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142 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
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Jacco du Toit
supported this idea
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221 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
Jacco du Toit
supported this idea
·
An error occurred while saving the comment Jacco du Toit
commented
This is a basic requirement in many types of businesses to create a single item from individual items. Let's call these Retainers, Basket Items, Bundle Items etc.
It is particularly important to track the breakdown of income for these grouped items gauge where you are more profitable. A simple one-liner "Retainer Fee" will not serve this purpose since you lose the make-up of these items.
I repeat myself, we need to create a basket or a bundle by either collapsing the lines on the invoice or, (which will be first price, to create a bundle or basket item consisting of the individual items. And because of the need to track the source of income, the reports and GL postings should be based on the individual items.
The world may be moving towards simplifying everything but need to be wary that we don't lose the detail we need to manage our businesses.
Jacco du Toit
This is a basic requirement in many types of businesses to create a single item from individual items. Let's call these Retainers, Basket Items, Bundle Items etc.
It is particularly important to track the breakdown of income for these grouped items gauge where you are more profitable. A simple one-liner "Retainer Fee" will not serve this purpose since you lose the make-up of these items.
I repeat myself, we need to create a basket or a bundle by either collapsing the lines on the invoice or, (which will be first price, to create a bundle or basket item consisting of the individual items. And because of the need to track the source of income, the reports and GL postings should be based on the individual items.
The world may be moving towards simplifying everything but need to be wary that we don't lose the detail we need to manage our businesses.
Jacco du Toit