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Create Delivery note/packing with one click
Started by tony stock in Feature Requests | Idea
Can we have a simple feature that allows a one click option to create a delivery note from an invoice that has already been reconciled. My customers always pay me up front so I normally reconcile their invoice quite quickly. Their goods are then sent out to them several days later at which point I need to print a delivery note for the delivery driver. I currently have to take the payment off of the invoice in order to change the invoice to a different template and then after printing the delivery note revert it back again to the original invoice and re add the the payment....bit of a pain just to produce a delivery note!!
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Official Xero Reply
Hi everyone, with little presence from us recently, I'm pleased to update today with more positive news surrounding the idea of packing slips.
While the custom template may be straight-forward once setup, we appreciate it can be tricky if you’re unfamiliar with custom branding in Xero, and that the two-in-one invoice/packing slip template doesn’t work for everyone.
Our invoicing team's developed a basic new way to print invoices and basic packing slips in Xero’s new invoicing experience, and we'd like to offer early access to all who've been involved here to be able to test and provide feedback on this feature.
If this is something you'd like to get onboard, please fill your details in the form here and the team will add you to the test group for early access - Keep your eyes peeled in the coming weeks for the new option when printing in new invoicing.
Before getting ahead of ourselves, we do want to be upfront that this development is intended to be a simple solution for those businesses that need to print packing slips, and know that there are ideas expressed within this discussion beyond what we expect to deliver.
For the time being, focus is on Packing slips and we don’t have plans for further scoping Delivery Notes. We understand some of you may choose to stick with your existing method or explore third party apps.
We’ll return to update everyone here on developments.
While the custom template may be straight-forward once setup, we appreciate it can be tricky if you’re unfamiliar with custom branding in Xero, and that the two-in-one invoice/packing slip template doesn’t work for everyone.
Our invoicing team's developed a basic new way to print invoices and basic packing slips in Xero’s new invoicing experience, and we'd like to offer early access to all who've been involved here to be able to test and provide feedback on this feature.
If this is something you'd like to get onboard, please fill your details in the form here and the team will add you to the test group for early access - Keep your eyes peeled in the coming weeks for the new option when printing in new invoicing.
Before getting ahead of ourselves, we do want to be upfront that this development is intended to be a simple solution for those businesses that need to print packing slips, and know that there are ideas expressed within this discussion beyond what we expect to deliver.
For the time being, focus is on Packing slips and we don’t have plans for further scoping Delivery Notes. We understand some of you may choose to stick with your existing method or explore third party apps.
We’ll return to update everyone here on developments.
Merged: Delivery Note/Packing slip Feature
To be able to produce Delivery Notes. When the client has signed to receive the goods, the delivery note is updated as completed or part completed. The Invoice is then created accordingly. If part-delivery has occurred, the remaining items will show as outstanding until either cancelled or delivered.
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Very similar feature request here: Create Delivery note/packing with one click
To be able to produce Delivery Notes. When the client has signed to receive the goods, the delivery note is updated as completed or part completed. The Invoice is then created accordingly. If part-delivery has occurred, the remaining items will show as outstanding until either cancelled or delivered.
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Very similar feature request here: Create Delivery note/packing with one click
Merged: Consolidate multiple packing slips to a single invoice
We run a bread business. We send out orders daily and invoice weekly. We would like to generate packing slips in Xero that are then consolidated for the week into one invoice. EG - if a customer orders 2 loaves of sourdough Monday-Friday we would generate 5 separate packing slips to go with the daily delivery but at the end of the week an invoice is automatically generated showing 10xSourdough.
We run a bread business. We send out orders daily and invoice weekly. We would like to generate packing slips in Xero that are then consolidated for the week into one invoice. EG - if a customer orders 2 loaves of sourdough Monday-Friday we would generate 5 separate packing slips to go with the daily delivery but at the end of the week an invoice is automatically generated showing 10xSourdough.
I fully agree with this, we need the same too. As a work around, we downloaded an invoice and packing list template from the Xero Help section.
https://help.xero.com/#Q_PackingSlip$Download
We then created our own design in word then uploaded it to our invoice templates.
It's not ideal but does us for now, we print both invoice and delivery note at the same time now.
We set-up an inventory item for our customers that have multiple addresses to work around that one too. It's not ideal but would be good to be able to have multi-address function as we use Xero for order processing.
https://help.xero.com/#Q_PackingSlip$Download
We then created our own design in word then uploaded it to our invoice templates.
It's not ideal but does us for now, we print both invoice and delivery note at the same time now.
We set-up an inventory item for our customers that have multiple addresses to work around that one too. It's not ideal but would be good to be able to have multi-address function as we use Xero for order processing.
It would be useful to use another document as a template for the Delivery Note; e.g. convert a Purchase Order (to Supplier) or Bill (from Supplier) to a Delivery Note. This is because we don't normally sell from stock and so each job is ordered in and shipped out.
Then as above, the Sales Invoice would be generated from the Delivery Note.
I will vote as soon as one gets freed up.
Then as above, the Sales Invoice would be generated from the Delivery Note.
I will vote as soon as one gets freed up.
Yes this is a feature that is a MUST in business. We have to have a delivery docket at the same time as printing an invoice!! Please add something in here, a quick simple "print delivery note"' can't be that hard. Please include this feature ASAP!!!! It is detrimental to our business not being able to print a delivery docket with all Invoices>>>
Work has been scheduled to allow you to change an invoice’s branding theme without having to remove the payment first. No ETA yet, but you can keep updated here: Change invoice branding theme on paid invoices - after payment processed
If you wanted to add your vote and feedback for proper Delivery Note functionality check out this Feature Request page. Thanks!
If you wanted to add your vote and feedback for proper Delivery Note functionality check out this Feature Request page. Thanks!
I agree this is a must. Should be a separate function to the invoice. I email invoice to the customer. And email delivery docket to a warehouse.
Shouldn't have to convert the invoice template, then resend. Just have a button to 'generate delivery docket' from the invoice, which can be sent/printed as pdf
Shouldn't have to convert the invoice template, then resend. Just have a button to 'generate delivery docket' from the invoice, which can be sent/printed as pdf
We have an identical business that requires the same features. We can setup recurring invoices to produce our daily packing slips, but sending out 7 invoices a week for each customer seems excessive. This can lead to a messy accounts receivable when you are running a high number of accounts. Most of our clients are on 7 day terms and to be able to generate one weekly invoice would be much more efficient.
We need to be able to print a delivery note on a draft invoice too. Thank you - this and a shipping address field is key for us.
Thanks
Thanks
I have been following the not easy to raise 'Delivery Note issue'. Can someone from xero please confirm if there is an easy to raise 'Delivery Note' protocol yet?
I am just about to make first ever deliveries and it would be ideal that Delivery Note/Invoicing coordinates smoothly. Besides making it easier for us It will also support to my new customers that we are a highly professional bunch
Thank you
Colin
I am just about to make first ever deliveries and it would be ideal that Delivery Note/Invoicing coordinates smoothly. Besides making it easier for us It will also support to my new customers that we are a highly professional bunch
Thank you
Colin
As mentioned in the Feature Request I had linked above, our Help Centre has a great explanation of how to create a Delivery Note / Packing Slip using invoice templates. As you're now able to change an invoice branding theme on a paid invoice, this process has been made much easier!
Why not open up an invoice at the start of the week and then save them as draft until the end of the week? Each day you could open them up, add to the draft invoice and save it again. At the end of the week send them off
Just spent 45 min trying to create a delivery note only to find out its not possible. A basic feature like this is a top priority!
Hi everyone, just thought I’d jump in here. As you know, there isn’t a Delivery Note feature in Xero at the moment, but it’s good to see the discussion happening here and we’ll keep an eye on it. In the meantime, as Ibs mentioned above you can create a Delivery Note/Packing Slip using Docx invoice templates, more on that in our Help Centre here. Thanks for all your thoughts so far.
Hi All, just to further Matt's thread.
Yes, this is a temporary "work around" but it really is not a solution.
I must reiterate how important the need is for Xero to have the option for a seperate delivery address inline with the invoicing page (similar to the function added to the NEW Purchase Order feature) and to have Print, PDF or Email Delivery Note as a separate item.
This is due to the number of customer we deal with that want a delivery note with the goods but an invoice to be emailed to different address. In our own case, we use a 3rd party logistic company to pick and pack our orders. I only want them to receive the delivery notes via email to pick the items, they then place this in with the orders and then we email the invoice direct to the customer.
Even the most basic entry level systems in the market of Solar Accounts, Sage and Quickbooks (all of which I have used) have this simple but important feature.
Xero, PLEASE take this onboard seriously as I love your product but your customer features and developments will continue my love for your product!
To all those reading this thread, it is very important to vote at the top of this page to support this request. So please scroll to the top and VOTE!
Cheers, Ibs
Yes, this is a temporary "work around" but it really is not a solution.
I must reiterate how important the need is for Xero to have the option for a seperate delivery address inline with the invoicing page (similar to the function added to the NEW Purchase Order feature) and to have Print, PDF or Email Delivery Note as a separate item.
This is due to the number of customer we deal with that want a delivery note with the goods but an invoice to be emailed to different address. In our own case, we use a 3rd party logistic company to pick and pack our orders. I only want them to receive the delivery notes via email to pick the items, they then place this in with the orders and then we email the invoice direct to the customer.
Even the most basic entry level systems in the market of Solar Accounts, Sage and Quickbooks (all of which I have used) have this simple but important feature.
Xero, PLEASE take this onboard seriously as I love your product but your customer features and developments will continue my love for your product!
To all those reading this thread, it is very important to vote at the top of this page to support this request. So please scroll to the top and VOTE!
Cheers, Ibs
+1
The instruction linked to by Matt O is a bit vague, and produces a combined Invoice and Packing Slip. If you remove the invoice component (reasons for which prior posts have explained), the instructions don't work.
The guide simply says "If you removed the invoice content from our template, you'll need to apply a different branding theme to generate and print your invoice." How do I do that...?
Also looks like you cannot apply a branding theme to an existing invoice (to simply re-print in the desired format), and this only works with new invoices - which means I have to repeat the work. Not cool...
The instruction linked to by Matt O is a bit vague, and produces a combined Invoice and Packing Slip. If you remove the invoice component (reasons for which prior posts have explained), the instructions don't work.
The guide simply says "If you removed the invoice content from our template, you'll need to apply a different branding theme to generate and print your invoice." How do I do that...?
Also looks like you cannot apply a branding theme to an existing invoice (to simply re-print in the desired format), and this only works with new invoices - which means I have to repeat the work. Not cool...
P.S. many things don't work properly with IE 11 (but do in Chrome), and you get a non-descriptive error when this forum moves you from private to public (turns out you have to put something in the Bio).
Why are basic things seemingly so hard... :(
Why are basic things seemingly so hard... :(
Hi Tony, I've been able to remove the Invoice part of the template and print the Packing Slip on it's own, If you're having issues with this, it might be an issue with your Docx template or the browser you're using. If you'd like, I can email you just the Packing Slip template - just let me know.
You can change the Branding Theme on your new and existing Invoices by going to Invoice Options, Edit, then changing the Branding drop down menu.
With your browser problems, we generally recommend Google Chrome or Mozilla Firefox - as you've found you can have a different experience using Internet Explorer. If you have any more problems with this, your best bet is to get in contact with Support and they'll run you through some options to fix your browser issues.
You can change the Branding Theme on your new and existing Invoices by going to Invoice Options, Edit, then changing the Branding drop down menu.
With your browser problems, we generally recommend Google Chrome or Mozilla Firefox - as you've found you can have a different experience using Internet Explorer. If you have any more problems with this, your best bet is to get in contact with Support and they'll run you through some options to fix your browser issues.
Hi Matt
I've got a separate branding theme for delivery dockets, however I need to be able to show an acknowledgement of the customers order and note which items are on back order and which ones are in the delivery. And of course for the back ordered items to still be in Xero waiting for delivery/to be invoiced.
I like the purchase orders option under billing, where you can then turn it into an invoice. However we need the delivery address defaulting to customers physical address, and contact name can be chosen since it isn't usually the person who receives the accounts.
Thanks
Julie
I've got a separate branding theme for delivery dockets, however I need to be able to show an acknowledgement of the customers order and note which items are on back order and which ones are in the delivery. And of course for the back ordered items to still be in Xero waiting for delivery/to be invoiced.
I like the purchase orders option under billing, where you can then turn it into an invoice. However we need the delivery address defaulting to customers physical address, and contact name can be chosen since it isn't usually the person who receives the accounts.
Thanks
Julie
Hello Everybody,
I have spent an hour today trying to add a delivery information to the sales invoice without success. After that I found this discussion. It is really very important to have this feature added. I think the easiest solution will be to add something similar to Delivery Note from the Purchase Order. It can be very usefull to have additional fields such as:
- Packing type (pallet, box, etc.)
- Weight of each box, pallet, etc.
- Dimensions of each parcel, pallet, etc.
- Consignment Note.
Important also is to remember that the delivery address (even more than one) can be different than registered address for each client.
Kind regards,
Marcin
I have spent an hour today trying to add a delivery information to the sales invoice without success. After that I found this discussion. It is really very important to have this feature added. I think the easiest solution will be to add something similar to Delivery Note from the Purchase Order. It can be very usefull to have additional fields such as:
- Packing type (pallet, box, etc.)
- Weight of each box, pallet, etc.
- Dimensions of each parcel, pallet, etc.
- Consignment Note.
Important also is to remember that the delivery address (even more than one) can be different than registered address for each client.
Kind regards,
Marcin
Merged: Print Packing Slip as separate file from invoice
I would like to see a "Print Packing Slip PDF" button included as part of the invoice screen. It should create a file with it's own prefix ("PS"?) rather than INV.
Currently I have to create an invoice, print it as a PDF, save it, edit the invoice to "packing Slip" branding, print it as a PDF then change the file name (so that it's different than the invoice I just saved), and then save it. It would be a lot nicer to be able to press a button from the invoice screen and have it generate a file with a different prefix from the invoice.
I would like to see a "Print Packing Slip PDF" button included as part of the invoice screen. It should create a file with it's own prefix ("PS"?) rather than INV.
Currently I have to create an invoice, print it as a PDF, save it, edit the invoice to "packing Slip" branding, print it as a PDF then change the file name (so that it's different than the invoice I just saved), and then save it. It would be a lot nicer to be able to press a button from the invoice screen and have it generate a file with a different prefix from the invoice.
Is it possible to select the items from an invoice that you want on the Packing/Delivery note.
IE, We may only send 1 of 4 items on an invoice from our office. The other 3 may come from somewhere else. At present I have to create the packing note with all items, then edit with Acrobat and remove the other items. A tick box next to each item to select it for the packing note would be very useful.
IE, We may only send 1 of 4 items on an invoice from our office. The other 3 may come from somewhere else. At present I have to create the packing note with all items, then edit with Acrobat and remove the other items. A tick box next to each item to select it for the packing note would be very useful.
Hi Curtis. Have you looked into including your Packing Slip as a second page to your invoices? Not quite what you're after, but could save you some time? I know there may be some PDF splitting programs that could help you from there.
Hi, Yes that was the first thing I tried but it's more steps to open the PDF in the PDF software then split it and save each one as a separate file. The rebranding method is my best option at the moment.
Agree that this is a vital functionality. If it wasn't for the Capsule integration I would drop Xero in favour of the range of other packages that do provide this as standard.
From what I can see the delivery address only links to the PO so can't be added as a field to the Invoice hence the workaround is useless if the goods are to be delivered to anywhere other than the Postal or Physical address. Delivery instructions can't be brought in either.
I thought about putting the Packing Slip on the Purchase Order similar to the Invoice workaround but then the customers name can't be picked up because it is not part of the PO.
Ditto with Marcin's comments as well.
Cheers
Malcolm
From what I can see the delivery address only links to the PO so can't be added as a field to the Invoice hence the workaround is useless if the goods are to be delivered to anywhere other than the Postal or Physical address. Delivery instructions can't be brought in either.
I thought about putting the Packing Slip on the Purchase Order similar to the Invoice workaround but then the customers name can't be picked up because it is not part of the PO.
Ditto with Marcin's comments as well.
Cheers
Malcolm
Hi Brittany - This is really a very clumsy method of getting a packing slip - it requires 5 mouse clicks just to get to the print now then there is the whole rigmarole of saving the doc before printing which is an effort in itself. and then going back to change the branding theme again!
Luckily I work largely outside Xero for all my web sales but this is always hell on wheels every time I use Xero for selling products.
There must be a better way of dealing with this as it is a major function of all small businesses to want to send delivery documents.
Hopefully Xero could look into this one
thanks
Tony
Luckily I work largely outside Xero for all my web sales but this is always hell on wheels every time I use Xero for selling products.
There must be a better way of dealing with this as it is a major function of all small businesses to want to send delivery documents.
Hopefully Xero could look into this one
thanks
Tony
Thanks for the feedback Tony! Can understand it's annoying there are 5 clicks to print but there's a valid reason for that (as explained here: Quicker way to print invoices).
If our plans do change and we add in a specific packing slip/delivery note function we'll let you know here and on this thread.
If our plans do change and we add in a specific packing slip/delivery note function we'll let you know here and on this thread.
Merged: Ability to select physical address for invoices for use as packing slip
I supply goods to company with many branches which require packing slips attached.
Would like ability to print invoice as packing slip or have option of using physical address when printing invoice.
I supply goods to company with many branches which require packing slips attached.
Would like ability to print invoice as packing slip or have option of using physical address when printing invoice.
Any news about this add on, we recently join Xero and we are very disappointed we can not issue automatically delivery notes, this is paramount for our business? Xero news please???
Nothing more to add here sorry. As above, your best option is to use a Packing Slip Docx Branding Theme. Remember you can split the example Invoice/Packing Slip template that we have in the Help Centre into just a Packing Slip if needed. We'll update you here if anything changes!
We ned to have the option to print a packing slip straight out of xero without the need to also print a copy of the invoice, nor have to use the custom templates, its a pretty basic feature and one you would expect to find available
Hi All, I know that this has been going on for a while and now that Xero has introduced an inventory system it really is about time that "Delivery Notes" where included as a print option.
Xero, you REALLY need to understand that this feature should be a top priority... The main reason is due to the fact that now that you have inventory control it means I can now actually use Xero for customer order processing fully if it had a delivery note function.
I have been considering a third party web platform for all order processing that will then feedback the invoice to Xero for accounting purposes but you absolutely will not believe how much further you will advance with customers if you add this simple feature, and I know I won't be the only one...
Essentially, our organisation will be able to use one platform to create and order, enclose a delivery note with the goods, invoice the goods via email and receive the funds when paid, plus the stock records will show what we have in stock... Xero in my opinion is excellent but this basic feature means your competition has the edge with these features...
Please tell us in the Xero community that you are taking this seriously as a feature to roll out sooner rather than later and that you will start developing this now and take it off the wish list and roll it out!
PLEASE fellow Xero users, respond and agree with me on this in the hope that Xero will get add this feature.
Cheers, from a very supportive advocate of Xero!
Ibs
Xero, you REALLY need to understand that this feature should be a top priority... The main reason is due to the fact that now that you have inventory control it means I can now actually use Xero for customer order processing fully if it had a delivery note function.
I have been considering a third party web platform for all order processing that will then feedback the invoice to Xero for accounting purposes but you absolutely will not believe how much further you will advance with customers if you add this simple feature, and I know I won't be the only one...
Essentially, our organisation will be able to use one platform to create and order, enclose a delivery note with the goods, invoice the goods via email and receive the funds when paid, plus the stock records will show what we have in stock... Xero in my opinion is excellent but this basic feature means your competition has the edge with these features...
Please tell us in the Xero community that you are taking this seriously as a feature to roll out sooner rather than later and that you will start developing this now and take it off the wish list and roll it out!
PLEASE fellow Xero users, respond and agree with me on this in the hope that Xero will get add this feature.
Cheers, from a very supportive advocate of Xero!
Ibs
Hi All, I know that this has been going on for a while and now that Xero has introduced an inventory system it really is about time that "Delivery Notes" where included as a print option.
Xero, you REALLY need to understand that this feature should be a top priority... The main reason is due to the fact that now that you have inventory control it means I can now actually use Xero for customer order processing fully if it had a delivery note function.
I have been considering a third party web platform for all order processing that will then feedback the invoice to Xero for accounting purposes but you absolutely will not believe how much further you will advance with customers if you add this simple feature, and I know I won't be the only one...
Essentially, our organisation will be able to use one platform to create and order, enclose a delivery note with the goods, invoice the goods via email and receive the funds when paid, plus the stock records will show what we have in stock... Xero in my opinion is excellent but this basic feature means your competition has the edge with these features...
Please tell us in the Xero community that you are taking this seriously as a feature to roll out sooner rather than later and that you will start developing this now and take it off the wish list and roll it out!
PLEASE fellow Xero users, respond and agree with me on this in the hope that Xero will get add this feature.
Cheers, from a very supportive advocate of Xero!
Ibs
Xero, you REALLY need to understand that this feature should be a top priority... The main reason is due to the fact that now that you have inventory control it means I can now actually use Xero for customer order processing fully if it had a delivery note function.
I have been considering a third party web platform for all order processing that will then feedback the invoice to Xero for accounting purposes but you absolutely will not believe how much further you will advance with customers if you add this simple feature, and I know I won't be the only one...
Essentially, our organisation will be able to use one platform to create and order, enclose a delivery note with the goods, invoice the goods via email and receive the funds when paid, plus the stock records will show what we have in stock... Xero in my opinion is excellent but this basic feature means your competition has the edge with these features...
Please tell us in the Xero community that you are taking this seriously as a feature to roll out sooner rather than later and that you will start developing this now and take it off the wish list and roll it out!
PLEASE fellow Xero users, respond and agree with me on this in the hope that Xero will get add this feature.
Cheers, from a very supportive advocate of Xero!
Ibs
Merged: Packing Slip
Have the ability to print a Packing Slip, stating only the delivery address and content for when sending goods to clients.
Have the ability to print a Packing Slip, stating only the delivery address and content for when sending goods to clients.
I am really hoping for a seperate delivery docket option also
After this mornings update, my old packing slip template doesn't work anymore.
So I am stuck with no delivery docket options
Please fix this!
After this mornings update, my old packing slip template doesn't work anymore.
So I am stuck with no delivery docket options
Please fix this!
I totally agree in our situation we email clients the invoice and the packing slip needs to be able to be emailed separately to the warehouse to attach to be sent or at the office.
Often the person receiving the goods is not the accounts department and so doesn't need the invoice.
For me to print just the packing slip I have to open in new window adjust printing aspects then print - crazy 3 step process!
1 button on the invoice print packing slip would be perfect!
Often the person receiving the goods is not the accounts department and so doesn't need the invoice.
For me to print just the packing slip I have to open in new window adjust printing aspects then print - crazy 3 step process!
1 button on the invoice print packing slip would be perfect!
Well put, thanks Ibs. My customers want an order confirmation document so I take screen shots of the Quote and edit them to produce an Order Confirmation, then a Picking Slip, then a Dispatch Docket. Bring on the automation, please Xero!
I agree a Delivery Docket option would be great. Am doing this outside Xero at them moment too and would like to use the Inventory feature more fully.
Am looking at Neto as a potential e-commerce platform because it integrates with Xero and may simplify this process.
Am looking at Neto as a potential e-commerce platform because it integrates with Xero and may simplify this process.
John sorry I didn't get back to you on this - the Docx issues were sorted last week. Is your packing slip printing alright now?
Hi Brittany
Thanks for the reply, yes its all working now.
I really would like to reiterate my hope that a seperate delivery docket function is on the cards.
My main issue is that once you change the template to the delivery docket, if the customer clicks on the link for the online invoice, it will show as a delivery docket instead of an invoice, unless you change it back to an invoice.
To add more confusion to the situation, I have noticed that invoice emailing has been slow at times.
I go through the following process
Raise an invoice
I email the invoice to the customer
Change to a delivery docket
A delay in the invoice email then causes it to be emailed as a delivery docket
Having a delivery docket that is independent of the invoicing would be ideal.
Thanks for the reply, yes its all working now.
I really would like to reiterate my hope that a seperate delivery docket function is on the cards.
My main issue is that once you change the template to the delivery docket, if the customer clicks on the link for the online invoice, it will show as a delivery docket instead of an invoice, unless you change it back to an invoice.
To add more confusion to the situation, I have noticed that invoice emailing has been slow at times.
I go through the following process
Raise an invoice
I email the invoice to the customer
Change to a delivery docket
A delay in the invoice email then causes it to be emailed as a delivery docket
Having a delivery docket that is independent of the invoicing would be ideal.
