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  1. Sales Invoicing - Order acknowledgement

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    23 comments  ·  For small businesses » Business features  ·  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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    David Sussex commented  · 

    This is just a workaround, which I do already. I just want a button to press to send an order acknowledgement, just as I can a quote or an invoice. I don't want to edit stuff, I just want it to work. This facility should be built in to any serious invoicing system. We are not all online sellers, sending gadgets to consumers, some of us are manufacturers selling to other businesses.

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    David Sussex commented  · 

    B2B companies send an order acknowledgement when they receive an order, which is part of order entry. B2B companies have repeat business from the same customers regularly. I can't believe you don't have it. Sage does if you're interested. This is the only thing that niggles me and takes hours to work around and the only thing that would make me return to Sage. I imagine it is a very quick job for one of your software engineers to set this up. I have attached an example.

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    David Sussex commented  · 

    Having migrated from Sage, it seems that Xero treats every business as direct sale from stock. We are a manufacturing business and it is vital that the step of sending an order confirmation to the customer to ensure that we are making the right stuff at the agreed price. That is the critical check and I would be surprised if there was a manufacturing business that didn't require this.

    David Sussex supported this idea  ·