Settings and activity
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11 votes
Hi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
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RASHIK VEKARIA
supported this idea
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20 votes
Appreciate your feedback on the update to the Products and services lists, Paul. For now our product team are monitoring feedback closely and we'll get an understanding of the wider interest in this change.
An error occurred while saving the comment RASHIK VEKARIA
commented
Please read the comments and feedback from your customers and move the search box back as soon as possible. The issue is self-explanatory, and I am sure many regular users will understand immediately how this change has made the workflow less efficient.
We appreciate the useful new functions that have been added, but when a particular change slows people down, it should be acknowledged and corrected quickly.RASHIK VEKARIA
supported this idea
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An error occurred while saving the comment RASHIK VEKARIA
commented
Please change to prevoius big search icon to the left
An error occurred while saving the comment RASHIK VEKARIA
commented
Subject: Feedback on New Products & Services Search Layout
Hello Xero Team,
The latest update to the Products and Services screen has made our day-to-day work significantly less efficient.
In particular, moving the Search box all the way to the far right-hand side of the screen is very frustrating when working with a large inventory.
We have approximately 3,000 product codes in Xero and use the search function constantly throughout the day. When entering a product code, we now have to look to the far right to make sure we have typed the correct code, and then move our eyes back to the left-hand side of the screen to check the search result and confirm the item.
Previously, the layout was much more practical and efficient.
I have attached a screenshot showing exactly what I mean. On a large desktop monitor, there is a huge amount of unused space between the product information and the search box. From a user’s perspective, I cannot understand how moving a frequently used function so far away improves usability.
Please consider either:
- Moving the search box back to its previous position; or
- Allowing users to customise its position.
A new design is only an improvement if it makes the software easier and faster to use. Businesses like ours pay for Xero because we expect it to improve efficiency. Changes that add unnecessary eye movement and extra effort to repetitive tasks have the opposite effect.
Please pass this feedback directly to the Products & Services / UI development team. I would also appreciate knowing whether there is currently any way to restore the previous layout.I also want to point out that I really appreciate the new functionality that allows us to choose which rows/columns and information we want to see. That is a genuinely useful improvement and gives businesses more flexibility in how they work.
However, when an update introduces something useful, we should also be able to provide honest feedback about the parts that actually slow down everyday work.
The issue with the search box is a good example. It may look cleaner from a design perspective, but for users who search hundreds of product codes throughout the day, its new position makes the process less efficient.
Please keep adding useful functionality, but also consider the practical workflow of the people who use Xero for hours every day. Sometimes something that looks better on screen does not necessarily work better in practice.
It would be extremely useful if Xero could add the Customer/Contact Name as a column under Latest transactions on the Products and Services item screen.
As you can see from the screenshot, we can currently see the invoice number, quantity sold, price and amount, but we cannot see who actually purchased the product.
For a business like ours carrying thousands of different stock items, this information is very important when deciding how much stock to keep on the shelf.
For example, this item shows that it has been sold on different invoices. But just looking at this screen, I cannot tell whether those sales were to one customer repeatedly buying the product or multiple different customers buying it.
That makes a big difference when making a purchasing decision. If five different customers are buying an item, I may want to keep more stock. If all the sales are going to only one customer, I may manage the stock completely differently.
I understand that we can open invoices individually or run reports to find this information, but that defeats the purpose of having the Latest transactions displayed directly on the product page. The information should be available at a glance.
MYOB provided this functionality, and after moving from MYOB to Xero this is one feature we have really missed.
It seems like a very simple but extremely useful addition:
Date | Type | Customer | Reference | Quantity | Price | Amount
Having the Customer Name there would allow us to immediately understand the demand for an item and make much faster decisions about how much stock to reorder and keep on the shelf.
Xero promotes inventory as helping businesses understand sales patterns and make better stock and reordering decisions. Adding the customer name to this existing table would make this screen considerably more useful for exactly that purpose. Xero
I would really appreciate Xero considering adding this feature. It would save us a lot of unnecessary clicking and reporting during everyday stock management.
There is actually already an existing Xero request for exactly this feature, so rather than creating another one, you could also add your vote/comment to it:
Xero Product Idea – Show invoices and contacts the item was sold to