Merged: Print sales invoice as packing slip
It would be useful to be able to print a sales invoice as a packing slip with the ability to choose between postal address and physical address
It would be useful to be able to print a sales invoice as a packing slip with the ability to choose between postal address and physical address
Hi Everyone,
I make the Excel and Outlook addons for Xero and I'd like to help out here if I can.
I agree it would be great if this could be done natively in Xero, but until that happens I'm open to developing the best alternative solution that we can come up with.
From a brief scan through the comments, there seems to be 3 basic emails that need to be optionally sent:
An Order Confirmation - to the customer
A Packing Slip - to your warehouse
Then a Dispatch Docket - to the customer once the order has been shipped.
My Outlook addon already lets you send invoices and quotes (using customizable Word templates) to customers, I could probably expand this and find an easy way to automate these additional reports as well.
So if you'd like to help shape the development, get in contact and tell me how your process works, if there's something I've missed, what are your pain points and how you see it working for you.
Ruairi
Quick Win Development
ruairi@quickwindevelopment.com
I make the Excel and Outlook addons for Xero and I'd like to help out here if I can.
I agree it would be great if this could be done natively in Xero, but until that happens I'm open to developing the best alternative solution that we can come up with.
From a brief scan through the comments, there seems to be 3 basic emails that need to be optionally sent:
An Order Confirmation - to the customer
A Packing Slip - to your warehouse
Then a Dispatch Docket - to the customer once the order has been shipped.
My Outlook addon already lets you send invoices and quotes (using customizable Word templates) to customers, I could probably expand this and find an easy way to automate these additional reports as well.
So if you'd like to help shape the development, get in contact and tell me how your process works, if there's something I've missed, what are your pain points and how you see it working for you.
Ruairi
Quick Win Development
ruairi@quickwindevelopment.com
Merged: Delivery Note
It would be really awesome to create delivery notes. The same as the tax invoice, just "delivery note" on top, and the amounts excluded.
We struggle with payments if clients' payment office don't get a POD (proof of delivery), in the form of a signed delivery note, that match a said invoice.
It would be really awesome to create delivery notes. The same as the tax invoice, just "delivery note" on top, and the amounts excluded.
We struggle with payments if clients' payment office don't get a POD (proof of delivery), in the form of a signed delivery note, that match a said invoice.
Merging this here Heidi. Check out the Official Xero Reply which talks about using a Docx branding theme for delivery notes, if you haven't seen it already.
Brittany,
This workaround you have created for Packing slips works, but it does not work for the Delivery Order (Delivery Note) use case.
That's because when a client pays for several items and I deliver those items over more than one occasion, I need the ability to "Copy Invoice to..." > "Delivery Order" and then delete the rows that are not being delivered in this shipment.
Your workaround for this use case is unprofessional because it involves deleting rows from a paid order to create the delivery note.
Please complete this feature
This workaround you have created for Packing slips works, but it does not work for the Delivery Order (Delivery Note) use case.
That's because when a client pays for several items and I deliver those items over more than one occasion, I need the ability to "Copy Invoice to..." > "Delivery Order" and then delete the rows that are not being delivered in this shipment.
Your workaround for this use case is unprofessional because it involves deleting rows from a paid order to create the delivery note.
Please complete this feature
Is there any update on this issue ?
we need to print delviery notes and packing notes etc for orders, would be nice and is an important feature
we need to print delviery notes and packing notes etc for orders, would be nice and is an important feature
For a company that is making MILLIONS from its customers, a simple addition to save many thousands of customers happy wouldn't be hard to do.
I've literally just started to use Xero as my accountant wants me too. Today trying to sell my first items and send out a separate packing slip has turned into a 15min operation instead of a 2sec one with MYOB.
This post first started in 2013 and the same response has been provided by Matt O...every time.
I'm only 1x client and cant see much changing but this "Branding Theme" response to send a packing slip or delivery note is still NOT a solution to a very popular request.
I can see myself heading back to MYOB very soon if this is the first glitch in a supposed "better" solution!
I've literally just started to use Xero as my accountant wants me too. Today trying to sell my first items and send out a separate packing slip has turned into a 15min operation instead of a 2sec one with MYOB.
This post first started in 2013 and the same response has been provided by Matt O...every time.
I'm only 1x client and cant see much changing but this "Branding Theme" response to send a packing slip or delivery note is still NOT a solution to a very popular request.
I can see myself heading back to MYOB very soon if this is the first glitch in a supposed "better" solution!
I'm with you Adam. We're a new user and bewildered that a basic packing slip is not possible without downloading a non xero fix. This anomaly raises concerns as to whom XERO is written for. Clearly not anyone dealing with goods otherwise it would have been 'done natively within xero' years ago.
It's been designed by accountants for accountants.
If i could code, then i believe that within maybe 2 hours i could add an 2x extra buttons that would allow me to Print and Email a packing slip/delivery docket that was created under the "Branding Theme"....
If i could code, then i believe that within maybe 2 hours i could add an 2x extra buttons that would allow me to Print and Email a packing slip/delivery docket that was created under the "Branding Theme"....
Correct. It is a shame that we get offered all sorts of add on features but not basic operation functionality for many small business. MYOB sounds interesting for sure.
@ Adam and Marcus, good of you to put the boot in. Xero has put it out to a contractor who does Outlook/Excel addons but to my mind it is not a satisfactory solution given the compatibility hiccups between all the versions of MS Office in play, multiplied by the browser variations factor. C'mon Xero, fix it so this process is done natively within!
"Xero has put it out to a contractor who does Outlook/Excel addons" -
If this is referring to me, I have to state that Xero have had no communication with me or requested my assistance in any way with regards to this feature.
I had a look into it creating these reports with my software, but I don't think it's suitable.
If this is referring to me, I have to state that Xero have had no communication with me or requested my assistance in any way with regards to this feature.
I had a look into it creating these reports with my software, but I don't think it's suitable.
This is ridiculous!!! I am a Xero newbie and so dissapointed.Packing or delivery slips are a necessity when sending out goods. We have customers with 5 stores, 3 stores etc and i cant split the order accross packing slips for the driver to deliver. They wont accept delivery without a packing slip. And whose great idea is it to include a packing slip to email WITH the invoice??? That makes no sense at all, it needs to go with the goods to be checked off when goods delivered. I have spent so much time trying to work around this its beyond a joke. Ive now seen that i am not the only one and others have been requesting this for years now. If they havent done an update by now then i doubt they ever will. Cant see it on any list as a priority to include. We wont be able to continue using Xero if this is not rectified. Anyone recommend another system that does have this as standard?
Karen, there are other solutions but yours might be a little technical for all of them.
Xero needs to start with baby steps as they are obviously still very new to helping customers out.......
Xero needs to start with baby steps as they are obviously still very new to helping customers out.......
I think in addition to this, it would be great if there was a provision to get a signature on a terms and acceptance note too. This could be auto saved to the invoice as an attachment. Covers legal issues
Merged: I need the use of a picking slip
If I could create a" PICKING SLIP" at the time the invoice was being printed it would save me a lot of other paperwork and the possibility of making a mistake , as it would possibly be the same print as the invoice without the $value on it.
Is this at all possible, can you let me know ?
Steve Lowe 0418 556 728 Mob.
If I could create a" PICKING SLIP" at the time the invoice was being printed it would save me a lot of other paperwork and the possibility of making a mistake , as it would possibly be the same print as the invoice without the $value on it.
Is this at all possible, can you let me know ?
Steve Lowe 0418 556 728 Mob.
Steve, just merging your request here. There's a bit of discussion on ways you can do this in Xero using Docx functionality.
I agree that a simple one-click option to produce a packing slip/delivery note is a must, surprised to find this is not an option after just setting up Xero, probably would have steered me away from Xero if I knew, I do not need a packing slip for all invoices so now I have to produce one in word separately, it must be reasonably simple coding wise for Xero to add this, all the invoice info is entered already - any update from Xero on this please?
The work around only really works as long as the Invoice and the Delivery Note/Packing Slip are going to the same person.
However, many small businesses (Xero's target market) like us use a third party to provide warehousing and fulfilment services. We need/use the Delivery Note/Packing Slip to provide the pick and ship instructions to the third party.
We need it to be separate from the invoice as we do not want to send our customer's data to the customer and we do not want to reveal the item value to the warehouse operatives.
Switching to a completely different branding, saving, emailing, switching back and saving again is a real pain. We really need the Delivery Note/Packing Slip to be a separate artefact in Xero.
However, many small businesses (Xero's target market) like us use a third party to provide warehousing and fulfilment services. We need/use the Delivery Note/Packing Slip to provide the pick and ship instructions to the third party.
We need it to be separate from the invoice as we do not want to send our customer's data to the customer and we do not want to reveal the item value to the warehouse operatives.
Switching to a completely different branding, saving, emailing, switching back and saving again is a real pain. We really need the Delivery Note/Packing Slip to be a separate artefact in Xero.
I must say I cannot believe this simple
feature of a packing slip has not been implemented. As users above mention you are SO close to being a full solution but at this point you are useless with this feature. the workaround you suggest is a cumbersome joke, and especially as implementation of this feature (esp with all items on the invoice) should take about ten minutes. Shame on you.
feature of a packing slip has not been implemented. As users above mention you are SO close to being a full solution but at this point you are useless with this feature. the workaround you suggest is a cumbersome joke, and especially as implementation of this feature (esp with all items on the invoice) should take about ten minutes. Shame on you.
BTW it is a one click option in QuickBooks from the invoice page, it opens in a PDF and printable immediately with no fuss, from any invoice - that is what I need, that is what I have migrated from.
I posted this on a duplicate thread until I saw the votes on this one are much higher. I cannot believe that something as important as this to inventory based companies, and with so many votes does not make it onto the schedule compared to items with just a few votes making it into the schedule.
The work around only really works as long as the Invoice and the Delivery Note/Packing Slip are going to the same person.
However, many small businesses (Xero's target market) like us use a third party to provide warehousing and fulfilment services. We need/use the Delivery Note/Packing Slip to provide the pick and ship instructions to the third party.
We need it to be separate from the invoice as we do not want to send our customer's data to the customer and we do not want to reveal the item value to the warehouse operatives.
Switching to a completely different branding, saving, emailing, switching back and saving again is a real pain and also error prone if you forget to do all the steps. We really need the Delivery Note/Packing Slip to be a separate artefact in Xero.
The work around only really works as long as the Invoice and the Delivery Note/Packing Slip are going to the same person.
However, many small businesses (Xero's target market) like us use a third party to provide warehousing and fulfilment services. We need/use the Delivery Note/Packing Slip to provide the pick and ship instructions to the third party.
We need it to be separate from the invoice as we do not want to send our customer's data to the customer and we do not want to reveal the item value to the warehouse operatives.
Switching to a completely different branding, saving, emailing, switching back and saving again is a real pain and also error prone if you forget to do all the steps. We really need the Delivery Note/Packing Slip to be a separate artefact in Xero.
Merged: packing slip
I want to print a packing slip separately to the invoice. It should be a plain simple thing to do, however there is no option available in Xero to print the packing slip separately.
Can you please add this feature?
I want to print a packing slip separately to the invoice. It should be a plain simple thing to do, however there is no option available in Xero to print the packing slip separately.
Can you please add this feature?
Unfortunately Lisa, I'd guess you like me, bought xero based on hype without checking reviews.
It's pathetic, Xero you guys really don't listen to your customers, with all the millions of dollars of investment and hundreds of skilled developers working on your product it would seem an easy fix/ add on, yet for reasons not clarifies you cannot provide some of the most basic of features required of an accounting package, in this instance a packing slip, HOW HARD CAN IT BE????
it's a simple request and one that should have been implemented, if you have 50 comments on this community board but don't listen what does that say about your product?
it's a simple request and one that should have been implemented, if you have 50 comments on this community board but don't listen what does that say about your product?
It is a glaring weakness with Xero compared to other accounting packages. They keep updating features which are of no value but for operational users the package is only usable with a third party application. Hopeless.
I'll probably be flamed for this but I guess the key to this issue is that Xero promotes as an ACCOUNTING package rather than a business solution. Hence their lack of focus on integrated support processes (such as packing slips) to actually help users to do their business efficiently. :(
This is a very basic feature that should have been in Xero as it is in most other accounting systems - It was in Sage decades ago. You need to understand that people use a system to make their life easier so longwinded and convoluted workarounds (that may have fully justifiable explanations) just don't cut it. As was stated at the top a one-click button on the invoice page is needed. Come on Xero step up to the mark!
Can you please advise if you will be solving this in the future - there is a complete lack of communication on the subject and I notice several threads about the same problem. xero people have been asking for this for over 2 years - and it doesn't sound hard to fix. Your branding theme option is not a solution. Please can you answer this comment.
Hi team, we haven't provided more updates on this thread as there's nothing to update you with! Matt's Official Reply is our most up to date position here - a packing slip button isn't something the team have planned to work on.
As mentioned, there are ways around this using different branding themes.
As mentioned, there are ways around this using different branding themes.
Hi Matt - but we cannot use it: goods from one invoice might be sent to multiple manufacturers and the goods come from multiple suppliers. It seems like it would be an easy thing for you to add since you already have quotes, purchase orders, invoices all pertaining to one customer order. And it is important if you want to be seen as more than just a basic accounting system.
We have to take everything to excel and manage there which seems such a waste of time.
Delivery notes etc are a part of many companies systems, even if we courier we have to put on shipping notes. It is inconceivable that you are not considering adding such a simple function.
We have to take everything to excel and manage there which seems such a waste of time.
Delivery notes etc are a part of many companies systems, even if we courier we have to put on shipping notes. It is inconceivable that you are not considering adding such a simple function.
Hi Team,
This reminds me of myob's sand box basic problems before they had real competition.
But if you think anything like this is going to get attention, you need to look at the great numbers of other serious requests.
Good luck.
This reminds me of myob's sand box basic problems before they had real competition.
But if you think anything like this is going to get attention, you need to look at the great numbers of other serious requests.
Good luck.
I've been trialing the Demo and came to a shuddering halt when I realised I couldn't easily print a delivery note separately to the invoice (and amend it if needed). I'm currently using QuickFiles which has this very important feature. Sorry Xero - won't be coming across until delivery notes are sorted.
In XERO, many of the features stem from the QUOTE record. You Copy to... Invoice / Bill / Purchase Order etc.
A successful quote should be copied several times:
1 x Invoice (possibly more for payment milestones)
n x Bills where n = number of suppliers for that quote.
So in fact you may consider an option to create a "Packing Slip / Delivery Note / Delivery Order" from Bills instead of Invoices.
A successful quote should be copied several times:
1 x Invoice (possibly more for payment milestones)
n x Bills where n = number of suppliers for that quote.
So in fact you may consider an option to create a "Packing Slip / Delivery Note / Delivery Order" from Bills instead of Invoices.
I can't believe this discussion has been running for over 2 years with some very well presented cases justifying the need for packing slips and no interest from Xero. Get your priorities right guys!!!!!!!!!!!
Andrew I fully agree... Xero is zzzzzzzleeping and its impressive that they are happy with a patch when so many people require the ability to easily create a packing slip with a variety of information such as ship to address prompt , weight, volume etc. I switched from Quickbooks after being sold on the fact that Xero can generate packing slips.... its not much better than QB with regards to packing slips.
Hi XERO TEAM,
FROM YOUR SYSTEM IS MISSING 2 IMPORTANT FORMS THAT MUST BE EDITED ONLINE FROM THE ACCOUNT.
1. PACKING SLIP
2.DELIVERY NOTE
Please upload them online to have it everyoane like a options on the sales. this is a MUST HAVE on a program like yours!
Thank you!
FROM YOUR SYSTEM IS MISSING 2 IMPORTANT FORMS THAT MUST BE EDITED ONLINE FROM THE ACCOUNT.
1. PACKING SLIP
2.DELIVERY NOTE
Please upload them online to have it everyoane like a options on the sales. this is a MUST HAVE on a program like yours!
Thank you!
We are new Xero-ers and I'm amazed that this functionality ( Delivery Note) is not a quick adn simple process. Given that businesses like Foodstuffs are moving to SAP and they demand a paper delivery note with every delivery it is a real hassle to have to waste time with clunky workarounds. I wish I had checked this more thoroughly before moving Our 2 biggest customers Foodstuffs and Countdown are SAP and they do not like or recommend Xero in fact FS say they can't do B2B with Xero, only MYPOB, so we have gone backwards in many ways...
PLEASE Xero get this sorted!
PLEASE Xero get this sorted!
Xero Team still seem to be missing the point that a delivery note feature isn't just about a reconfigured invoicing template (yes thank you we can all do that part simply). When dealing with large orders, that may be part-shipped in several parts, to different locations, there is no way of tracking what's be sent and then to generate part-invoices based on those part shipments. This is a basic feature in most accounting packages. It is really hampering the efficient running of our day to day business tasks. Please can we address this!!
Sadly Xero just employ people to give stock answers. I asked for advice for an add on solution provider that may be able to solve this glaring problem. They said there are over 400 and they cant know what is on offer! WTF, they employ thousands of people, 400 is a tiny number for a couple of them to have a handle on. I have had other business owners ask about Xero and I cannot recommend them now.
Yep - but unfortunately nobody at Xero is listening. They should pounce on this valuable feedback to improve their product instead of ignoring it!
Merged: Be able to Create a separate packing slip from scratch without an invoice
I need to be able to create a packing slip for goods that don't need to be invoiced.
The only packing slip available at the moment is one that is created when and invoice is created.
Also need to be able to create an invoice and change the shipping address on the invoice screen rather than having to go back into the contacts to change it.
I need to be able to create a packing slip for goods that don't need to be invoiced.
The only packing slip available at the moment is one that is created when and invoice is created.
Also need to be able to create an invoice and change the shipping address on the invoice screen rather than having to go back into the contacts to change it.
Just trialling Xero, delivery notes are as basic an essential to my business as invoices. Sorry, this one issue means you are crossed off the list however good the rest of the product may be.
Sorry but will have to add on this one as well.
A separate delivery note and reference number for each delivery will be very much appreciated.
Just happen to notice that this request has already been brought up since 2013?
A separate delivery note and reference number for each delivery will be very much appreciated.
Just happen to notice that this request has already been brought up since 2013?
I must say i dont know why they bothered with inventory when i cant use it to pick and pack. NO PACKING OR PICKING SLIP is ridiculous. I invoice from one location and pack the stock from 2 different locations. We need to be able to select items from an invoice and print a slip. Why is this so hard to incorporate? So many people over quite a few years now have been asking and waiting for this to be implemented. Is it ever going to happen?
I REALLY wanted this to work,
Unfortunately there are a number of factors that make it unbearable for us to move to the Xero+Workflowmax setup
1.) Items with a.) Multiple Prices b.) Multiple Suppliers c.) History
2.) Delivery Notes (Not a Xero Workaround), needs to be possible to do a Delivery Note separately, be trackable (when signed).
Multinational Companies (most of our customer base) aren't interested in workarounds, they dictate, not YOU.
3.) This together with your "workaround" for Multiple Contacts per Customer (were communications is not pin point, but rather to all 5 Contacts in the Customer - with not even STARTING to comment on the paltry number of 5 Contacts per Customer with tens of thousands Employees) being a Good indication of were we as customers of you stand with Xero.
4.) Arguably the WORST customer service and interaction I've seen, reeking of arrogance and rife with better than thou avatars Just look at replies on the Community Forum with regard to Features that you should have had LONG before you even considered launching your half baked Accounting "slush-ion"
It is evident that I would be stuck with your stock standard "not planned as a feature - here's a workaround" solution, and while you may think that you carry a lot of weight, when I'm stuck between you (with a workaround) and the requirements of a Multinational Customer 100 times your size, who do you think will win?
5.) VAT instead of Sales Tax
CANCEL MY SUBSCRIPTION after less than a Week of muddling through this CRAP!
Unfortunately there are a number of factors that make it unbearable for us to move to the Xero+Workflowmax setup
1.) Items with a.) Multiple Prices b.) Multiple Suppliers c.) History
2.) Delivery Notes (Not a Xero Workaround), needs to be possible to do a Delivery Note separately, be trackable (when signed).
Multinational Companies (most of our customer base) aren't interested in workarounds, they dictate, not YOU.
3.) This together with your "workaround" for Multiple Contacts per Customer (were communications is not pin point, but rather to all 5 Contacts in the Customer - with not even STARTING to comment on the paltry number of 5 Contacts per Customer with tens of thousands Employees) being a Good indication of were we as customers of you stand with Xero.
4.) Arguably the WORST customer service and interaction I've seen, reeking of arrogance and rife with better than thou avatars Just look at replies on the Community Forum with regard to Features that you should have had LONG before you even considered launching your half baked Accounting "slush-ion"
It is evident that I would be stuck with your stock standard "not planned as a feature - here's a workaround" solution, and while you may think that you carry a lot of weight, when I'm stuck between you (with a workaround) and the requirements of a Multinational Customer 100 times your size, who do you think will win?
5.) VAT instead of Sales Tax
CANCEL MY SUBSCRIPTION after less than a Week of muddling through this CRAP!
Xero you are really off the pace with this. Zero understanding of business needs. Come on, get a grip.
A smart company would take this valuable feedback and do something about it. Leon's post is quite damning, they are clearly loosing customers over this but not enough and just don't care. 23 votes makes this topic low priority, I suspect a lot more have just given up on Xero as this is basic functionality.
Hear-hear. This'll probably be my last post, since my subscription cancellation is "at support", (though that might take as long as all the rest of the support, so I'll probably be able to log replies till 2018).
But to answer peter, though the 23 votes on this specific feature may be low, I've had to vote and read through a number of posts and feature votes on other issues before this (one last straw) BASIC feature.
I know that no accounting system will be a perfect match, but by jove, a torrent of issues and BASIC feature requests receiving the same response as above!
I, for one, got the message!
With all the workarounds suggested in all the other threads I had to work through to this last straw; It's a WONDER someone at Xero hasn't suggested a WORKAROUND XERO...
But to answer peter, though the 23 votes on this specific feature may be low, I've had to vote and read through a number of posts and feature votes on other issues before this (one last straw) BASIC feature.
I know that no accounting system will be a perfect match, but by jove, a torrent of issues and BASIC feature requests receiving the same response as above!
I, for one, got the message!
With all the workarounds suggested in all the other threads I had to work through to this last straw; It's a WONDER someone at Xero hasn't suggested a WORKAROUND XERO...
Ha ha! - um I think this just about sums it up: "Hear now this, O foolish people, and without understanding; which have eyes, and see not; which have ears, and hear not." Jeremiah 5:21
So true, they dont give a dam. They dont listen to what their customers are needing and asking for. Why did they even bother adding inventory when it cant be used properly for stock, ordering, picking and deliveries. I for one gave up and have added an add on which is very inconvenient also, things not syncing and a lot of double entries. Lets face it Xero is only any good for very tiny businesses with the most very basic accounting needs.
I for one am in the process of looking for another system that will do everything i need in the one system. Too many work arounds here make it such hard work. Had enough also!
I for one am in the process of looking for another system that will do everything i need in the one system. Too many work arounds here make it such hard work. Had enough also!
My Packing Slip Hack.
Under settings > invoice settings > Options > Edit Branding Theme
Change Quote title to "Packing Slip"
You create a "packing slip" (which is actually a quote, just don't tell your customers!) which you then use to create an invoice (by accepting it as a quote!). This is a bit arse-about-face and won't work for some businesses. But you get that with a hack! It also prints out the prices etc on the packing slip.
This saves having to piss around with downloading the packing slip template and changing it to look the way you want it to.
Under settings > invoice settings > Options > Edit Branding Theme
Change Quote title to "Packing Slip"
You create a "packing slip" (which is actually a quote, just don't tell your customers!) which you then use to create an invoice (by accepting it as a quote!). This is a bit arse-about-face and won't work for some businesses. But you get that with a hack! It also prints out the prices etc on the packing slip.
This saves having to piss around with downloading the packing slip template and changing it to look the way you want it to.
After reading this thread it is clear that I'm not the only one with this problem. I need to be able to create a packing slip with no pricing on it and send it to our warehouse via email.
I also need to be able to create a packing slip that shows what was order ,what is being delivered and what is on back order.
I thought this would have been a basic function of Xero.
I also need to be able to create a packing slip that shows what was order ,what is being delivered and what is on back order.
I thought this would have been a basic function of Xero.
