Settings and activity
2 results found
-
149 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 
Angela Bigwood
supported this idea
·
-
1,146 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Angela Bigwood
commented
This is a task that we have to do every month for every customer. Automating this would save so much time.
Angela Bigwood
supported this idea
·
This would be so helpful for large jobs that are progressed and invoiced monthly, where the purchase order we receive can span up to 12 months. We have no way within Xero of recording this as an incoming sales order. Currently keeping track via spreadsheets!