Settings and activity
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20 votes
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Japhe Humphries
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152 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 Japhe Humphries
commented
This is absolutely critical to our business. It is a standard requirement for our customers that they receive an order acknowledgement. It is standard practice to send order confirmations to confirm order received, confirm delivery schedule and to confirm payment terms.
Why Xero does not have this I don't know as it must be easy to develop as it is so similar to a quote or invoice.Japhe Humphries
supported this idea
·
This is absolutely critical to our business. It is a standard requirement for our customers that they receive an order acknowledgement. It is standard practice to send order confirmations to confirm order received, confirm delivery schedule and to confirm payment terms.
Why Xero does not have this I don't know as it must be easy to develop as it is so similar to a quote or invoice.