Hi Greg, as Xero doesn't provide this basic feature I contacted them to ask for a recommendation for an add-on provider. They said there are over 400 add-on providers and they can't assess them all so it was up to me to source one. What sort of answer is this? They have thousands of staff. One person could do an adequate job of assessing 400 suppliers and providing some grouping and recommendations, or perhaps 2 at most. As such I choose a suppler and have been horribly let down by them. I won't say who they are as I am still trying to get some return on my investment from them. Xero need to take some responsibility for who they allow to list as add-on suppliers and provide some customer service (God forbid that we think Customer Service is expected!).
Had enough of this. Gone back to M Y O B. Packing slip and client details are 101 basic requirements. If you want to know how dissatisfied thousands of xero users are, then check out the 'Feature Requests' list. It is staggering, especially the highly voted on.
On that same NOTE, I was using QB online for 2 years and was very frustrated with it... but now after using Xero... I must say its more and more attractive to go back to QB online. THe more I use xero, the more I dislike it! One would think after all these years that they would actually be better than other online platforms... but they are about the same
myob plus. Free conversion and 3 months free. then $42/month. Bet you this response disappears. When I left myob it was a hopeless sandpit program, but they reckon they are up to it now... Can't be worse. At least my branding will come out right regardless of browser and packing slips are standard. Client contact details etc etc
Wow it's been 3 years now since this was raised!
I just want a simple button on the invoice screen that prints out a basic invoice PDF minus the prices that I can send to shipping (without having to edit and rebrand the invoice every time) to include with the order.
It must be so incredibly simple to achieve this and yet Xero seems happy to lose customers over this?
I just want a simple button on the invoice screen that prints out a basic invoice PDF minus the prices that I can send to shipping (without having to edit and rebrand the invoice every time) to include with the order.
It must be so incredibly simple to achieve this and yet Xero seems happy to lose customers over this?
Xero's customer service is non-existent. Perhaps this is why their share price is in free-fall.
They do not make any revenue from providing existing customers any support. It is difficult to change accounting programmes, the same when you want to move banks.
We have engaged an Add-on company to provide this feature however they have not delivered in 6 months despite having been paid up front. Xero take no responsibility for their Add-on providers, surprise surprise.
They do not make any revenue from providing existing customers any support. It is difficult to change accounting programmes, the same when you want to move banks.
We have engaged an Add-on company to provide this feature however they have not delivered in 6 months despite having been paid up front. Xero take no responsibility for their Add-on providers, surprise surprise.
Merged: Delivery Dockets/Slips
We are looking to moving to Xero but can not get across not having options of a Delivery Docket/Slip that a clients needs to sign.
We send out many deliveries a day to a) one off delivery address or b) client warehouse.
We need the option to having 2 delivery dockets produced - a) one to leave behind with client and b) signed copies returned to office to invoice - these delivery slips/dockets do not have any pricing showing.
Upon receiving signed delivery docket back in office, we then make any changes to original order (back orders) for stock not received or extra sent etc and then we INVOICE.
Is there anything that you can do for Australian businesses to have this feature without purchasing an expensive APP for just this option as it's the only option we are missing to run our business.
QUOTES - is this a workable option - thoughts please
We are looking to moving to Xero but can not get across not having options of a Delivery Docket/Slip that a clients needs to sign.
We send out many deliveries a day to a) one off delivery address or b) client warehouse.
We need the option to having 2 delivery dockets produced - a) one to leave behind with client and b) signed copies returned to office to invoice - these delivery slips/dockets do not have any pricing showing.
Upon receiving signed delivery docket back in office, we then make any changes to original order (back orders) for stock not received or extra sent etc and then we INVOICE.
Is there anything that you can do for Australian businesses to have this feature without purchasing an expensive APP for just this option as it's the only option we are missing to run our business.
QUOTES - is this a workable option - thoughts please
Hi
We're in a similar boat, here's what i've found so far.
You can get xero to spit out a delivery note, but the way it works is a bit crap.
Essentially all you're doing is uploading a custom invocie template that includes one, then when you print the invoice it will also spit out a delivery note (or two delivery notes and no invoice with a bit of copy and pasting). https://help.xero.com/Q_PackingSlip I presume this trick would also work with quotes, although i must admit i've not tested it out.
Either quotes or draft invoices ought to get the job done. We tend not to do quotes (we've only got 8 products and there's a price-list), so if it was me i'd be inclined to use that rather than draft invoices just because it keeps things nice and seperate & there's less risk of hitting the wrong button (you have to hit save as draft when making an invoice rather than just hitting the big green button). You could also then make the default template for a "quote" be your delivery note, rather than having to pick it from the drop down every time.
We're in a similar boat, here's what i've found so far.
You can get xero to spit out a delivery note, but the way it works is a bit crap.
Essentially all you're doing is uploading a custom invocie template that includes one, then when you print the invoice it will also spit out a delivery note (or two delivery notes and no invoice with a bit of copy and pasting). https://help.xero.com/Q_PackingSlip I presume this trick would also work with quotes, although i must admit i've not tested it out.
Either quotes or draft invoices ought to get the job done. We tend not to do quotes (we've only got 8 products and there's a price-list), so if it was me i'd be inclined to use that rather than draft invoices just because it keeps things nice and seperate & there's less risk of hitting the wrong button (you have to hit save as draft when making an invoice rather than just hitting the big green button). You could also then make the default template for a "quote" be your delivery note, rather than having to pick it from the drop down every time.
Cash Books - 1 click and the packing slip is coming out of my printer, XERO??? 1 year in and still have not had time or energy to try and figure this out :( Not happy about packing slips.
Yes - absolutely Dickensian, Xero just don't realise how basic this is, any accounting system without it lacks credibility! I just print an invoice and use that as the Delivery Note as don't have the time to frig around each time trying to remember their "work around".
Hi everyone, it's not that we don't care, just that not every business needs to create packing slips. We definitely understand this is important to you all here, however we do have a number of other requests with quite a bit more demand. That's not to say we'll never do this, just that we do have to prioritise each request with what we can realistically do.
For now, you'll need to continue using Docx as a way to create a slip alongside your invoice.
For now, you'll need to continue using Docx as a way to create a slip alongside your invoice.
I'm in the process of moving away from MYOB and have agreed to set up XERO.
However I am gobsmacked that any accounting system would not have a delivery note option as this is one of the most important steps in any wholesalers procedure.....
Print the DELIVERY NOTE, attach it to the outside of the package, send.
Email client the related INVOICE.
End of process.
I see this thread has gone on for a ridiculous length of time, I'm now reconsidering whether to stay with the awful MYOB as it offers this most basic function.
However I am gobsmacked that any accounting system would not have a delivery note option as this is one of the most important steps in any wholesalers procedure.....
Print the DELIVERY NOTE, attach it to the outside of the package, send.
Email client the related INVOICE.
End of process.
I see this thread has gone on for a ridiculous length of time, I'm now reconsidering whether to stay with the awful MYOB as it offers this most basic function.
Barry, unless Xero has other features you are seperate for, then stay with MYOB. The lack of delivery slips, inability for multiple contacts within each customer both make Xero useless for anyone who makes and delivers stuff.
Plus they are the most unresponsive company to deal with. Myob is far from perfect but it is functional. Xero is all puff and show.
Plus they are the most unresponsive company to deal with. Myob is far from perfect but it is functional. Xero is all puff and show.
Hi Brittany - your reply indicates at least a tad more openness than fobbing us off with a 10 click work around. What you say makes sense in terms of allocating your resources but I think it also indicates serious weaknesses in your request voting system when such a basic item has so few votes. We all know that any business that ships physical products ie manufacturer, distributor or retailer needs to create delivery notes. What % of your customers fall into these categories - it must be at least 30-40%? Why not ask them how they are managing to create delivery notes? Some will certainly use third party inventory management tools but for the smaller guys? Steve Jobs would never have come up with the ipod or iphone if he developed based on a voting system!
Merged: Quote - Ability to turn into a delivery note
Hi, Xero Community !
the ability to turn a quote into an invoice (amongst other things) is great !
What would be really helpful is to be able to turn a quote template into a Delivery note. All totals would need to be removed and a box for <customer printed name/signature/position/date> and a box for <supplier name/signature/position/date>
This would be really helpful in streamlining paperwork to just Xero.
Dan
Hi, Xero Community !
the ability to turn a quote into an invoice (amongst other things) is great !
What would be really helpful is to be able to turn a quote template into a Delivery note. All totals would need to be removed and a box for <customer printed name/signature/position/date> and a box for <supplier name/signature/position/date>
This would be really helpful in streamlining paperwork to just Xero.
Dan
We don't have delivery notes right now, which is why you can't convert a quote into one ;) You could always copy to an invoice, and use Docx invoice branding to create a delivery note alongside the invoice - more info here.
HI Xero, is there any update on whether it will be possible to turn a quote or invoice into a delivery note in the future ?
I get the workaround but its not a great solution as you have to delete the amounts.
Thanks very much for your continued support
I get the workaround but its not a great solution as you have to delete the amounts.
Thanks very much for your continued support
If you ask Xero nicely, they might send you the 2 page invoice template they sent me that includes a delivery note on the second page.
Thanks, Rod :) There's a link to the template here - sorry I should have linked it!
It does seem as though Xero is not listening, a packing note would be perfect, ATM i have to create one by copy & paste using excel :(
Come on Xero if other programs can do it Im sure you can, without 10 clicks please ??
Come on Xero if other programs can do it Im sure you can, without 10 clicks please ??
Again it's not that we're not listening, we just have a bunch of other features that are vying for attention too! I tried to explain a bit more about our prioritisation process in this Blog post, so take a read if you have a few minutes.
@Mark have you tried using the Docx template to send a Packing slip?
@Mark have you tried using the Docx template to send a Packing slip?
Hi Brittany, yes I did try, but failed miserably, I'm not a whizz on I.T and spent a few hours trying :( Would love a button at the top saying "Print Dispatch Note"
I see, well it's definitely easier when you know how!
Head to this Help Centre page, and Download the Packing slip and invoice template.
Back in Xero go to Settings > Invoice Settings > + New Branding Theme, Custom .docx > OK.
Find your invoice theme, and press Upload > Browse > select the file you'd just downloaded.
When you next go to send the invoice with a Packing slip, in the Branding drop down box, select the Packing slip file.
Head to this Help Centre page, and Download the Packing slip and invoice template.
Back in Xero go to Settings > Invoice Settings > + New Branding Theme, Custom .docx > OK.
Find your invoice theme, and press Upload > Browse > select the file you'd just downloaded.
When you next go to send the invoice with a Packing slip, in the Branding drop down box, select the Packing slip file.
Brittany, I accept that Xero gets many add-on requests, but the requirement for a Packing Slip is "Wholesaling 101" Your suggestion option for the Xero solution is clumsy.... Quote "The packing slip and invoice template is 2 pages, and contains a sales invoice and a packing slip. Xero will generate both together, each time you print a sales invoice that uses this branding theme. Delete the content on the 1st page if you don't want a sales invoice when you print the packing slip." Really? So a deletion procedure needs to be applied when ever a packing slip is required? I've reluctantly decided to stay with MYOB , their default choice is "print Invoice, but there is a drop down option offering "print other forms" . Simple eh? Presumably a packing slip is simply an invoice minus a few fields? Turns out that Xero is not that elegant.
Merged: Be able to create a delivery note with one click
Many many clients have been complaining that there isn't a way to create a delivery note - obviously there is when you create a 'packing slip' as an template but lots of clients are confused with this. As most send their invoices via email through Xero they keep sending across a packing slip and invoice at the same time or are constantly in and out of 'edit' to change the branding.
I would suggest that where you have the 'Print PDF' button you could create a 'Print Delivery Note' button for beside it?
Many many clients have been complaining that there isn't a way to create a delivery note - obviously there is when you create a 'packing slip' as an template but lots of clients are confused with this. As most send their invoices via email through Xero they keep sending across a packing slip and invoice at the same time or are constantly in and out of 'edit' to change the branding.
I would suggest that where you have the 'Print PDF' button you could create a 'Print Delivery Note' button for beside it?
Lets be honest it wouldn't take that long for Xero to add another option inside the list and it would save us a LOT of faffing about when we want to print a simple delivery note. I'm happy with the workaround myself but it really would be a time saver for what might not be strictly a priority to Xero but I cant see it being difficult for them to put something in place quickly.
Another upvote for adding a one-click packing slip option. MYOB and QBO both have this capability - why not add it. It really should be difficult. Using a docx template is clunky and frustrating.
@Brittany, we have now had the docx system running for over a month, a few issues I would like to point out for you, On occasions the packing slip will not print out the customers address and on some they will, but it will print out the customers address on the invoice.
Some customers have asked to ship direct to there customers, I can not find away to put a one off shipping address like you can in purchase order.
Human error I know, but I have now emailed shipping notes that should of been invoices !
If you could advise a resolve for the first issue that would be great :)
Some customers have asked to ship direct to there customers, I can not find away to put a one off shipping address like you can in purchase order.
Human error I know, but I have now emailed shipping notes that should of been invoices !
If you could advise a resolve for the first issue that would be great :)
We are new users of Xero and to say that we are completely shocked to find no option for a delivery docket/packing slip is an understatement! We were also astounded to see that this request has been going on for years!!!! To say that a lot of companies don't need a delivery docket.......work in the real world people....I think you will find that your customers or potential customers do need one but cannot be bothered to write on a page where obviously so little interest from Xero in fixing the problems is so obvious. As others have stated this is a basic form that should not even be up for discussion it should just be actioned. We will certainly be looking at returning to MYOB.
Sam, I completely agree. In the end I chose to stay with MYOB, but incurred an accountants charge having stopped the changeover process part way through. I negotiated a compromise value as I felt Accountants should make themselves aware of any Accountancy programmes shortcomings. In this case a massive one. If this was a requirement needed by a fringe business model, I would understand Xero's reluctance to modify the software. It is in fact a mainstream requirement, and Xero simply seems to have adopted an arrogant attitude. Elegant software it ain't.
If you sell inventory then you need a packing slip. Xero has a limited inventory function and a packing/picking slip should be a given. We need it.
I definately need a delivery note print function for items that get delivered. Untill such time my staff are having to create delivery notes on my old Sage system which i then have to CSV over to invoices in Xero. You've no idea how time consuming and irritating this because Xero doesn't import by account number only contact name (so if a member of staff updates a customer record I end up with a new contact which i have to rectify, if I even notice!) I just want to do do things once, save time, which is why I got this package!!
I think it's fair to say that a new template which doesn't have any pricing details, a heading called delivery note and a drop down box from the print button wouldn't really take very long to create and implement.
I have a few other niggles but this is just a major malfunction from my point of view and something which seriously needs addressed. Surely you would get more custom if this function was added for simplicity? I nearly didn't subscribe but my overall issues with that POS Sage are far more frustrating and I want away from it all together.
I think it's fair to say that a new template which doesn't have any pricing details, a heading called delivery note and a drop down box from the print button wouldn't really take very long to create and implement.
I have a few other niggles but this is just a major malfunction from my point of view and something which seriously needs addressed. Surely you would get more custom if this function was added for simplicity? I nearly didn't subscribe but my overall issues with that POS Sage are far more frustrating and I want away from it all together.
The work around to produce a packing slip from Xero only works if the invoice and packing slip are going to the same address.
It is a very common scenario to have different shipping and billing information for a single transaction and it would be great to see an automatically produced packing slip in the future.
It is a very common scenario to have different shipping and billing information for a single transaction and it would be great to see an automatically produced packing slip in the future.
Hi Xero,
With more and more businesses having an online presence and needing to send out delivery notes, this feature is becoming fundamental to the running of a business. It seems that all the information is already there on the sales invoice to be able to create one we just need the function to be able to do it.
Just to add to all the above, it would be great to have the functionally to be able to save a delivery note together with the sales invoice as a reference to the delivery.
With more and more businesses having an online presence and needing to send out delivery notes, this feature is becoming fundamental to the running of a business. It seems that all the information is already there on the sales invoice to be able to create one we just need the function to be able to do it.
Just to add to all the above, it would be great to have the functionally to be able to save a delivery note together with the sales invoice as a reference to the delivery.
Oh absolutely, it would be brilliant if linked - I spent an hour finding a delivery note today. Xero you need to get your act together - it surely is a function that would make many happy, and get the quotes working better too - I keep asking about line breaks in the quotes - which works in the invoices - but no one replies.
You are targetting SMEs and they need holistic solutions. That is quotes, invoices, purchase orders and delivery/ packing notes all working together. And changing 'branding themes' is silly as we would end up with a lot of DO's sitting in the quote section? Not tidy at all.
You are targetting SMEs and they need holistic solutions. That is quotes, invoices, purchase orders and delivery/ packing notes all working together. And changing 'branding themes' is silly as we would end up with a lot of DO's sitting in the quote section? Not tidy at all.
Merged: DELIVERY RECEIPTS
The same list as what is on the invoice, except when you press DELIVERY RECEIPT it comes out the same as the invoice with NO PRICES on the receipt. Quicken accounting software has this on their software. Surely Xero can do this
The same list as what is on the invoice, except when you press DELIVERY RECEIPT it comes out the same as the invoice with NO PRICES on the receipt. Quicken accounting software has this on their software. Surely Xero can do this
Xero, what planet are you on? Some businesses, like yours, stare at monitors and shuffle the odd paper. Good for you. Many businesses, the ones that really keep stuff happening- like the ones that deliver those monitors you are looking at and the paper you are shuffling, send those goods with PACKING SLIPS. These slips confirm to the delivery company where the goods are to go, and they confirm to the recipient what the goods should be and where they are from.
This is pre-school stuff. Get a grip. Stop the balloney about votes and wake up. There are people out there with real, physical goods. They need one-click packing slips.
This is pre-school stuff. Get a grip. Stop the balloney about votes and wake up. There are people out there with real, physical goods. They need one-click packing slips.
I agree, this is a MUST......many times delivery dockets are needed without pricing to be seen....the closest we get is making a quote but that still has pricing and doesn't look professional....please implement this Xero.
Merged: Dispatch Notes
Hi All,
is there a way to send dispatch notes to my warehouse team. Essentially an invoice without prices.
I currently do this on excel at the moment.
Stelios
Hi All,
is there a way to send dispatch notes to my warehouse team. Essentially an invoice without prices.
I currently do this on excel at the moment.
Stelios
Hi Stelios, we don't currently have a dispatch or delivery note feature in Xero. However, some have shared their ways of getting round this on this thread that I'm merging your post to.
Hi Brittany...me yet again again on a different feature request.
So..yet another feature that I search for help on that turns out to be backed up in the Xero development system for years, with plenty of users shouting for some sign of action or progress.
Packing slips/delivery notes/picking lists should have been built in from the start, not waiting for votes. Far too many of these requests end with poor, time-consuming workarounds, paid for 3rd party plug-ins or Xero effectively telling us that we are stupid for requesting these things.
I am seriously wondering if Xero developers have ever actually included real qualified accountants or business owners who know how accounts have successfully been run for centuries and have studied how other accounts packages work.
Or maybe you're just a bunch of techies who saw an opportunity and thought that 'breaking the mould' or being 'disruptive' would be a good idea for a start-up. Xero has delivered a 'minimum required' product leaving the 'community' to flag problems for you.
You're peddling a beta product with thousands of feature requests from paying customers,
but hey, who cares, the share price is looking good...
All the best,
So..yet another feature that I search for help on that turns out to be backed up in the Xero development system for years, with plenty of users shouting for some sign of action or progress.
Packing slips/delivery notes/picking lists should have been built in from the start, not waiting for votes. Far too many of these requests end with poor, time-consuming workarounds, paid for 3rd party plug-ins or Xero effectively telling us that we are stupid for requesting these things.
I am seriously wondering if Xero developers have ever actually included real qualified accountants or business owners who know how accounts have successfully been run for centuries and have studied how other accounts packages work.
Or maybe you're just a bunch of techies who saw an opportunity and thought that 'breaking the mould' or being 'disruptive' would be a good idea for a start-up. Xero has delivered a 'minimum required' product leaving the 'community' to flag problems for you.
You're peddling a beta product with thousands of feature requests from paying customers,
but hey, who cares, the share price is looking good...
All the best,
If you do not use the quote document you can edit this to work as a Delivery Note, just make sure you change the name from quote to delivery note.. It is difficult as they have linked the quantity with the unit price. If Xero where to separate this so you could allow the document to show item number description and quantity only this would be great. Also they have the item code and item name linked so if you also have a description the paperwork can look sometime messy.
I would like an option to split the item code and item name which are both important but both not required on the paperwork. You can use the macros to try and do this but if you are like me it can get quite difficult.
I would like an option to split the item code and item name which are both important but both not required on the paperwork. You can use the macros to try and do this but if you are like me it can get quite difficult.
Is there an update on Xero being able to create a delivery note at the point of producing an invoice please rather than the DOCX download?
Any update on this feature? this is an integral part of our business and would save us having to do manually every time.
https://help.xero.com/au/Q_PackingSlip
I found the link. I can work things out but not hugely tech inspired and need helpful direction....
Xero when i asked for help in creating a delivery note i didnt get the response i needed, you never told me about this custom invoice....... A friend found this link when i complained yet again that i needed a delivery docket.....it was not made clear by the xero response that this is a feature , this is all i need, and happy i found it!!
I found the link. I can work things out but not hugely tech inspired and need helpful direction....
Xero when i asked for help in creating a delivery note i didnt get the response i needed, you never told me about this custom invoice....... A friend found this link when i complained yet again that i needed a delivery docket.....it was not made clear by the xero response that this is a feature , this is all i need, and happy i found it!!
A link to the Docs link is in the Official reply above but I'll see if I can make it more obvious. It's a feature in that it can be done, but it's still a Feature Request as it's not as streamlined as it could be. Great to hear you found what you need anyway, Julianne :)
Wow can't believe we are still waiting for this issue to be fixed, my staff are so sick of this useless, time consuming workaround! I cannot believe that with the amount that every company using your software pays per month, that you don't have this sorted. How many staff do you have working for you that someone does not have the time to fix such a basic requirement? I have spoken to a few IT/Programming guys about this issue and they have said it would take a couple of days at best! Where is our money going that you can't even make sure a basic feature happen? It astounds me that you feel a delivery docket is not important because of the low number of votes. I can only imagine how many future sales you have lost because other companies have realised you don't offer this function and have therefore gone elsewhere. Stop fooling yourselves with your incredibly naive response that "not many companies need this" and get on with fixing it before we also decide to go elsewhere!
Mmm the deafness is deafening! But to be fair 60 votes is a very low count and I am surprised it is not even in the 100's. Why is it so low? Who really knows and ignorance is bliss! However prospective customers don't expect to have to vote for such a basic feature to be missing. It will make them suspect other core functionality is missing too so they must be voting not with their hands but their feet and going elsewhere! Existing customers if big will have third party tools and the small business guys won't have time to find and vote for this. My suggestion to Xero is to take a poll of existing and lost customers who are retailers or distributors to see what the real vote is - my suspicion is that they might be quite surprised.
Peter, You've summed it up.The workaround is clumsy and time wasting. In the end I stayed with MYOB because it offers, wait for it... a drop down menu, which gives a choice of forms. Xero, you over promise and under deliver.
Vote,vote,vote,vote,vote,vote,vote,vote,vote,vote,vote,vote,vote,etc,etc,etc
Have spent 20 pretty worrying minutes reading this thread.........
No delivery docket / packing slip functionality..............REALLY???????????
Have spent 20 pretty worrying minutes reading this thread.........
No delivery docket / packing slip functionality..............REALLY???????????
Ed,
Welcome to the nightmare of Xero (non) functionality. It really is woeful for anyone who makes and delivers stuff. If you do that, stay where you are!! Don't get bogged down in this rubbish.
Not to mention that the so called beautiful docs are far from.
Welcome to the nightmare of Xero (non) functionality. It really is woeful for anyone who makes and delivers stuff. If you do that, stay where you are!! Don't get bogged down in this rubbish.
Not to mention that the so called beautiful docs are far from.
we would also like to add our names to the list of people wanting a USER friendly packing slip option.
Doesnt seem to matter how many times anyone requests this function nothing comes of it. As per their reply apparently there are not enough businesses doing deliveries to warrant a packing slip. (not sure how anyone is getting their stock if only a small number of businesses are delivering) :(
To Xero Management,
I am a new user of Xero and just finalized all settings and uploaded all Masters.
I started to create a couple of invoices and found out that there is no option for Delivery Note which is an ESSENTIAL part of my Business as a WholeSaler / Distributor.
After reading this Topic/Forum opened for more than 2 years now, I want to know if there is a chance to have the Delivery note feature available shortly or not!
If not, I have to stop using Xero immediately and find another Solution.
