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54 votes
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.
An error occurred while saving the comment An error occurred while saving the comment Mike Brooks commentedIt is astounding that Xero still does NOT have anything that resembles a SALES ORDER CONFIRMATION. Businesses NEED to know what is on their Sales Order books. (Not everything issues directly from stock).
Such good software let down by something so absolutely basic.
Like others, we have to look at alternatives - it is damaging to our business to persevere given this simply is not on the DEV radar.
Mike Brooks supported this idea · -
31 votes
An error occurred while saving the comment Mike Brooks commentedAdding Sales Order functionality that can keep track of back orders is such a fundamental feature. We commonly resort to using spreadsheets to keep track of order variations relative to quotes which is a real time waster and prone to error.
Really don't know why this request (there have been many over the years for sales order functionality) are ignored by the DEV team.
A real bummer for an otherwise very good software product.
I guess the question arises, why are there no plans for developing sales order acknowledgement? We like using Xero, works very well but this fundamental omission is baffling.