June 2021 Release
Last updated
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The Alternate Item number can be searched by different advanced and quicker methods.
Now the Alternative Item Number can be searched into the “Global Search” menu.
The Alternative Item Number can now be “Quick Searched” in the Item Centre.
Added the feature to search into multiple columns through a single quick search.
How does it work?
Alternative Item Number search in the “Global Search” menu.
In the “Global Search” menu type in the “Alternate Item Number”.
The system will look for the Alternative Item Number and will show the Item related to it.
The Alternative Item Number can now be “Quick Searched” in the Item Centre.
The “Quick Search” menu has been provided in the Item Centre to filter out the Items based on the Alternative Item Number(s).
Added the feature to search into multiple columns through a single quick search.
This single Quick Search will search for the “Alternate Item# into all 3 Alternative Item Numbers columns.
The Quick Search menu for the Alternative Item Number is available in the Item Centre, Item Inventory Snapshot, Inventory Change Log, and Inventory by Location modules.
Item Inventory Snapshot:
Inventory Change Log:
Inventory by Location:
In the Short Inventory Notification email, two new columns have been added:
Description: The Item Description
Net Available Qty: Available – Allocated (this can never be a negative quantity). This is essentially the units left after Allocation/Waving.
In the Product Centre, and Item Inventory Snapshot modules added “Show Active Only” toggle button to show the Active Products/Items only.
Also, the option to set the Page Defaults for showing only the active Products/Items in both these modules have been provided.
How does this work?
Navigate to the Product Centre module.
Select the “Is Active” column for display.
When the “Show Active Only” toggle is off, all the Products (Active & Inactive) will be visible.
Turn On the “Show Active Only” toggle, now only the Active Products will be shown.
The same can be Default set from the “Page Default” configuration settings.
This feature has also been added in the “Item Inventory Snapshot” module.
A prediction/target can be set for a particular Year, under a given Month for the quantity of the Item to be sold through the “Sales Forecast” feature for Items.
A new module has been added for batch uploading the Item Sales Forecast.
This upload works concerning the “Sales Forecast” tab of the Item module.
You can either individually set the Sales Forecast for the Items from the Item module or Batch Upload from the “Upload Item Sales Forecast” module.
How does it work?
Search for “Upload Item Sales Forecast” in the search menu.
This Will navigate you to the “Batch Upload Item Sales Forecast” page.
You can also download the existing data to view/edit from the “Download Master Data File” option.
Download the template and add/copy in your data using any spreadsheet software and upload the CSV file on the same page.
Below are the valid Identifier Codes to be used in Upload Item Sales Forecast.
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 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.
Added Forecast Qty field in Short Inventory Planner module which shows the Forecast Qty of the Item for the selected month and Financial Year.
Also, added Sales Forecast Graph same as the History Trend graph in the SIP module.
How does it work?
Navigate to the Short Inventory Planner module.
From the nine dots option, select the “Forecast Qty” column to display.
The Sales Forecast Trend graph and the Table view can also be accessed from the “On PO” and “On SO” details.
A new setting has been added in the App Config module, “Enable Bill Date Validation“.
If this setting is ON, the Bill Date cannot be set before the Item Receipt Date.
Navigate to the App Config module.
Under the Purchase tab find the setting “Enable Bill Date Validation” and turn it ON.
When App Config is ON it will not allow selecting the Bill Date to an older date than the receipt date
Now turn this setting OFF.
When the setting is turned OFF, any date greater than the receipt date can be selected.
An ABA number (also known as routing number or routing transfer number) is a sequence of nine numeric characters used by banks to identify specific financial institutions.
We have introduced payments through the ABA files for making payments to the Vendors using the Banks.
Added the Bank Transfer info tab in the Account module (In case of Bank Type account) and Vendor Page.
How does it work?
Navigate to the Account module.
Enter the Bank Transfer Information in the “Bank Transfer Info” tab.
