orders, or particular customers and locations, it may still help some businesses that are currently needing to wait for stock to arrive before they can approve and…
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