October 2020 Release
Last updated
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Last updated
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Added a new flag in the Item Module called, “Tracking by Serial Number“.
Once turned on, the system will prompt a pop-up for entering the serial number (by units), at the time of Shipping in the Outbound Module of Xoro.
Further this feature “Tracking by Serial Number”, will soon be added to the Inbound Module too.
How does it work?
Item Module
Navigate to the “Item Module”.
Create New Items or modify them from the existing Items.
Navigate to “Other Attributes” and mark “Tracking By Serial Number” checked.
Outbound Module
Create a Sales Order for the Item for which the “Tracking by Serial Number” flag has been marked checked.
Save the Sales Order and Release it.
Go to the Options and Quick-Ship the SO, “Add Serial Number” box will pop-up automatically.
Fill in the serial numbers for all the units and save them.
This functionality is also available in Express-Ship/Pack & Ship.
Release the Sales Order and create a Wave.
Fulfill, Close, and Ship Wave.
While Shipping Orders a dialog window will pop-up asking for serial numbers for the Items.
C: Invoice, Credit Memo & Invoice Credit Memo
This feature is present in the Invoice, Credit Memo & Invoice Credit Memo as well.
Serial numbers linked to an Invoice, Credit Memo, or Invoice Credit Memo can be viewed in the subview form.
The Serial numbers of the Items can be viewed in the “list icon” on the right side of the Item lines.
**Note:
The Item Serial number will be a unique identifier for each unit of Item that is to be shipped.
No two units can have the same serial number.
While adding a kit with the “Item Kit Finder” dropdown option in an Estimate/Sales Order/Purchase Order Modules, the description field for the items is made visible. The search can also be made with the description in the “Item Kit Finder” dropdown.
How does it work?
Navigate to the Item Kit Finder in the Sales Order.
The “Item Kit dropdown” populates the item with its description.
On the Customer Info page, the “Card(s) on File” information has been added. If a customer has any cards added, the count of the cards will be shown on the Customer Info page with this added label.
How does it work?
Customer Info
On the Customer Info module, the Card(s) on the file label will show the number of cards added in the Customer details.
Enhancement has been made in the following Centres by adding a few more search text bars.
Item centre – Description and Base Part
Item inventory snapshot – Description and base part
Wave centre – wave, Customer name and SO
Invoice payment centre – Customer name
Invoice centre – Reference number
Vendor centre – Vendor name
Inventory by location – Description
Bill of Material centre – Description
Item centre – Description and Base Part
Item inventory snapshot – Description and base part
Wave centre – wave, Customer name and SO
Invoice payment centre – Customer name
Invoice centre – Reference number
Vendor centre – Vendor name
Inventory by location – Description
Bill of Material centre – Description
** Note: The search can also be made with the help of pipe operator “|”.
Added Memo option in the Transactions, Invoices, & Estimate tab of the Customer info page.
How does it work?
Go to the Customer Info screen.
Transaction tab – Invoice records, Orders & Estimate tab will have the Memo column.
For the Transactions tab:
For the Sales & Estimate tab:
For the Invoices tab:
Added “ASN Close Date” column in the ASN detail of the Data Export Centre.
How does it work?
Go to the Data Export Centre.
Select ASN detail in the “Search by” option
The column mentioning “ASN Close Date” will be shown in the description (if selected to show).
Download the file- it will have an ASNCloseDate column in it.
An icon is added next to the customer in the Invoice Payment Module to see the total amount owed by the customer for all invoices and other details.
How does it work?
Go to the Invoice Payment Module, select a Customer
Click on the Icon above the customer to see the Details.
There is an option to create Tags in the Orders (sales & Purchase), Invoice, Customer, and Item.
An App config is added in General, to allow creating tags for Order tags, Customer tags, and Item tags.
If the Config is unchecked, then the user will not be able to add new tags in the tags dropdown.
How does it work?
Go to the App Config Module and find “Allow to Auto-Create Tags” in the “General” settings.
Un-check for all (Order Tags, Customer Tags, and Item Tags): New Tags can’t be created.
If Checked: New Tags can be created.
Un-check for all (Order Tags, Customer Tags and Item Tags)
Open an Order- Sales Order/Purchase Order or an Invoice.
There will be no option to “Add Tag” in the “Order Tag” option. (existing will be used)
Similarly, there won’t be an option to “Add Tag” in the “Customer Tag” and “Item Tag” menu.
If Checked: New Tags can be created
Now, in the App Config module, Allow to Create Tags check for all (Order Tags, Customer Tags, and Item Tags).
There will be an option to “Add Tag” in the “Order Tag” option.
Similarly, there will be an option to “Add Tag” in the “Customer Tag” and “Item Tag” menu.
Added an App Config for showing Availability type under Inventory for:
Net Available
ATS
Available
ATS (Inc PO).
How does it work?
Go to the App Config.
Under the Sales option, find “Inventory Type for Availability Column”.
Choose the type of Inventory that should be visible in the SO.
App Config:
Sales Order:
** Note: Quantity shown in SO Detail or Estimate Detail under Availability column will be based on the type selected in the above new Config.
Enabled weights and Dims tab for Item type – Non-Inventory
How does it work?
Go to the App Config Module.
