Settings and activity
4 results found
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10 votes
Hi, thanks for sharing this idea about setting the opening stock for a tracked item at the same time you add it.
Now it's up to the community to get behind and support your idea with their votes and comments about how this would help them, too.
As for how this is currently done, as well as setting the item's starting Quantity on Hand, there needs to be an accounting record for where the existing Value comes from.
The current process is to add the item(s) as Tracked and then either:
- Importing the opening balances for your tracked items. *This option is only for when you first start using Tracked Inventory in your organisation*.
- Entering an approving a Supplier Bill to record the first purchase of the item.
- Entering an Adjustment (Increase Quantity-type) to move the value from another account (the adjustment account) to the Inventory Asset Account.
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Mahlodi Seema
supported this idea
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8 votes
Hi team, we appreciate the value some businesses would find in being able to report on values of items that have been committed in quotes or quantities on order from purchase orders. While this isn't something we have plans around right now, we'll continue to track the interest for this from your idea here and share if there are any plans made.
Mahlodi Seema
supported this idea
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5 votes
Hi Community! 👋
Thank you for sharing your feedback. I’m happy to share that this is now in development.
With this update, you’ll be able to choose whether to show or hide the sell and purchase description column on the Products and services list page.
I’ll circle back here again once the change has rolled out. 🙂🙏
Mahlodi Seema
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Mahlodi Seema
supported this idea
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Currently Products and Services filter depend on which option was selected when the item was created. If an item was "Untracked" for instance is there no way to just filter all Untracked and convert them to "Tracked" for ease of reference and save time? It appears that you have to select those that were Untracked to change them to Tracked line by line.