March 2.0 2025 Release
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Last updated
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We have introduced a new "Shipping Carrier" column in the Wave Centre, available at both the header and detail levels. This provides users with greater visibility into the shipping carrier assigned to each wave, improving tracking and logistics management.
We have added a new "Item Image" column in the Bill Of Materials module at the Bill Of Material Component level. This update allows users to easily view associated item images directly within the BOM, improving identification and accuracy in the manufacturing process.
We have introduced a new field, "Inv Average Unit Cost," at multiple levels within the BOM workflow. This ensures that users can track and analyze the inventory average unit cost of BOM components across various modules, improving cost management and decision-making.
BOM Centre (Detail Level):
A new column, "Inv Average Unit Cost," has been added to the detail-level view of the BOM Centre.
This allows users to see the inventory average unit cost of each BOM component at a granular level, providing better insights into material costs.
Users can efficiently analyze BOM costs directly from the BOM Centre without needing to navigate elsewhere.
Bill of Material Module (Item Level):
The "Inv Average Unit Cost" column has been integrated into the Bill of Materials module at the Bill of Material Component level.
This enhancement enables users to track cost variations across individual BOM components, helping in cost estimation and budgeting.
By having this cost metric available at the item level, users can make informed decisions when updating or modifying BOM structures.
BOM Subform:
The "Inv Average Unit Cost" column is now included in the Bill of Materials subform, ensuring consistent cost tracking across related workflows.
Users can easily and quickly view and verify the inventory average unit cost within the BOM subform.
A new column, "GrossAmount," has been added to the Sales Order Export Template to provide users with a more comprehensive view of order values. The column displays the total value of the sales order before applying discounts, taxes, or additional charges. This ensures that businesses can easily track and analyze the total value of sales orders before any deductions, such as discounts or taxes.
Users can access this update through the Data Export Centre by selecting the Sales Order view and downloading the Sales Order records.
The exported file will now contain the GrossAmount field alongside other standard order details, improving reporting and financial analysis.
The Invoice Payment Module has been enhanced to provide more detailed and customizable financial data, improving visibility and efficiency in payment processing.
Custom Fields Columns in Invoice Header: Custom fields from the Invoice Header are now available as columns in the Invoice Payment Module. This addition allows you to view and manage custom data directly within the payment module, streamlining your workflow and providing better visibility into invoice details.
Customer Payment Term Column: A new column, "Customer Payment Term," has been added to the Invoice Payment Module. This column automatically displays the default payment term associated with the customer, making it easier to track and manage payment deadlines and terms.
We have introduced a series of enhancements in the Transfer Purchase Order (TPO) and Transfer Sales Order (TSO) modules, designed to optimize transfer order processing, improve automation, and provide better visibility into inventory movements.
The Quick Receive functionality has been introduced in the Transfer Purchase Order (TPO) module, allowing users to efficiently receive items with minimal steps. This feature enables faster processing of received inventory without requiring users to manually navigate through multiple receiving steps.
The Quick Ship functionality is now available in the Transfer Sales Order (TSO) module. This enhancement allows users to expedite the shipping process by automatically shipping items without requiring detailed manual processing.
To further automate transfer order processing, the Auto Release functionality has been extended to both Transfer Purchase Orders and Transfer Sales Orders.
Auto Release Purchase Order: Automatically releases Transfer Purchase Orders upon creation, if the "Auto Release Purchase Order" app config is enabled.
Auto Release Sales Order: Automatically releases Transfer Sales Orders upon creation, if the "Auto Release Sales Order" app config is enabled.
This functionality works similarly to the existing Auto Release features in Sales Orders (SO) and Purchase Orders (PO), enhancing operational efficiency and reducing delays in transfer order processing.
A new Incoming Deliveries subform has been added to the Availability field at the line-item level in the Transfer Sales Order module. When users click on the Availability quantity, the subform will display detailed information about:
Purchase Orders
Transfer Purchase Orders
Expected Delivery Dates
Quantities in Transit
This provides users with comprehensive visibility into incoming stock, helping them make informed decisions regarding inventory availability and order fulfillment.
A new column, On Hand Qty, has been added to the Create Manufacturing Order (MO) Disassemble pop-up window in the Item Inventory Snapshot module. This column will display the quantity of the selected manufacturable item that is currently available in inventory, providing users with real-time inventory information while creating disassemble MOs.
