Settings and activity
2 results found
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489 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
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Tamzin Smith
commented
Has anyone found a software that has this feature? Please advise what other options are out there as my client is so frustrated with Xero and I would love to know what else to suggest to him as he needs to move asap, this function is a deal breaker.
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Tamzin Smith
commented
So the Xero support case that I logged responded and said that the user can add inventory items - however I have gone through his Xero profile and nowhere is there any option for him to add a new item. He can type a description for something and invoice it out, but then it is not tracked and completely circumvents the stock system and hence stock variances will occur.
Xero - please can you urgently look into giving permissions to invoice roles to add and edit stock items. Judging from the comments below, this is a crucial feature.
Tamzin Smith
supported this idea
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84 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Tamzin Smith
commented
A delivery note is a common document used in good business practice throughout the world. It is a VITAL document in an inventory and invoicing system and I am struggling to understand why Xero can't add a delivery note option on top of the 2 print pdf options already available (invoice and packing slip).
Tamzin Smith
supported this idea
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Can the users who have commented below please share the alternative software that you have been recommending? It would be much appreciated, as Xero is not taking this issue seriously