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  1. Purchase Orders - Include document attachments when emailing to supplier

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    129 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.

    As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.

    I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊

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    Bill Lazenby commented  · 

    We need to be able to include a copy of our packing list when emailng the Purchase Order to our vendor for orders that are to be drop shipped. We can upload the document but it does not get included with the purchase order. We need to be able to select whether to include linked pdf's of packing lists with emailed purchase orders.

    Same functionality would also be useful to include support documents with quotes, literature, spec sheets etc could be uploaded and then selected to be included with the quote.

    Bill Lazenby supported this idea  ·