In the General settings find “Enable Weight & Dims for Non-Inventory Items” and tick “Yes”.
Now the Non-Inventory items will have the “Add Weight & Dims” option enabled.
Added fields “BOM Instruction” & “PPE Notes” in Bill of Material Module, Center, and Subview form.
Also added PPE Notes in the Upload Bill of Material.
BOM Header:
BOM Centre:
BOM Subview:
BOM Upload Sheet:
A new “Title” column is added on the following modules, Centres, and Subview forms.
Sales Order (Details)
Purchase Order (Details)
Invoice (Details)
Bills (Details)
Item receipts (Details)
The option to list the “Title” column can be chosen from the list icon on the right-hand side of the Details.
**Note: ‘Title’ column will be visible when Product variants are enabled.
New fields have been added in the Product Variants Module.
These columns are:
Alternative Item Number,
CARB
Country Of Origin
Is Pre-Sell?
Material
Warranty Time
Warranty UOM
Shelf Life
Project/Class
How does it work?
Go to Product Matrix Generator Module.
Select any Product and generate a matrix.
Matrix will have new columns- Alternative Item Number- CARB, Is Pre-Sell? Material, Warranty Time, Warranty UOM, Shelf Life, Project/Class, and Country of Origin.
Product Matrix Generator:
The Payments to the customers can now be made directly on the Customer Info Page. This option will help to process the payments in fewer clicks.
How does it work?
Go to the Customer Info page.
On the bottom of the page look for the newly added Invoices tab.
Open the Invoices tab
Right-click on the Invoice and the Payment can be applied directly from the option Apply Deposit/Credits.
Added a New setting in the App Config module, to allow creating Duplicate Vendor Credit with the same Vendor and Reference Number.
How does it work?
Go to the App-Config module, under the general section find “Allow Duplicate Vendor Credit Reference Number” and mark it “Yes”.
This feature will allow to create a Duplicate Vendor Credit with the same reference number and the same vendor.
The search can be made by sorting the values in the Ascending and Descending order.
Further, with the Advanced filters applied, the sorting can be made more specific.
The following new fields have been added under the Transfer Sales Order and Transfer Purchase Order:
TSO Header:
Order Type and Reference Number
TSO Detail:
Drop Down for Address finder
TPO Header:
Order Type and Reference Number
TPO Detail:
Drop Down for Address finder
TSO Header:
Order Type & Reference number.
TSO Details:
Drop Down to select Address, above the “Ship From Address” and “Ship to Address”.
To allow choosing previously added addresses.
TPO Header:
Order Type & Reference number.
TPO Details:
Drop Down to select Address, above the “Ship From Address” and “Ship to Address”.
A new Payment Gateway,” Authorise.Net” has been added in the Manage Payment Services.
Now the payment can also be processed using the Authorise.Net payment gateway.
Supported Currencies are: USD, CAD, AUD, EUR
A New Module has been added in Xoro, to manage the tasks efficiently. This “Task Management module” will ease the process of handling the entire life-cycle of a task, right from planning to tracking to execution. It helps the teams to track tasks from the beginning, setting deadlines, prioritizing tasks, and assigning them to the right people. It ensures projects stay on track and get completed on time
How does it work?
In this module, the following activities can be performed:
Create a task with a due date
Assign/change status of the task
Assign/change the due date of the task
Assign a user to the task
Add/Remove watchers to the task
Get a notification before the due date of the task (eg; 15 Min, 30 Min, 1Hr).
An App-Config setting is added to choose what notifications are to be received on the Task management module.
Select all the required notifications and check it.
Add a Task, choose the Priority Level: Urgent, High, Low, Normal
Select a Due Date and can also add a Reminder time.
Can Create the Task on someone’s behalf by choosing a Requester.
Give an Assignee for the Task.
Assign Watcher(s).
The mode of sending the Notification can be chosen: Via E-Mail/Internal Notification/Both:
Check this box, if the Watcher(s) should receive the notifications for the Task:
Write Detailed Description about the task in the Description box:
Save or Delete the Task:
Go to Task centre for all the created tasks:
** Note: This feature will be billable to your subscription as an addition. Please log a new ticket to subscribe to this new module.
With the help of this added module, the Manufacturing Orders can be generated in Batches.
How does it work?
Now, instead of creating different Manufacturing Orders for different manufacturable Items, one Batch can be created.
Pull up the Batch Manufacturing Order Module.
Select the Base Product and the options (if required).
Select the Item lines and add the qty for the items
Then move the item lines and add them to the batch.
Choose the Processes to be applied for the Manufacturing with the Production stages.
For example: Grading > Cutting > Dyeing etc.
Add them to the Process
In the “Manufacturing Process” module, new Processes can be added according to the requirements of the Process.
Can also add the Services if required.
Can choose if the service required is “One Time”.
Also, the Service cost can be marked as “Split” by the number of quantities under each Item line.
Finally, click on “Generate Batch Mos”.
In the Manufacturing Order Centre, the Batch MOs can be found with their MO numbers.
In the Subview form of the Batch MO, the processes can be updated, and that process will be completed for all MO’s.
Quick Produce also can be done from subview form.
Also, from the Subview form, one can directly Navigate to the MO and update the status of the Processes if required.