Navigate to the Item Inventory Snapshot module and select a manufacturable item.
Go to Options > Disassemble.
The "Create Manufacturing Order" confirmation modal will appear.
The "On Hand Qty" column is now displayed in the item details section of this modal, showing the current on-hand quantity of the selected item.
We have added support for setting quantity for Option 3 products in the Advanced Variant Finder. Previously, the system would only should two variants for the products (Option 1 and Option 2) did not allow users to specify quantities for Option 3. Instead, it automatically assigned the same quantity as Option 2, limiting flexibility in variant selection.
Feature Details:
A new dropdown "Option 3" has been introduced in the advance variant finder, which is visible only when a product has three options.
Users can now select Option 3 from the dropdown and specify the quantity independently.
This enhancement ensures greater control over product variants, improving accuracy in order management.
We’ve added a new feature that allows you to exclude Third-Party Source information from your webhook logs when automatic inventory adjustments are triggered by invoices. This feature is only available when LPNs are disabled.
The inventory update webhook can now exclude Third-Party Source during invoice auto inventory adjustment.
When this feature is enabled, when you access the webhook log for the "Inventory/Update" from the Webhook Centre, the “Third Party Source” will no longer appear in the third-party orders.
This helps you avoid unnecessary changes to third-party inventory and keeps your logs cleaner.
To enable this functionality, please contact our support team.
Global Allocation, also known as Auto Allocation, is a powerful feature that automates the process of inventory allocation to sales orders when a purchase order (PO) containing the relevant items is received. This feature helps streamline inventory management and order fulfillment by automatically assigning inventory to sales orders based on certain predefined rules. The process can be configured for both same-store and inter-store sales orders, offering flexibility in how inventory is distributed across different locations.
The Global Allocation feature is triggered when a purchase order (PO) containing the relevant items is received. Once the PO is received into the system, the inventory will automatically be allocated to the sales orders that require the items.
The allocation process prioritizes older sales orders by considering two criteria: the order date and the create date. First, the system checks the order date—meaning that sales orders that were placed earlier will receive inventory first. If several orders share the same order date, the system then uses the create date—the date when the sales order was officially created in the system—to determine which order gets inventory next. Essentially, this means that the oldest sales orders (first by order date, then by create date) will receive inventory before newer orders.
Here’s how the auto allocation process works:
Receiving the PO:
The process begins when a Purchase Order (PO) is received in the system. The system will then identify any unallocated sales orders that require the same items as those listed on the PO.
Allocation to Same-Store Sales Orders:
Inventory is allocated directly to sales orders within the same store where the PO was received. The system will prioritize allocating inventory to these sales orders first.
The system checks for unallocated sales orders in the same store and ensures the oldest orders are fulfilled first, in order of their order date and creation date.
Allocation to Inter-Store Orders:
TPO and TSO Creation: For inter-store orders, the inventory cannot be allocated directly as it needs to be transferred from the store where the PO was received to the store where the sales order is located. In this case, the system automatically triggers the creation of Transfer Purchase Orders (TPOs) and Transfer Sales Orders (TSOs). The TPO is linked to the respective respective sales order to which the inventory will be allocated
Wave and ASN Creation for Inter-Store Orders: When the system creates the TPO and TSO, it also automatically generates a wave for the TSO and an Advanced Shipment Notice (ASN) for the TPO.
Manual Shipping and Receiving: Once the TPO is created, users need to manually ship the TSO from the source store and receive the TPO at the destination store. This manual process ensures that the inventory is physically moved between stores.
Auto Allocation after Receiving the TPO: After the TPO is received, the inventory becomes available for allocation to the sales order at the destination store. The system will then automatically allocate the inventory to the linked sales order and generate a wave for the sales order, which prepares it for shipping.
To enhance tracking and visibility of the allocation process, we have introduced allocation logs. These logs give details about the allocation process, so users can understand exactly how and when inventory was assigned.
Users can access these logs through ASN subform and the Entity Logs module.
ASN Subform
Users can view the auto allocated inventory for a purchase order by accessing the ASN subform.
Open the Purchase Order (PO) and go to the History tab of the PO.
Double-click on the ASN line on the History tab to open the ASN subform.
