Settings and activity

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1. Inventory - Reserve inventory for consignment or pre-sales

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   13 comments  ·  Purchase orders, bills & inventory » Inventory  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 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 process a sale.

   We understand there’s still a gap between what’s being released here and the broader stock reservation needs raised in this idea, so we’ll continue to track the feedback you’ve shared and update you if there’s any further progress in this space.

   Hi 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… more

   Giorgio Lusso supported this idea  ·  23 February, 2023

2. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   274 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Giorgio Lusso supported this idea  ·  23 February, 2023