Xero purchase order to inventory Currently, there is a single UOM, qty, available in Xero Purchase Orders. Fulfill sales orders and customer returns Track and manage inventory across multiple locations Inventory is managed in XIP using purchase and sales orders, but you can make manual adjustments if necessary. Learn how to create a bill from a purchase order in Xero Inventory Plus (XIP) and add in landing costs to finalize the cost value of your products. When a purchase order is completed in XIP, it increases inventory levels, while completing sales orders reduces inventory levels. Importing items is the quickest way to get your business' data in to Xero. This course is for accountants and bookkeepers to support e-commerce businesses with inventory management using Xero Inventory Plus (XIP). Sync products, orders and inventory to ensure both platforms match. Was this page helpful? View all the purchase orders in your organization, or edit an un-issued purchase order before you send it to your vendor. Perfect for professionals seeking to enhance efficiency and drive growth in their organization. Streamline stock control, improve cash flow, and boost profitability with our comprehensive guide. View the best Procurement software that integrates with Xero on GetApp in 2025. How to use purchase orders in Xero Jan 30, 2021 · How to convert a purchase order into inventory? I would like to enter a purchase order into Xero, and have the items automatically upload as inventory so I can generate a customer invoice for them. Click Download PDF. Fill in the supplier details, items/services being purchased, quantities, cost per unit, delivery address, etc. Feb 8, 2023 · Skip to main content Home Topics Webinars & events Certifications Videos My certification status Support Search Topics Xero advisor certification Xero advisor certification: Fast-track assessment Return to Collection Xero advisor certification Xero advisor certification: Fast-track assessment By Xero Education Published: Feb 8, 2023 Duration1h f Rating1 star 2 stars 3 stars 4 stars 5 stars Jan 15, 2025 · We often receive all or partial items of a purchase order before the supplier bill. (Optional) Complete the Delivery date field. Xero’s accounting and inventory software helps you keep your best-selling items ready for sale, fine-tune your stock levels using granular data, and make timely purchase orders. Jan 19, 2024 · Learn effective inventory management techniques in Xero, including inventory methods, valuation, tracking, and best practices for small businesses. Mark an approved purchase order as billed when you receive your order and a bill from the supplier. The setup of the template assumes you have your supplier data stored in an Airtable table. Learn about the best Xero add-ons and integrations. It outlines the quantity, description and price of the goods or services. Using purchase orders ensures that the cost value of inventory in your organization is accurate. Streamlined Purchasing Convenient accounts payable process, where Fishbowl manages inventory and purchase order creation and sends bills to Xero with mandatory accounting entries. Go to the "Purchase Orders" section. Simply download and start using the template today. The app’s intuitive interface makes it simple to track stock levels, manage purchase orders, and maintain accurate, up-to-date inventory records. Managing Xero Invoices from Unleashed When Xero is connected with Unleashed, you can jump to the invoice in Xero from the Export Data tab, Sales Invoice or Sales Order in Unleashed and further use Unleashed to send the customer their Xero from Invoice. Xero also records the costs of goods sold when you sell a tracked item from stock. When Keep track of your accounts payable and stay on top of your financial records with ZapInventory's purchase order billing feature. Manually create a new sales order or copy an existing sales order to record a purchase from your customer and track the fulfillment process. Purchase orders are also used to create bills in Xero to pay the vendor for products that were purchased and received Learn how to manage inventory effectively in Xero. Learn how to mark purchase orders as billed today! Centralize sales, purchasing, and manufacturing with the ultimate Xero order management system Gain control over your purchase, sale, and manufacturing orders with Xero order management system. Sending a Purchase Order to Xero You will first need to create a Purchase Order in Lightspeed and mark that as Received. Its tools will be crucial for increasing yourinventory turnover ratio, so you can avoid stocking too much inventory or running out. Consolidate all your customers, suppliers and products in one place. Correct answers are provided for self-assessment purposes to test an individual's knowledge of Xero's capabilities. Browse reviewed apps below that handle PO’s from creation through to tracking and bill management in one single view. Complete the account, tracking, tax, quantity and price fields Keep track of your accounts payable and stay on top of your financial records with ZapInventory's purchase order billing feature. While Xero excels in invoicing, expense tracking, and reporting, it doesn’t have a dedicated sales order module. Understand the workflow and status of purchase orders in Xero Inventory Plus (XIP). 