April 2021 Release
Last updated
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One SO, multiple Waves, Shipping Cost applied on only one Invoice after the SO is Shipped.
How does it work?
If more than one Wave is created on a single Sales Order and having a Shipping amount linked to it, the Shipping amount will be applied only on one Invoice after the SO is Quick Shipped rather than being applied to all the Invoices generated.
Previously, the Shipping amount was being applied to all the Invoices created on a SO. Now, the Shipping Cost will be applied to only the first Wave created.
For example, we have an SO in which we Waved the Items separately, creating 4 Waves. The SO has a Shipping amount of 500$ applied to it.
After the SO is Shipped, the Shipping amount will be applied only to the first Invoice Created.
Added a new column, “Credit Memo Number” to the ASN Import Template.
This is required in case to receive ASN generated from an RMA, or Credit Memo or an Invoice Credit Memo.
When an ASN is received from an RMA or an Invoice Credit Memo, the ASN Receipts information would need to have the “Credit Memo number” field. Hence the “Batch Upload ASN Receipts” template has a new column, the “Credit Memo Number”.
Added Item Identifier Code, and the dropdown for Codes in the Upload Inventory module.
Item Identifier Code column specifies, how the Item Number field value of the file will be used to match the Item in the system.How does it work?
Navigate to the “Batch Upload Inventory” module.
Scroll down and find Step# 6: “Select Item Identifier Code”.
Click on the drop-down in front.
Select what information you want to upload regarding the Item: Item Number, Item UPC, Item BarCode, Alternate Item number, etc.
Below are the valid Identified Codes to be used in Upload Inventory.
0 will represent Not Applicable
1 will represent Item Number
2 will represent Item UPC
3 will represent Item Barcode
4 will represent Alternate item number 1
5 will represent Alternate item number 2
6 will represent Alternate item number 3
If the Code value is empty in the Upload file, it will take the dropdown value else the File value will get uploaded.
If both the Upload file and the dropdown values are not specified, the system will by default pick up “Item Number”.
The system will give an error in upload if the “Item Number” column entry doesn’t match the valid “Item Identifier Code” value.
Also if any other value other than 1-6 is provided in the upload file, an error will be received while uploading the Inventory.
Please Note: If the App Config “Use Item UPC code to upload inventory” is turned ON, the system will always pick up the “Item UPC” under the “Item Number” column.
On accessing/viewing saved Item a log entry will be made in the Activity Tracking module.
The log can also be seen when batch deleting and batch updating the Item.
Now you can Track the activities like Creating, Viewing, Ūpdating, or Deleting/Voiding under the Purchase Order module.
Implemented Activity Tracking in the Inbound module (Vendor, PO, Item Receipt, Bill, Vendor Credit, Vendor Prepayment, Item Vendor Mapping).
The search filter can be applied to view only the particular type of transactions.
Whenever the transactions under the Inbound module, for example, PO/IR/Bill/Vendor, etc will be viewed, the system will record a log of it.
The Activity Tracking log will also be maintained for the “Batch Void” and the “Batch Update” options for the PO.
You can view any changes/updates made in the Bill, IR, or Vendor, etc.
A new column is added in the ASN Centre, the “Total Qty”.
This shows the total quantity that is present on the ASN.
Goto the Asn Centre -> Search by (ASN) -> check the “Total Qty” column.
You can add the “Total Qty” column from the “nine dots” option.
The existing BOM in the system has a new column added to them under the “Inventory Planning” tab.
This is the “Description” column that can be added from the nine dots option under the Inventory Planning tab in the SubView from of the BOM.
To access it, navigate to the Bill Of Material Centre, and double click on any BOM.
The Subview form has the “Description” column under the Inventory Planning Tab.
In the Invoice Centre, few changes are made for viewing the Reporting details of an Invoice.
Now the Reporting option is available in the Invoice Centre on right-clicking an Invoice.
Shifted “Show Payments/Deposits/Credits” details to be viewed under this Reporting option.
