September 2026 Release
Customer Tags Column Added in On SO Details
Overview
Customer Tags assigned to customers are now displayed in the On SO Details view of an item. This enhancement allows users to quickly identify the tags associated with customers who have Sales Orders for a specific item.
Key Enhancements
Added the Customer Tags column to the On SO Details view for the selected item.
Customer Tags assigned to a customer are automatically displayed against the customer's Sales Order.
The tags displayed are based on the Customer Tags assigned to the respective customer from the Other Info tab of the Customer record.
How It Works
Step 1: Go to Sales → Customer Section → Customer and set the required Customer Tags in the Other Info tab of the Customer record.
Verify the newly created customer record in the Customer Centre.
Step 2: Create a Sales Order for the customer. In the SO Details section, click the Availability icon for the required item.
Step 3: The Qty Details pop-up opens. Click the value displayed under On SO.
Step 4: The On SO Details view opens and displays the Sales Orders for the selected item. The Customer Tags column displays the tags assigned to the customers associated with those Sales Orders.
Automatic Order Linking When Creating PO/TPO
Overview
The Inventory Snapshot and Short Inventory Planner modules have been enhanced to provide greater control over Sales Order-to-Purchase Order linking.
When the Auto Create Order Linking When Creating Purchase Order/Transfer Purchase Order App Config is enabled, users can now configure default values for the Link SO to PO and Link SO to Existing PO options through Page Defaults.
The linked Sales Order and Purchase Order can be viewed from their respective SO/PO through the Linked Orders tab.
Key Enhancements
Added Page Default options for the Link SO to PO and Link SO to Existing PO toggles.
The Link SO to PO and Link SO to Existing PO Page Default options are displayed only when the Auto Create Order Linking When Creating Purchase Order/Transfer Purchase Order App Config is enabled.
Added a new Link SO to PO toggle to the Create new PO by default vendor action in the Options menu.
The new Link SO to PO toggle is displayed only when the Auto Create Order Linking When Creating Purchase Order/Transfer Purchase Order App Config is enabled.
Configuration Details
App Config Name: Auto create order linking when creating purchase order/Transfer purchase order
Configuration Location: Menu → App Config → Purchase → Auto create order linking when creating purchase order/Transfer purchase order
Functionality
When App Config Is Enabled
The Link SO to PO and Link SO to Existing PO options are available under Page Defaults in the Inventory Snapshot and Short Inventory Planner modules.
When Link SO to PO is enabled, the Sales Order is automatically linked to the Purchase Order when a new PO is created from the Create new PO header-level option.
When Link SO to Existing PO is enabled, the Sales Order can be linked to an existing Purchase Order when the Add to Existing PO header-level option is used.
The Link SO to PO toggle is also available in the Create new PO, Add to Existing PO, and Create new PO by default vendor popups.
When App Config Is Disabled
The Link SO to PO and Link SO to Existing PO options are hidden in Page Defaults.
The Link SO to PO toggle is also not available in the Create new PO, Add to Existing PO, and Create new PO by default vendor pop-ups.
As a result, SO-to-PO linking controls are unavailable in the Inventory Snapshot and Short Inventory Planner modules, and any required linking must be performed manually from the Purchase Order or Sales Order screen.
How It Works
Step 1: Go to Menu → App Config → Purchase and enable the Auto Create Order Linking When Creating Purchase Order/Transfer Purchase Order App Config.
Step 2: Create a Sales Order for the required item and release the order.
Step 3: Open the Short Inventory Planner. Click the vertical three-dot (ellipsis) menu and select Page Defaults.
Step 4: Enable the Link SO to PO toggle to set the required default behavior, and click Save.
Step 5: Select the required item record. Click the Options menu and select Create new PO.
Step 6: The default vendor configured for the selected item is automatically selected in the Select Vendor for PO pop-up.
The Link SO to PO toggle is enabled by default based on the configured Page Default settings, allowing the Sales Order to be linked to the new Purchase Order. Click Add To PO.
Step 7: The Purchase Order for the selected item is created once you save it.
Go to the Linked Orders tab, where the associated Sales Order is displayed under the Sales Order sub-tab.
Step 8: Similarly, open the created Sales Order and go to the Linked Orders tab. The associated Purchase Order is displayed under the Purchase Order sub-tab.
Linked Order Numbers in Item Sales and Purchase History
Overview
The Item View subform has been enhanced to display linked order numbers in the Sales History and Purchase History tabs.
Key Enhancements
Added a Linked Order Numbers column to the Sales History and Purchase History tabs in the Item View.
The Sales History tab displays the Purchase Order numbers linked to the item's Sales Orders.
The Purchase History tab displays the Sales Order numbers linked to the item's Purchase Orders.
Multiple linked order numbers are displayed when applicable.
How It Works
Step 1: Navigate to Admin → Item → Item Centre and double-click the required item record.