3. Fishbowl benefits your business by increasing inventory transparency, accuracy, and efficiency by streamlining operational processes. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand. May 30, 2025 · Struggling to reconcile Cin7 and Xero? This step-by-step guide walks you through syncing these two systems, clarifying transaction triggers, setting proper lock dates, and running a clean month-end close. Inventory management software with Xero in New Zealand Try Xero for free Compare plans and pricing Xero’s small business inventory management software makes handling your stock levels easier. Jan 20, 2024 · When you're ready to order inventory or services, navigate to Accounts > Purchase Orders and click "Add Purchase Order". Intuitive screen layouts capture comprehensive Purchase and Sale processes. Check out the inventory app solutions available to use with Xero at the Xero App Store (Xero website). Xero Inventory Plus (XIP) uses reorder points and reorder quantities: A reorder point is the level at which new inventory needs to be ordered to avoid running out of stock. When you purchase inventory, you can record it in Xero by creating a purchase order or bill. From the Dashboard or Purchases screen, tap the add icon , then tap Create Purchase order. Why does Xero need that account? You can know about this by reading this article about the accounting for tracked inventory in Xero. Enter the account, tracking category, quantity, price, and In the dashboard, tap the add icon , then tap Create Purchase order. Compare verified user ratings & reviews to find the best match for your business size, need & industry. [Optional] You can also add the purchase price, sales price while setting up the item. A lthough Xero has some inventory management capability, it Dec 30, 2015 · In this article written by Jon Jenkins, author of the book Learning Xero, the author wants us to learn all of the Xero core purchase processes from posting purchase bills and editing contacts to making supplier payments. You can: Add an item in Products and services Duplicate an item in Products and services Add an item when creating a transaction (invoice, credit note, bill, or purchase order) Import multiple items at once You need the advisor or standard user role to add or duplicate items in Products and services Inventory management software with Xero in the UK Try Xero for free Compare plans and pricing Xero’s small business inventory management software makes handling your stock levels easier. . Needs to use a different inventory accounting method than average cost, for example, FIFO (first in, first out) or LIFO (last in, first out). Mar 19, 2021 · Inventory accounting helps you figure out how much inventory you have, what it cost you, and what it’s worth to your business. Complete every step from purchase order to credit note The document contains 20 multiple choice questions about various features and functions in Xero. Requires purchase order receipts. Issue a purchase order that’s ready to send to your vendor, or un-issue an order you need to edit. When you receive stock in your system, it will be held in the purchase order value. May 28, 2025 · Unit of Measure in Purchase Order How can we manage multiple layers of Units of Measure (UOM) in a Xero Purchase Order? For instance, a single box containing six packs, with each pack holding 2 liters. Sign up for a special Xero offer: https://bit. Aug 21, 2025 · If your Purchase Order tracking is in Xero (or another third-party software) but you need to create them in Syncro to make serialized inventory changes, disabling PO syncing ensures that Syncro doesn't sync unwanted data to your Xero account. Enter the account, tracking category, quantity, price, and Dec 18, 2024 · How do I receipt an inventory item from within the Purchase Order system I am trying to set up my inventory within Xero, I can add a new item, raise a Purchase Order against it. Since Purchase account is a subset of COGS account, it’s wise to use COGS account directly instead of creating a purchase account and then perform the calculation. View all the purchase orders in your organization, or edit an un-issued purchase order before you send it to your vendor. Nov 6, 2021 · 1. Feb 28, 2025 · Description Elevate your business operations with our Xero Inventory and Purchase Order Management PowerPoint presentation deck. Complete the course to learn how to set up and use XIP and gain the Xero Inventory Plus specialist badge. Tap Add an item, then tap Select Products or Services to choose an inventory item, or tap Enter a New Description to type a description. Complete the account, tracking, tax, quantity and price fields A contact linked to Xero Additionally, on the Admin page of the purchase order, its Accounting Status must be set to Not Imported Yet Or Reset For Re-import, although all purchase