How does it work?
Navigate to the Invoice Centre.
Right-click on any Invoice.
Find the “Reporting” option.
Click on the “Reporting” and the dropdown will be pulled.
In the Reporting dropdown, added options to view “Invoice Credit Memo”, “RMA”, “Packing Slip”, and “Sales Order” under the Reporting dropdown.
Also, shifted “Payments”, Deposits, and Credits details to be viewed under this Reporting option.
In the Estimate module, new fields are added- Alternative Item Number (1,2,3) and the Barcode.
These fields are added under the Line level of the Estimate.
You can also add and view them in the Estimate Centre.
These fields will get updated on creating/adding/updating/deleting them in the item Centre.
The Item Kits from a Sales Order can be moved to a different SO from the “Move/Split Order” functionality.
This is applicable for both the “Move Lines” and “Move Lines to SO” options.
How does it work?
Navigate to the Create Sales Order module.
After adding the SO header details, add kit(s) into the Sales Order.
Select the Kit and click on “Move Lines”.
It will move the kit with its entire components to a new SO.
Now select the kit and click on “Move Lines To So”.
It will move the kit components to a specific Sales Order.
The BOM of a manufacturable Item can now be viewed under the Item details.
If the Bill of Material is defined for a manufacturable Item, it is possible to directly access the BOM details from the Item details.
How does it work?
Navigate to the Item Centre and open a manufacturable Item.
In the Item Subview, under the Primary Tab, check the “Is manufacturing Item” detail.
Click on the “Beaker” Icon.
A popup will open showing the Bill of Material detail of the Item.
If the BOM Items are not defined, the following notification will be displayed on clicking on the “beaker” icon.
The Deposit and Payable Account set up for the Customer and Vendor will be automatically picked up by the system under their respective fields while making any kind of transaction like paying an Invoice/Bill or recording a transaction in the system.
How does it work?
For the Outbound transactions:
If the Default Deposit Account for the Customer is set up, it will auto-populate in its field.
Navigate to the Customer Deposit module, select the Customer and you will see that the default Deposit Account is auto-populated.
Navigate to the Invoice Payment module and select Customer, the default Deposit Account will be filled on its own.
For the Inbound transactions:
If the Default Payable Account for the Vendor is set up, it will auto-populate in its field.
Navigate to the Bill module, select the Vendor and you will find that the default Payable Account is populated (in Select Account dropdown) on the header level.
Also, the Default Expense Account is populated in the Account dropdown (Bill Detail’s Expense tab).
Navigate to Outgoing Payment (At Line Level).
Change Entity Dropdown and see that the default Expense Account is populated for the entity.
In the Third-Party Field mapping module, previously the system would not allow mapping multiple External values with the same Xoro Value.
This one-to-one validation from the Third part field mapping has been removed.
This will allow creating the mapping of multiple external fields with one Xoro value.
While creating a Sales Order or a Sales Receipt, if the Logged-in User’s Role is a Sales Rep or a Sales management, the system will automatically fill in the field of the Sales Rep with the logged-in user.
An App Config is made under the outbound module, which will ensure the auto-fill of the Sales Rep column in the Sales Order/ Sales Receipt.
How does it work?
Navigate to the App Config module.
Under the “Sales” Tab find the Setting “Use logged in user as Sales Rep”.
If this is enabled the system will check the currently logged-in users role, and if it is “Sales Rep/Sales Management” and default Sales Rep is not defined for the Customer, then it will be automatically selected as Sales Rep for the Sales Order & Sales Receipt header details.
Turning the above setting “ON” and if the default Sales Rep is not defined for the Customer, the Sales Rep field will auto pick the logged in Sales Rep/Sales Management while creating a Sales Order/Sales Receipt.
If the default Sales Rep is defined for the Customer, it would be shown as the Sales Rep for the Order to be created.
An enhancement has been added to the Sales module wherein the Inventory will get adjusted automatically if it short while creating a Wave in a Sales Order.
