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4 results found
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13 votes
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Christine Pamflett
supported this idea
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65 votes
Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
An error occurred while saving the comment Christine Pamflett
commented
I've been caught out a few times by not changing the delivery address from PO Box to physical location. The physical location makes better sense for the default delivery address.
Christine Pamflett
supported this idea
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129 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.Â
Christine Pamflett
supported this idea
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8 votes
An error occurred while saving the comment Christine Pamflett
commented
It is extremely important that quotes to customers are correct, as that becomes the price that gets invoiced. Because it is so important that they are correct, it makes sense and seems obvious that there should be a facility to submit them for approval to a manager or other person in my organisation. Just like I can submit invoices, purchase orders, and bills. I just can't understand why Xero doesn't include this basic functionality.
Christine Pamflett
supported this idea
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Most of our customers are large organisations and will not spend money without submitting a purchase order. There is currently no facility within Xero to save a customer's Purchase Order and then turn it into an invoice. This would make my invoicing accounting so much easier.