Thank you in advance for your prompt answer
I am a new user of Xero and just finalized all settings and uploaded all Masters.
I started to create a couple of invoices and found out that there is no option for Delivery Note which is an ESSENTIAL part of my Business as a WholeSaler / Distributor.
After reading this Topic/Forum opened for more than 2 years now, I want to know if there is a chance to have the Delivery note feature available shortly or not!
If not, I have to stop using Xero immediately and find another Solution.
Thank you in advance for your prompt answer
Did you know Sage One Accounting has a Delivery Notes function. It is easy to produce from the invoice. See link below.
http://uk.sageone.com/2016/08/29/product-update-delivery-notes/
I am a big fan of Xero but you have to wonder why this issue has not been addressed by now. We have unhappy clients who are considering moving to Sage One Accounting.
http://uk.sageone.com/2016/08/29/product-update-delivery-notes/
I am a big fan of Xero but you have to wonder why this issue has not been addressed by now. We have unhappy clients who are considering moving to Sage One Accounting.
It seems that now Xero want you to buy 3rd party apps to supplement where their system does not suffice. I don't like this as why why can't they do it? We bought in Xero because it was meant to be a one stop shop, and with promises of improvement and progress - but it is very slow.
Yassim, run away! Xero does not work if you actually send stuff out to customers. They do not understand that type of business.
Just spent £2000 on an epos system to be tailored and integrated into Xero. Apart from the cost the time it has taken has been nothing short of a nightmare. All because you can't be bothered to code a button and rework the form for invoices to not show prices. Just lazy as feck on your part. Poor business. I wonder how many thousands of potential clients have read this thread and decided a barge pole ain't long enough to touch this?
You really need to add this feature to avoid future revenue loss folks. It's a moot point for me now but seriously!
You really need to add this feature to avoid future revenue loss folks. It's a moot point for me now but seriously!
Would like to be able to use a packing slip WITHOUT having to create the invoice to go with it. Our invoice goes to customer and our packing slip goes to the yard. I need them to be separate
COME ON XERO! Get this underway, already!!!
COME ON XERO! Get this underway, already!!!
Teresa Edwards
I figure if Xero gets 1 million requests for a basic feature like packing slip... maybe just maybe they might give it 5 minutes.... lets keep it up, maybe in 10 years they will wake up!
It is the entire quoting/ invoicing/ Delivery note/ purchase order /packing slip process that is not good - and Xero seem to think that we should buy a clip on app to make their system work.
BUT they promote themselves for SME's and so this sort of issue should be a priority. The quoting is miserable and unstable, the packing slip nonexistent - I'm just going to keep nagging. Actually a nice guy called Zac rang me so I have high hopes?
BUT they promote themselves for SME's and so this sort of issue should be a priority. The quoting is miserable and unstable, the packing slip nonexistent - I'm just going to keep nagging. Actually a nice guy called Zac rang me so I have high hopes?
There are two communication streams on this - so surely that must add up to a lot of frustrated people.
I CANNOT BELIEVE that I didn't check whether or not Delivery notes are possible before switching over! I must have thought that it is a basic really??!! This conversation has been going on for over 2 years now... please can we have an update on what is happening with the Delivery note system.
This is a deal breaker for me, if there is no update on this situation, then as the sharks say, I'm out!
This is a deal breaker for me, if there is no update on this situation, then as the sharks say, I'm out!
I have to agree with the majority here. If XERO still doesnt include a full Delivery Order function. Perhaps, we will change to another software when our contract is over.
One of our clients was considering moving to Xero from Sage 50 however the lack of a delivery note function has prevented them moving to Xero. They are now considering Sage 50c. Pity.
This is so frustrating!!!
Xeros instructions are:
The packing slip and invoice template is 2 pages, and contains a sales invoice and a packing slip.
Xero will generate both together, each time you print a sales invoice that uses this branding theme.
Delete the content on the 1st page if you don't want a sales invoice when you print the packing slip.
This function doesn’t work, as per our requirements. We need a packing slip to go to our warehouse, for dispatch, and an invoice to go to our customer, for payment.
When you run the packing slip template it prints a pdf of both invoice and packing slip. We don’t want to send the invoice to our warehouse, only the packing slip.
Deleting the invoice page of the template does not work either, as we need the invoice to go to customer and packing slip to warehouse.
In my opinion, they should run parallel to each other, not concurrently. Like purchase orders and invoices do.
Xeros instructions are:
The packing slip and invoice template is 2 pages, and contains a sales invoice and a packing slip.
Xero will generate both together, each time you print a sales invoice that uses this branding theme.
Delete the content on the 1st page if you don't want a sales invoice when you print the packing slip.
This function doesn’t work, as per our requirements. We need a packing slip to go to our warehouse, for dispatch, and an invoice to go to our customer, for payment.
When you run the packing slip template it prints a pdf of both invoice and packing slip. We don’t want to send the invoice to our warehouse, only the packing slip.
Deleting the invoice page of the template does not work either, as we need the invoice to go to customer and packing slip to warehouse.
In my opinion, they should run parallel to each other, not concurrently. Like purchase orders and invoices do.
Teresa Edwards
This is so frustrating!!!
Xeros instructions are:
The packing slip and invoice template is 2 pages, and contains a sales invoice and a packing slip.
Xero will generate both together, each time you print a sales invoice that uses this branding theme.
Delete the content on the 1st page if you don't want a sales invoice when you print the packing slip.
This function doesn’t work, as per our requirements. We need a packing slip to go to our warehouse, for dispatch, and an invoice to go to our customer, for payment.
When you run the packing slip template it prints a pdf of both invoice and packing slip. We don’t want to send the invoice to our warehouse, only the packing slip.
Deleting the invoice page of the template does not work either, as we need the invoice to go to customer and packing slip to warehouse.
In my opinion, they should run parallel to each other, not concurrently. Like purchase orders and invoices do.
Xeros instructions are:
The packing slip and invoice template is 2 pages, and contains a sales invoice and a packing slip.
Xero will generate both together, each time you print a sales invoice that uses this branding theme.
Delete the content on the 1st page if you don't want a sales invoice when you print the packing slip.
This function doesn’t work, as per our requirements. We need a packing slip to go to our warehouse, for dispatch, and an invoice to go to our customer, for payment.
When you run the packing slip template it prints a pdf of both invoice and packing slip. We don’t want to send the invoice to our warehouse, only the packing slip.
Deleting the invoice page of the template does not work either, as we need the invoice to go to customer and packing slip to warehouse.
In my opinion, they should run parallel to each other, not concurrently. Like purchase orders and invoices do.
Teresa Edwards
Has this moved on in anyway as to producing a delivery note that could then be made into an invoice seems simple enough
I am not aware that this has progressed and I do not understand why such a basic requirement essential to so many businesses is not being addressed. Other cloud software packages are able to undertake this task.
We also need this functionality. The current way is clunky and adds minutes to every invoice we create. Therefore it's essential to us and seems pretty basic but again Xero has no plans to implement. Xero, when are you going to start listening to your users and speed up development? Three and a half years since the initial request and still no plans for implementation. I think I'm probably stating the obvious here but it is far too long to sit on something that your users need. It's frustrating and leads to feeling of ill will that will ultimately start harming your business. Please start work on this now.
Xero, any credibility you have as a leader in your industry is seriously jeopardised by you not listening to your users and adding required, basic functionality that should have been thought of at the beginning. The only assumption I can make is that you don't know how businesses run. We need to create packing slips. Most businesses do. The number of votes for this request is irrelevant because if the functionality was there a huge proportion of your users would you use it. The current way is horrible. Four years since this feature request and still nothing. I can only see two outcomes: upsize your development team and get features like this added or start losing your market share. Hopefully, you opt for the former.
I am splitting off into a new business the part of my business which uses Xero for sales. I will not be using Xero in the new business because of the absence of this functionality.
I agree with you Tom, but they have been ignoring customers for years.. so it time to let them go! New business coming up also and Xero is 0 on the list of softwares we are considering.
What's so frustrating about this is that it wouldn't require much work to implement. They already support user modified default invoice templates so just add another one called "Packing Slip" and link it to a print button at the top of the invoice screen. Nothing new has to be invented here! Just use an existing element and make it printable.
So, so short sighted.
So, so short sighted.
I have just started using Xero, at the recommendation of my accountant; I can see why he likes the package. I however am struggling to find it helpful because of the lack of a VERY basic process, i.e. generating a delivery note/packing slip.
All my account customers require a separate delivery note and invoice and usually have separate address for each; both of those addresses need to be detailed on each document.
I will have to generate 2 sets of paperwork – the invoice on Xero and a delivery note as an excel file.
Why is it that Xero cannot simply have an option to generate a delivery note once the invoice is approved; taking the data from the invoice.
The first response from Xero on this thread is very dismissive; suggesting that this functionality is not a priority for customers. The length and duration the thread would suggest otherwise.
There are not many established businesses who do not need to send separate delivery notes and Xero must be rather naive if they do not realise this is the case.
All my account customers require a separate delivery note and invoice and usually have separate address for each; both of those addresses need to be detailed on each document.
I will have to generate 2 sets of paperwork – the invoice on Xero and a delivery note as an excel file.
Why is it that Xero cannot simply have an option to generate a delivery note once the invoice is approved; taking the data from the invoice.
The first response from Xero on this thread is very dismissive; suggesting that this functionality is not a priority for customers. The length and duration the thread would suggest otherwise.
There are not many established businesses who do not need to send separate delivery notes and Xero must be rather naive if they do not realise this is the case.
Come on Xero pull your bloody finger out - to say that not many people require this is just pathetic. It's basic stuff - give me a good reason why you can't implement this?????
I see lots of issues going back years on Xero but I dont see many resolutions.
Also Xero does some things very well it lacks some of the very basic tools.
Also Xero does some things very well it lacks some of the very basic tools.
The absolute worst of all c# has a wysiwyg editor and could add a button in about two minutes. 2 minutes later they could have copied and edited the existing invoice template to only call the required data for a delivery i.e. address, item and quantities.
It's actually really pitiful and downright lazy this hasn't been done as a matter of course. Looking through the myriad of feature requests this is the only one with with more than a couple of votes...
Their programmers need prodded with a sharp stick! I mean what the hell, wake up and get with the century your in.
It's actually really pitiful and downright lazy this hasn't been done as a matter of course. Looking through the myriad of feature requests this is the only one with with more than a couple of votes...
Their programmers need prodded with a sharp stick! I mean what the hell, wake up and get with the century your in.
They should merge this with the other thread and there would be 220 votes.
And your right Curtis even if they did this the proper way it wouldn't take more than a couple hours probably.
And your right Curtis even if they did this the proper way it wouldn't take more than a couple hours probably.
This request belies a more disturbing bigger picture. If you look at the list of feature requests ranked by votes there are a hell of a lot that date back 5 years which makes you wonder just how big their development team is judging by the snail-like progress. It also shows just how much of the basic functionality is actually missing from the app. It is like a 30 story high rise building with the steel framework up but only a few floors finished and inhabitable but charging as if it were fully complete. No wonder that Sage isn't bothered by the threat of Xero.
A delivery note/packing slip is such a fundamental part of the business process have to wonder at Xero's actuall understanding of business for them not to have added this feature in 2013. Of course Xero don't use their accounts software themselves....
I'm very disappointed by Xero response it appears to me it is just being shelved I would love to know other more important changes they are keeping themselves busy with. A delivery note is something all companies I deal with use ??? Darren
Hey team, thought I'd jump in here with a recent response - but I do want to preface this by letting you know that our plans haven't changed.
I can definitely appreciate that things would be easier with a one click delivery note. It's not as simple as creating a button though, it's a whole new document type in Xero that would need to be developed and made available in multiple sections (like Settings/Sales Invoices).
Here's how to create a Delivery Note in Xero right now:
The way to do this atm utilizes already existing functionality, Docx, which allows for much more flexibility than what a new document type could create (without us spending a lot of time developing it). There's two ways to make the most of this feature. Create one branding theme that includes both an Invoice, and a delivery note, or have one branding theme for your Invoice, and another for the delivery note.
We have a template available for this and I've included instructions below:
---
Head to this Xero Central page, and Download the Packing slip and invoice template.
Back in Xero go to Settings > Invoice Settings > + New Branding Theme, Custom .docx > OK.
Find your invoice theme, and press Upload > Browse > select the file you'd just downloaded.
When you next go to send the invoice with a Packing slip, in the Branding drop down box, select the Packing slip file.
---
You may have noticed the number of votes have been increased, that's because I've merged these very similar requests together. This doesn't necessarily increase priority, as there's quite a process the Product team go through when deciding to work on next - please read this before commenting on that! Once the team are close to releasing the new Invoicing section, we'll be able to let you know if this is something we're able to add to those screens. Cheers
I can definitely appreciate that things would be easier with a one click delivery note. It's not as simple as creating a button though, it's a whole new document type in Xero that would need to be developed and made available in multiple sections (like Settings/Sales Invoices).
Here's how to create a Delivery Note in Xero right now:
The way to do this atm utilizes already existing functionality, Docx, which allows for much more flexibility than what a new document type could create (without us spending a lot of time developing it). There's two ways to make the most of this feature. Create one branding theme that includes both an Invoice, and a delivery note, or have one branding theme for your Invoice, and another for the delivery note.
We have a template available for this and I've included instructions below:
---
Head to this Xero Central page, and Download the Packing slip and invoice template.
Back in Xero go to Settings > Invoice Settings > + New Branding Theme, Custom .docx > OK.
Find your invoice theme, and press Upload > Browse > select the file you'd just downloaded.
When you next go to send the invoice with a Packing slip, in the Branding drop down box, select the Packing slip file.
---
You may have noticed the number of votes have been increased, that's because I've merged these very similar requests together. This doesn't necessarily increase priority, as there's quite a process the Product team go through when deciding to work on next - please read this before commenting on that! Once the team are close to releasing the new Invoicing section, we'll be able to let you know if this is something we're able to add to those screens. Cheers
Hi
I believe that you have explained the above before. It is completely unsatisfactory. Please get your act together.
Thank you,
Jenny
I believe that you have explained the above before. It is completely unsatisfactory. Please get your act together.
Thank you,
Jenny
Sorry but we have to consider other suppliers of accounting software if you are unable to assist with this. We simply dont have the time or patience to do a 'workaround' or to train staff to use a workaround.
When might your 'plans' change to implement delivery note ?
Thank You
When might your 'plans' change to implement delivery note ?
Thank You
You said; "I can definitely appreciate that things would be easier with a one click delivery note. It's not as simple as creating a button though, it's a whole new document type in Xero that would need to be developed and made available in multiple sections (like Settings/Sales Invoices)."
It seems like you don't understand what we're asking for.
Simply clone your existing template system, a modified version of your "Standard" branding theme - no need to develop anything new. Create a "Packing Slip" template with basic options we can choose (like show prices true/false; display street address, etc).
Then add a button in the New Invoice screen that shows up once you've approved the invoice (just like the print PDF button that appears there now) to print the invoice details in the "Packing Slip" branding theme as a PDF that we can print (download) and give/email to our shipping people.
Essentially all this amounts to is having a button that prints the invoice in a specific branding appear on screen rather than having to edit the invoice and select the branding from a drop down menu then print the invoice and then change the branding back to an invoice you can send your customers.
A packing slip is just an invoice without pricing and a few other details omitted.
Again, no need to invent or re-invent anything. This is simply re-purposing existing code you already use in invoicing.
It seems like you don't understand what we're asking for.
Simply clone your existing template system, a modified version of your "Standard" branding theme - no need to develop anything new. Create a "Packing Slip" template with basic options we can choose (like show prices true/false; display street address, etc).
Then add a button in the New Invoice screen that shows up once you've approved the invoice (just like the print PDF button that appears there now) to print the invoice details in the "Packing Slip" branding theme as a PDF that we can print (download) and give/email to our shipping people.
Essentially all this amounts to is having a button that prints the invoice in a specific branding appear on screen rather than having to edit the invoice and select the branding from a drop down menu then print the invoice and then change the branding back to an invoice you can send your customers.
A packing slip is just an invoice without pricing and a few other details omitted.
Again, no need to invent or re-invent anything. This is simply re-purposing existing code you already use in invoicing.
You beat me to the punch Curtis!
Your way of doing it would be better, and essentially amounts of "move the branding selection to the approved invoice screen"... but there's a way of doing which while somewhat mickey-mouse would be even less work for Xero.
You can already make a packing slip of sorts by bolting one on as "page 2" of the invoice template. While it would be nicer to have it as its own separate item, all xero really needs to do is add a "print page 2 only" as a dropdown option on the button and have the pdf generator skip the first part.
Your way of doing it would be better, and essentially amounts of "move the branding selection to the approved invoice screen"... but there's a way of doing which while somewhat mickey-mouse would be even less work for Xero.
You can already make a packing slip of sorts by bolting one on as "page 2" of the invoice template. While it would be nicer to have it as its own separate item, all xero really needs to do is add a "print page 2 only" as a dropdown option on the button and have the pdf generator skip the first part.
I'm guessing either laziness or Xero has paid all it's programmers off now and Brittany H is replying from the pool side with a cocktail in hand palming us off while her bank account doubles every few seconds...
I know it's not just as easy as creating a button... You have to create the document first.... OK that's what 20 minutes? Your calling on existing portions of something already created in your database! Then you have to add it all the other pages in Xero? Aye create a fecking button on each with the Goddamn WYSIWYG editor.
Listen if all your programmers have either left, been fired or retired on the back of all us paying customers go to Rent a Coder and get some Indian fella to do it for a couple of hundred dollars... It'll take them about 4 hours, you haven't broken sweat and all your customers haven't left to use other software.
I'm seriously thinking about going back to Sage for all the problems it has, I CAN PRINT A DELIVERY NOTE!
I know it's not just as easy as creating a button... You have to create the document first.... OK that's what 20 minutes? Your calling on existing portions of something already created in your database! Then you have to add it all the other pages in Xero? Aye create a fecking button on each with the Goddamn WYSIWYG editor.
Listen if all your programmers have either left, been fired or retired on the back of all us paying customers go to Rent a Coder and get some Indian fella to do it for a couple of hundred dollars... It'll take them about 4 hours, you haven't broken sweat and all your customers haven't left to use other software.
I'm seriously thinking about going back to Sage for all the problems it has, I CAN PRINT A DELIVERY NOTE!
Hi Matthew, I have worked out through Xero advice to do the invoice with second page as a delivery docket as you suggested.
My issue is depending on how many items in the invoice it pushes the text of the delivery docket down and then goes over more than just 1 page.
Do you know a way to format this to ensure the text won't be pushed onto more pages?
Thanks for your help, it seems we need to assist each other in this work around.
Cheers, Julianne
My issue is depending on how many items in the invoice it pushes the text of the delivery docket down and then goes over more than just 1 page.
Do you know a way to format this to ensure the text won't be pushed onto more pages?
Thanks for your help, it seems we need to assist each other in this work around.
Cheers, Julianne
I am frustrated by Xero's latest response. I cannot even use Xero to generate an invoice and then do the delivery note later using my old system as I cannot add a separate delivery address to the invoice. My customers need to have confirmed where there order has been sent.
It is not just my larger customers with a headquarters to which the invoice must be sent and several delivery sites, my smaller customers also often want their orders sent to a separate delivery and billing address. These addresses need to be referred to on both the delivery note and invoice which should reflect which address is which.
I am still surprised that Xero has not addressed this - is it that many of Xero's clients are providing services or 'virtual' products such as downloadable digital material and Xero is still coming to grips with customers whose business is with sending real objects? That is somehow rather worrying as to the scope of the business.
It is not just my larger customers with a headquarters to which the invoice must be sent and several delivery sites, my smaller customers also often want their orders sent to a separate delivery and billing address. These addresses need to be referred to on both the delivery note and invoice which should reflect which address is which.
I am still surprised that Xero has not addressed this - is it that many of Xero's clients are providing services or 'virtual' products such as downloadable digital material and Xero is still coming to grips with customers whose business is with sending real objects? That is somehow rather worrying as to the scope of the business.
it seems like it's become an Apple battle of wills kind of thing, Xero has decided that delivery notes aren't necessary and that they are not going to provide them, even though the functionality is already there, but just out of reach. Xero would just like us to accept this and to stop pestering them about it.
More like a battle of halfwits. Being addressed as "Team" by Brittany is patronizing and implies we're all pulling in the same direction. Xero's arrogance is breathtaking. I stayed with MYOB , who like other providers are now including many of the features which once set Xero apart from the competition. Plus MYOB includes, wait for it, a drop down option which offers a choice between invoice and packing slip. Turns out there are a few businesses which need an innovative feature such as this.
Merged: Delivery/Dispatch note
On the recommendation of our accountants we are in the process of switching from QuickBooks to Xero. We are a manufacturing company and we are NOT impressed that there is no facility to produce a delivery note to send out with our orders. We note that this has been a matter of discussion for quite some time with Xero customers and yet you've done nothing about it.
We are seriously re-considering whether to change to Xero.
PS We are quite happy with QuickBooks which is extremely easy to use and has many more functions than Xero for the same price, however our accountants don't like it!
On the recommendation of our accountants we are in the process of switching from QuickBooks to Xero. We are a manufacturing company and we are NOT impressed that there is no facility to produce a delivery note to send out with our orders. We note that this has been a matter of discussion for quite some time with Xero customers and yet you've done nothing about it.
We are seriously re-considering whether to change to Xero.
PS We are quite happy with QuickBooks which is extremely easy to use and has many more functions than Xero for the same price, however our accountants don't like it!
I'm on Xero for a trial at my accountant's recommendation and found there's no packing slip or despatch note. The download that's available from xero is a word document that the xero software then tells me needs to be saved as a csv before it can import it. I'm not a software expert and just can't be bothered to do xero's work for them.
This requirement for a packing note is so basic for any business selling products that I am now very put off from continuing with xero as it will probably mean that other things I need will also be missing.
I am calling my accountant this morning to discuss what other options for software they are are prepared to work with. For now, I'm sticking with Sage and their very simple to create packing slip!
This requirement for a packing note is so basic for any business selling products that I am now very put off from continuing with xero as it will probably mean that other things I need will also be missing.
I am calling my accountant this morning to discuss what other options for software they are are prepared to work with. For now, I'm sticking with Sage and their very simple to create packing slip!
Don't make the change...we also sell real stuff to real customers and our move from Quickbooks to Xero has been very costly and entirely unproductive. We're moving on next financial yr...probably to Sage 50, a proper account package for proper businesses that actually sell stuff, not a fluffy hipster startup with no idea how the majority of businesses actually function.
Absolutely every time I search for a small piece of functionality that I thought would obviously have been built in from the ground up, I find that it's the subject of a 3-yr+ thread with Xero drones telling us that there is no demand and no plan to introduce the feature...why on earth would you need that function?..here's a complicated work around...set up a new branding template...try exporting, editing it in Excel and importing the data back.
It has terrible search facilities, no paid invoice notifications, poor foreign currency handling, very coarse security/access settings, no cut+pastable full addresses for contacts, no delivery notes or packing lists, doesn't handle customer deposits correctly, no notes boxes on invoices or contacts, terrible inventory and stock handling, poor handling of multiple contacts in one supplier or customer company....the list goes on and on and on.
They will not address the many problems raised, they steer paying clients away from any direct contact with the company and hide behind the 'user community' who they continue to ignore. Currently over 400 feature requests are in place...
Xero seems totally unprepared to accept that functionally their product is a long way from the universally loved "beautiful accounts" package that they promote (and sell) to aspirational accountants and sales acolytes at their brainwashed mass hysteria love-fest rallies.
VERY IMPORTANT:
If your accountant can't work with Sage or Quickbooks etc., change your accountant, not your accounts package.
Absolutely every time I search for a small piece of functionality that I thought would obviously have been built in from the ground up, I find that it's the subject of a 3-yr+ thread with Xero drones telling us that there is no demand and no plan to introduce the feature...why on earth would you need that function?..here's a complicated work around...set up a new branding template...try exporting, editing it in Excel and importing the data back.
It has terrible search facilities, no paid invoice notifications, poor foreign currency handling, very coarse security/access settings, no cut+pastable full addresses for contacts, no delivery notes or packing lists, doesn't handle customer deposits correctly, no notes boxes on invoices or contacts, terrible inventory and stock handling, poor handling of multiple contacts in one supplier or customer company....the list goes on and on and on.
They will not address the many problems raised, they steer paying clients away from any direct contact with the company and hide behind the 'user community' who they continue to ignore. Currently over 400 feature requests are in place...