This feature works on:
Creating a Wave(Auto) for “Full Order(s) Only”/”Full Qty Line(s) Only” options.
Uploading a Shipment.
For a Shopify Order.
An App Config Setting has been created for the functionality.
How does it work?
Navigate to the App Config Setting module.
Under the Sales tab, find the setting, “Auto Inventory Adjustment”.
Turn ON the setting.
Navigate to the Create Sales Order module, fill in the details and enter an Item that is not available in the location selected in the Order.
Save and Release the Order.
You can check the availability of the Inventory from the “item Inventory Snapshot” module.
Create the Wave through the “Full Order(s) only” option.
A Pop-up will open, with an “Auto Inventory Adjustment” flag.
Confirm and create Wave.
Now again navigate to the “Item Inventory Snapshot” module and check the availability of the Item.
The Available Qty will change by the qty added on the Sales Order.
You can also check the Inventory change log to have a clear view of the change in the Inventory status.
The same will be the case while creating a Wave through the “Full Order Qty Line(s) option.
Note: If the default location is set for the Item, the inventory is going to adjust on that particular location.
Similarly, when the Orders are dropped from Shopify to Xoro, the Auto Inventory Adjustment will happen in the same manner.
Also, note the below-mentioned cases when the manufacturable/producible Item is used while creating an Order.
If Item is Producible/Manufacturable and the App Config setting “AUTO QUICK PRODUCE” is “ON” and the setting “Auto Inventory Adjustment” is checked, then it is going to adjust the Inventory.
Note:- This will not Produce the Item.
If Item is Producible/Manufacturable and the App Config setting “AUTO QUICK PRODUCE” is “ON” and the setting “Auto Inventory Adjustment” is not checked then this is not going to Adjust the Inventory
Note:- This will Produce the Item.
Now, even if the Shipping method for a Sales Order is selected as “Pick Up” you can still enter the Shipping Details.
An App Config setting under the Sales Tab is added for this functionality.
Turn On the setting and you can add in the Shipping details, even if the shipping method selected is “Pickup”.
When this config is ON, the Shipping fields such as Carrier, Ship Service, Shipping Terms, FOB will be enabled when the Ship method is PICK-UP.
When the App Config setting is OFF, the option to add the Shipping details on the Pick-Up as the Shipping Method will not be allowed.
Made Vendor Price List value up to 6 decimal digits. Previously it was possible to add only 3 digits after the decimal point.
Navigate to the Item-Vendor Mapping module.
In the Price list column, now you can add a value with a maximum of 6 digits after the decimal point
If a value of more than 6 digits is attempted to add after the decimal, the system will prompt an error message.
In the Wave subform, a new column, “Item Description” is added.
Navigate to the Wave Centre and double-click on a Wave to open and see the wave subform.
In the Item line, you can view the “Item Description” column.
This column can be added from the nine dots option in the Wave.
Added the “Title” search box in the Product Centre and the Item Centre.
The Item/Product can be “Quick searched” on the basis of their Title.
In the Chart of Account module, a new flag; “Is Inter-Company” is introduced.
This can be searched from the Advance Filter option. It will take “Y” and “N” values for the search.
The value under the “Is Inter-Company” can be batch updated.
The two fields: Customer Tax Code & Sales Rep are moved to the Sales tab from the “Others” tab.
Previously, it was under the “Others” tab.
When initiating Refunds from the Credit Memo Centre, now you can pre-set a default for the “Customer Refund Account” that will be automatically displayed under the “Refund Account” fields in the Customer Refund view-form.
An App Config setting has been created for the same: “Customer Refund Account”.
If any value is set in this, then it will be set as the Customer Refund Account.
How does it work?
Goto the App Config module.
Under the “Accounting” section, find the setting: “Customer Refund Account”.
Choose an account to be used for paying the Refund.
Now, navigate to the Credit Memo Centre.
Right-click on a Credit Memo, and hit “Refund Balance”.
The Customer Refund form will open up.