Similarly, add the Bank Transfer Information for the ABA type Bank Transfer in the “Bank Transfer Info” tab of the Vendor details.
Navigate to the Bill Payment module.
Select the Vendor to be paid with the ABA type Bank Transfer.
Select the Account to be used to make the Payment.
Pay the selected Bill.
You can view the “Bank Transfer detail” and the “ABA file”, from the Bill Payment Centre.
Select the Bill and from the Options choose “Generate Bank Transfer Detail“.
Generate/download the ABA file.
Changed the Batch Delete logic in the Customer Centre.
Suppose if you select 5 Customers to batch delete and 1 Customer can’t be deleted because of reasons like “the Customer is involved in one or more transactions” then the rest 4 of the Customers will be deleted.
Previously, when we would batch delete 5 Customers and 1 Customer couldn’t be deleted, no Customer would get deleted from the selected Customers.
Added Carrier, and Ship Service Columns in the Sales Order Centre at the Detail Level.
These fields can also be searched from the “Advanced Filter” option.
They are also located under the Shipping Tab of a Sales Order.
Added Modified By” and “Modified Date-Time” Columns in the Sales Order Centre.
Modified By: Shows the Name of the User who has recently made changes to the Order.
Modified Date: Shows the Date along with the Time of modification.
These fields can also be searched from the “Advanced Filter” option.
In the Credit Memo, while Selecting a Customer, the Customer’s Default Address will be filled in Ship to Address fields. The address can be changed by selecting from the Ship to Address dropdown in the Credit Memo.
Similarly, in the Invoice Credit Memo and RMA while Selecting an Invoice, by default it will fill the Ship to Address field from the data saved in the Invoice. The address can be changed by selecting from the Ship to Address dropdown.
How does it work?
Navigate to the create Credit Memo module.
Fill in the Customer, and the Default Ship to Address of the Customer will be picked up automatically by the system.
Customer’s Default Ship to Address:
The Credit Memo picks up the Customer’s default Ship to Address:
The address can be changed by selecting from the Ship to Address dropdown in the Credit Memo.
For Invoice Credit Memo and RMA:
Navigate to the Invoice Credit Memo module.
Fill in the Invoice Details.
The ICM will automatically fill in the Ship to Address that is specified on the Invoice.
Ship to Address on the Invoice:
The ICM picks up the Address:
This address can also be changed by selecting from the Ship to Address dropdown in the Invoice Credit Memo.
A new property has been added in Xoro to restrict the access of Customers/Vendors to the Users.
The following new features have been introduced for the purpose:
The new module “Permission Group” has been added.
Added Permission Group dropdown in Customer and Vendor module under the “Other info tab”.
Added new tab in user module i.e. Advanced Permissions.
How does this work?
Navigate to the Permission Group Module.
Give a name and add a “Permission Group” by saving it.
Look for all the “Permission Groups” created from the “Permission Group Centre”.
Navigate to the Customer/Vendor and open the “Other Info” tab.
From the “Permission Group” dropdown select the Permission Group that has to be assigned to the Customer/Vendor.
Hit “Update”.
You can assign a “Permission Group” to multiple Customers/Vendors.
Now, navigate to the User Centre.
Select-open a User.
Shift to the “Advanced Permission” tab.
Under that tab, there is an option “Enable Advanced Permissions”.
When this is checked, it will show 2 dropdowns
a. Restriction Type Dropdown: There are 2 options in this dropdown:
Restrict These, and
Allow Only these
Selecting “Restrict these”, the permission group mentioned in the permission group dropdown will not show in the Customer and Vendor module.
For Example; there is a permission group named “Permission Group Test” and a few Customers and Vendors are added to this Permission group then those Customers/Vendors will not be shown in the Sales and Purchase modules and their respective Centres.
On the other hand, by selecting the “Allow Only these” option, only the Customers/Vendors added to the Permission Group can be accessed by the User.
b. Permission Group Dropdown: This is a multi-select dropdown you can select multiple Permission Groups.
