How purchase orders push to Xero

Topic

You can send purchase orders to Xero either as a draft bill (ready to pay) or as a native Xero purchase order — whichever fits how you work. You choose once and it applies to all POs.

Instructions

1. 1
   Set your PO target in Integrations → Xero.

   Pick 'draft bill' or 'purchase order' as the destination in Xero.

2. 2
   Raise a purchase order as normal.

   Add the supplier and lines; a supplier is required before it can push.

3. 3
   Push it to Xero.

   The PO is created in Xero in the form you chose, using your mapped purchase account and GST rate.

4. 4
   Receive stock when it arrives.

   Marking the PO received updates your stock levels in WorkshopMax.

Additional Information