Purchase Orders in Xero

Great to be able to tick off our most requested feature on Community and move a step closer to completing the remaining core accounting functions. Next stop is quotes and we’re making good progress on better inventory control – but today we finally deliver Purchase Orders. Yay!!!

With Purchase Orders you can:

  • Create fully customisable purchase order documents
  • Email these documents to your suppliers
  • Easily generate bills by copying existing purchase orders
  • Copy purchase orders to new purchase orders and even to new sales invoices for on-charging
  • Follow an approval workflow in the same way you do for invoicing
  • Manage and search your purchase orders from their own dashboard

Of course, a (moving) picture is worth a thousand words so we’ve created a video that shows you everything in action.

This was a big release for us as we took the time to clean up a few big things under the hood. We’ve also put a lot of effort into a new touch friendly interface which will be rolled out across Xero in future releases.

Any other surprises in this release?

Yes! We’ve released a brand new GST return for NZ users with an improved workflow, performance and a new user interface. You may have caught our blog post about the changes and here’s a quick video overview.

You’ll also notice the GST reports have a new look and feel. We’re in the process of completely rewriting all reports in Xero with an improved engine and more options – great to have the first of these new reports completed. Look out for more over the next few releases.

There are a few other smaller updates – check out our release notes for more details.

What’s next?

The most likely enhancement to Purchase Orders will be to allow you to select a delivery address from one of your contact’s addresses – we’re hoping to get this out before Xmas, so keep an eye out on the blog.

Please let us know what you think in the comments below.

 

159 Comments

Gareth
August 13, 2014 at 1:01 pm

+1 Customer Account number on purchase orders. Also – we have multiple accounts with the same supplier. Currently we append the account number to the suppliers name to get the info on the invoice. Its a bit pants.

Penny
August 14, 2014 at 10:10 am

@Gareth, @Julie. Hi, Contact Account Number is coming, at this stage a little too soon to be able to give you a release date. The new feature will allow you to store an Account Number on your Contacts, search your Contacts by that reference and optionally display on documents (invoices, POs etc).

Kent Clasen
August 26, 2014 at 9:06 am

1) Been using the POs, would be super helpful to have in iOS app (which is great by the way!).

2) If we could have a cc email address in the email PO, that would really help that
can search contacts.

3) The ability to have the email from address be a drop down to select which email address would be great. We use a separate email from address for invoices and POs.

Do good!

Lucy Bourne
September 5, 2014 at 9:57 pm

Love the PO functionality, I can’t believe that it’s taken me this long to discover it. Yet another cracking feature from Xero!

Ben Oehlbeck
December 15, 2014 at 4:59 pm

Hi, i am having a problem with approving a purchase order to my supplier. it keeps giving me an error, invalid email address. any help?

rebecca
January 20, 2015 at 10:14 pm

Hi I am trying to attach a pdf file to send with a Purchase Order but it doesn’t attach and send with the purchase order. Help please? 😉

India Harris
February 7, 2015 at 5:37 am

Hi, I would like to have the PO number show on the invoice (as customers request). How do I make this happen. Help please!

Sonya Jones
February 12, 2015 at 10:44 am

@India, generally the purchase order number is only relevant to the Supplier where you’ve purchased the goods from. An order number given by your Customer will come from their own system and this is likely what they need to see. Are you doing something a bit different here? We’ve recently had a few comments about copying so would be good to get more feedback about the processes you use and also your votes >>https://community.xero.com/business/discussion/7970152/

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