There isn’t a feature for saving bill of materials on Xero. In this article, we look at the workarounds and 3rd party apps, manufacturers can use to get BOMs.
But, to begin our journey into Xero order management, what exactly is order management?
What is order management?
Order management, in layman’s terms, is all about how you track orders and how you manage your team and processes to fulfill those orders.
But, not only does that mean managing the order, but it also means managing the data surrounding the customer too, such as:
- What does their order history look like
- Do they pay on time
- Are they a VIP customer
Simple right? Unfortunately, Xero order management is missing features for manufacturers tracking orders, mostly because Xero is for tracking your finances, and not for monitoring complex manufacturing processes.
Does Xero accounting do sales order confirmation?
In short, does Xero accounting do sales order confirmation? Yes.
But the issue is, when you confirm a Xero sales order, it automatically generates an invoice for the customer. And here lies the problem, especially for manufacturers.
A manufacturer’s order fulfillment cycle changes often, especially for those who’re using a make-to-order workflow or bespoke manufacturing.
And when it comes to Xero order management, it pretty much only goes as far as was a quote accepted, or not.
There’s a definite gap in the Xero sales order functionality. However, manufacturers have found a workaround for using quotes in Xero.
Instead, what they do is change the title of a Quote to Sales Order, send that over to the customer, and once they accept it, convert it to a Sales Invoice.
Though, this solution isn’t foolproof, as it’s easy to forget to make that conversion.