Exporting an Estimate to a Purchase Order in Xero Follow

You can export a selection of your Estimate or ALL of your Estimate to a Xero Purchase Order

 

To Export a Selection of your Estimate to Create a Purchase Order in Xero:

1. Select the Trades, Headings or Items you want to Export into Xero.

Selecting a Trade or Heading will automatically select the Items within it. While holding
Ctrl, you can click on multiple Trades, Headings, and Items to select.

2. In the ribbon, from the Export group in the Data tab, click the downwards arrow on the Xero button.

3. From the Xero menu, click Export Selected to Purchase Order.

Fig 1. Export Selected to Purchase Order

 

4. The Export to Xero as Purchase Order window will open.

5. You can enter a Contact for the Purchase Order, or use the drop down menu to select an existing Contact from Xero.

Entering a Contact will create a Contact in Xero.

6. By default, Separate by Trade is checked and will create separate Purchase Orders for each Trade.

7. If you have mapped a Code Group to Xero, you can select that from Code group to export.

8. By default, Use tax rate will populate with the default tax rate.

You can change the default tax rate from Cubit Options menu.

9. Click Export to export all Items or click Export Balance, which will only send Items which have nothing entered in the PO# column.

 

Exporting All of your Estimate to Create a Purchase Order in Xero:

1. In the ribbon, from the Export group in the Data tab, click the downwards arrow on the Xero button.

2. From the Xero menu, click Export All to Purchase Order.

Fig 2. Export All to Purchase Order

 

3. The Export to Xero as Purchase Order window will open.

4. You can enter a Contact for the Purchase Order, or use the drop down menu to select an existing Contact from Xero.

Entering a Contact will create a Contact in Xero.

5. By default, Separate by Trade is checked and will create separate Purchase Orders for each Trade.

6. If you have mapped a Code Group to Xero, you can select that from Code group to export.

7. By default, Use tax rate will populate with the default tax rate.

You can change the default tax rate from Cubit Options menu.

8. Click Export to export all the Items you've selected or click Export Balance, which will only send Items which have nothing entered in the PO# column.

 

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