The “Refund Account” will be auto-selected, as defined in the setting.
If nothing is selected in the App Config setting, then it will work with the old functionality and any account will be picked up randomly.
In the create Transfer Sales Order and create Transfer Purchase Order modules added the “Title” column in their details.
The column can be added from the nine dots option.
A new module is introduced in Xoro to Batch upload the Pricing Rules.
This upload works in relation to the already existing module “Pricing Rule”.
You can either individually create the Pricing Rules from the “Pricing Rule” module or Batch Upload the Rules from the “Upload Pricing Rule” module.
How does it work?
Search for “Upload Pricing Rule” in the search menu.
This Will navigate you to the “Batch Upload Pricing Rule” page.
You can also download the existing data to view/edit from the “Download Master Data File” option.
The file upload “Defaults” can also be set.
Download the template and add/copy in your data using any spreadsheet software and upload the CSV file on the same page.
In the Short inventory Planner module, the Bill of Materials for the Manufacturable Items can be viewed.
If the Manufacturable Item has a BOM associated with it, it can be viewed under the SIP module.
Clicking on the Beaker Icon with the Manufacturable Item will open a pop-up window displaying its BOM details.
If the BOM is not defined, clicking on the Beaker icon will give an error.
Added images to the “Order History” popup.
Ability to view the “Restriction Icon” if applied to the Item.
Added feature to view “Invoice lines” and “IR/Bill lines” for the SO and PO respectively under the “Order History” screen.
While creating Sales Order and Purchase Order, in the detail section, there is an option to add SKUs from the previous Orders.
After adding the “Customer” the system can fetch in the details of the last Ordered Items by the Customer.
After adding the “Vendor” the system can fetch in the details of the last Ordered Items from the Vendor.
Added Item Images to the “Order History” popup.
The “Item Image” column is added under the “Order History” screen.
If images are added to the Items, they will be displayed under this column.
Ability to view the “Restriction Icon” if applied to the Item.
Added feature to view and add “Invoice lines” and “IR/Bill lines” for the SO and PO respectively under the “Order History” screen.
A toggle button is added to switch between Sales Order lines and Invoice lines
A toggle button is added to switch between Purchase Order lines and IR/Bill lines
Also added “Last Order Date” column under the “Order History” screen for both Sales and Purchase modules.
Please note: Log a Ticket if you want to use this functionality.
How does it work?
While creating/updating an Item in Xoro, the Income account for a Non-Inventory Item can be added to an Expense Account. Also, an Expense Account can be added to an Income Account.
Similarly, for an Inventory Item, both Income and Expense Accounts can be added under the “Income Account” field.
You can also add COGS and Sales Account under both Income and Expense Accounts.
Whenever an Item goes below its Re-Order point, it will get added to the email notification from the Short Inventory Planner.
New App Config settings are added for this functionality to work.
How does it work?
In the Short Inventory Planner module if the Qty of an Item reaches below the Re-Order point qty and if the config setting is ON, then it will send an email notification and also it will be shown in the Short Inventory Planner with the Re-Order QTY button.
4 new App Config settings are added under the Inventory tab.
Navigate to the App Config module, under the Inventory tab, find these three settings:
Enable short Inventory email notifications: If this setting is enabled only then the email will be sent. This setting works in coordination with the below 2 settings.
Short Inventory email notifications time: The short inventory emails will be sent to the emails specified in “Short inventory email notification to following emails” at this time daily (Format – HH:MM).
Short Inventory email notification to following emails: Enter here the emails to send Short Inventory Notification – You can add comma separated emails
Short inventory notification level: The User can set the Inventory level in this config based on which the Short Inventory notification emails will be sent. For Example, if “Re-Order & Short Qty” is selected then all the items which are short by quantity or below the re-order point will be sent in the notification email.
Please note, only those Items will be added to the email which are Short By the ReOrder Point.
With the App Config OFF, it will not send an email notification.
Let us understand in detail the functioning of these new settings.
Turn On the App Config setting and fill in the details for time and email ids.