Step 2: The Item View subform opens. Go to the Sales History tab. The Linked Order Numbers column displays the Purchase Order numbers linked to the item's Sales Orders.
Step 3: Open the Purchase History tab. The Linked Order Numbers column displays the Sales Order numbers linked to the item's Purchase Orders.
Display UPC in TSO and TPO Details
Overview
The Transfer Sales Order and Transfer Purchase Order detail sections have been enhanced to display the Universal Product Code (UPC) associated with each item line. Users can now view the UPC directly in the respective transfer order details, making it easier to identify and verify items during the transfer process.
Key Enhancements
Added a UPC column to the Transfer Sales Order Details and Transfer Purchase Order Details sections.
Added a UPC column to the Sales Order Centre for Transfer Sales Orders and the Purchase Order Centre for Transfer Purchase Orders.
The UPC displayed for each line corresponds to the UPC configured for the respective item.
How It Works
Step 1: Go to the Item Centre and view the UPC column for the required item. The value displayed is the UPC configured in the Inventory tab.
Step 2: Create a Sales Order for the same item. The item's UPC is displayed in the UPC column in the Sales Order Details section.
Vehicle Fitment Support in Data Export Centre
Overview
The Data Export Centre has been enhanced to support Vehicle Fitment data, allowing users to view and export vehicle fitment information associated with items. Users can select Vehicle Fitment from the Search By option, view the associated item and vehicle details, apply search and advanced filters, and export the required data for reporting or further processing. Vehicle Fitment data can also be included in scheduled exports.
Key Enhancements
Added Vehicle Fitment as an option in the Search By field of the Data Export Centre.
Users can use Search By, Advanced Search, and other filtering options to refine Vehicle Fitment data.
Vehicle Fitment data can be included in scheduled exports through the Schedule Export option.
Vehicle Fitment data can be exported with associated vehicle details, such as Model Name, Model Number, and Make Name, using the available header-level export options.
Added Product-Level Third-Party Ref#
Overview
A new product-level Third Party Ref# has been added to maintain a reference value at the product level, separately from the existing variant/SKU-level Third Party Ref#. The product-level reference can be set through product uploads and the Product API and can be viewed in the Product Centre and Data Export Centre.
Key Enhancements
Added a product-level Third Party Ref#, separate from the existing variant/SKU-level reference.
Added support for setting the product-level ThirdPartyRefNo through:
Upload Product
Upload Product (Header Only)
Product API for create, update, and get operations.
For products with multiple variant rows, the ThirdPartyRefNo from the first row is saved as the product-level reference.
Added Third Party Ref# column to the Product Centre and Data Export Centre (Product).
How It Works
Step 1: Go to the Upload Products module and download the CSV template.
Step 2: Enter the required value in the ThirdPartyRefNo column and upload the completed template.
For a product with multiple variant rows, the ThirdPartyRefNo entered in the first row is saved as the product-level Third Party Ref#. Values entered only in subsequent variant rows do not set the product-level reference.
Step 3: After the upload is complete, you can view the Third Party Ref# assigned to the product in the Product Centre.
Support for Route Field in Customer Batch Update
Overview
The Customer Centre has been enhanced with the Route option in the Batch Update functionality. Users can now assign a Route to multiple customer records at once, making it easier to maintain customer delivery route assignments without updating each customer individually.
The Route batch update option is available only when the Xoro Delivery Manager app module is enabled.
Key Enhancements
Added Route as an available Column Name in the Batch Update function of the Customer Centre.
The Clear Existing Data option can be used to clear the existing Route value from the selected customer records.
How It Works
Step 1: Navigate to Menu → Admin → Customer → Customer Centre and select the customers for which you want to assign a Route.
Step 2: Click the Options menu and select Batch Update.
Step 3: Select Route from the Column Name dropdown and choose the required Route from the Value dropdown. Click Update.
Step 4: The selected Route is assigned to all selected customer records.
Step 5: Open any updated customer record and go to the Other Info tab. The selected Route is displayed in the Default Route field.
Item Tags and Material Visible at the Order Line Level
Overview
Item Tags and Material can now be displayed at the order line level in Sales Orders. This allows users to view item-specific tag and material information directly on the Sales Order without opening the individual item record.
Key Enhancements
Added the Item Tags and the Material columns to Sales Order line-level views.
The columns are also supported in the Sales Order Sub Form and Sales Order Centre (Search by: Sales Order Detail)
Item Tags and Material are first assigned to an item from the Other Attributes tab in the Item Centre. When the item is added to a Sales Order, the assigned values are displayed against the respective order line.
How It Works
Step 1: Go to the Item Centre and double-click the required item. In the Item subform, select Edit in New Window to open the item record.
Step 2: In the Other Attributes tab, enter the required value in the Tags field and specify the item's material in the Material dropdown field.
Step 3: Create a Sales Order and add the item for which the Item Tags and Material were configured.
Step 4: In the SO Details section, click the grid icon and select Item Tags and Material to display these columns in the Sales Order lines.
