May 1.0 2025 Release
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This is a Custom Release. Feature availability depends on configuration and rollout status. Some features listed above may not be visible in your environment if they are part of a staged or custom deployment. Please contact your support representative to confirm enablement.
We’ve introduced a new Batch Update capability in the Item Centre, allowing users to efficiently update the Default Location for multiple items at once.
How It Works:
Navigate to the Item Centre.
Select the items you wish to update and go to Options > Batch Update.
Choose Default Location from the update options.
Enter the desired default location and click Update to apply the change to all selected items.
We have introduced two new batch update options in the Purchase Order Centre: Expected Ship Date and Expected Delivery Date.
Navigate to the Purchase Order Centre.
Select the orders for which you wish to update the expected ship date or expected delivery date and go to Options > Batch Update.
In the "Column Name" field, select the Expected Ship Date or Expected Delivery date from the update options.
Enter the desired date in the "Value" field and click "Update" to batch apply the date to the selected orders.
We have enhanced the visibility of Customer Alerts within the Apply Credits/Deposits module to improve user awareness and streamline workflows.
Previously, Customer Alerts were not displayed when processing payments by applying deposits or credits within the Apply Credits/Deposits module. With this update, the Customer Alert will now be shown in the following scenarios:
When a customer is selected manually in the Apply Credits/Deposits module.
When the module is accessed from sales order or invoice payment module and the customer is already selected on the screen.
To improve shipping accuracy and reduce order processing errors, a new validation check has been added to the Sales Order (SO) module related to delivery methods and shipping details.
If Ship Method is set to either Delivery (Own Truck) or Delivery (Third Party) when creating a sales order, the system will now validate that a Ship Carrier or Ship Service has been selected.
If neither a carrier nor a service is specified, the system will prevent the sales order from being saved and display a message in the bottom-right corner of the screen, prompting the user to provide the missing shipping information.
We have introduced a new enhancement that allows users to update vendor addresses directly from the Purchase Order, Item Receipt, and Bill modules. This feature streamlines the process of managing vendor information, ensuring that any updates made during transaction processing are accurately reflected in the vendor's profile.
A new application configuration titled "Enable Vendor Address Update from Purchase Order, Item Receipt and Bill modules" has been introduced to facilitate this feature.
When this setting is enabled, users will see a “Update Address in Vendor” toggle option when editing vendor address details in the Purchase Order, Item Receipt, or Bill screens.
If users update the vendor address and enable this toggle, the changes will be automatically reflected in the associated vendor’s master record.
We’ve enhanced the customer restriction mechanism by introducing configurable criteria to define defaulter customers. This update provides greater flexibility in determining when a customer should be restricted based on their financial standing.
A new application configuration setting titled “Criteria for Restricting Defaulter Customers” is now available.
This setting allows users to define the criteria on which a customer is flagged as a defaulter and subject to restrictions in transaction processing.
The config offers the following options:
Credit Limit: Customers exceeding their assigned credit limit will be marked as defaulters.
Overdue Invoices: Customers with unpaid invoices past the due date will be flagged as defaulters.
Depending on the selection, customers who exceed their credit limit or have overdue invoices will be considered defaulters and will subject to restrictions on sales.
We have introduced a new enhancement to our B2B platform that significantly improves the user experience for viewing product images. This update introduces an image magnification feature that allows users to zoom in the image and view important details.
Users can now zoom in on product images to see intricate details that may otherwise be missed in standard views.
Where You’ll See the Image Magnifier:
Product Detail Popup
On the B2B platform, whenever a user views a product in a popup modal, they can now click on the product image to activate the magnifier.
This enhancement ensures that business customers can better assess product textures, finishes, or packaging before making a decision—especially valuable for industries where visual quality matters.
Customer Portal – Profile Page (Presentation Images)
Presentation images displayed on a user’s profile page within the customer portal can now be magnified.
Click on the presentation image to magnify it.
This empowers customers to present their own materials with greater professionalism and provides viewers with a seamless way to explore image content without losing context.
We've enhanced the invoice payment process to provide greater clarity when applying credit memos that are partially linked to Sales Orders.
Now, when you attempt a credit memo linked to a sales order to a customer invoice, the system checks the available unlinked credit amount. If the amount you're trying to apply exceeds the unlinked balance (due to part of it already being linked to an SO), a clear alert will appear in the confirmation popup. This alert notifies the user that the portion of the amount being applied is already associated with an SO, helping prevent unintended allocations.
Click "OK" to proceed with applying the credits to the invoice.
Please note: If only part of the linked credit memo is applied to another invoice, the system will prevent you from quick shipping the associated Sales Order (SO). Quick ship is only allowed when the full amount of the linked credit memo has been used.
We have introduced a new enhancement that enables free shipping on B2B orders based on cart value-based discount rules defined in the Presentation Centre. This feature allows businesses to offer free shipping incentives without coupling them to existing cart discounts.
A new “Free Shipping” toggle has been added within the Discount Rules section of the Presentation Settings.
When this toggle is enabled for a specific discount rule, and the cart subtotal meets the defined criteria, free shipping will automatically be applied to the order.
This functionality is entirely independent of any discount applied to the cart — only the cart subtotal is considered.
How to Configure
Go to Presentation Centre > Presentation Settings.
Navigate to the Discount Rules section.
Edit or create a discount rule and enable the “Free Shipping” toggle.
We are excited to introduce a new module in XoroERP called "Upload Wave Create". This utility is designed to streamline wave creation by allowing users to define allocation quantities for sales orders via a structured upload process. It is especially useful for managing bulk allocations efficiently and with precision.