Xero seems totally unprepared to accept that functionally their product is a long way from the universally loved "beautiful accounts" package that they promote (and sell) to aspirational accountants and sales acolytes at their brainwashed mass hysteria love-fest rallies.
VERY IMPORTANT:
If your accountant can't work with Sage or Quickbooks etc., change your accountant, not your accounts package.
Merged: Delivery Docket
I am looking for a way to create a delivery docket.
Our process is we enter in the following details when we have items in our warehouse that need to be transported to another location.
Bill to - Customer Details
Ship To - Destination Customer details
Delivery Date
Delivery Docket Number - This will be the same as the Invoice Number
Manufacturer | Reference# | Customers Purchase Order# | Item Code | Description | Quantity
Proof of delivery disclaimer and a space for a signature.
I then need these details to be converted into an invoice.
Currently we use Reckon Accounts Hosted and it does this. But I like some of the Xero features and wanted to try and move to Xero if I can find a way to do this.
I am looking for a way to create a delivery docket.
Our process is we enter in the following details when we have items in our warehouse that need to be transported to another location.
Bill to - Customer Details
Ship To - Destination Customer details
Delivery Date
Delivery Docket Number - This will be the same as the Invoice Number
Manufacturer | Reference# | Customers Purchase Order# | Item Code | Description | Quantity
Proof of delivery disclaimer and a space for a signature.
I then need these details to be converted into an invoice.
Currently we use Reckon Accounts Hosted and it does this. But I like some of the Xero features and wanted to try and move to Xero if I can find a way to do this.
Hi, although Xero doesn't have a specific delivery docket form you can create a Branding theme and customise the Sales Invoice docx templates in Word. I've done this for one client and then when you enter a Sales Invoice, select the Branding theme, print the delivery docket. Then edit the invoice and change the branding theme to your normal invoice .
HI Kelly, I am trying to read the thread regarding the work around on the dispatch notes and it says it has been archived so I can't see it - how can I access this?
Please put a packing slip print button in there are a lot of people on here requesting this.The work around is clunky and un productive please sort this xero!
Hi Xero - has this request been elevated? Are you working on it? Please advise.It is such a basic need.
Nothing I have ever asked for has ever been actioned - so clearly my business of quoting, invoicing, purchasing, and delivering goods is not a typical business-to-business practice...
The quote format is just a mess too.
The quote format is just a mess too.
Merged: Create an unpriced delivery docket please
I understand there is a method of creating a delivery note/packing slip via changing the branding theme, but honestly is there not an easier and more efficient way of doing this? The current method is not an efficient use of time and to be honest, a pain in the !
I understand there is a method of creating a delivery note/packing slip via changing the branding theme, but honestly is there not an easier and more efficient way of doing this? The current method is not an efficient use of time and to be honest, a pain in the !
This is something i only found was not available when i subscribed to Xero and its causing problems not having the functionality . Please Please make this a priority. Or is there
an add on that supports Purchase order processing and Sales order processing.
an add on that supports Purchase order processing and Sales order processing.
Don't listen to the lies from Xero, this is a simple "one button" exercise that they could accomplish with ease. it is already possible to produce a delivery note, it just involves fiddling about.
Xero seem to have decided on some bizarre trial of strength to prove that there is no need of a delivery note. I simply can't understand it. the issue has been going on for years. Xero's only response so far is to the the dates of item requests so that you can't see just how long they have been ignoring this.
Xero also calculates VAT incorrectly it's rounding is outside of the limits required by law in the UK, but good luck getting them to even acknowledge that.
We've migrated to another package for everything but the bank reconciliation and as soon as that gets added we shan't need Xero at all.
Somewhere along the line plucky little start up Xero has really lost the plot
Xero seem to have decided on some bizarre trial of strength to prove that there is no need of a delivery note. I simply can't understand it. the issue has been going on for years. Xero's only response so far is to the the dates of item requests so that you can't see just how long they have been ignoring this.
Xero also calculates VAT incorrectly it's rounding is outside of the limits required by law in the UK, but good luck getting them to even acknowledge that.
We've migrated to another package for everything but the bank reconciliation and as soon as that gets added we shan't need Xero at all.
Somewhere along the line plucky little start up Xero has really lost the plot
With regard to Xero's inability to easily create a packing slip, rest assured that your need is normal and that 'The Xero Team' don't care. Wade through this thread and weep, should you need evidence for this.
Our accountants sold us the idea of using Xero instead of other well-known payroll and accounting packages. I would be interested to know how others here came to adopt Xero?
If I knew then what I know now it is fair to say that we probably wouldn't have migrated to Xero. Mostly it is practical, but the support is lousy (compared to my experience with those other well-known companies) and there are these major flaws. Our accountant effectively provides the support role, but at a price. The only thing keeping us now is inertia- we are a tiny, busy service business, so our demands are modest and we can cope with Xero. If we were in the business of selling goods remotely, or if we had a larger payroll, I don't think we could have persevered with Xero.
Our accountants sold us the idea of using Xero instead of other well-known payroll and accounting packages. I would be interested to know how others here came to adopt Xero?
If I knew then what I know now it is fair to say that we probably wouldn't have migrated to Xero. Mostly it is practical, but the support is lousy (compared to my experience with those other well-known companies) and there are these major flaws. Our accountant effectively provides the support role, but at a price. The only thing keeping us now is inertia- we are a tiny, busy service business, so our demands are modest and we can cope with Xero. If we were in the business of selling goods remotely, or if we had a larger payroll, I don't think we could have persevered with Xero.
Thanks David, Its not just me that's frustrated with this - come on Xero - this should be a simple request
Well said David. The arrogance of Xero to this issue is staggering. They keep adding updates that nobody wants yet they don't address the most basic of operational accounting needs. I'm ashamed this is a New Zealand company.
I think that this is the real reason that no one is bothering at Xero - other shareholders should be appalled :
Xero founder Rod Drury and directors Craig Winkler and Sam Morgan sold shares on market in a multi-million dollar payday, taking advantage of a 35 per cent rally in the stock this year.
Drury and Winkler each sold 1 million shares at $20.01, reaping some $20 million apiece, while Morgan sold 500,000 shares at the same price for about $10 million, according to notices lodged with the NZX. Drury and Winkler are still Xero's two biggest shareholders at 15.2 percent and 12.8 percent respectively, while Morgan's stake, held via Jasmine Investment Holdings, reduced to 3.4 percent from 3.8 percent.
Xero founder Rod Drury and directors Craig Winkler and Sam Morgan sold shares on market in a multi-million dollar payday, taking advantage of a 35 per cent rally in the stock this year.
Drury and Winkler each sold 1 million shares at $20.01, reaping some $20 million apiece, while Morgan sold 500,000 shares at the same price for about $10 million, according to notices lodged with the NZX. Drury and Winkler are still Xero's two biggest shareholders at 15.2 percent and 12.8 percent respectively, while Morgan's stake, held via Jasmine Investment Holdings, reduced to 3.4 percent from 3.8 percent.
I see why you'd want to find reasoning for why this feature is not currently being developed, however it's the right of any of our public shareholders to sell shares and this has no bearing on our development priorities.
Again, we can definitely see why you'd like to simplify this process. Right now in Aug 2017 we're being very honest that at this stage, a one click solution for packing/delivery slips is not in the pipeline. If there is a change, or any plans towards this we will certainly let you know.
Again, we can definitely see why you'd like to simplify this process. Right now in Aug 2017 we're being very honest that at this stage, a one click solution for packing/delivery slips is not in the pipeline. If there is a change, or any plans towards this we will certainly let you know.
It really is sad to see a company with a reasonably good product be so deaf (and even trying to justify this) to their customers on an essential basic feature - this has been here 4 years now I think from memory. This whole process is certainly flawed as there are many good feature requests going back 5 or 6 years that have not yet been implemented.
Xero has also cynically and sneakily removed all the dates of the postings on this forum so that we - "The valued Xero community" - now have no visibility of just how appallingly slow their enhancement process really is. Although this removes the embarrassment to Xero it substantially devalues this process and having seen the way it works I wouldn't waste my time posting any requests here. The Steve Jobs approach to product development is much better I think!
Xero has also cynically and sneakily removed all the dates of the postings on this forum so that we - "The valued Xero community" - now have no visibility of just how appallingly slow their enhancement process really is. Although this removes the embarrassment to Xero it substantially devalues this process and having seen the way it works I wouldn't waste my time posting any requests here. The Steve Jobs approach to product development is much better I think!
'A one-click solution is not in the pipeline'. Why? As your customer I would like an answer to this question. Like many I am now tied to Xero due to a recommendation from my accountant. I would not 'like' a solution to this problem, I need one. I accidentaly sent an invoice to a customer directly from Xero recently and it was of course returned to me unpaid by my customer as it did not have a confirming delivery note and order number. I repeat. Xero staff, answer my specific questions: 1. Do you refuse to address this problem because you do not see it as a priority? 2. Does 'not in the pipeline' mean that you have chosen not to create this function? Do you accept that, given that you have made a decision that you are not willing to support this function that your customers have repeatedly requested they would be making a sounder business choice to remove Xero as their accounting software and find a different supplier? Please do me the courtesy of replying to my questions.
I think that Xero are unable to differentiate between "nice to have" features and "must have" features. The reason that they don't have far more request for a delivery note/packing slip is that the majority of companies who need this feature (anyone who produces or sells physical products) simply ignore Xero as not fit for purpose.
All that is left here is a small rump of users who use Xero for another reason and are left having to battle around a delivery note.
I suppose that from the long and determined refusal of Xero even put producing a delivery note "in the pipeline" they have decided that they really only want to work with service companies.
In this case it would be better if Xero would pass this obvious defect to one of their app developers and have them produce the added functionality perhaps as part of an inventory package as that is pretty poor in Xero as well
All that is left here is a small rump of users who use Xero for another reason and are left having to battle around a delivery note.
I suppose that from the long and determined refusal of Xero even put producing a delivery note "in the pipeline" they have decided that they really only want to work with service companies.
In this case it would be better if Xero would pass this obvious defect to one of their app developers and have them produce the added functionality perhaps as part of an inventory package as that is pretty poor in Xero as well
Again I agree with all the comments and cannot understand why this has not been made priority to add a delivery note. I did get around this by changing my quotation document to a delivery not and removing any columns with prices etc. It is then easy to progress a quotation to an invoice. You can also copy the quotation if required. If you have to email the delivery document then I just save it on my PC as DN - 1234 and remove the wording quotation.
It's like a 3 year old who stamps their feet and screams nooooooooooo till their blue in the face.
The forms already there, it's called invoice. Deleting the price field, totals etc. and renaming it delivery note is about all is needed. Then yes, it's about as simple as creating a button.
But your dealing with Kiwis this bunch are renowned for having a lackadaisical attitude with most things. The work to do this is minimal so stop saying it's complex.
The forms already there, it's called invoice. Deleting the price field, totals etc. and renaming it delivery note is about all is needed. Then yes, it's about as simple as creating a button.
But your dealing with Kiwis this bunch are renowned for having a lackadaisical attitude with most things. The work to do this is minimal so stop saying it's complex.
It's true all I would need for a delivery note would be fairly close to an invoice...and in fact I make them in excel at the moment for my account customers (i.e. most of them), and the many casual customers who wish to have a different delivery address to their billing. I currently have to run the invoices through excel and then input the invoices to Xero which is frustrating.
My excel based system allows me to input the delivery and billing addresses and product details and then generates the invoice and delivery note with billing address and delivery address specifically both referred to on each document as well as a CLEAR reference to an order number and a customer project reference on both documents.
All that seems to be needed are additional fields for delivery address and phone number and then I could use the reference field for the customer order number and project reference.
Surely a one click doc could take data from an additional delivery address/phone number field and generate a delivery note...I am not even suggesting a requirement for the delivery addresses to have to be saved with the customer account contact details tho that would be nice.
By the way I have also asked specifically for a reasonable explanation as to why Xero will not address this problem.
It is obvious that their customers require this function and so Xero staff repeatedly saying to their customers 'we are not doing it' without an explanation seems rude as well as very poor customer service.
My excel based system allows me to input the delivery and billing addresses and product details and then generates the invoice and delivery note with billing address and delivery address specifically both referred to on each document as well as a CLEAR reference to an order number and a customer project reference on both documents.
All that seems to be needed are additional fields for delivery address and phone number and then I could use the reference field for the customer order number and project reference.
Surely a one click doc could take data from an additional delivery address/phone number field and generate a delivery note...I am not even suggesting a requirement for the delivery addresses to have to be saved with the customer account contact details tho that would be nice.
By the way I have also asked specifically for a reasonable explanation as to why Xero will not address this problem.
It is obvious that their customers require this function and so Xero staff repeatedly saying to their customers 'we are not doing it' without an explanation seems rude as well as very poor customer service.
Just to note...this feature seems to be very similar and supposedly is being worked on https://community.xero.com/business/discussion/2477180/
Oh Fiona your new here I guess. Brittney I'm not team I'm paying customer. Sort this out. Your responses are ridiculous. This is DAYS work at best. If you don't have anyone who can do thk this try rentacoder. Plenty of Indians who will bid for the job you can't manage.If
Merged: A Dispatch Docket or as we call it Delivery Docket
We are a horticultural company and delivery fresh produce to market agents at locations such as Rocklea Markets, etc.
The dollar value of a consignment to one of these agents is unknown until after the produce has been sold by them.
At the moment I print the Delivery Docket and this is given to the truck driver whom delivers the produce.
These, understandably, occasionally go missing.
Therefore, being able to email the agent a Delivery Docket or Dispatch Docket without the invoice, since the dollar value of the produce is unknown, would be very helpful.
The way your system works now, I have to print the Delivery Docket, scan it and then email document to agent. Such a waste of paper and time. I sometimes forget to choose only the second page at time of printing the Delivery Docket, so again a waste of paper.
I will add that I very much enjoy working with Xero. I'm very pleased I made the change to Xero.
My Request: To be able to email a Delivery Docket, without the invoice, direct from Xero.
Thank you
Roslyn Caleo
We are a horticultural company and delivery fresh produce to market agents at locations such as Rocklea Markets, etc.
The dollar value of a consignment to one of these agents is unknown until after the produce has been sold by them.
At the moment I print the Delivery Docket and this is given to the truck driver whom delivers the produce.
These, understandably, occasionally go missing.
Therefore, being able to email the agent a Delivery Docket or Dispatch Docket without the invoice, since the dollar value of the produce is unknown, would be very helpful.
The way your system works now, I have to print the Delivery Docket, scan it and then email document to agent. Such a waste of paper and time. I sometimes forget to choose only the second page at time of printing the Delivery Docket, so again a waste of paper.
I will add that I very much enjoy working with Xero. I'm very pleased I made the change to Xero.
My Request: To be able to email a Delivery Docket, without the invoice, direct from Xero.
Thank you
Roslyn Caleo
Heya - sounds like a big process! There is actually a way around this - using Docx invoice templates. There's more info on that here so I'm going to merge these together so you can take a look. It's also a feature request to make this a more streamlined process, but I think you'll find the Docx solution will help you out a fair bit!
Really need a one-click Delivery Note, preferable available on both quotes and invoices. Seems like a standard item to have in an accounting software package....And needed by any business that sends out goods to customers.
This feature would save me personally at least 30 minutes every day. At the moment I'm printing Invoice to PDF, then opening PDF with Adobe Acrobat Pro, changing the title to "Delivery docket" and removing all the prices. Luckily only some of our customers require the delivery docket.
I understand that Xero are very busy, but given the many hundreds of feature requests without a plan to implement as yet, could you tell me what all you people are doing? It sure as eggs isn't developing the product!
I understand that Xero are very busy, but given the many hundreds of feature requests without a plan to implement as yet, could you tell me what all you people are doing? It sure as eggs isn't developing the product!
@Jethro, have you looked at my last comment here? There's a much easier way to do this using Docx!
Brittany,
Saying there's "a much easier way" implies that it is easy. But it isn't, it's a pain in the a**.
It's easier to roll a small rock up hill than a big one but that's hardly the point!
Xero has no excuse for this ridiculous position.
Saying there's "a much easier way" implies that it is easy. But it isn't, it's a pain in the a**.
It's easier to roll a small rock up hill than a big one but that's hardly the point!
Xero has no excuse for this ridiculous position.
@Brittany, sorry I hadn't, I looked at the feature request and the official Xero response in green, but failed to read all the comments. That's been done now!
@Curtis, I believe she meant that Docx was easier than the method I had been using. Which is true, that method is unnecessarily cumbersome. But as only about 20% of our customers require a delivery note, changing the invoice Docx (which as I understand it, would change every invoice) will be more of a pain than a help. Because then I'd just be throwing away a lot of un-needed delivery dockets right? Besides having to edit them out when I go to send an invoice by email.
As for Docx, - what can I say? Clunky, backwoods method of editing a layout and I've used a few!
@Curtis, I believe she meant that Docx was easier than the method I had been using. Which is true, that method is unnecessarily cumbersome. But as only about 20% of our customers require a delivery note, changing the invoice Docx (which as I understand it, would change every invoice) will be more of a pain than a help. Because then I'd just be throwing away a lot of un-needed delivery dockets right? Besides having to edit them out when I go to send an invoice by email.
As for Docx, - what can I say? Clunky, backwoods method of editing a layout and I've used a few!
Xero aren't busy they are either lazy or missing anyone capable of basic C# yet they fob you off with excuses of how long it would take. Day tops. Lazy or lacking skills.
It is hugely disappointing that Xero, who say they listen to their customers, continue to stick their head in the sand over this. JUST GET ON AND CREATE A ONE-CLICK DELIVERY NOTE!!
Otherwise more of us will vote with our feet and go back to Quickbooks!
Otherwise more of us will vote with our feet and go back to Quickbooks!
Correct. They absolutely don't care about their customers. The official response is rude and offensive.
I've just brought xero on board with 2 companies and unfortunately I'm already starting to feel sorry. A delivery note feature is a must for us and not the cumbersome work around that xero is currently offering. It's not that big a deal to add this as it only needs to copy certain information from a quote or invoice. Sage One has a very simple and effective way of doing this which I hope you will look at and consider in the very near future. Cmon guys, please!!!
Lads this is absolutely LUDICROUS!!! Has this request really originated in 2013??? I came to xero on the assumption that you worked hard and fast at developing the product for your customers. There are HUNDREDS of comments and requests for this feature, a feature that should never have had to be requested in the first as it it's a BASIC REQUIREMENT of any accounting/invoicing software. I'm afraid we'll be taking out business elsewhere unless there's good news in the next week or two...
If anyone finds a better alternative to XERO which includes invoicing and packing slips, please do share it here.
It is not just a 'simple' delivery note but also the instable appalling quotes system that needs fixing. We waste hours on both of these (they promised to fix the quotes 2 years ago). We are a small company and changing systems will be onerous for us but I'm getting motivated to do it as there is clearly something wrong at Xero management.
The way out of this mess is to add an integration between Xero and one of their partners like Unleashed or Dear Inventory. I've used both. Unleashed is nice to use but not as powerful as Dear Inventory.
Yes but we shouldn't have to do this - the idea of Xero is it is a one stop shop for SME's. Right??
In the end I did a U turn and stayed with MYOB. A packing slip isn't a "new document" as the Xero crew chant, it's an Invoice minus 2 fields, Price and Totals.
I don't think so. Xero have shown more interest in the Accounting community to stitch up their practices so you are buying into an ecosystem. Personally I think this issue is buried so deep in the original Xero design, it is too hard to fix easily so they ignore the problem. I did look at SAASU recently which does manage inventory and quotes/orders/invoices well and also has bank feeds. But I elected to stay with Xero and add Unleashed which provides better (3 Way) integration with my ecommerce store.But its costing me around $200 a month more. This keeps my accountant happy as his view is still in Xero. It all comes down to your needs analysis in the end.
We changed back to the sand box MYOB and are happy again. That fixed my packing slip problem. And yes the number of requests goes up and down by hundreds over the years. (We're paying small $ to keep access to my files.) If accountants didn't get a cut, would there be so many moving to xero? Will this post be deleted? I expect immediately...
Yes it was way back in 2013 that this thread started so 5 years and counting now. This is for a basic feature request that anyone who has run a business that sells physical goods knows is essential. Xero have quietly removed the dates on these postings so the community that they rave on about can't see just how bad they are really doing!
I am afraid that when making a delivery note it is not, as some comments have suggested just a case of changing the title & 'deleting the price'. My customers need both the invoice and delivery address displayed on both the invoice and the delivery note as well as at least the invoice and the order number. Why is this so complicated for Xero? How on earth can Xero have missed out something so fundamental? Like many of those on this thread I would not have chosen Xero for myself but was recommended to do so by my accountant. He is an excellent accountant and so I took his advice. Perhaps more pressure is needed though from the accountancy community to resolve this issue? Also as a message to Xero specifically. WHEN WILL YOU CREATE DELIVERY NOT FUNCTIONALITY?
I have tried using the docx system and cannot use it as it misses several specific requirements for a delivery note.
3 addresses must be referenced on both invoice and delivery note; our address, the customer invoice address and the customer delivery address.
3 reference numbers also need to be seen on both invoice and delivery notes; the invoice number, the delivery note number and the customers own order number.
The template includes only our address and the customers invoice address. It also only has room for the invoice number and 'reference'.
It is disturbing that Xero does not even seem to understand the process of sending out an item for sale. Could I ask that Xero make it clear to future customers that their software is not intended for and is unsuitable for sale of goods - it is only designed and suitable for sale of services.
3 addresses must be referenced on both invoice and delivery note; our address, the customer invoice address and the customer delivery address.
3 reference numbers also need to be seen on both invoice and delivery notes; the invoice number, the delivery note number and the customers own order number.
The template includes only our address and the customers invoice address. It also only has room for the invoice number and 'reference'.
It is disturbing that Xero does not even seem to understand the process of sending out an item for sale. Could I ask that Xero make it clear to future customers that their software is not intended for and is unsuitable for sale of goods - it is only designed and suitable for sale of services.
@Fiona you can add both Contact Postal Address and Contact Physical address in the Docx template. You can also get the reference is displayed on all pages as you like, it just needs to be added in. I'll get the team in touch to explain how.
Hi
Why doesn't Xero just fix it? Last night I spent hours matching manual DO's to invoices and since some deliveries are split we cannot use your band-aid system. Then I had to make changes to several quotes and the form keeps skipping all over the place - nightmare and one can easily make mistakes.
Xero you need to get customer focussed - you seem to be only accountant focussed as we are the ones that will make the change from you.
I would only recommend Xero to people with incredibly simple accounts (and then they could use excel).
Why doesn't Xero just fix it? Last night I spent hours matching manual DO's to invoices and since some deliveries are split we cannot use your band-aid system. Then I had to make changes to several quotes and the form keeps skipping all over the place - nightmare and one can easily make mistakes.
Xero you need to get customer focussed - you seem to be only accountant focussed as we are the ones that will make the change from you.
I would only recommend Xero to people with incredibly simple accounts (and then they could use excel).
It would take a programmer no time at all to build this function in. Comon guys get your finger out.
I'm just switching our company to digital accounting and am trialling both Xero and Sage One at the same time.
On the whole Xero is more intuitive but it is UNBELIEVABLE that Xero does not have the ability to create a Delivery Note. Yes, there is a work around by creating a docx but this not good enough for a feature that is fundamental for so many businesses.
In Sage One it takes just one click.
This thread seems to have been going on for so long, and it is obviously so important to so many users, and yet Xero seems to have actually done nothing about it. This says a lot to me.
For this one reason alone, I can't see us continuing with Xero after the trial.
On the whole Xero is more intuitive but it is UNBELIEVABLE that Xero does not have the ability to create a Delivery Note. Yes, there is a work around by creating a docx but this not good enough for a feature that is fundamental for so many businesses.
In Sage One it takes just one click.
This thread seems to have been going on for so long, and it is obviously so important to so many users, and yet Xero seems to have actually done nothing about it. This says a lot to me.
For this one reason alone, I can't see us continuing with Xero after the trial.
I can't believe that something so easy is proving so difficult for them. They responded by saying it was not an easy fix but for anybody who has worked with developers they would know that this would be very simple. Guys I give you a Xero out of ten for this one.
It beggars belief that they could design the software in the first place without this function. It's like designing a Point of Sale system that doesn't print a receipt for the customer.
But what's even more astonishing is that they haven't rectified the issue and keep offering up lame excuses.
But what's even more astonishing is that they haven't rectified the issue and keep offering up lame excuses.
Merged: REPEATED request - packing slip print
Once again, I wish to bring up the issues with packing slips. The current method of printing a packing slip is cumbersome, painful, leads to staff making errors etc as the feature creates a dummy invoice.