orders meet this condition by default; once the purchase order has been synced, its Accounting Status gets set to Imported. Fishbowl is a popular inventory management solution for small to medium-sized businesses. But the secret is. Expenses are incurred when you order inventory from your suppliers. However, it seems that Xero will not automatically adjust inventory with a purchase order (if I understand accounting principles correctly, this makes sense b/c purchase orders do not automatically record an 'opposing entry' for the receipt of inventory. Issue a sales order to allocate products to the order and update your inventory levels. That is, you sell goods before you've purchased them. Free purchase order template Download purchase order template Try Xero for free Send professional requests for goods and services using our purchase order template. Oct 3, 2023 · Xero Tips - How to raise a purchase order in Xero IAS Xero for SMEs 91 subscribers Subscribed 0 Aug 13, 2024 · Discover how Xero Inventory Plus (XIP) helps your clients manage inventory and fulfill sales across e-commerce platforms. You decided that you don't want Xero to calculate the quantity or the value for the items. (Optional) Select a delivery date. What process do you follow to send the purchase order? Jun 16, 2021 · The Sales Invoices, Purchase Orders, Purchase Order Costs and Recost Adjustment Journals tabs in the Export Data page will automatically update to display each transaction's current Xero Total and a link to view the transaction in Xero. Learn about the workflow of sales orders in Xero Inventory Plus, and what each sales order status means. Discover how to combine the various applications to get the optimal settings you need. Use spend money to record the return of an inventory item if you're using the Ledger or Cashbook plan. But the inventory doesn't seem to update until I post a New Bill. From the Dashboard or Purchases screen, tap the add icon , then tap Create Purchase Order. Complete the account, tracking, tax, quantity and price fields Accounting Instruction, Help, & How To (Financial & Managerial) tagged products below. May 22, 2025 · The custom link to open the Unleashed record will be displayed in the Contact Details area. Create and issue a purchase order for your vendor to record the quantity and costs of products ordered, and provide the location for the products to be shipped to. Take control of your inventory and reordering Xero’s inventory management software can keep track of stock, transfer stock and create purchase orders. Learn which items and file formats you can import in to Xero. Maropost Commerce Cloud Inventory allows you to record an unlimited number of expenses when you receive a purchase order. Log in to your Xero account. Complete the Who is it for? field and enter the date and tax details. Shopify POS (Point of Sale) is automatically enabled, allowing in-person sales to flow to XIP. May 24, 2017 · As soon as you will mark the inventory as “Tracked”, Xero will ask you to assign an “Inventory Asset” account. Find the highest rated Purchase Order software that integrates with Xero pricing, reviews, free demos, trials, and more. Problem being I can't issue the inventory item until I receive it. Whether you're a small business owner or Search for your inventory items in Xero Inventory (Products & services), and view their details and latest transactions. A guide to purchase orders on Xero accounting software. Purpose: To save time from having to manually update each item price when there’s a different price on the same new items. Click on "New Purchase See full list on precoro. By the end of this article,you will have a thorough understanding of the purchase dashboard Learn how to delete an unissued purchase order or void an issued purchase order in Xero Inventory Plus. Feb 26, 2023 · Step 2: Record inventory purchases Record all inventory purchases in Xero by creating a purchase order or bill. Complete the course to learn how to set up and use XIP for your e-commerce business. Download full sets or individual images of the Xero logo, leadership team, offices, and product screenshots for use by the media. Learn how to use Products and Services on Xero Accounting Software. Aug 18, 2021 · Help your business run smoothly and profitably by learning about inventory management. This article provides a detailed overview of Xero's inventory management, benefits, limitations, pricing, and setup process, with some recommended Apps for extended functionality. Whether you're a business owner or accountant, this guide Your inventory account should be your asset account. Integrating Katana will improve efficiency, cut back on admin time, and eliminate human errors. May 12, 2017 · In tracked inventory instead of hitting the purchase account, Xero uses the “Cost of Goods Sold (COGS)” account to treat any relevant accounting entry. Download and view a file that's attached, or remove a file that’s no longer needed. Get started with inventory in Xero Assessment Question 1 Your business offers services that you want to add as inventory items. Learn