This enhancement brings flexibility and automation to the wave allocation process while ensuring full traceability and data validation at every step.
The Upload Wave Create module allows users to:
Download a pre-formatted template directly from the module.
Populate wave allocation data into the template — including sales orders and quantities.
Upload the completed file back into the system.
Specify item matching logic via the Item Identifier Code dropdown.
Trigger allocation logic based on grouped records and field values in the file.
During upload, users must select an Item Identifier Code from the dropdown. This value determines how the system interprets the item number field in the uploaded file:
For example, if "Item Code" is selected as the identifier, the system will match items based on their internal item code.
This flexibility allows the upload process to work with multiple item identification standards (e.g., SKU, Barcode, or External Item Code).
The module includes built-in validation and allocation mechanisms to ensure robust and error-free processing:
The system performs strict checks to ensure all required fields in the template are populated before processing begins.
Missing or invalid entries are flagged immediately, preventing partial or incorrect wave creation.
The system supports and validates multiple allocation types, ensuring that all logic paths behave as expected based on selected parameters.
Uploaded records are grouped by ThirdPartyRef No.
Each group is processed only if all rows within the group pass validation.
Groups containing errors are skipped, and feedback is provided, allowing users to correct and re-upload only the affected data.
The module also supports and verifies the correct behavior of the following special flags:
Auto Close SO Line: If enabled, this will auto-close the Sales Order line upon full allocation from the wave.
Lock Flag: Locks the inventory allocation, preventing changes unless explicitly unlocked.
AllowInventoryAdj: Enables inventory adjustment to be made during allocation if discrepancies are found.
Module: Bank Reconciliation, Outgoing Payments
This release introduces enhancements to the Bank Reconciliation and Outgoing Payments modules within XoroERP. These improvements focus on reducing manual effort, increasing automation, and improving the reconciliation workflow.
1. Outgoing Payment Creation from Bank Reconciliation Options
A new feature has been introduced that allows users to create Outgoing Payments directly from the Bank Reconciliation module. The option can be accessed by clicking the line-level Options in the Bank Reconciliation module.
Functionality While reconciling bank transactions, if a matching outgoing payment does not already exist, users now have the option to create one directly from the reconciliation interface. This eliminates the need to navigate separately to the Outgoing Payments module, streamlining the reconciliation workflow and reducing process time.
Effect in System The newly created outgoing payment will be posted and linked to the selected bank transaction, allowing users to continue reconciliation immediately after its creation.
2. Auto-Creation of Bank Reconcile Rules on Outgoing Payment Creation
The system now supports automatic creation of Bank Reconcile Rules when an Outgoing Payment is created from the Bank Reconciliation module as a journal entry.
Functionality Whenever an outgoing payment is created (either directly or through journal entries in the reconciliation module), the system will attempt to auto-generate a bank reconcile rule using the payment details, provided the "Auto Create Rule" toggle is enabled.
Scope and Behavior
The rule will be generated based on key attributes of the outgoing payment such as bank account, vendor name, amount pattern, and other matching criteria.
Bank Reconcile Rule creation will occur for all outgoing payment transactions, except when an existing rule match is already found (i.e., in the "Rule Found" scenario), and only if the auto-create toggle is enabled.
This ensures that the system continuously learns from new transactions and builds rules for future automated matching during reconciliation.
Reduces manual effort in both payment creation and rule definition during reconciliation.
Improves the efficiency and accuracy of the reconciliation process through automated rule generation.
Ensures consistency and repeatability in transaction matching for recurring payment patterns.
Ensure that the "Auto Create Rule" toggle is enabled in the reconciliation settings to take full advantage of the new automation feature. It is also recommended to review the created rules periodically to maintain rule accuracy and optimize reconciliation results.
To enhance transparency and provide more contextual information during the bank reconciliation process, new data columns have been added to the "Match Found" section of the Reconcile Bank Account module in XoroERP. This enhancement is aimed at helping users make quicker, more informed decisions when validating and matching transactions.
The following columns have been added to provide better visibility into the matched transactions:
Account Code
Description: Displays the General Ledger (GL) Account Code associated with the matched transaction.
Purpose: Allows users to immediately verify the accounting treatment of a transaction without navigating to the underlying journal entry or voucher. This is particularly useful when reconciling multiple similar entries or validating transactions against specific accounts.
Additional Txn No
Description: Displays the value from Reference Number 2 of the transaction.
Purpose: Enables deeper cross-referencing with internal or external references such as vendor invoices, payment vouchers, or banking reference numbers. This aids in accurate transaction matching and audit trails.
The Vendor Name field continues to be displayed (when available), offering an additional point of verification for payables-related transactions.
No additional configuration is needed.
The new columns are automatically available in the "Match Found" section for all users with access to the Reconcile Bank Account module.
Existing workflows are preserved; this is an additive enhancement focused on improving visibility.
The Item Lookup module within the WMS has been enhanced to support the scanning of Inner Case and Master Case UPCs.
Users can now scan UPCs associated with both Inner Cases and Master Cases during item lookup.
We have added multiple columns in the Scan ASN module. The following columns are now available and displayed in the Scan ASN module:
Vendor
Tracking#
Trailer#
BOL#
These fields provide essential logistics data directly within the ASN scanning workflow, improving operational efficiency and traceability.
Additionally, a new app config has been introduced to control the visibility of the shipment info fields, Tracking #, Trailer #, and BOL#.
Select Shipment Fields to Display on the Scan ASN Screen: This config allows users to select which of the newly added shipment info fields (Tracking #, Trailer #, and BOL #) are visible to users in the Scan ASN module.
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 🚀