PLEASE can we get a one click button added to the sales invoice screen.
For users shipping a lot of retail products the current method is WOEFUL.
Once again, I wish to bring up the issues with packing slips. The current method of printing a packing slip is cumbersome, painful, leads to staff making errors etc as the feature creates a dummy invoice.
PLEASE can we get a one click button added to the sales invoice screen.
For users shipping a lot of retail products the current method is WOEFUL.
Appreciate this is an important issue for you, John. Sounds like you may have already come across the main request for this, that I'm going to merge your post back to. It's best we keep these similar comments together and everyone updated with the same info, in the one place.
Currently in March 18, the team who look after Invoice Templates (inc. current packing slip) are currently focused on getting new invoicing out to you all. Right now, it's in beta, and once out the door we can reassess the many requests we have for other improvements in Sales, and decide on the next move. We'll let you all know on the request if any plans are made.
Currently in March 18, the team who look after Invoice Templates (inc. current packing slip) are currently focused on getting new invoicing out to you all. Right now, it's in beta, and once out the door we can reassess the many requests we have for other improvements in Sales, and decide on the next move. We'll let you all know on the request if any plans are made.
Merged: Delivery note
I want to make a delivery notes in XERO. Can you please help me?
Thanks
I want to make a delivery notes in XERO. Can you please help me?
Thanks
I didn't pay Xero monthly to create my own DO. If you have invoice function, you should have DO as well.
I wish these notes were still dated so we could see how long ago people asked for DO functions etc.
Any business with a tangible product (and some with intangible ones too)need DO's - so incredibly basic.
Any business with a tangible product (and some with intangible ones too)need DO's - so incredibly basic.
I believe Xero removed the date stamp from all posts a long time ago- I expect it didn't look great if it was obvious that one complaint, such as the lack of a blindingly obvious and critical function to produce a packing slip, had been running for many years.
I started this thread in 2013. Xero has a stunning level of customer disdain. I have no other business system that I have kept with that treats me like this but it is too difficult to change. Hence they keep fleecing us and employing more staff to do nothing.
I posted about this back when we started with Xero in 2010. Wondering if anyone can beat that date?
Hey team - this was started on 9th May 2013, but again the date a request was started doesn't influence when it's worked on. There's so many factors that affect when a team starts work on a feature, so please look here on our blog if you haven't already. I 100% get that having this feature would speed things up for your day, however we do prioritise functionality that doesn't yet exist in Xero - recent examples are Projects, new Expenses Claims, CIS and more.
We've also mentioned a few times that the team in charge of Invoicing (and so therefore Delivery Notes), are still working on the complete refresh of Invoicing. So don't have room in their schedule to add a whole new document type and the other work that comes with developing a Delivery Note/Packing Slip.
If we have any news to update you with, we'll be back to share with you all. For now, the Docx template is the way to go.
We've also mentioned a few times that the team in charge of Invoicing (and so therefore Delivery Notes), are still working on the complete refresh of Invoicing. So don't have room in their schedule to add a whole new document type and the other work that comes with developing a Delivery Note/Packing Slip.
If we have any news to update you with, we'll be back to share with you all. For now, the Docx template is the way to go.
Ok 5 YEARS - functionality for DOs does not exist except as a bandaid that does not work and makes a mess of the system.
I would like to know when the team in charge of invoicing predict that the new system will be ready?
Also expense claims for example, whilst important, do not help sales - we are all in the business of selling something - if I was prioritising DO's would come way way before expense claims in my list of priorities. This is the difference between working with end users not just accountants.
I would like to know when the team in charge of invoicing predict that the new system will be ready?
Also expense claims for example, whilst important, do not help sales - we are all in the business of selling something - if I was prioritising DO's would come way way before expense claims in my list of priorities. This is the difference between working with end users not just accountants.
5 years and sooo many requests. I think the word should get out that Xero is not suitable for anyone selling anything that needs to be delivered. A current affairs program on commercial TV or the ABC would get the word out to warn people about Xero not responding to customer needs and how their response to their customers requests is they dont have room in their schedule to add a new document which is a daily necessity for deliveries. How on earth a program for expense claims gets priority over a delivery docket we have been requesting for 5yrs is beyond me. If we all get together and get the word out via social media also this might speed things up.
This is what's so hard about making product decisions, because what's relevant to some people (delivery notes for you all here!), can be completely irrelevant to others (those that need new Expense Claims). To put a bit of perspective here, there are 14 feature requests for Expenses Claims that we'll be ticking off, with a total of 1891 votes. Votes aren't the main factor, but they can help prioritisation.
I can assure you that our Product teams are very aware of what's been asked for here in Community, and know there's the demand here for Packing Slips, but we've not been in a position to add them as yet. Again, as soon as I have more info we'll let you know.
I can assure you that our Product teams are very aware of what's been asked for here in Community, and know there's the demand here for Packing Slips, but we've not been in a position to add them as yet. Again, as soon as I have more info we'll let you know.
Hi exasperated Xero users,
Here's a pdf copy of this thread I printed last year that has dates.
Xero: removing thread dates to attempt to hide how utterly terrible you have been at addressing the very legitimate concerns of your loyal customers seriously damages what little goodwill still remains. When are we going to get the good news that you are prioritising this functionality? And how can you justify any more of a wait when it's been 4 and a half years and it has been spelled out to you time and time again that this is BASIC functionality?
I was so frustrated by Xero being willfiully deaf I emailed the CEO last year:
Hi Rod,
There is some very basic missing functionality on Xero that businesses need but it appears that we're not being listened to.
I want to draw this to your attention because the lack of response from Xero is frustrating and hurting your business.
I would love it if you could please address this, specifically:
https://community.xero.com/business/question/2725145#answer47256363
https://community.xero.com/business/question/1627040#answer47233982
https://community.xero.com/business/question/2684108#answer45770725
I appreciate your time and look forward to hearing from you.
Cheers,
Tom
________________
He did get back to me with the following:
Hi Tom
The 3rd one we'll get onto soon. First two we're not strong on that area of small business and it's more likely to be done better by an inventory management add-on in the short to mid term.
We are very aware that we have millions of users and some businesses will be frustrated we haven't done their thing. We read everything and constantly prioritising.
Not sure this helps. But hop it aids understanding.
I have forwarded your email to our broader team.
Rod
Here's a pdf copy of this thread I printed last year that has dates.
Xero: removing thread dates to attempt to hide how utterly terrible you have been at addressing the very legitimate concerns of your loyal customers seriously damages what little goodwill still remains. When are we going to get the good news that you are prioritising this functionality? And how can you justify any more of a wait when it's been 4 and a half years and it has been spelled out to you time and time again that this is BASIC functionality?
I was so frustrated by Xero being willfiully deaf I emailed the CEO last year:
Hi Rod,
There is some very basic missing functionality on Xero that businesses need but it appears that we're not being listened to.
I want to draw this to your attention because the lack of response from Xero is frustrating and hurting your business.
I would love it if you could please address this, specifically:
https://community.xero.com/business/question/2725145#answer47256363
https://community.xero.com/business/question/1627040#answer47233982
https://community.xero.com/business/question/2684108#answer45770725
I appreciate your time and look forward to hearing from you.
Cheers,
Tom
________________
He did get back to me with the following:
Hi Tom
The 3rd one we'll get onto soon. First two we're not strong on that area of small business and it's more likely to be done better by an inventory management add-on in the short to mid term.
We are very aware that we have millions of users and some businesses will be frustrated we haven't done their thing. We read everything and constantly prioritising.
Not sure this helps. But hop it aids understanding.
I have forwarded your email to our broader team.
Rod
I emailed him back:
Hi Rod,
Thanks for the quick reply. I do understand that there's a lot of different businesses requesting different features.
However, I don't agree that creating a packing slip is necessarily a small business thing. Any business that sends out goods needs to create one and it seems like quite a fundamental thing that has been, and is being, overlooked. The current work-around given by Xero (changing the branding theme and having to resave the invoice everytime we want to send one) is, unfortunately, not an acceptable alternative for us as we have to change the invoice date to the date the items are sent and then change it all back again. It adds minutes to every order we process and creates room for errors to occur.
I'm not wanting an immediate fix, but at least some sort of acknowledgement that this is quite a fundamental requirement of a lot of businesses and that there's a plan to get a better fix. There are some pretty scathing comments regarding Xero's lack of progress in implementing basic functionality like this, and I don't feel your response alleviates any of the frustration felt. It's three years since the initial request for this and there's still no plan to get it implemented. And going from the comments, you're losing customers because of it.
You mentioned a better solution may be an inventory management add-on for the short to mid term - is there one that you can recommend that will enable us to easily create packing slips without having to change the branding theme every time?
I really appreciate your time with this Rod. We've been Xero users since 2007, I think, and love what you've built. We just need a bit more of a response because our customers require packing slips with their order and currently, it's not something we can easily give them.
Cheers,
Tom
________________
There was no further reply which really says it all. Xero doesn't give two stuffs about us and I have no confidence that this is about to change.
Xero, tell me otherwise!! If not, what is going on your end?!!!!!
Hi Rod,
Thanks for the quick reply. I do understand that there's a lot of different businesses requesting different features.
However, I don't agree that creating a packing slip is necessarily a small business thing. Any business that sends out goods needs to create one and it seems like quite a fundamental thing that has been, and is being, overlooked. The current work-around given by Xero (changing the branding theme and having to resave the invoice everytime we want to send one) is, unfortunately, not an acceptable alternative for us as we have to change the invoice date to the date the items are sent and then change it all back again. It adds minutes to every order we process and creates room for errors to occur.
I'm not wanting an immediate fix, but at least some sort of acknowledgement that this is quite a fundamental requirement of a lot of businesses and that there's a plan to get a better fix. There are some pretty scathing comments regarding Xero's lack of progress in implementing basic functionality like this, and I don't feel your response alleviates any of the frustration felt. It's three years since the initial request for this and there's still no plan to get it implemented. And going from the comments, you're losing customers because of it.
You mentioned a better solution may be an inventory management add-on for the short to mid term - is there one that you can recommend that will enable us to easily create packing slips without having to change the branding theme every time?
I really appreciate your time with this Rod. We've been Xero users since 2007, I think, and love what you've built. We just need a bit more of a response because our customers require packing slips with their order and currently, it's not something we can easily give them.
Cheers,
Tom
________________
There was no further reply which really says it all. Xero doesn't give two stuffs about us and I have no confidence that this is about to change.
Xero, tell me otherwise!! If not, what is going on your end?!!!!!
The irony is that a packing slip is simply an invoice minus 2 fields, Unit Price, and Extended Total. Possibly a third with Grand Total. Sounds like a Copy/Paste job for a programmer (if there are any working at Xero).
5 years of requests seems pretty relevant to all businesses trying to deliver their goods without a delivery note. You certainly have a duty to disclose to businesses before they sign up and set up your system that the system is not suitable for businesses that need to deliver goods. This needs to be disclosed as you have mislead so many businesses who are now stuck in your system with only a "work around" solution?
I realized a while ago when this was going nowhere that Xero is an ACCOUNTING package, and most accountants are only interested in $$ generated by activity, not how the activity is efficiently performed to deliver the $$. Having gotten over that hurdle, and having given up on the .doc "mess-around", I turned to Adobe Acrobat to quickly edit the Xero pdf Quote outputs into Production Order and Packing Slip documents. Far from ideal, but an okayish workaround.
They simply don't care guys, you just need to change your accounting software....
The workaround allows you to create the document in the same "branding theme" as you'd like but it's a complete pain in the ass and leads to other mistakes such as the document being saved in this theme. Then if a customer ever requests a copy of the invoice, it is VERY easy to send them a DN/PS in error!
Brittany, as usual you come back with a reply that just infuriates everyone, how can you belittle it by saying that your "developers" haven't got time in their schedule to create this feature? And it's a very simple feature as well.
Good to hear (but can it be believed) that a "complete refresh of invoicing" is on the way as there's about another 100 annoying things within the software, many of which I've highlighted in the past (also ignored - all of them).
Can you please answer one question for everyone on this thread Brittany; after the "complete refresh of invoicing", will a single-click Delivery Note/Packing Slip feature be included????
The workaround allows you to create the document in the same "branding theme" as you'd like but it's a complete pain in the ass and leads to other mistakes such as the document being saved in this theme. Then if a customer ever requests a copy of the invoice, it is VERY easy to send them a DN/PS in error!
Brittany, as usual you come back with a reply that just infuriates everyone, how can you belittle it by saying that your "developers" haven't got time in their schedule to create this feature? And it's a very simple feature as well.
Good to hear (but can it be believed) that a "complete refresh of invoicing" is on the way as there's about another 100 annoying things within the software, many of which I've highlighted in the past (also ignored - all of them).
Can you please answer one question for everyone on this thread Brittany; after the "complete refresh of invoicing", will a single-click Delivery Note/Packing Slip feature be included????
Yes we gave up and just use an invoice instead - not ideal but better than their frig-around. I realise development resources are scarce but so far eight years of people requesting this, which after all is just an invoice minus the prices, tells you a lot about Xero's development process and its attitude to its customers.
I'm just implementing Xero - and am supprised and disppointed I cant print a packing slip.
it was a feature of Quickbooks online which I dumped for Xero :(
Please excalate this request.
P
it was a feature of Quickbooks online which I dumped for Xero :(
Please excalate this request.
P
Hi Peter Martins, if you want or need a packing slip, I advise that you quickly dump Xero again as they won't listen to you, I can guarantee you that. This is being requested for EIGHT YEARS by hundreds of users and still nothing! We got caught the same way, thinking surely they will soon implement something so fundamentally important but no...
Regards, Fergus
Regards, Fergus
Who encouraged you to dump QB in favour of Xero? My guess is it could be someone who has never sold anything more substantial than a letter that had to be delvered?
Sadly it was our accountants who encouraged us to switch from QB to Xero as they are much happier to work with Xero - which kinda sums up the problem! Xero is designed for accountants NOT business people, and certainly not people running a manufacturing business! I really can't understand why Xero can't listen to its customers and get a proper despatch note sorted. The 'packing list' solution they suggest just now is rubbish.
This is how Xero operate. One way or another they persuade accountants in various countries to push Xero as a brilliant accounting solution. In many ways it is, but my accountant did not mention that there was no packing slip functionality. By the time you find out, it's too late- the inertia of changing back to your previous solution is just too great.
The packing slip complaint has been running for the thick end of a decade. Xero plainly do not care at all. Their business model works just fine. This will not change until some sea change takes place, but since when did you ever notice ripples on social media about an accounting issue? It takes an Enron-scale story to make any waves in the accounting pool.
The packing slip complaint has been running for the thick end of a decade. Xero plainly do not care at all. Their business model works just fine. This will not change until some sea change takes place, but since when did you ever notice ripples on social media about an accounting issue? It takes an Enron-scale story to make any waves in the accounting pool.
Is there any business in the world that survives when it's core user is so disgusted with its service? Damn I forgot about Microsoft and Apple - guess we have to vote with our feet.
The problem is that Xero is missing so much core functionality and so understandably has to prioritise and this topic is way down the voting list. If you scan down the top votes on the feature list it is shocking not just how much they need to do but also how slow they are at doing it. It is like buying a car that runs but has 25% of the basics missing eg windscreen wipers, headlights, handbrake etc. They radically need to double the size of their development team to have any hope of clearing down that list. I was an early adopter as it had some good innovations and expected the missing parts to be added a lot sooner. I think that they are in danger of loosing their lead and market position unless they address this bigger issue.
I set up a branded invoice with packing slip - which sort of worked but the payment terms are now not displayed on the invoice.
I need to add some merge fields - but when I tried this did not work
I also may need to change the delivery address - as some order come from one company with multiple locations
Can I have more information how to do this ?
Thanks
I need to add some merge fields - but when I tried this did not work
I also may need to change the delivery address - as some order come from one company with multiple locations
Can I have more information how to do this ?
Thanks
Seriously Xero even trade Me has an one click packing slip feature, you really need to sort this or give us a date when this will be sorted. Please MAKE THIS A PRIORITY!!!
Just come here from my other favourite thread ~ delivery addresses on invoices
As these are both linked to the same software changes I would like to hear from Xero what exactly this epic 5 years in the making update is going to look like.
Would be good to hear what features the long-awaited updates to sales is actually going to include.
I see that Xero has prioritised working on chargeable services such as Projects and Payroll rather than servicing the needs of its basic users.
Ashleigh
As these are both linked to the same software changes I would like to hear from Xero what exactly this epic 5 years in the making update is going to look like.
Would be good to hear what features the long-awaited updates to sales is actually going to include.
I see that Xero has prioritised working on chargeable services such as Projects and Payroll rather than servicing the needs of its basic users.
Ashleigh
I despair with Xero. WHY DON'T YOU LISTEN TO YOUR CUSTOMERS?!?!
As I have said before the only reason we stick with Xero is because our accountants like it. And that's really the nub of the problem. Xero is designed for accountants NOT businesses. We are a manufacturing firm and all we are asking for is a simple Delivery Note and a simple way to change a delivery address.
Not rocket science. Would go back to Quickbooks in the blink of an eye if I could find local accountants who work with it.
As I have said before the only reason we stick with Xero is because our accountants like it. And that's really the nub of the problem. Xero is designed for accountants NOT businesses. We are a manufacturing firm and all we are asking for is a simple Delivery Note and a simple way to change a delivery address.
Not rocket science. Would go back to Quickbooks in the blink of an eye if I could find local accountants who work with it.
Catherine Stott ~ I'm wondering about switching to Quickbooks? I presume it comes with its own limitations too. I was recommended Xero by a consultant rather than my accountant (who doesn't care what system I use).
I'm increasingly aware, which I hadn't really thought of at the time, that they are more concerned about meeting the needs of accountants rather than SMEs.
I worry about porting across to Quickbooks as the move from Sage to Xero was not straightforward.
I'm increasingly aware, which I hadn't really thought of at the time, that they are more concerned about meeting the needs of accountants rather than SMEs.
I worry about porting across to Quickbooks as the move from Sage to Xero was not straightforward.
Hi I am interested too - We do long quotes and the quotes are so so unstable. Xero has acknowledged there is a problem but have not scheduled any work. I'm so fed up with their lack of action.
Ashleigh, Quickbooks is not perfect but it's very 'user-friendly' and easy to use. Good helpline too. Ideal for a manufacturing business like ours as can track stock and costings easily (individual components as well as finished product). I think if the accountants who recommended it to us had helped us more so it had not got into a 'mess' from an accounting perspective (long story, but wasn't shown how to reconcile transactions properly!), we would still be using it. Quickbooks was actually too sophisticated for our needs, but still easy to use. As I've said, I would switch back to Quickbooks if I could. Go for it!!
Ashleigh, Xero simply DON'T GIVE A MONKEYS about you or your problems! Or anyone elses. It's hard to leave once you're committed so it's hard to make them listen. Only way is to rate them on as many websites as you can. I looked at ratings before we moved to Xero but if I had seen some of these threads or got a more accurate rating, I would NEVER have signed up!
Frankly, I cannot understand why 'print delivery note' isn't a basic function. KashFlow had it years ago. Beginning to wonder why I changed over. It is an essential part of business to send a delivery note (packing slip) with a delivery before invoicing the customer at the end of the month. It has the same information as the invoice (items, quantities, etc.) but not prices and delivery address rather than invoicing address. How hard can it be?
Also, why are there no dates on the original comment and replies? How are we to know how old this thread is?
Also, why are there no dates on the original comment and replies? How are we to know how old this thread is?
Carl Harris
This issue has been raised numerous times by myself and other business owners and company directors.
To see that the official Xero reply is that they have been working on this issue since 2013 beggars belief.
For god's sake people, if we all had such a poor customer service response we would be out of business.
Xero team - we ( the Xero customers ) love most of your features.
We detest your response to a very basic function that should be included with EVERY sales program.
Hello ! see MYOB, Quickbooks, SAP etc etc.
Christ, I am ex Military, if we moved that slow we all would have been shot and we wouldn't be having this conversation.
To see that the official Xero reply is that they have been working on this issue since 2013 beggars belief.
For god's sake people, if we all had such a poor customer service response we would be out of business.
Xero team - we ( the Xero customers ) love most of your features.
We detest your response to a very basic function that should be included with EVERY sales program.
Hello ! see MYOB, Quickbooks, SAP etc etc.
Christ, I am ex Military, if we moved that slow we all would have been shot and we wouldn't be having this conversation.
Lets start a financing campaign and create a new platform which will give us what we want!
Plenty of alternatives out there which do what we want...we just need to find an easy way to export all our data files and attachments so that we can all get out of here.
Part One:
Wow, I've spent nearly an hour reading through the discussion threads... I can't believe that it dates back 5 years (that's 8450 single person hours since it was first raised here).
I feel very deflated about delivery notes. We use the word template to 'add' in a delivery note (at the time of a quote, rather than invoice). We'd love a simple 1 button delivery note.
I guess we all use Xero in different ways, I print digital productions and we list the printed products details in the item description (normally changes with every order). For a delivery note, I would not want all the details showing, just the top level item (eg., 500 leaflets).
It would be magic to get a button that did this for me.
Forgetting to do a delivery note before I convert to an invoice means that I have to:
1) "unmark as invoiced"
2) "unmark as accepted"
3) "revise quote" - change the template to the delivery note one
4) Save quote
5) Print out quote
6) Mark as accepted
7) Mark as invoiced.
What a bore! 7 steps to get a packing slip / delivery note (if I forget to do it at the time).
Not all items that require delivery notes get invoiced at the time of collection, especially those on credit terms, which means that moving the packing slip to the invoice stage doesn't really help much.
Wow, I've spent nearly an hour reading through the discussion threads... I can't believe that it dates back 5 years (that's 8450 single person hours since it was first raised here).
I feel very deflated about delivery notes. We use the word template to 'add' in a delivery note (at the time of a quote, rather than invoice). We'd love a simple 1 button delivery note.
I guess we all use Xero in different ways, I print digital productions and we list the printed products details in the item description (normally changes with every order). For a delivery note, I would not want all the details showing, just the top level item (eg., 500 leaflets).
It would be magic to get a button that did this for me.
Forgetting to do a delivery note before I convert to an invoice means that I have to:
1) "unmark as invoiced"
2) "unmark as accepted"
3) "revise quote" - change the template to the delivery note one
4) Save quote
5) Print out quote
6) Mark as accepted
7) Mark as invoiced.
What a bore! 7 steps to get a packing slip / delivery note (if I forget to do it at the time).
Not all items that require delivery notes get invoiced at the time of collection, especially those on credit terms, which means that moving the packing slip to the invoice stage doesn't really help much.
Part Two:
On a side note, is anyone else frustrated with the multiple clicks it takes to print something out?!
And one more: what about how you add contacts into the customer account? So crazy that you can't assign quotes / invoices to different people (departments) without having to delete a load of people from the email address list at the time of sending out a quote / invoice. Or at least be able to choose from a drop down list of all those in the customer's account details.
We've been on Xero for the last 3 1/2 years and have seen changes, but they come so slowly.
I would like to hear from those who are bold enough to make the move to a different accounting software. Let me know which ones top your list.
We have until March 2019 (end of year for us) to find somewhere.
It would be a painful move (and who knows if the new software does everything that we'd want it to do, without trialling it for a 1/4), but one that would in the end speed up processing internally.
Thanks for reading, I trust that your hopes are greater than mine at what appears, on the face of it, a really simple upgrade.
Neil
Note: 700,000 subscribers (found on Xero's blog) at roughly £20 per user = 14 million (sterling / dollars) per month. 14 million to work with per month and your development team don't have enough time - I think it's about time your employed some more people - raise Xero back to the number 1 spot it should be at.
On a side note, is anyone else frustrated with the multiple clicks it takes to print something out?!
And one more: what about how you add contacts into the customer account? So crazy that you can't assign quotes / invoices to different people (departments) without having to delete a load of people from the email address list at the time of sending out a quote / invoice. Or at least be able to choose from a drop down list of all those in the customer's account details.
We've been on Xero for the last 3 1/2 years and have seen changes, but they come so slowly.
I would like to hear from those who are bold enough to make the move to a different accounting software. Let me know which ones top your list.
We have until March 2019 (end of year for us) to find somewhere.
It would be a painful move (and who knows if the new software does everything that we'd want it to do, without trialling it for a 1/4), but one that would in the end speed up processing internally.
Thanks for reading, I trust that your hopes are greater than mine at what appears, on the face of it, a really simple upgrade.