about the fields you need to complete when you create a sales order in Xero Inventory Plus (XIP). Click the order number for the order you want to download. Its seamless integration with Xero’s accounting platform ensures a smooth workflow, reducing manual data entry and minimizing Apart from the intro, I share points like Xero user network, who can use (is it easy to understand and navigate), can you create payroll on RTI basis and can you manage your inventory. I don't have a prepayment option in my drop down so I presume tghis is not the way my previous bookkeeper did things. In this comprehensive Xero tutorial, we’ll walk you through the essential features for managing your expenses and supplier transactions. May 18, 2022 · To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store. Ability to have an option to automatically update purchase price on the item when users buy the same new items. You will learn how the purchase process works and how that impacts on inventory. com Jan 19, 2024 · Luckily, Xero's online purchase order system makes ordering inventory and supplies incredibly straightforward. Manage inventory across Amazon and other sales channels with the integration between Amazon and Xero Inventory Plus. Learn how to create and manage bills, purchase orders, expense claims, payments, and purchase reports effectively with Xero Central. Create a new purchase order or copy an existing purchase order to order stock from your vendors. The most common expenses are delivery and freight costs, but can also include credit card surcharges, warehouse handling and more. And by integrating Xero with Cin7 Core, you can synchronize crucial inventory and financial data and make the most of both systems. Welcome to our step-by-step tutorial on Xero! In this video, we cover everything you need to know about managing your purchases and expenses efficiently. Xero will automatically create a PO number. Aug 13, 2024 · Discover how Xero Inventory Plus (XIP) helps you manage inventory and fulfill sales across e-commerce platforms. Jan 24, 2024 · An integrated Purchase order and Inventory management software can help you decrease stock outs, optimize inventory. Unmark a purchase order as billed to return it to an approved status. Download checklists and tools to streamline your process and finally get your Compare the best Purchase Order software for Xero of 2025. Jul 3, 2020 · Billed purchase order not increasing inventory Hi All, I am new with Xero and I am evaluating it before it implemented into our organisation. This guide will walk through the entire purchase order workflow in Xero, from setting up the template and entering order details, to approving and processing purchase orders. Tap Add an item, then tap Select Products or Services to choose an inventory item, or tap Enter a New Description to type a description, then tap Done. For example, when you create a purchase order and receive an invoice, or when you issue an invoice to the customer, it will be duplicated to Xero. Mark the products in a purchase order as received to add the quantity to your inventory, or undo the receipt of a line item to remove the quantity from your inventory. The matching bill is given a unique reference. By using Xero’s purchase order functionality, you can streamline your ordering process, keep better track of your inventory, and ensure timely deliveries from your suppliers. Attach, download, view or delete a file on a purchase order in Xero Inventory Plus Receive a purchase order in Xero Inventory Plus Purchase orders in Xero Inventory Plus explained Bill a purchase order in Xero Inventory Plus Create and issue a purchase order in Xero Inventory Plus Delete or void a purchase order in Xero Inventory Plus I'm going to start using purchase orders to help keep track of my inventory. ly/4fkXajvThe ULTIMATE bookkeeping and acco Xero Inventory Plus (XIP) connects to your Shopify store. Turn the complexities of order management into simple work with purchase order software that integrates with Xero. Purchase order software for Philippines businesses Try Xero for free Compare plans and pricing Create and send digital purchase orders in minutes. The result is better cash flow and a shorter to-do list. When your vendor sends you the products, receive the purchase order to add the products to your inventory. However, with a bit of creativity, you can still manage sales orders effectively within Xero. When a new invoice or a purchase order is sent to Xero from MRPeasy*. If the original purchase order contains an inventory item, check the unit price in the new invoice. For an in-depth integration, it is also possible to automatically send journal entries to Xero with financial transactions regarding inventory and manufacturing that are managed in MRPeasy. In the purchase order or bill, you can select the inventory item, enter the quantity and cost, and specify the account to be debited for the purchase cost. EMERGE App is an easy to use order, purchase and inventory management system that works in any web browser. Once you’ve authorised the order, no