Step 5: Now, navigate to the Sales Order Centre, select Sales Order Detail in the Search by field, and enable the Item Tags and Material columns from the column selector.
ASN Header and ASN Detail Custom Fields Added in Data Export Centre
Overview
The Data Export Centre now displays both ASN Header and ASN Detail custom field columns when ASN Detail is selected in the Search by field. This allows users to view and export custom field values defined at both the ASN Header and ASN Detail levels along with the corresponding ASN Detail records.
The Expected Delivery Date column is also available when ASN Detail is selected.
Key Enhancements
Added ASN Header and ASN Detail custom field columns to the ASN Detail dataset.
Custom fields defined for ASN and ASN Detail in the Custom Field Definition Centre are displayed as columns in the Data Export Centre.
Added the Expected Delivery Date column to the ASN Detail dataset.
How It Works
Step 1: Go to the Data Export Centre and select ASN Detail as the exportable dataset.
Step 2: Click the Column Selector and view the available ASN Header custom fields, such as ASN_CF_H1, ASN_CF_H2 and the ASN Detail custom fields, such as ASN_CF_D1, ASN_CF_D2.
Availability of Due Date and Vendor Bill Number in Batch Upload Bills
Overview
The Batch Upload Bills module now supports importing Due Date and Vendor Bill Number through the bill import template. These fields can be populated directly in the CSV template and are carried over when the bill is created, making it easier to maintain complete bill information during batch uploads.
Key Enhancements
Added Due Date and Vendor Bill Number fields to the bill import template.
The fields are available when the Bill Template is downloaded from the Batch Upload Bills module.
Values entered in these fields are displayed in the Bill File Preview before the bill is created.
The imported values are carried over to the newly created bill in Bill Centre.
How It Works
Step 1: Go to the Upload Bills module and click Download Template.
Step 2: Open the downloaded CSV template and provide the required bill information, including values in the newly added Due Date and Vendor Bill Number columns.
Step 3: Save the completed CSV file. In the Batch Upload Bills module, click Browse and upload the template file. Then, click Verify & Upload.
Step 4: The Bill File Preview pop-up displays the bill details, including the Due Date and Vendor Bill Number, allowing you to review the information and make any final changes before creating the bill. Click Upload Bills to create the bill.
Step 5: Go to Bill Centre. The bill is created with the details entered in the template file.
Item Price Updates Trigger Webhook for Shopify Synchronization
Overview
Item price changes in Xoro can now be automatically pushed to Shopify through the Item Price Update webhook. When the Standard Unit Price or any Custom Price (1–14) is updated for an item, Xoro triggers the webhook so Shopify can synchronize the corresponding mapped price fields.
This keeps item pricing in Shopify aligned with the latest price information maintained in Xoro, including updates made through batch operations, imports, uploads, or APIs.
Key Enhancements
The Item Price Update webhook is triggered when an item's Standard Unit Price or Custom Price (1–14) is updated.
Price updates are supported from:
Item Price Centre batch updates
Item updates
Item Centre batch updates
Currency Price Import
Price updates to existing items through Upload/API
Shopify uses the price-field mappings configured under Products & Inventory to determine which Xoro price values are synchronized.
Webhook executions can be tracked in the Sync Product Prices log in the Shopify channel.
Updated values can be verified on the corresponding Shopify product, based on the configured mappings.
How It Works
Step 1: Open the Shopify channel and go to Products & Inventory.
Step 2: Enable Sync product prices only. Configure the price fields to determine how Xoro prices are mapped to Shopify, including the Item Price Currency Code, Price field, Compare Price field, and Buying Cost.
Step 3: Go to Item Centre and select the item whose price needs to be updated. From the Options menu, select Batch Updates.
Step 4: In the Batch Update pop-up, select the required price field, such as Custom Price 6, and specify the new value. Click Update to apply the change.
Step 5: Once the item price is updated, Xoro triggers the Item Price Update webhook.
Step 6: Open the corresponding product in Shopify to verify the synchronized pricing. The updated values are reflected in the mapped fields, such as the Compare-at price and Price field, based on the configured price mappings and settings
Brand Name Displayed in the Item Dropdown
Overview
The Brand Name is now visible below the Item Description in the Item dropdown when adding items to a Sales Order. This provides additional item information directly within the selection list, making it easier to identify and select the required item.
Key Enhancements
Added Brand Name to the Item dropdown in the Item Detail popup, and it appears directly below the Item Description.
Item selection now provides additional product information without requiring users to open the item record separately.
How It Works
Step 1: Go to Menu → Sales → Sales Order and create a new Sales Order. In the SO Details section, click Add Item.
Step 2: The Item Detail pop-up opens. Click the Item Number dropdown to view the available items.
Step 3: The item dropdown displays the Item Number, Item Description, and Brand Name. The Brand Name appears directly below the Item Description.
Step 4: Select the required item from the dropdown and continue adding it to the Sales Order.
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