Added a feature to show/hide the Costing field in Item Center, Subform, Purchase Order, Item Receipt, Bill, and their respective Centres.
The following 2 access levels are added under Purchase in the Access Manager module to facilitate this functionality.
Inventory Costing
Non-Inventory/Service Costing
Navigate to the Access Manager module.
Select a “Recipient Type” and the “Recipient”
Check both the “Inventory Costing” and “Non-Inventory/Service Costing” levels under the Purchase module.
The Inbound module (PO/IR/Bill) will function normally showing both Inventory & Non-Inventory/Service Costings.
When Inventory costing is Unchecked & Non Inventory costing is Checked, it will not show the Cost for Inventory Items and will not show the total amount on PO/IR/BILL.
When Inventory costing is Checked & Non-Inventory costing is Unchecked, it will not show the cost for NON-inventory Items and will not show the total amount on PO/IR/BILL.
When both Inventory costing & Non- Inventory costing are Unchecked, it will not show the cost for both Inventory and Non Inventory Items, and it will also not show the total amount on PO/IR/BILL.
If the access is revoked for any of the Inventory types, the rate couldn’t also be seen in the subview form.
Xoro now supports multi-factor authentication (MFA) in the login process.
Multi-factor authentication (MFA) is used to ensure that digital users are who they say they are by requiring that they provide at least two pieces of evidence to prove their identity. Each piece of evidence must come from a different category: something they know, something they have or something they are. If one of the factors has been compromised by a hacker or unauthorized user, the chances of another factor also being compromised are low, so requiring multiple authentication factors provides a higher level of assurance about the user’s identity.
Please note: The user should have a valid phone number and Email Id in order to use MFA.
How does it work?
Go to the Login page.
The user can select the method desired for the OTP (One time password).
If email and phone both are set up then it will show all the options.
If the phone number doesn’t exist then it will show the option of email.
Select the option to sign in to the account.
The following page will be displayed to enter the security key.
Enter the Security Code sent to your email id/phone number.
When the option “Don’t require OTP on this browser” is checked, the system will ask to enter the Device Name.
Enter the Device Name and the details like Device name, IP Address will be saved under the “My Trusted Devices” module.
Saving the Device will remove the need to generate OTP next time when the same user logs in from the saved Device.
Please note:
The OTP expires in 45 seconds.
If the information is deleted from “User Trusted Devices”, the browser will ask for the OTP again while logging in.
If the User’s Email or Phone number is updated, the authorization Code/OTP will be received on the updated email/phone number.
Phone number is mandatory in user information and User Upload if using the 2 Factor Authentication process.
Added option to assign a Default Wave Template to a Customer. The Default Wave Template can be added from the Customer module under the Other Info tab.
While creating an SO, if the Customer selected has a Default Wave Template linked to it, and the particular Store is selected, the Inventory will be Allocated according to the linked Wave Template when a Wave is created.
Please Note: This feature is enabled if the App Config setting “Wave Template Selection Type” under the Warehouse tab is set to “Default Template”.
How does it work?
Navigate to the Customer module/Customer Centre. Example: Customer name: Xoro_Test_Org ABC.
Open the “Other Info” tab, there is a new dropdown added, “Default Wave Template”.
Choose the Wave Template to Allocate to the Customer.
The new feature in the Customer module allows you to select, edit and create/add a new Wave Template.
Update the Customer information.
Please Note: In the Wave-Template a Location & Seq field has been added. In this field add the Sequence of Locations from which is to be used to Allocate the Inventory.
Now, navigate to the Sales Order module and create an Order with the Customer Xoro_Test_Org ABC
Select the Store used in the Wave Template assigned to the Customer.
Add Item, Save and Release the Order.
Example; Item# Testing@2611-Blue-L, Qty; 50.
The Wave Template Location & Sequence:
Create Wave, and check the Inventory by location module for the selected Store and Item.
The Allocation of the Item is according to the Pick Sequence defined in the Wave Template.
