Hi
I work in the manufacturing and engineering field and xero has really made my life alot easier, but I've noticed that Xero is missing a few things that can help myself and others in the same field be more productive. My suggestions are
1- A separate delivery or packing list tab under the Business/Quotes/Invoice section
I know that Xero has given a template to print invoice and packing list but in my industry
sometimes we send part deliveries of components, so we really need a delivery tab that
generates its own number. Currently we have to use the Purchase Orders Tab change the
theme to Delivery enter the details and quantities to be sent we do not fill in the price we then
SAVE. We do not ever click APPROVE Tab
2- For Invoices we need a Title just like what was implemented in the Quotes
Sometimes we need to compare pricing between components, the Ref colounm does not
really help when searching because it is used for a PO number which means nothing to us
We need a Title so we can be able to add a description of the part or drawing number under
the customer name. This will make things a lot easier to find when there are 100s and
thousands of invoices and quotes
3-Ability to do a search in Invoice, Quotes, Purchase orders and (Delivery Tab if added in future)
for Title descriptions not just Reference or Customer name
Eg: search for a drawing or part number, part description
I know it is a lot but I hope these suggestions will be implemented asap.
We have hundreds of old quotes and invoices with no descriptive titles that we can search for at the moment. We can only search for customer name and hope to get lucky we find the right invoice/quote.
Tho Ly
supported this idea
·
Hi
I work in the manufacturing and engineering field and xero has really made my life alot easier, but I've noticed that Xero is missing a few things that can help myself and others in the same field be more productive. My suggestions are
1- A separate delivery or packing list tab under the Business/Quotes/Invoice section
I know that Xero has given a template to print invoice and packing list but in my industry
sometimes we send part deliveries of components, so we really need a delivery tab that
generates its own number. Currently we have to use the Purchase Orders Tab change the
theme to Delivery enter the details and quantities to be sent we do not fill in the price we then
SAVE. We do not ever click APPROVE Tab
2- For Invoices we need a Title just like what was implemented in the Quotes
Sometimes we need to compare pricing between components, the Ref colounm does not
really help when searching because it is used for a PO number which means nothing to us
We need a Title so we can be able to add a description of the part or drawing number under
the customer name. This will make things a lot easier to find when there are 100s and
thousands of invoices and quotes
3-Ability to do a search in Invoice, Quotes, Purchase orders and (Delivery Tab if added in future)
for Title descriptions not just Reference or Customer name
Eg: search for a drawing or part number, part description
I know it is a lot but I hope these suggestions will be implemented asap.
We have hundreds of old quotes and invoices with no descriptive titles that we can search for at the moment. We can only search for customer name and hope to get lucky we find the right invoice/quote.
Thank-you