Also, select the Short Inventory notification level: Re-Order & Short/ Re-Order Point.
The Item should have a Re-Order point and Re-Order Qty set.
Check the Availability of the Item:
Create and Release the SO with the Item and with the Qty so that the “Available Qty” of the Item falls below its Re-Order point and can be seen in the “Short Inventory Planner” module.
According to the App Config settings created, you will get notified about the “ReOrder Qty/ Short Qty”.
Now you can Un-Reconcile the Transactions from all the modules in Xoro. Previously it was possible only to un-reconcile the transactions from the Account Register.
For this functionality, the option to “Un-Reconcile” the transactions has been provided in the following modules:
Bank Deposit,
Fund Transfer,
Journal Entry,
Outgoing Payment,
Customer Deposit,
Invoice Payment,
Refund Subform,
Sale Receipt,
Tax Installment,
Vendor Prepayment,
Vendor Refund Centre.
How does it work?
This action to un-reconcile the transactions would require User-level Access.
The access can be provided from the Accounting section of the “Access Manager” module.
Let’s see how it works for the “Bank Deposit” module.
Navigate to the Bank Deposit module, and open a Re-Conciliated transaction.
From the “Options” dropdown, hit on the option to “Unreconcile”.
The Bank Deposit will get unreconciled.
Similar will be the case with the modules like Funds Transfer, Outgoing Payment, Customer Deposit, etc.
An enhancement is made to the Customer module, now all the outgoing Emails related to the Sales workflow can be managed from the Customer module itself.
Toggle buttons for the restriction of the following auto-generated outgoing emails have been added to a newly created tab “Email Settings” under the Customer module:
Auto release SO email,
Invoice overdue reminder email,
Due Invoice reminder email,
Auto Ship Confirmation on Pack and Ship email
How does it work?
Navigate to the Customer module, or open an existing Customer’s data from the Customer Centre.
Open the new tab “Email Settings”.
You will find the following toggle button settings:
Restrict “Auto release SO email”,
Restrict “Invoice overdue reminder email”,
Restrict “Due Invoice reminder email”,
Restrict “Auto-Ship Confirmation on Pack and Ship email”.
Please note: The above settings will override their corresponding App Config settings only for the Customer selected.
In the BOM module, new columns are added: Alternative Item Number 1,2, and 3, and Barcode.
These fields are added under the Line level of the Bill of Material Sub-view.
Available under the Inventory Planning tab.
The Deposit Account in the Create Customer module is populated according to Currency and will show the first selected account according to Currency.
In case there is a Default Account selected from the “Page Defaults” option, then the selected Default account will be populated irrespective of any Currency chosen for the Customer.
How does it work?
Goto Create Customer module.
On selecting a Canadian Dollar currency for example from the “Primary tab”, the Deposit Account selected will be the first Canadian Account from the list under the “Payments” tab.
The same will be the case with any other Currency selected. See the screenshot below as an example.
In case when the Default Deposit Account is set from the Page defaults and the Customer’s Deposit Account is not set, the system will pick up the Default Deposit Account.
Please Note: If the Deposit account is once manually changed, it won’t get changed further on changing the Currency.
A Sales Rep will only be able to see their linked Customer on the Sales workflow modules such as create Sales Order/Estimate/Invoice/Sales Receipt.
The Sales Rep user can see their linked customer from the Customer Centre.
For this functionality, a new App Config setting is added under the Sales section: “Sales Reps to be able to see only their Customers to Create Orders”.
If the App Config is On, the Customer dropdown will show only Customers- which are mapped to that logged-in sales Rep/Sales Management. i.e the Sales Rep will only able to see their linked Customer on the Sales Order/Estimate module’s Customer dropdown section.
Added “txt” field in format dropdown in the Job Scheduler.
Before this, the files were imported or exported only in CSV format through the Job Scheduler.
Now the added txt format supports import or export files in text format also.