In the ASN subform, there’s a newly added "Allocation Logs" tab. When you click on this tab, it will show the allocation details specific to that PO. This allows you to see exactly how inventory was allocated to sales orders connected to that PO.
Entity Logs
A new Entity Log center has been introduced. This module provides a comprehensive list of all logs related to automatic allocations that happen within the system.
The Entity Logs will show you not just individual PO allocations but all system-wide automatic allocations that have been executed.
The Global Allocation feature is controlled via a set of configurable options, which determine how the system behaves during the receipt of POs and the allocation of inventory to sales orders.
To enable Global Allocation, you must configure the following app config:
This configuration controls how the system allocates inventory when a PO is received, determining the scope and behavior of the auto-allocation process.
Do Not Auto Allocate
If this option is selected, the system will not automatically allocate inventory to sales orders when POs are received.
Same Store Only
If this option is selected, the system will only allocate inventory to sales orders within the same store where the PO is received. The system will identify sales orders in the same store with unallocated quantities and allocate the received inventory accordingly.
Same Store and Inter-Store (Transfers)
If this option is selected, the system will allocate inventory both to sales orders within the same store and to sales orders in other stores.
Inventory is first allocated to sales orders within the same store.
For sales orders in other stores, Transfer Purchase Orders (TPOs) and Transfer Sales Orders (TSOs) are created to manage inter-store transfers.
When the Same Store and Inter-Store (Transfers) option is selected, you can define which stores will be involved in the allocation process through the following app config:
Select Stores for Auto Allocation (Enabled for Same Store and Inter-Store Transfers): This app config allows you to define which specific stores can be involved in the auto-allocation process for the inter-store orders. If defined, the auto-allocation process will only work for the selected stores.
Please note that if no stores are selected in the app config, the inter-store auto allocation will work for every store in the system.
You can fine-tune which sales orders are eligible for auto allocation by configuring the following app config:
Eligibility Criteria for Orders in Auto Allocation on PO Receiving This configuration determines which sales orders will be considered for auto allocation during the PO receiving process, ensuring only the relevant orders are included.
All Orders
If this option is selected, the system will scan all open sales orders with unallocated quantities and include them in the auto-allocation process.
Specific Orders
If this option is selected, only sales orders with the “Auto Lock Partially Allocated SO?” flag enabled will be considered for auto allocation.
You can manage wave allocation for sales orders by configuring the following app config:
One Order, One Wave with Auto Merge for Fully Allocatable Waves When enabled, this setting ensures that each wave contains only a single sales order. The system automatically merges waves when the sales order is fully allocatable. If an order is partially allocated, a locked wave is created, preventing further changes. Once the remaining items are available, the inventory is allocated, and the new wave is merged into the first wave. Once all items are allocated, the wave will be automatically unlocked and merged. Please note that this config does not apply to dropship waves.
We have introduced a significant enhancement to the Global Allocation feature with the addition of the Dropship handling. This enhancement streamlines the order fulfillment process, particularly for items fulfilled via dropshipping, ensuring efficient handling within the auto-allocation framework.
The auto-allocation feature has been updated to manage dropship items seamlessly alongside regular inventory items during the allocation process.
When a sales order contains a dropship item, and the corresponding dropship Purchase Order (PO) has been generated, the system will automatically exclude the dropship item from the auto-allocation wave.
The system will mark the item as shipped once the dropship PO is received, ensuring streamlined order processing.
Auto-allocation for other items (non-dropship items and dropship items for which Dropship PO has not been generated) in the same sales order will continue to function as usual, ensuring efficient inventory management.
This release introduces significant enhancements in XoroERP’s Sales Order Center module and XoroWMS, focusing on batch manufacturing automation, improved wave processing, and a new Manufacturing module in WMS. These updates enhance efficiency, automation, and accuracy in managing batch manufacturing orders (BMO), wave assignments, and manufacturing processes.
The key highlights of this release include:
Automated Batch Manufacturing Order (BMO) creation from Sales Order Center.
Enhancements to Wave Templates for LPN-based selection and prioritization.
Optimized MO wave picking and staging in WMS with a new Manufacturing tab in the Picking module.
Introduction of the Assembly module in WMS for MO Finished Good assembly.
Auto-allocation of linked Sales Orders after assembly completion.
