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  1. Sales Invoicing - Order acknowledgement

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    77 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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    Mark Merritt commented  · 

    I agree with James Halk, This would be a HUGE time saver.

    RFQ - Request for quotation.

    I would like to send RFQ's to vendors through Xero, similar to how the Purchase Orders work.

    The workflow would be:

    Create RFQ. Looks just like the PO creation interface. Select or enter your items, send off to multiple vendors. Select the vendor group to email to as BCC.

    Send the RFQ to multiple vendors.

    Some features to receive/record quotations on the product(s) which would create a record in products and services interface. I can see historical billing on products we issue PO's for and receive bills for. It would be nice to see historical RFQ's as well.

    Create PO from an RFQ.

    Create Bill from PO - just like usual.