financial transaction will have been made but, if you have the Export Purchase to Xero option turned on, the order will then be synchronised to your history. Apr 27, 2024 · Question 2: You approve your first purchase order in Xero, and now it’s a time to send it to your supplier. I have a PO with state BILLED but why on hand qty of the inventory not increased? need advice thanks a lot Get easy, real-time visibility of your stock movements and orders with these inventory management apps that connect to Xero. Introduction to Xero Xero is a leading cloud accounting platform. Download a purchase order To download the PDF of a purchase order: In the Purchasing menu, select Purchase orders. About adding inventory items There are several ways of adding new items to your inventory list. Automatic calculations streamline your inventory system and keep all your info in one place. By seamlessly syncing inventory information with Xero, Cin7 Inventory eliminates the hassle of manual data entry. Jul 21, 2022 · Requires purchase order receipting. You can copy multiple purchase orders and Xero creates one draft invoice with all line items from the original orders. Oct 7, 2025 · Simplifying your business, now and in the future Bulk inventory adjustments and the new purchase order experience are just the beginning – we’re making inventory management in Xero faster and smarter, helping to give you greater visibility and control over your stock, with more updates coming soon. Accurately tracking stock levels and costs can feel like an uphill battle. Connect Xero with Katana to manage all your orders effortlessly from a central place. Complete the account, tracking, tax, quantity and price fields Purchase order software for small businesses Try Xero for free Compare plans and pricing Create and send digital purchase orders in minutes. Paid sales order with inventory item Paid sales order with service item Add inventory Received purchase order with inventory item Fulfilled purchase order with inventory item MODULE OPTIONS Some aspects of the Accounting Integration module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options. This comprehensive outline covers essential features, best practices, and strategies to optimize inventory control and streamline purchasing processes. Track your stock levels with Xero’s simple template. Alternatively, it is possible to send a particular document to Xero immediately by clicking the button Add to Xero on the document's details page. Who Benefits Most The ideal Finale user typically ships between 500 and 100,000 orders monthly while managing inventory across multiple locations or 3PLs. Compare software solutions, read verified reviews, trial & buy apps to help you grow your business in the Xero App Store. Our sophisticated, user-friendly inventory management software integrates with Xero to streamline your operations – saving time and growing profits. Create and issue a purchase order in Xero Inventory Plus This article is for small businesses who use Xero Overview Create a new purchase order or copy an existing purchase order to order stock from your vendors. Sell confidently with Xero inventory management Manage up to 4,000 items without breaking a sweat. Purchase orders are also used to create bills in Xero to pay the vendor for products that were purchased and received Nov 6, 2025 · The system can import your historical inventory data, open purchase orders, and serial/lot tracking information directly from Xero inventory management apps exports. Once you’ve downloaded it, you can then print it from your device or email it using your external email provider. Download our free purchase order template here. The only way to catch this is to manually go into every product after the purchase order is complete and check the new items are added, which is a huge Aug 30, 2024 · Recording purchase orders After a purchase order is entered into Fishbowl, the software exports that information to Xero, which updates its journal entries to recognize the value of the incoming inventory as an asset. Fishbowl works with Xero to make it even easier to run your business by joining your manufacturing and inventory management software with this powerful accounting solution. Customer login for Xero accounting software. With Xero, you can reconcile payments, track income and expenses, calculate and collect tax, build detailed financial reports, and much more. Aug 30, 2024 · Tracked inventory sometimes doesn't update Sometimes, randomly, when I receive stock in and update through the purchase order (the same way I always do it by moving it to a bill etc), Xero doesn't actually add the new stock to the inventory. Oct 27, 2025 · Discover the top purchase order software and find the best option for your team. **) The synchronization of payments happens in the following cases: a. Create professional purchase orders with this simple, customizable template for your small business. What's the best approach to take? Question 2 When recording a purchase or sale using inventory items, it’s important to know what journals are posted. Xero’s