To streamline manufacturing order creation, XoroERP now allows automated batch MO generation directly from Batch Sales Orders, eliminating the need for manual MO creation.
New "Generate Batch MO" Option in SO Centre
The Generate Batch MO feature enables users to create BMOs for all manufacturable items present in the selected Sales Orders (SO).
Users can select one of the following methods for batch MO generation:
Item-Based MO Generation: Creates one MO per Item, aggregating total quantity across all selected SOs.
Sales Order-Based MO Generation: Generates one MO per Item per Sales Order, keeping MOs linked to their respective SOs.
New LPN Selection Capability: Wave templates now allow specific selection of LPNs (lot numbers) during the waving process.
Configurable Sorting for LPN Attributes: Items in waves can now be sorted based on attributes like Expiry Date, Manufacturing Date, or Lot Numbers.
Grouping of Manufacturing Orders (MO) by Finished Goods: XoroERP now enables grouping of MOs by finished goods across all associated Sales Orders when generating BMOs.
Users can select Carton Break Rule and Priority Code when clicking "Start Picking" in the Batch MO subform.
The MO wave automatically applies the correct carton break rule and priority code, ensuring optimal inventory allocation.
Users can now Pick and Stage MO waves via the WMS Pick and Stage Module.
If multiple OLPNs are generated during MO wave picking, they must be consolidated before the assembly process to ensure that all raw materials are available in a single OLPN.
New "Manufacturing" Tab on the Pick Assignment Screen:
Allows users to search and assign OLPNs by entering either the Batch Manufacturing Order Number or Batch Sales Order Number.
Introduces a new "Manufacturing" filter in Pick Task Assignment to filter MO waves.
Waves can now be searched based on Wave Number, Batch Number, or Order Number.
A new Manufacturing module has been added to WMS, enabling users to assemble MO Finished Goods efficiently.
1. Scan OLPN
Users must scan the OLPN associated with the MO wave.
The system validates the OLPN on the "Enter" event, ensuring it is linked to an MO.
Displays two tables:
BOM (Bill of Materials) List
Linked Order List (only if the MO is linked to multiple SOs).
2. Linked Order Line Selection
Clicking a linked order line updates the Required Quantity in the BOM table based on the linked order’s quantity.
3. Assembly Process & Validations
Confirm Assembly: Clicking "Accept" renders a confirmation pop-up displaying:
LPN Attributes
To-Be-Produced Quantity of MO
Users can update LPN attributes and reduce the to-be-produced quantity if needed.
If the quantity is reduced, a Move Residual Quantity to ILPN modal is displayed.
Upon confirmation:
The excess raw material is moved to the designated ILPN.
The MO Finished Good is assembled.
All raw materials must be present in a single OLPN before assembling the MO Finished Good.
Users cannot increase the "To-Be-Produced" quantity.
The OLPN must be at a staging location for assembly to proceed.
Once the MO Finished Good is assembled, the linked Sales Order (SO) is automatically allocated and marked as "Picked and Staged" at the same OLPN.
This eliminates the need for manual allocation, ensuring faster order fulfillment.
Generate a Batch MO from SO Centre:
Select Item-Based MO Generation or Sales Order-Based MO Generation.
Apply Wave Template Enhancements:
Use LPN selection and sorting criteria in the wave template.
Pick and Stage MO Waves in WMS:
Use the Manufacturing Tab in Pick Assignment to consolidate OLPNs.
Scan OLPN & Assemble Finished Goods in Manufacturing Module:
Scan OLPN → Verify BOM & Linked Orders → Confirm Assembly.
Auto-Allocate Linked SO:
Upon assembly, the linked SO is automatically allocated and staged.
For further assistance, contact the XoroERP/XoroWMS support team.
These enhancements improve manufacturing automation, wave efficiency, and warehouse operations, ensuring a faster, more accurate, and streamlined fulfillment process.
🚀 XoroERP & XoroWMS Team 🚀
This release introduces significant enhancements in XoroERP’s Sales Order module and XoroWMS, focusing on batch manufacturing automation, improved wave processing, and a new Manufacturing module in WMS. These updates enhance efficiency, automation, and accuracy in managing batch manufacturing orders (BMO), wave assignments, and manufacturing processes.
The key highlights of this release include:
Automated Batch Manufacturing Order (BMO) creation from Sales Orders.
