Purchase Orders | Accounting Software | Xero

For a small business, sometimes placing an order can be as simple as calling your supplier and requesting goods or services. But as your business grows, the need to manage ordering will grow to. Purchase orders in Xero accounting software helps put you in control of purchasing from your suppliers -- so you both know exactly what's been ordered, the agreed cost, and when and where it should be delivered.

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Closed Caption:

for small business sometimes placing an
order
can be as simple as calling your
supplier and requesting the goods or
services
that has your business grows they need
to manage ordering
will grow to and that's where purchase
orders in 0
will help put you in control purchasing
from your suppliers
so you both now exactly what's been
ordered
the agreed cost and when and where it
should be delivered
in purchases create your purchase order
and fill out the order details you'll
notice the field and drop downs
the perfect size for touch friendly
devices to ideal for when you're on the
move
or onsite need to create an order right
then and there
when it comes to ordering the delivery
address can change all the time
so you can add into one of the dress or
select from a growing list
that you can keep adding to you you
might have specific contact and delivery
messaging need to include on the
document
just like pills you can see the purchase
order is a draft
and come back later to finish it up or
even submitted for further approval
before get sent out once approved
you ready to email it to your supplier
have a default to your preferred
email template to save time and the
orders look great
you can customize the look at them under
invoice settings
by using in which teams just like you
would to customize your sales invoices
email settings you find the option to
add and custom email templates for
purchase orders
to save you wreaking in the standard
message to your suppliers each time
to find your existing workers just click
through the purchases dashboard
and like bills are all listed under taps
for the different state
everything is easy to locate suitable
columns
and search for a quick glance what
you're expecting to arrive soon
try sorting the columns by delivery date
were expected arrival
so those ones are grouped together at
the top of the list let's say we have
now received a bill for an order we
created
a quick way to process this would be to
locate the purchase order
and then copy it to a new draft bill
ensure its mark dispaly build
if that's the case from there you can
process the bill in 0
as you normally would you can also do
that from
within the order and go from there if
you select multiple orders from the same
supplier
this will copy them onto one
consolidated bill
a very tiny solution for when your
supplier enter delivering all your
recent orders at once
on one bill it the order has only been
partially for field
and they're still another bill on its
way for the remaining goods or services
yet to be delivered
then copy the order to appeal but leave
the market's fully built box
I'm ticked for now and adjust the draft
bill accordingly
when you're built for the rest simply
copy the
order to a bill again and this time
market is fully built
you can easily cross reference in order
to a bill
from the link in history in out and
their you find a complete audit trail
what actions have been carried out with
the order and by whom
we know there can be a lot of twists and
turns when it comes to ordering
so to keep things really simple and
flexible you can select
any approved or build order copy it to a
new draft bill
when you purchase order and amend it
from there a real time saver for when
you need to create a new order that
similar to previous ones
you can even copy in order to a sales
invoice for when you forward goods to on
sell to your customers
to accommodate a variety of workflows
there's also the ability to balk select
orders and flag them
as markers built so they are moved to
build
status to keep a list of waters tidy an
up-to-date working this way it does not
create a draft bill for the order in the
process
it just changes the status of the order
to build perfect for carrying out
a good housekeeping purchase orders in 0
simple powerful and flexible get your
order in right
every time