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110 votes
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Robert Thompson
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57 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 Robert Thompson
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The generation of proforma invoices (following a quote) and then an order acknowledgement (on receipt of payment against a proforma) is common for businesses who manufacture to order.
Yes there are workarounds (fudges), but in the absence of a plan for Xero to provide this functionality, then these limitations are testing our loyalty to Xero and questioning whether we should continue to use Xero.
Proforma invoicing is a significant weakness in Xero for businesses who make to order, require prepayment (avoiding credit issues) to trigger the order acceptance, then potentially deliver several weeks after a proforma is paid.
On a related note, functionality is required to trigger an order acceptance. Once a proforma is paid, we currently use a work around of draft invoices (relabelled proforma) and second templates and copying quotes to generate an order acceptance, but this is messy.
This fudge working is not sustainable and will likely be the reason for moving away from Xero to an alternative solution. Unfortunately, if we moved, there would be no motivation to return to Xero.