Enhancements to Wave Templates for LPN-based selection and prioritization.
Optimized MO wave picking and staging in WMS with a new Manufacturing tab in the Picking module.
Introduction of the Assembly module in WMS for MO Finished Good assembly.
Auto-allocation of linked Sales Orders after assembly completion.
To streamline manufacturing order creation, XoroERP now allows automated batch MO generation directly from Batch Sales Orders, eliminating the need for manual MO creation.
New "Generate Batch MO" Option in SO Centre
The Generate Batch MO feature enables users to create BMOs for all manufacturable items present in the selected Sales Orders (SO).
Users can select one of the following methods for batch MO generation:
Item-Based MO Generation: Creates one MO per Item, aggregating total quantity across all selected SOs.
Sales Order-Based MO Generation: Generates one MO per Item per Sales Order, keeping MOs linked to their respective SOs.
New LPN Selection Capability: Wave templates now allow specific selection of LPNs (lot numbers) during the waving process.
Configurable Sorting for LPN Attributes: Items in waves can now be sorted based on attributes like Expiry Date, Manufacturing Date, or Lot Numbers.
Grouping of Manufacturing Orders (MO) by Finished Goods: XoroERP now enables grouping of MOs by finished goods across all associated Sales Orders when generating BMOs.
Users can select Carton Break Rule and Priority Code when clicking "Start Picking" in the Batch MO subform.
The MO wave automatically applies the correct carton break rule and priority code, ensuring optimal inventory allocation.
Users can now Pick and Stage MO waves via the WMS Pick and Stage Module using the Manufacturing filter.
If multiple OLPNs are generated during MO wave picking, they must be consolidated before the assembly process to ensure that all raw materials are available in a single OLPN.
New "Manufacturing" Tab in the Pick Assignment Screen:
Allows users to search and assign OLPNs by entering either the Batch Manufacturing Order Number or Batch Sales Order Number.
Introduces a new "Manufacturing" filter in Pick Task Assignment to filter MO waves.
Waves can now be searched based on Wave Number, Batch Number, or Order Number.
A new Manufacturing module has been added to WMS, enabling users to assemble MO Finished Goods efficiently.
1. Scan OLPN
Users must scan the OLPN associated with the MO wave.
The system validates the OLPN on the "Enter" event, ensuring it is linked to an MO.
Displays two tables:
BOM (Bill of Materials) List
Linked Order List (only if the MO is linked to multiple SOs).
2. Linked Order Line Selection
Clicking a linked order line updates the Required Quantity in the BOM table based on the linked order’s quantity.
3. Assembly Process & Validations
Confirm Assembly: Clicking "Accept" renders a confirmation pop-up displaying:
LPN Attributes
To-Be-Produced Quantity of MO
Users can update LPN attributes and reduce the to-be-produced quantity if needed.
If the quantity is reduced, a Move Residual Quantity to ILPN modal is displayed.
Upon confirmation:
The excess raw material is moved to the designated ILPN.
The MO Finished Good is assembled.
All raw materials must be present in a single OLPN before assembling the MO Finished Good.
Users cannot increase the "To-Be-Produced" quantity.
The OLPN must be at a staging location for assembly to proceed.
Once the MO Finished Good is assembled, the linked Sales Order (SO) is automatically allocated and marked as "Picked and Staged" at the same OLPN.
This eliminates the need for manual allocation, ensuring faster order fulfillment.
Generate a Batch MO from SO Centre:
Select Item-Based MO Generation or Sales Order-Based MO Generation.
Apply Wave Template Enhancements:
Use LPN selection and sorting criteria in the wave template.
Pick and Stage MO Waves in WMS:
Use the Manufacturing Tab in Pick Assignment to consolidate OLPNs.
Scan OLPN & Assemble Finished Goods in Manufacturing Module:
Scan OLPN → Verify BOM & Linked Orders → Confirm Assembly.
Auto-Allocate Linked SO:
Upon assembly, the linked SO is automatically allocated and staged.
Warehouse teams should use the new Manufacturing module for seamless MO Finished Good assembly.
For further assistance, contact the XoroERP/XoroWMS support team.
These enhancements improve manufacturing automation, wave efficiency, and warehouse operations, ensuring a faster, more accurate, and streamlined fulfillment process.
🚀 XoroERP & XoroWMS Team 🚀
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