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  1. Ability to select items from Quote / Invoice when copying to PO

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Vladimir Alvarez shared this idea  · 

  2. Quotes - Ability to keep description when a quote is copied to PO

    15 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Vladimir Alvarez supported this idea  · 

  3. Invoicing - Copy all lines when creating a purchase order from an invoice

    3 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Vladimir Alvarez commented  · 

    We sell commercial office furniture and the way it works with us is that we create items to be used as barebones for informtion because of the infinite ways an item can be specified. For example item 40562:
    Office Task Chair
    Fabric:
    Mechanism:
    Arm code:
    Base color:

    During the quote, the rest of the information is filled out based on what the customer picked. When we create a purchase order using the "copy to" feature, all of that information is lost and needs to be entered again. This is madness. Who wouldn't want to purchase what the customer approved?!

    This should be an easy fix by just adding a checkbox that says "Copy as entered". You already do this when you convert a purchase order into a bill.

    Vladimir Alvarez supported this idea  · 

  4. New Invoicing | Copy to - Purchase order

    160 votes

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    109 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.

    Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.

    We'll keep you in the know here of any progress or updates for this feature.

    Vladimir Alvarez supported this idea  · 
    An error occurred while saving the comment
    Vladimir Alvarez commented  · 

    We sell commercial office furniture and the way it works with us is that we create items to be used as barebones for informtion because of the infinite ways an item can be specified. For example item 40562:
    Office Task Chair
    Fabric:
    Mechanism:
    Arm code:
    Base color:

    During the quote, the rest of the information is filled out based on what the customer picked. When we create a purchase order using the "copy to" feature, all of that information is lost and needs to be entered again. This is madness. Who wouldn't want to purchase what the customer approved?!

    This should be an easy fix by just adding a checkbox that says "Copy as entered". You already do this when you convert a purchase order into a bill.