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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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    Harry Linden commented  · 

    MYOB has this already for a long time. This should be standard functionality. A sales order can be converted to an invoice when the goods are shipped.

    So, the entire sales process is covered from an initial RFQ (request for quote) to a sales order to shipment and invoicing.

    I'd like to see this in XERO even though XERO has basic inventory management. The principle is the same.