cloud-based inventory management software makes it easy for small businesses to track and add stock, manage orders, and automate purchases. Create a purchase order and a Revolut draft payment when Xero inventory falls below certain level - Use this template to create a Xero purchase order and a Revolut Business draft payment when Xero inventory reaches a certain level. You can find step by step instructions for this here Once the Purchase Order has been marked as Received and you have a connected Xero Accounting Integration to Purchase Order will be queued for export. Xero Inventory Plus is an outstanding solution for small businesses looking to streamline their inventory management. Explore our complete purchase order buyer’s and pricing guide. Compare features, pros & cons, prices, and more in my complete guide. Purchase order software for US businesses Get one month free See all Xero features Create and send digital purchase orders in minutes. Luckily, Xero offers built-in tools and integrations to help simplify inventory control and provide greater visibility into your stock. Record returned inventory items This article is for small businesses who use Xero Overview Use a credit note in Xero Inventory (Products & services) to record the return of an inventory item that you’ve sold or purchased. When you create a Bill from the order and Approve it, this will update the balances for your Tracked Inventory items. Learn how to use Xero Inventory (Products & services) to track the quantity and value of stock you have on hand. Log in or get support about using Xero. It’s free, customisable, and you can use it for all kinds of purchase orders (POs). Attach a file to a new or existing purchase order in Xero Inventory Plus (XIP). b. Learn how to fix misalignments in sales, purchases, COGS, and inventory without relying on messy manual journals. Including adding new purchase orders, sending purchase orders, and generating bills from purchase ord From the Dashboard or Purchases screen, tap the add icon , then tap Create Purchase Order. Track stock levels to avoid stockouts, streamline order management, and automate purchase orders at the click of your mouse – leaving more time for the work you love. Synchronization schedule: *) New invoices and purchase orders are sent to Xero once per 5 minutes. Businesses use sales orders to streamline their sales process, track inventory, and communicate clearly with customers. We need the ability to update the stock record in Xero at the time of delivery, not on billing date. Oct 17, 2025 · Xero inventory management is a feature within your Xero accounting subscription that is designed to help manage your inventory and stock levels efficiently. This course earns two CPE Aug 17, 2023 · To recap, purchase orders don’t count towards an item’s Quantity and Value in Xero. Xero’s purchase order software helps you track your orders and deliveries, and speeds up your procurement. 2. Here are some Turn the complexities of order management into simple work with purchase order software that integrates with Xero. Edit the unit price for the on-charged goods, or add an inventory item with a unit price for on-charged goods. The questions cover topics like reconciling bank accounts, editing invoices, working with projects and time tracking, managing inventory, and entering multi-currency transactions. Whether you're a small business owner or View the best Procurement software that integrates with Xero on GetApp in 2025. Inventory management software with Xero in the Philippines Try Xero for free Compare plans and pricing Xero’s small business inventory management software makes handling your stock levels easier. Jun 2, 2021 · Xero won’t include your purchase order in any inventory reports in Xero. To create a purchase order for inventory items in Xero, you can follow these steps: 1. How to Record Supplier Invoice From Purchase Order on Xero [2025 Full Guide] In today's video we will show you how to match bills to oustanding purchase orders,how to,how to mark invoice as paid Xero allows you to track the status of your purchase orders, making it easier to manage and follow up on deliveries. Jun 29, 2023 · How to do a prepayment for a purchase order I am just learning how to do things in Xero and I need to a prepayment for inventory and evrything I have read says to create a spend money transaction and sleect prepayment. About purchase orders A purchase order is a document that represents a purchase you make from a vendor. Learn more Jan 19, 2024 · Keeping tabs on inventory is a constant challenge for many small businesses. In the dashboard, tap the add icon , then tap Create Purchase order. Oct 30, 2025 · Home Roundups The Best Purchase Order Software We tested and ranked the best purchase order software for procurement and finance teams in manufacturing, eCommerce, healthcare, and construction. In this guide, you'll learn how to leverage Xero for key inventory management tasks like tracking stock in Turn the complexities of order management into simple work with purchase order software that integrates with Xero.