The following changes have been made to the Customer Portal’s Login Page:
Customer portal UI changed: Company Logo is displayed.
Changes in the UI of the Sign-up process.
Bugs fixed for the “Forget Password” functionality.
Email Config error will generate an internal notification and Email to all the Admins.
Toggle button to see the “Inactive Users” in the Portal User Centre.
Validate the Portal Account directly from the Portal User Centre.
How does it work?
Navigate to the Customer Portal log-in page.
If the Account is already set, the login page will look like this with the “Company’s Logo displayed.
Changing the password/Forgot the Password process:
Click on the “Forgot Password” option.
Enter the registered email id.
You will receive the following message:
The link to reset the password will be sent to the registered email id.
Click on the Link, and you can generate a new password.
Enter the new Password and Confirm the password. Now the login to the Customer Portal can be made.
Validate the new Portal Account
On the Sign-up page, fill in the details; Email and Password.
Also, you can check the option for a Multi-Account if required.
The pop-up message asking for validating the email through a link emailed will appear.
Verify the Email.
After validating the Email, a request is sent to the approver’s email that is set in the App Config.
This is how the Approver receives the email.
After approval, the requester (portal user) receives another email confirming the sign-up.
Note: If email errors out on the customer side, this Email config error will generate an internal notification and Email to all the Admins, that this customer email was unable to register.
Now you can see the Inactive Users using the toggle button in the portal user Centre
Validate the Portal Account directly from the Portal User Centre.
The Inactive Customer’s Portal Account can be directly validated from the Portal User Centre.
How does it work?
Go to the Portal User Centre.
Turn On the Toggle button to see all the Inactive Users.
Select the Customer account that you want to validate.
From the Options, check “Validate Portal Accounts”.
This will mark the Customer Portal account emails as validated for the Selected customer(s).
Also, this will auto-generate passwords that can be used to sign in to the Customer Portal
After you hit “OK” it will verify the account.
Now you can add multiple items to the Cart using the Upload File option.
How does it work?
Pull up the Presentation.
Click on the Upload Order button from the top right corner.
Download the template.
Enter the Item Number and the Qty.
Then click on the Browse button.
And then on the upload.
It will automatically add the items to the cart.
The following new abilities are added for the improved functionality of the B2B and the Customer Portal:
Replace Presentation keyword
Presentation Centre: Reorder the Presentation.
Presentation: Added the Filter tab
In Customer Portal: Option to see the Presentation History
How do they work?
Replace the Presentation name:
An App Config setting has been added under the B2B tab for this.
This will allow the user to replace the Presentation keyword from B2B.
Reordering the Presentation
In the presentation Centre, a User can reorder the Presentation.
Presentation: Added the Filter tab
Under any Presentation, a “Filter” tab is added.
This contains a toggle button to give an option to Apply the filters like, “Product Filter”, “Brand Filter”, “Tag Filter”, etc; in the Presentation. Also, the option to “Collapse” the filters has been provided.
If The “Show” toggle is OFF, the User cannot ON collapse.
If collapse is ON, the filter will collapse.
If the “Show” toggle is off, the filter is not going to show.
In Customer Portal: Option to delete the Presentation from the History
If the Customer is not linked to the Presentation, the option to remove/delete the Presentation will not be available, if the App Config setting under the B2B tab “Show all presentations in customer portal” is ON.
The dates, such as “To be Shipped” for the Sales Order can be calculated on the basis of the pre-set “offset days” and will be calculated on the basis of the “Order date.
A new App config setting is added under the Sales tab to pre-set the Offset days for:
Date to be Shipped,
Promise Date,
Date to be Cancelled,
Follow up Date,
Estimate valid Date
If this setting is enabled, Order/Estimate dates will be automatically calculated based upon the offset specified in days for each date type. For example: If the offset for “Date To Be Shipped” is set to 30 and the order date is Jan-01 then it will be set to Feb-01 based on offset calculations.
If there are errors in the file, you can download the error file, fix the errors in the original file, and upload it back into Xoro.