Neil
Note: 700,000 subscribers (found on Xero's blog) at roughly £20 per user = 14 million (sterling / dollars) per month. 14 million to work with per month and your development team don't have enough time - I think it's about time your employed some more people - raise Xero back to the number 1 spot it should be at.
Hi Tell me your shortlist too as we are now looking to move - not something we relish. And I am so annoyed at Xero for forcing our hand. For us it isn't just the DOs but the terrible flaws in the quoting system, the logging in and out, all the unnecessary click throughs, addresses like you say, lack of viewing the cost price on quotes and invoices, lack of columns etc.
We are a small business (whom I thought Xero were meant to be targetting), so doing the change will take a lot of our time.
We are a small business (whom I thought Xero were meant to be targetting), so doing the change will take a lot of our time.
This seems like Xero is trying to stress customers with what their management and developers wants us to use. I would rather suggest to have a team of developers who are also accounts professionals. They are behaving like old school guys using same old methods.
300 Replies 5 years and a whole bunch of unhappy customers and still no action or word of anything getting done on this Really Xero Raise your game and stop ignoring this blindingly simple addition. Now things have been rolled out with the slight re design time to GET THIS SORTED!!!!! Please..
Yep, they have appalling customer service. They force unwanted changes continually but never respond to the most basic accounting requirement. Victim's of their own success. Business history is littered with the wrecks of companies that get too big for their own boots and miss the point.
Hey Team (disgruntled, frustrated paying customers) We really don't know how to edit the already existing form called invoice and create a print button using the c# wysiwyg editor. It's toooo sodding complicated for us here in New Zealand. In fact, to be truthful we can't be bloody arsed. We have better things to do that don't include working. In case you hadn't noticed we have a tie in with Microsoft to make sure you have to purchase the latest version of Office to even use the horrible, long winded and cumbersome work around we provided which was a far more complicated programming job than a simple form edit. But we knew 90% or more of you would need this function so please keep giving you money to Microsoft as we get a nice % cut.
We are all off to sit in the pool now and drink Champaign paid for by you all so don't expect any changes.
We did however change the menu a little to make it seem like we do some stuff. Took 20 minutes and now we are all bloody knackered.
We are all off to sit in the pool now and drink Champaign paid for by you all so don't expect any changes.
We did however change the menu a little to make it seem like we do some stuff. Took 20 minutes and now we are all bloody knackered.
Ha ha Robert, seriously though, I know it would only take a few minutes to change the menu (and I'm not even an IT person) but I do think that you're being very unfair to zero staff as this probably took a team of them several weeks to accomplish. From all the evidence that I've seen, they are very incompetent bunch but maybe it's not their fault, perhaps their HR dept are hiring the wrong personnel...
The only way to hurt them is to vote about them ON OTHER websites and rating platforms about their utter contempt and disregard for their paying customers
The only way to hurt them is to vote about them ON OTHER websites and rating platforms about their utter contempt and disregard for their paying customers
HI ALL I STARTED ASKING FOR A DELIVERY NOT THAT YOU COULD TURN INTO AN INVOICE OVER 2 YEARS AGO XERO APPEAR TO NOT CARE AT ALL. I HAVE NOW LOOKED AT SEVERAL OTHER ACCOUNTING SOFTWARE PACKAGES THAT ALL OFFER THIS FACILITY.
AS MUCH AS A PAIN IT IS I WILL BE LEAVING XERO AND WILL AT ANY OPPORTUNITY VOICE MY DISPLEASURE AT THEIR TOTAL LACK OF CARE.
AS MUCH AS A PAIN IT IS I WILL BE LEAVING XERO AND WILL AT ANY OPPORTUNITY VOICE MY DISPLEASURE AT THEIR TOTAL LACK OF CARE.
Hi Darren Roper-Knight,
Yes, it will be a pain but we are considering the same action. If it was easy, we would have done it months ago! May I ask which packages you are looking at as alternatives?
Thanks,Fergus
Yes, it will be a pain but we are considering the same action. If it was easy, we would have done it months ago! May I ask which packages you are looking at as alternatives?
Thanks,Fergus
Same here, we are so completely over Workflow Max and Xero, we will be changing to M1 Software early next year and our 60 staff CANNOT wait! Some of our staff have nicknamed Workflow Max to Workflow MIN! We tried to have discussions with Xero about the issues and they just weren’t interested....their loss....i will never recommend them to any other business and if asked be explaining what it cannot deliver...including customer service
Cheers Darren, would love to hear how that goes for you as I'm sure plenty more on here would as well.
I think Xero's complete lack of even trying to help is what frustrates us all the most. I'm 100% sure that Quickbooks (and anyone else for that matter) will have better customer service.!
I think Xero's complete lack of even trying to help is what frustrates us all the most. I'm 100% sure that Quickbooks (and anyone else for that matter) will have better customer service.!
Hi All, sarcasm aside, do appreciate the continued feedback here.
Despite what it may seem, the new navigation recently released was a decent chunk of work. I know this wasn’t something you’ll asked here, but looking at the product as a whole, this was necessary to improve the general flow & understanding across the product, as more people are using Xero day-to-day. Do have a read of what went into this on our Blog.
I did want to follow up on Brittany’s last update here, as we’re coming into the end of 2018 and our new invoicing is in the midst of being made available to you all. As you’ll see, there’s a refreshed workflow experience designed to help get invoices to your customers faster, so you can get paid quicker (plus there’s auto-save functionality!).
We’re aware this doesn’t address the direct delivery note situation being asked for here, and while we don’t have plans for developing a direct packing slip feature, we will continue to take on board your feedback and comments, & if there’s any movement will be sure to share.
In the meantime, we have the help article around how you can create a packing slip in Xero right now or, there’s also a range of invoicing apps that can provide this for you.
Despite what it may seem, the new navigation recently released was a decent chunk of work. I know this wasn’t something you’ll asked here, but looking at the product as a whole, this was necessary to improve the general flow & understanding across the product, as more people are using Xero day-to-day. Do have a read of what went into this on our Blog.
I did want to follow up on Brittany’s last update here, as we’re coming into the end of 2018 and our new invoicing is in the midst of being made available to you all. As you’ll see, there’s a refreshed workflow experience designed to help get invoices to your customers faster, so you can get paid quicker (plus there’s auto-save functionality!).
We’re aware this doesn’t address the direct delivery note situation being asked for here, and while we don’t have plans for developing a direct packing slip feature, we will continue to take on board your feedback and comments, & if there’s any movement will be sure to share.
In the meantime, we have the help article around how you can create a packing slip in Xero right now or, there’s also a range of invoicing apps that can provide this for you.
Wow. Five years later and this is the best response you can still come up with?
"We've been working hard on giving you features nobody wanted or asked for, so we won't be working on what you truly need to improve your workflow anytime soon."
Well done.
"We've been working hard on giving you features nobody wanted or asked for, so we won't be working on what you truly need to improve your workflow anytime soon."
Well done.
... meanwhile, in the real world, some of us have bypassed the useless / frustrating add-ins and have become pretty adept at quickly customizing the Xero Quote PDF into Factory Orders, Picking Slips and Packing Slips using Acrobat DC ...
So in other words NO we will not give you the ability to create a delivery note that can then be made an invoice. Many Thanks No sarcasm required I will be moving to Quick Books whom offer such a facility and have a direct phone line to speak with a human being.
Regards
Regards
Dear Lauren - I am sorry "the new navigation" system - wtf - you prioritised this over a delivery note system? I cannot even see the benefit of the change. My goal is to change to quickbooks in 2019 - this is huge effort and I have to change accountants even. In the four years I have been using Xero there has not been a change that helped my organisation. So my business where we sell products to customers, we quote (unstable and and poorly performing system) and invoice followed by a DO is clearly not common enough to warrant improvement of your system.
When I do an invoice for one of my customers there are numerous delivery addresses. I have to edit the address to suit. When I do this it changes the delivery address on all invoices in the system. They don't all go to the same place. I have to therefore find the delivery not to see where the parcel has gone to. To do this i also have to find the invoice as the list of invoices does not show any details of the invoice. Also on another subject can we please have a paid amount showing on the list instead of just the invoices showing paid.
The idea you can create a delivery note on a one click would be ideal. Especially for goods not being charged for.
The idea you can create a delivery note on a one click would be ideal. Especially for goods not being charged for.
Hello everyone -
I’ve been following this thread more or less since it was created.
The lack of a sensible way to produce delivery notes has proven to be a source of perpetual frustration. While there are a few addons out there which are capable of producing one – They are generally part of larger packages and are priced accordingly.
We eventually got sufficiently fed-up that we decided to do something about it! As such I’m here to introduce www.printPOD.net
We aim to be different by proudly embracing being something of a “one trick pony” – We’re not looking to reinvent the wheel; Rather, the goal is simply to make printing a delivery note as painless as we possibly can for £10 a month.
We are currently going through Xero’s approval process, and as part of that we need to find 20 or so beta testers who’d be willing to try it out. The app will obviously be free for the duration of the beta. If you provide us with some useful feedback, it will remain free for a year as a token of thanks.
If you’re interested, please ping an email to hello@printpod.net and we will get back to you with signup details and an explanation of how it all works.
Regards
Matthew
I’ve been following this thread more or less since it was created.
The lack of a sensible way to produce delivery notes has proven to be a source of perpetual frustration. While there are a few addons out there which are capable of producing one – They are generally part of larger packages and are priced accordingly.
We eventually got sufficiently fed-up that we decided to do something about it! As such I’m here to introduce www.printPOD.net
We aim to be different by proudly embracing being something of a “one trick pony” – We’re not looking to reinvent the wheel; Rather, the goal is simply to make printing a delivery note as painless as we possibly can for £10 a month.
We are currently going through Xero’s approval process, and as part of that we need to find 20 or so beta testers who’d be willing to try it out. The app will obviously be free for the duration of the beta. If you provide us with some useful feedback, it will remain free for a year as a token of thanks.
If you’re interested, please ping an email to hello@printpod.net and we will get back to you with signup details and an explanation of how it all works.
Regards
Matthew
I will be migrating to Quick Books at my earliest convenience, handy that QB will do the migration for me.
Not only do we not have the ability to and not likely receive, the option to create a delivery note. The ability to pay a portion of VAT without a messy rigmarol of a work around.
Now the payroll portion of the software is playing havoc! Adding hours to pay where none were entered into into a time sheet and resetting holiday because we entered a new calender year even though our financial year end and payroll end is nearly 4 moths away.
Very poor accounting system this!
Oh and virtually xero support so now we know how the company name evolved.
Not only do we not have the ability to and not likely receive, the option to create a delivery note. The ability to pay a portion of VAT without a messy rigmarol of a work around.
Now the payroll portion of the software is playing havoc! Adding hours to pay where none were entered into into a time sheet and resetting holiday because we entered a new calender year even though our financial year end and payroll end is nearly 4 moths away.
Very poor accounting system this!
Oh and virtually xero support so now we know how the company name evolved.
Hello we have created a one click packing slip/delivery note app that works from inside Xero.
We are currently looking for some Beta testers to tell us what they think, so signing up is free www.printpod.net
We are currently looking for some Beta testers to tell us what they think, so signing up is free www.printpod.net
Hi James, good work. I have tested the app and it will be helpful to some. It doesn't address our needs. I started this debate way back in 2013. 300 plus submissions and we don't rate on Xero's radar for a small piece of development time. As such an opportunity for other companies exists and you have done well.
FYI - we need a packing slip for goods sent out daily that can then be consolidated into a weekly invoice. I believe your solution is similar to that available within Xero already, ie a packing slip on the back of a raised invoice.
Well done and all the best with your project.
Nick
FYI - we need a packing slip for goods sent out daily that can then be consolidated into a weekly invoice. I believe your solution is similar to that available within Xero already, ie a packing slip on the back of a raised invoice.
Well done and all the best with your project.
Nick
Thanks Nick
We decided to keep the app as simple as possible to start with, if it proves to be a success we have plans to add features in the future
regards
James
We decided to keep the app as simple as possible to start with, if it proves to be a success we have plans to add features in the future
regards
James
Robert Mason and others thinking of changing - did Quick Books solve your problems, we contacted a 'Quick Books' accountant who said that it did not do packing slips either and was even less stable than Xero?? And clients usually move from Quick Books to Xero not the other way round?
Does anyone else know?
Does anyone else know?
I just tried Sage Business Cloud. All in all price compareable, Invoicing in general is much more user friendly and has a one click delivery note. Move My Books will also move two years worth of your accounts for free. Moving over through February.
Hi Jenny
Thanks for trying (or at least trying to try) out PrintPod! - I'd like to put you in touch with developer to get this sorted out.
Sadly there's no way to contact you directly through the forums - could you send an email to hello@printpod.net ?
Thanks for trying (or at least trying to try) out PrintPod! - I'd like to put you in touch with developer to get this sorted out.
Sadly there's no way to contact you directly through the forums - could you send an email to hello@printpod.net ?
With the new invoicing release has the delivery note work around of having two branding themes, changing theme, saving, printing, change back and save been improved ?
Hi, Xero, Your work around is fine for small businesses, but when we send hundreds of invoices a week, we needs two people to literally print or change the template on invoices all day just for one clients supplies to supermarkets. They're a small business that has quickly grown and this work around means manual invoices are printing for days to post as the receivers wont accept both and changing is more time than printing and posting hundreds of invoices a month.
Hi Katrina,
As the owner of a few "small" businesses, one which only has a minimal requirement for delivery notes (but still does have that requirement), I completely disagree with your comment that their "work around is fine for small business". It's not fine, it's not even close to fine. It's a basic function of an accounting software which they simply don't have. And it's even less fine after nearly 10 years of customers begging them for a proper "one button" system.
As the owner of a few "small" businesses, one which only has a minimal requirement for delivery notes (but still does have that requirement), I completely disagree with your comment that their "work around is fine for small business". It's not fine, it's not even close to fine. It's a basic function of an accounting software which they simply don't have. And it's even less fine after nearly 10 years of customers begging them for a proper "one button" system.
We produced a little app that added a one click delivery note to the Xero menu. Despite posting on here several time we couldn't get 12 people to Beta test the app FOC.
The conclusion is that Xero are right, that whilst they get the odd whinge on here, no one really cares that much.
The conclusion is that Xero are right, that whilst they get the odd whinge on here, no one really cares that much.
I tried to get on your site but couldn't get a valid page James. I'm running through 50 or so invoices daily so would have happily registered.
I am more than happy to test this?
Maybe the issue lies with not getting a prper notification of the proposed BETA test, seeing this reply is the first I heard of it..
Mike
Maybe the issue lies with not getting a prper notification of the proposed BETA test, seeing this reply is the first I heard of it..
Mike
Hi James,
Maybe the fact that you think "Xero are right" influenced those who might try your "little app". It seems obvious most people on here, and it's more that the "odd whinge", think that Xero aren't right. And whilst an add-on app that might help may offer an improved experience, it's still not the answer that everyone is looking for.
Maybe the fact that you think "Xero are right" influenced those who might try your "little app". It seems obvious most people on here, and it's more that the "odd whinge", think that Xero aren't right. And whilst an add-on app that might help may offer an improved experience, it's still not the answer that everyone is looking for.
Hi Fergus
I guess attitudes like yours is why we abandoned the project and Xero know they don't need to bother doing anything.
I guess attitudes like yours is why we abandoned the project and Xero know they don't need to bother doing anything.
TBF Although the App might work for you James it wouldn't suit us anyway.
I dont see what the issue is with having another option in the "copy too" adding a delivery note?
It is either not required by the majority of users or is extremely difficult?
I dont see what the issue is with having another option in the "copy too" adding a delivery note?
It is either not required by the majority of users or is extremely difficult?
I don't understand James....My attitude is simply that Xero should have this feature as part of their software for 2 main reasons, 1) that its a basic function of an accounting software and 2) that there have been hundreds of messages about it and that's just on this discussion alone. I'm not criticising your app, I have never seen it or even heard of it before but your comment in relation to Xero being right was not helpful and it's clear that most if not all people in this discussion would disagree with it.
It is a simple numbers game. Xero invest in developments that will make them the most money. The message from here is that a separate delivery note is an unimportant issue that only effects a tiny minority of users.
From my point of view our app works great as a private app, I have one click delivery notes, and so I don't really care if Xero never adds them in.
From my point of view our app works great as a private app, I have one click delivery notes, and so I don't really care if Xero never adds them in.
Attn: James McIlwraith
We also tried to sign up to test your app way back when but the link didn't work and you didn't reply to my email :(
If you have something that works, please contact me:
info@pro-equine.com
Regards
Catherine, a totally exasperated Xero user
Pro-Equine Ltd
We also tried to sign up to test your app way back when but the link didn't work and you didn't reply to my email :(
If you have something that works, please contact me:
info@pro-equine.com
Regards
Catherine, a totally exasperated Xero user
Pro-Equine Ltd
Hi Catherine. We turned off the pubic app as no one seemed interested, which meant the link stopped working, I'll ask if there is anyway you can run the demo
kind regards
James
kind regards
James
340 submissions from individual business owners is not an "occasional whinge". I started this thread and have monitored xeros responses and posts and never saw your beta invite.
Taking on the recent conversation here, I do want to be frank that we do not allow shaming or defamation of anyone on our platform and we have slightly edited any comment exhibiting this behaviour above.
I'm sorry to hear your app hasn't been picked up as much as hoped, James. Recognising everyone attentive to this thread are very much interested in Xero developing our own feature for delivery notes/packing slips, I can understand hesitance in exploring integrated applications.
Again, considering the current options on offer at the beginnings of June 2019 - you could make use of the packing slip template, or like others have mentioned here adapting the Quotes template in a similar fashion. With set plans for upcoming work in new invoicing, there's no planned work for this right now. Any change in this, and we'll let all of you know, on this request.
I'm sorry to hear your app hasn't been picked up as much as hoped, James. Recognising everyone attentive to this thread are very much interested in Xero developing our own feature for delivery notes/packing slips, I can understand hesitance in exploring integrated applications.
Again, considering the current options on offer at the beginnings of June 2019 - you could make use of the packing slip template, or like others have mentioned here adapting the Quotes template in a similar fashion. With set plans for upcoming work in new invoicing, there's no planned work for this right now. Any change in this, and we'll let all of you know, on this request.
Dear Xero Dear Kelly
Why dont you just simply sort it. A small investment for your development team will surely help existing customers and encourage new.
I am considering to leave xero now as there is no movement on this feature and my business cannot run on so called 'work arounds'
If you can provide a timescale to rectify this basic function that would be great.
Good luck for the future,
Best,
Dan
Why dont you just simply sort it. A small investment for your development team will surely help existing customers and encourage new.
I am considering to leave xero now as there is no movement on this feature and my business cannot run on so called 'work arounds'
If you can provide a timescale to rectify this basic function that would be great.
Good luck for the future,
Best,
Dan
Yep same old line from Xero.. Change the record Xero and fix the glaringly obvious problem!!
The future is automation - that's what attracted us to Xero - and being able to create a delivery note from an invoice is a small and simple enhancement. We currently are creating an invoice and then manually creating a delivery note from it!
We might as well go back to the dot-matrix era of 3 layer invoices where the last layer (delivery note) has no carbon over the values!
We might as well go back to the dot-matrix era of 3 layer invoices where the last layer (delivery note) has no carbon over the values!
We seriously need this sorting, it was a minor issue to start with, now it's a pain in the a**.
We need a one click sequential delivery note number system and will be switching if nothing happens before the year is out.
We need a one click sequential delivery note number system and will be switching if nothing happens before the year is out.
It is incredible that this feature wasn’t part of the initial build but I have got around it by creating an invoicing theme called delivery note based on a custom template with the heading delivery note and the prices removed. It means changing the theme to delivery note, saving it as pdf, printing it and then changing back to standard. I save the delivery note with the prefix delivery note in front of the invoice number which means my invoice number and delivery note numbers match which is sort of useful but still a pain.
Just to add to the request we need an option to generate a separate delivery note. The packing slip doesn't work for us as it creates the slip and invoice together in a single PDF.
We need to separate them as the delivery note is going to a separate organization who are drop shipping our product.
I'm surprised this is as hard as it is, as it should be trivial to implement.
We need to separate them as the delivery note is going to a separate organization who are drop shipping our product.
I'm surprised this is as hard as it is, as it should be trivial to implement.
Does anyone know if the ability to change the theme exists in the new invoicing system please ?
I currently have a Docx set up to create the delivery note but I don’t want to try the new invoicing method if I then lose the ability to create a delivery note again.
I currently have a Docx set up to create the delivery note but I don’t want to try the new invoicing method if I then lose the ability to create a delivery note again.
Sorry Zero, this seems like a pretty basic request to be able to print a packing slip. It essentially the same as an invoice minus a shipping cost line. If you can't do this how about an option to export this data to a spreadsheet. I was sold Zero because I was told it made life easy, but when you have to create a packing slip in MS Office from information entered in Zero it's very frustrating.
Have you tried creating a separate branding them in your invoice as a packing slip ?
i uploaded a docx document that i modified from the standard invoice template from xero and reomved the pricing etc and then it is a case of changing branding theme in the invoice page to packing slip, save - continue editing, print to PDF, change back to standard invoice and save again. it is a bit of a faff around but works ok. It also means that i can save the packing slip with the file name including the invoice number so they match which is sort of handy.
it still amazes me that this wasn't included !!
i uploaded a docx document that i modified from the standard invoice template from xero and reomved the pricing etc and then it is a case of changing branding theme in the invoice page to packing slip, save - continue editing, print to PDF, change back to standard invoice and save again. it is a bit of a faff around but works ok. It also means that i can save the packing slip with the file name including the invoice number so they match which is sort of handy.
it still amazes me that this wasn't included !!
The branding theme workaround does not give us delivery note numbers & this is essential to a lot of us on here. Besides that it is still time-consuming switching between themes & sending the wrong type of invoice to a customer, giving some the opportunity to delay payment!
I totally agree, it is just one way I have managed to get by, it is time consuming and can result in mistakes. The delivery note number is the same as the invoice number which isn’t ideal but works. Still needs resolving and I’m concerned the new invoicing system on offer won’t allow me to do what I’m doing and then I would have a real problem again.
Lol we have given up waiting and are currently changing over to M1 and giving Xero and WFM the flick. This as well as other basics are an integral part of our day to day business and despite multiple conversations with these people they blatantly show their complete disregard for our needs as well as many other business who are requiring these basic features. Therefore we are unwilling to pay out any more money for an unworkable system.
Xero Are you listening?? You are looking pretty ignorant here on this simple request.. Hello ??
Hi guys, I feel your pain but but it's a complete waste of time asking Xero for anything, no matter how important. Head over to trustpilot and any other rating/review site and rate Xero at the 1 it deserves, it's the only thing that wakes them up
The thing is, it's trivial to implement. For us it's an invoice without the pricing values and a different title.
I totally agree, we have just gone over to xero due to our accountants using it but xero's competitors have much better, quicker and above all one click easier systems to that you can do your invoice and in my case spend many weeks adjusting it before delivering and payment. However, it is impossible to just get a list of products purchased on one sheet of paper with nothing other than sales on.
Please improve this quickly
Please improve this quickly
we did use Quickbooks which had a simple delivery note system that we used regularly. We changed to Xero as we changed accountants and no longer have this feature. Why on earth is this not being done, I can see that this has been requested over a number of years.
Merged: Delivery notes with unique numbers
We would like the ability to produce uniquely / sequentially numbered delivery notes straight from an invoice, just like other packages do and not the clunky template method suggested here.
We would like the ability to produce uniquely / sequentially numbered delivery notes straight from an invoice, just like other packages do and not the clunky template method suggested here.
A packing slip/delivery docket is such a simple request. Why is it so hard?
We are not interested in "beautiful" features - we want ones that work!
I currently use my old Quickbooks for packing slips. The old system is looking better and better each day!
We are not interested in "beautiful" features - we want ones that work!
I currently use my old Quickbooks for packing slips. The old system is looking better and better each day!
Hi everyone, Xero App partner here.
I've come across this post a couple of times, but never fully dug in till now. There may be potential to expand my current offering to cover delivery notes/packing slips but would probably just need to understand what are the critical things you need.
The packing template that Xero provide seems like a solution, apart from the time factor to utilize it. Is there anything else that it fails to address?
Happy to chat if you'd like to have a detailed discussion.
Cheers,
Bryan
support@invoiceaway.io
I've come across this post a couple of times, but never fully dug in till now. There may be potential to expand my current offering to cover delivery notes/packing slips but would probably just need to understand what are the critical things you need.
The packing template that Xero provide seems like a solution, apart from the time factor to utilize it. Is there anything else that it fails to address?
Happy to chat if you'd like to have a detailed discussion.
Cheers,
Bryan
support@invoiceaway.io
Hi Brian,
For us it's basically the line items from the invoice (or quote) but without the values and totals.
On rare occasions it may be that a different delivery address is needed but for us we can handle that as a comment.
It is odd that this is seemingly difficult to do, as it's just a different invoice format.
Best
David
For us it's basically the line items from the invoice (or quote) but without the values and totals.
On rare occasions it may be that a different delivery address is needed but for us we can handle that as a comment.
It is odd that this is seemingly difficult to do, as it's just a different invoice format.
Best
David
Thanks David,
Your requirement would be a lot easier to build than some of the other things people were asking for on this discussion.
I'll add it to the feature timeline for our app, and if there's more people who have the same needs I'll expedite it.
Cheers,
Bryan
Your requirement would be a lot easier to build than some of the other things people were asking for on this discussion.
I'll add it to the feature timeline for our app, and if there's more people who have the same needs I'll expedite it.
Cheers,
Bryan
Bryan, it's all we've been asking for for the duration of the thread. A simple effing delivery note! An invoice without any pricing. You know take the template you have, minus a couple of fields and add a button. It's barely an afternoon's work but after how many years we may be getting somewhere, just before I leave on April 1st though.... Off to Sage, no need to ask for something, they already thought of it, oh and phone support.
Your at the forefront of behind the times now!
Your at the forefront of behind the times now!
I started this query and now I'm really interested in Sage. Thanks for sharing Robert. Xero just ignore their customers in every way possible. Funny we had a business student that had the Xero boss speak to her class. I got her to ask if this simple accounting feature was possible which he thought sounded very reasonable. Ha.
Guys, I left Sage to come to Xero. They had some limitations in some areas and customer service not great but this may have improved since we left two years ago. But at least they listen to some degree, they do have phone support and all the basic and obvious stuff is there. Lack of a delivery note in an accounting software is pretty deplorable in itself but xero ignoring so many of their own customers for so long is disgusting. Trustpilot and any other rating website is the only way to punish them for this contempt.
Oh I agree, such a simple request. And now we have a real problem with moving lines about in the unstable quotes page, often it will not work and they will not fix it. The head of Xero Asia Pac came and visited me years ago and I showed them all the problems he said they would get them fixed - but they never have. Xero is great if you have a simple business, but you know a product that needs to be delivered forget that.
I produced a simple app to produce a delivery note with one click, but we couldn't generate enough interest on this thread to beta test it.
It seems that people here like to bellyache but aren't interested in a solution.
It seems that people here like to bellyache but aren't interested in a solution.
Because it should come with Xero and we should not have to purchase an app and clip it on - which I have no idea how to do. I dont think we are belly aching at all - truly I would like to see Xero be successful and I spent a lot of time with them showing them how our business worked so they could improve - but I wasted my time.
Hi Jenny
Your reply is exactly my point, Bryan came on here asking if people would like to be able to produce a delivery note if he added the functionality to his app.
And the answer is no, people would rather moan about the feature being missing than solve the problem.
This proves that it must be a pretty low level issue, otherwise people would jump at a solution.
Xero, watching this thread can tell that they don't really need to do anything about it as it is a moan, but not a really serious issue.
Your reply is exactly my point, Bryan came on here asking if people would like to be able to produce a delivery note if he added the functionality to his app.
And the answer is no, people would rather moan about the feature being missing than solve the problem.
This proves that it must be a pretty low level issue, otherwise people would jump at a solution.
Xero, watching this thread can tell that they don't really need to do anything about it as it is a moan, but not a really serious issue.
Listen to the rude app developer who wants to sell his product to the people he is rude to everyone. Is it reasonable to expect a basic accounting feature and simple fix from Xero and not to have to purchase one from a rude smart-arse developer?
Administrator Flaveur. I think it is pretty clear who is rude here.
I'm a Xero user who wanted a one click delivery note and so produced one, it works great and I use it every day. I thought I would share the app, but the people here, like yourself, couldn't be arsed to download it free of charge.
so carry on with your miserable whinings about a delivery note which I confidently predict Xero will continue to ignore.
I'm a Xero user who wanted a one click delivery note and so produced one, it works great and I use it every day. I thought I would share the app, but the people here, like yourself, couldn't be arsed to download it free of charge.
so carry on with your miserable whinings about a delivery note which I confidently predict Xero will continue to ignore.
James, it appears that you are the one missing the point. This thread is all about xero users wanting xero to add this feature to their software and NOT have to use a third party app for one simple feature.
You are right about one thing, xero, for whatever reason, do not seem to be listening or just ignoring this request which has got everyone very frustrated and would explain Roberts colourful language.
Just a suggestion.....I have no idea what your app is or does but if you want to promote it might I suggest you had over marketing to someone who knows how to deal with people.
You are right about one thing, xero, for whatever reason, do not seem to be listening or just ignoring this request which has got everyone very frustrated and would explain Roberts colourful language.
Just a suggestion.....I have no idea what your app is or does but if you want to promote it might I suggest you had over marketing to someone who knows how to deal with people.
Hi Darran Foster, I think that you are right. I originally thought that this thread was about people who wanted to be able to print a one click delivery note in Xero, but it isn't. It is a thread about people who want to moan about not being able to print a one click delivery not in Xero. a subtle distinction that I had missed.
I'm not a developer and i'm not selling anything I am a happy Xero user who has his own private one click delivery note feature. I don't need to post here anymore as I don't have anything to moan about.
My purpose in posting today was only to warn Bryan not to waste his time and money producing a delivery note feature in his app.
Perhaps someone should post a notice at the top of the thread saying that is just for whinging and that solutions are neither looked for nor welcome.
I'm not a developer and i'm not selling anything I am a happy Xero user who has his own private one click delivery note feature. I don't need to post here anymore as I don't have anything to moan about.
My purpose in posting today was only to warn Bryan not to waste his time and money producing a delivery note feature in his app.
Perhaps someone should post a notice at the top of the thread saying that is just for whinging and that solutions are neither looked for nor welcome.
Hi James, I'm glad you have seen the light....its a subtle but important distinction.....I knew you would get there :)
James, once again you've completely missed the point and just want to argue with people who are expressing their frustration and thoughts about a flawed product. I think you're the only bellyache on here. Probably best if you leave seeing as you "don't need to post here anymore"
Fergus, I might have misunderstood purpose of this thread, but you all seem to have completely missed the point of Xero.
Xero is largely useless as an accounts package, it has many major flaws in how it operates and is devoid of most of the features you would find in "proper" accounting software.
However it is (was) cheap and is very easy to use.
Xero addresses its lack of features by making Xero easy to connect to other software that then provides the features Xero lacks. Hence the whole app store and developers
If you want all the features you use to be provided in one package by the vendor you should be looking elsewhere for accounting software.
Xero is largely useless as an accounts package, it has many major flaws in how it operates and is devoid of most of the features you would find in "proper" accounting software.
However it is (was) cheap and is very easy to use.
Xero addresses its lack of features by making Xero easy to connect to other software that then provides the features Xero lacks. Hence the whole app store and developers
If you want all the features you use to be provided in one package by the vendor you should be looking elsewhere for accounting software.
Hi Guys
How do we get a flood of Votes on this Delivery docket one touch? this is a basic function that other packages have and i don't really want to change at the end of this financial year just for this.
How do we get a flood of Votes on this Delivery docket one touch? this is a basic function that other packages have and i don't really want to change at the end of this financial year just for this.
I've read nearly every comment over this thread. It seems, for a very long time now, everyone wants just one simple thing... except when you read the requirements, many of you have your own 'twist' on this one simple thing. One fix doesn't look like it's going to suit everyone.
QuickB2B is a Xero approved program, you will find us in the Xero Marketplace. We have an Order Management System with Phone App ordering which has been designed with, primarily, Food Wholesalers in mind however our system is used by many different companies.
We have just added QPOD to this system. Its an electronic Proof of Delivery System which captures signatures and details of deliveries and attaches it to the invoice in Xero.
We are now well into programming QPOD X, this will be a Xero only subscription add on and (from our research) will be the cheapest electronic POD system on the market, that crosses all markets. So what's that got to do with printing Picking Slips and Delivery Dockets?
Open your QPOD Order Management System; import your invoices; delete the invoices you don't want. Your warehouse log in and print Picking Slips and priced (or un-priced) Delivery Dockets by Delivery Route with DELIVERY addresses (not postal addresses). Your Drivers log in to their Android Phone App, choose their delivery run and off they go using Google Maps or Waze.
ADDITIONAL FEATURES INCLUDE
Set and Manage Delivery Routes.
Make Van Sales and Print Delivery Dockets on the spot to a small 3" blue tooth printer.
Record returns and cash collections for easy reconciliation.
We use Xero and we have the Quiksys system that connects to many different accounting programs but by far the BEST system to connect to is Xero. Xero really does, in my view, beautiful accounting and they don't pretend to offer Order Management but instead look to outside providers to provide this type of specialist solution. That's different, and progressive, thinking to other accounting packages where the entire operations of your business evolves around the capabilities of your accounting system.
Each Industry and Market have their own unique and special needs, the Xero model is that people like us fill that gap better than any accounting system ever could and we completely agree with them. Our system has changed lives and transformed businesses in our Wholesale Food market. We hope that QPOD X will provide the missing link many of you need, and perhaps have not found.
heather@quickb2b.com
QuickB2B is a Xero approved program, you will find us in the Xero Marketplace. We have an Order Management System with Phone App ordering which has been designed with, primarily, Food Wholesalers in mind however our system is used by many different companies.
We have just added QPOD to this system. Its an electronic Proof of Delivery System which captures signatures and details of deliveries and attaches it to the invoice in Xero.
We are now well into programming QPOD X, this will be a Xero only subscription add on and (from our research) will be the cheapest electronic POD system on the market, that crosses all markets. So what's that got to do with printing Picking Slips and Delivery Dockets?
Open your QPOD Order Management System; import your invoices; delete the invoices you don't want. Your warehouse log in and print Picking Slips and priced (or un-priced) Delivery Dockets by Delivery Route with DELIVERY addresses (not postal addresses). Your Drivers log in to their Android Phone App, choose their delivery run and off they go using Google Maps or Waze.
ADDITIONAL FEATURES INCLUDE
Set and Manage Delivery Routes.
Make Van Sales and Print Delivery Dockets on the spot to a small 3" blue tooth printer.
Record returns and cash collections for easy reconciliation.
We use Xero and we have the Quiksys system that connects to many different accounting programs but by far the BEST system to connect to is Xero. Xero really does, in my view, beautiful accounting and they don't pretend to offer Order Management but instead look to outside providers to provide this type of specialist solution. That's different, and progressive, thinking to other accounting packages where the entire operations of your business evolves around the capabilities of your accounting system.
Each Industry and Market have their own unique and special needs, the Xero model is that people like us fill that gap better than any accounting system ever could and we completely agree with them. Our system has changed lives and transformed businesses in our Wholesale Food market. We hope that QPOD X will provide the missing link many of you need, and perhaps have not found.
heather@quickb2b.com
Does not look like much is happening in this space due to other priorities.
I thought it was as simple as adding a hyperlink button to a docx file populated with teh data you want to print?
The fact that this simple but essential function is missing from Xero shows a disconnect between the product developers and the real world.
Not rocket science so stop the excuses and just do it.
I thought it was as simple as adding a hyperlink button to a docx file populated with teh data you want to print?
The fact that this simple but essential function is missing from Xero shows a disconnect between the product developers and the real world.
Not rocket science so stop the excuses and just do it.
Xero work on a strictly "like it or lump it" customer service model. They self-promote and think they are doing a great job but the reality is customers are totally ignored. If you ever need assistance you can't speak to anyone and they will tell you that your computer or network is the problem. Also known as FIFO, fit in or off...
I received a request to do a survey on packing slips from Xero, so maybe something will happen after all these years!
7+ years to fix a basic oversight is hard to understand. We have worked around it by using the template Xero provide, modifying it to reflect our needs and just printing page 2 after emailing the invoice. It works but adds to data entry time and cost to every transaction. There are several other data entry issues and probably many more that we have not discovered yet. Why do I need to hit tab 3 times to get from the Customer Name field to the Reference field??? In Products & Services why is there not a Page <Prev Next> option at the top AND bottom of the page so you must scroll down to get to the next page. If you change the Items per page from 50 to 100 as a preference it changes back to 50 when you leave the page? Why cant you attach a Tracking Code to an item?? Very basic stuff.
I understand the comments about winging but it is hard to remain constructive when Xero appear to ignore inputs from users. We are seriously considering QuickBooks online after only 3 months with Xero but will persist for a while and see if things improve.
I understand the comments about winging but it is hard to remain constructive when Xero appear to ignore inputs from users. We are seriously considering QuickBooks online after only 3 months with Xero but will persist for a while and see if things improve.
Such a simple addition from a company that used to be ground breaking.
Please please please install a delivery docket.
Please please please install a delivery docket.
What a regret, leaving MYOB.. so much advanced stuff yet a simple DD after 7 years of clients asking, still haven't got a basic option, what a joke.
i was asked to answer a survey on this and even filled in a form for it. And then never heard anything more... typical.
How do we put enough pressure on Xero to develop this, it’s now a joke.
Does anyone know how to do a Facebook campaign or social media campaign so we can get some attention and have it dealt with?
Does anyone know how to do a Facebook campaign or social media campaign so we can get some attention and have it dealt with?
On this matter Xero have dug their toes in and have no intention of listening. It's a simple fix. They could even work with a 3rd party provider to develop and cost effective add-on (which shouldn't be required of course). You can't complain about the service, there isn't any.
This is surely a basic requirement for anyone dispatching goods. We get an order and send a delivery note to our courier. They then collect the goods from our warehouse and deliver them. The customer signs the note the courier returns it to us and we invoice. We send maybe 20 pallets of goods to a customer in one delivery. They won't pay without a POD. I am utterly amazed that this is even in dispute. I am sorry I let my present maybe soon to be ex accountant talk me into changing to Xero.
It is odd. 10mins editing the existing invoice template would provide a solution.
In another irritation, how is it that when you click 'bills to pay' it doesn't actually take you to 'bills to pay'. Too many clicks.
In another irritation, how is it that when you click 'bills to pay' it doesn't actually take you to 'bills to pay'. Too many clicks.
About time this was added, it's literally been years now!! Has everyone voted? #xerosucks anyone? Lets go!
I have only just started with Xero but can't believe how far removed it is from life at the sharp end.
Welcome to the "BLACK HOLE" of the XERO Community. XERO should be renamed ZERO for zero interest in responding to any user feedback.
Perhaps in the interest of transparency they could publish a list of user requests, votes and action time-frame? Perhaps not.
Perhaps in the interest of transparency they could publish a list of user requests, votes and action time-frame? Perhaps not.
Yeah - Xero just wont listen . I use my 30 year old MYOB to fill in the super basic gaps that Xero has no idea about. I am waiting for my CRM Package to release their accounting package so I can give this non customer service software the flick
Hi Everyone
So i emailed every Xero email address i could find this morning. I think if everyone just keeps emailing the support@support.xero.com address we will get a result.
The biggest issue here could be the reach we don't have, how many xero users don't use this because they don't know?
Has any body else got any better ideas on how to put pressure/highlight to xero how important this is?
Regards
Dave
So i emailed every Xero email address i could find this morning. I think if everyone just keeps emailing the support@support.xero.com address we will get a result.
The biggest issue here could be the reach we don't have, how many xero users don't use this because they don't know?
Has any body else got any better ideas on how to put pressure/highlight to xero how important this is?
Regards
Dave
Until people start moving away from Xero they don't care. They have managed to con accountants into the system to tell their clients to use it so they get commission. Has nothing to do with actually running a business..... totally gives you the shits. My CRM company actually BRAG about how many client requests they fix and work on. All Xero does is give you the wank factor reply saying OH BUT - its just a bloody delivery label not that hard... as an X-programmer I know.... these guys are a joke and really cannot wait to give them the flick - for 7 years clients have been asking - my shit Xero list just gets longer, but they wont listen - they are now too big.......
It's a numbers game. We represent a small enough portion of their business that they can not give a shit. The responses from Xero here represent an outrageously poor customer service model. Their super cool NZ MD, Hudson, try's to market the company as ethical around mental illness but totally ignores basic customer feedback and requests like this. They are a classic case of a company that has got it wrong at their core and one day will be exposed as such.
There's one way that makes them listen and even respond!! Post reviews and ratings on any sites you can find such as Capterra, Trustpilot, Software Advice.com, Trustradius, etc. etc. Obviuosly they deserve a good rating LOL! I find I actually get reponses, prompt ones after posting reviews :-)
Posted a little while ago about our integration with Xero, which we're looking for beta testers.
Designed for businesses delivering goods and products with their own vehicles.
Automatically plan and optimise multi-drop delivery & collection routes. Real-time driver tracking, barcode scanning & Proof of Delivery (and collection) through our driver App. Send proactive SMS texts & emails to customers.
Create orders in Stream straight from Xero (and other connected apps) ready for route planning. Send Proof of Delivery to customers by email.
Stream can also pass order information back to Xero automatically.
Feel free to email me at paul.rufus@go2stream.com or have a look at https://go2stream.com/products/stream-go/ if you'd like to investigate further.
Designed for businesses delivering goods and products with their own vehicles.
Automatically plan and optimise multi-drop delivery & collection routes. Real-time driver tracking, barcode scanning & Proof of Delivery (and collection) through our driver App. Send proactive SMS texts & emails to customers.
Create orders in Stream straight from Xero (and other connected apps) ready for route planning. Send Proof of Delivery to customers by email.
Stream can also pass order information back to Xero automatically.
Feel free to email me at paul.rufus@go2stream.com or have a look at https://go2stream.com/products/stream-go/ if you'd like to investigate further.
Oh dear - my book keeper has been away sick for 2 weeks so I have had to use XERO at the operator interface. I was shocked. We use Product Type and Process to track what is happening in our business. To enter an invoice and print a delivery docket (using the work around) required 33 separate actions (mouse click or keyboard use). Good for employment but not good for business. By comparison our previous accounting system Reckon required 14 actions to complete the same process which included a one-click delivery docket!
I think XERO is a bit like the early versions of MYOB - too difficult to change - so we are simply stuck with these inefficiencies.
I think XERO is a bit like the early versions of MYOB - too difficult to change - so we are simply stuck with these inefficiencies.
This is one of the most bizarre "missing features" I've ever seen. It's like a car not having wheels.
Yeah same - try creating a quote with say 6 line items with custom descriptions - then you get the order and WANT to create the Invoice - all descriptions disappear!!!!! FFS REALLY
I have an A4 page of ISSUES CONTAINING WHAT i WOULD CALL very basic stuff that my 20 year old MYOB does in a few clicks OR BY DEFAULT and Xero takes forever if it does it at all. I was to submit the list to Xero however from the Forums Xero does not respond to client requests and instead THEY rave on about other work theY do. TOTALLY AGREE THAT ITS LIKE STEPPING BACK IN TIME TO ACTUALLY RUN A BUSINESS!!!!!
I have an A4 page of ISSUES CONTAINING WHAT i WOULD CALL very basic stuff that my 20 year old MYOB does in a few clicks OR BY DEFAULT and Xero takes forever if it does it at all. I was to submit the list to Xero however from the Forums Xero does not respond to client requests and instead THEY rave on about other work theY do. TOTALLY AGREE THAT ITS LIKE STEPPING BACK IN TIME TO ACTUALLY RUN A BUSINESS!!!!!
I started this topic some 10 years ago with Xero and have had nothing but offensive platitudes in response. I am pleased to say I have sold my business and will be voting with my feet and discontinuing with Xero in future ventures. Other platforms should offer a transition service as I have felt trapped in Xero and now I'm free........
Here is a solution - well hidden.
https://central.xero.com/s/article/Create-a-packing-slip?fbclid=IwAR0BYMxlZ8g0XYf1Ezd2OhkeyE_xXgZZU-BX4hScUbl5Ia3a9rnN1HVJPdg
Why are there no dates on these posts ?
posted 7/1/21
https://central.xero.com/s/article/Create-a-packing-slip?fbclid=IwAR0BYMxlZ8g0XYf1Ezd2OhkeyE_xXgZZU-BX4hScUbl5Ia3a9rnN1HVJPdg
Why are there no dates on these posts ?
posted 7/1/21
We've had to Hijack the Quote function after paying for help. It works for us. The whole template system on Xero is pants. We moved from Kashflow on the advice of our accountant as it suited them better. Now the tail is wagging the dog.
Hi, How much longer do you think it will take you to develop this feature? It has now become impossible to continue without it and we'll have to move onto another accounting package. It's creating us too many issues every day and if we want to continue developing our company we are now stuck. Xero provides an Inventory feature, therefore I do not understand why so many years after it was first requested you can't provide a Delivery Note feature.
Posted 26.02.21
Posted 26.02.21
Same here, Xero was suggested by our accountant but missing Delivery Note options is becoming a pain...
No updates yet?
posted 24/02/2021
No updates yet?
posted 24/02/2021
Xero team, We are waiting for this feature so long. Can you please update us the current status of this request?
Posted 13 Mar 2021
Posted 13 Mar 2021
XERO have been working hard to ignore this request for 8 years.
They simply do not care about XERO's lack of small business functionality.
We are about to vote with our feet and at significant cost and effort switch to QuickBooks On-line.
It may be a case of out of the frying pan into the fire but we are totally fed up with XERO's ZERO lack of interest and support.
They simply do not care about XERO's lack of small business functionality.
We are about to vote with our feet and at significant cost and effort switch to QuickBooks On-line.
It may be a case of out of the frying pan into the fire but we are totally fed up with XERO's ZERO lack of interest and support.
Official Xero Reply
Hi everyone, with little presence from us recently, I'm pleased to update today with more positive news surrounding the idea of packing slips.
While the custom template may be straight-forward once setup, we appreciate it can be tricky if you’re unfamiliar with custom branding in Xero, and that the two-in-one invoice/packing slip template doesn’t work for everyone.
Our invoicing team's developed a basic new way to print invoices and basic packing slips in Xero’s new invoicing experience, and we'd like to offer early access to all who've been involved here to be able to test and provide feedback on this feature.
If this is something you'd like to get onboard, please fill your details in the form here and the team will add you to the test group for early access - Keep your eyes peeled in the coming weeks for the new option when printing in new invoicing.
Before getting ahead of ourselves, we do want to be upfront that this development is intended to be a simple solution for those businesses that need to print packing slips, and know that there are ideas expressed within this discussion beyond what we expect to deliver.
For the time being, focus is on Packing slips and we don’t have plans for further scoping Delivery Notes. We understand some of you may choose to stick with your existing method or explore third party apps.
We’ll return to update everyone here on developments.
While the custom template may be straight-forward once setup, we appreciate it can be tricky if you’re unfamiliar with custom branding in Xero, and that the two-in-one invoice/packing slip template doesn’t work for everyone.
Our invoicing team's developed a basic new way to print invoices and basic packing slips in Xero’s new invoicing experience, and we'd like to offer early access to all who've been involved here to be able to test and provide feedback on this feature.
If this is something you'd like to get onboard, please fill your details in the form here and the team will add you to the test group for early access - Keep your eyes peeled in the coming weeks for the new option when printing in new invoicing.
Before getting ahead of ourselves, we do want to be upfront that this development is intended to be a simple solution for those businesses that need to print packing slips, and know that there are ideas expressed within this discussion beyond what we expect to deliver.
For the time being, focus is on Packing slips and we don’t have plans for further scoping Delivery Notes. We understand some of you may choose to stick with your existing method or explore third party apps.
We’ll return to update everyone here on developments.
I am actively seeking to migrate away from Xero because of this lack of delivery note provision. I also make everyone aware of this major fault on my social media platforms.
They don't care mate. They are successful enough to have zero customer service, perfect business really.
It is always frustrating when a business ignores obvious opportunities to improve their product. Every time I use XERO I find another opportunity to improve the transactional efficiency of their software. I have come to understand that here is absolutely no chance that XERO will take this opportunity seriously, listen to the feedback they have been getting for years and make their software fit-for-use.
Sad really but it is time to move on.
Sad really but it is time to move on.
Xero does not care. I will find a solution and do my best to help other businesses not suffer the incredible lack of customer service and any care to clients that Xero shows. I would be happy to even advertise Xero is that bad
Its all smoke and mirrors. They have all the accountants sucked in via subscription payments. If it was not for that they would not be in business. Accountants have been conned to use Xero for their clients and in fact are proposing an inferior accounting package. My accountant only uses Xero - what can I say. Not only does Xero lose a client but so does my Accountant