August 2023 Release
Last updated
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We have added the ability to close the PO automatically once all the Items in the orders have been received. For this, an option to “Auto Close PO” has been added to the Create ASN module.
How does it work?
Create and Release a Purchase Order. Then, proceed to create the Advance Shipping Notice (ASN)
In the “Create ASN” module, you will find the "Auto Close" option located at the top right corner of the interface.
Toggle on this option to activate the "Auto Close PO" functionality for the current PO and continue with the ASN creation process and receiving process.
Once all the Items associated with the Purchase Order have been received through the ASN, the system will automatically close the Purchase Order, streamlining your workflow.
Please note that if there are multiple ASNs created on the PO, this option will only work when receiving the last batch of Item(s).
If you turn on this option before you are receiving the last batch, the system will throw an error.
We have added the ability to close the SO automatically once all the Items in the orders have been received. For this, an option to “Auto Close SO” has been added to the Create Wave module.
How does it work?
Create and Release a Sales Order. Then, proceed to create the Wave.
In the “Create Wave” module, the “Auto Close” option has been added at the top right corner. Turn on this toggle option, then create and receive the Wave.
Please note that in the Auto Wave process, an "Auto Close SO(s) checkbox has been added.
Once all the Items have been received, the Sales Order will be automatically closed.
Please note that if there are multiple Waves created on the SO, this option will only work when shipping the last batch of Item(s).
If you turn on this option before, the system will throw an error.
We are excited to introduce a new feature in our ERP website that allows you to generate product variants directly from the Product module. This enhancement streamlines the process of creating and managing product variants, making it easier and more efficient for you to handle your inventory.
How does it work?
Create a Product: To enable the "Generate Variants" option, first, you need to create a product in the Product module. Once the product is created, the option will become available.
Generate Variants: Clicking on the "Generate Variants" option will take you to the Item module, where you can generate the product variants.
After setting the pattern, enter the "Standard Unit Cost" and "Standard Unit Price" and click on "Generate Variants" to create the Item variants for the product.
Automatic UPC Generation: Additionally, we have introduced an automatic UPC (Universal Product Code) generation feature. By providing an initial UPC number, the system will automatically generate UPC numbers for the variants in an incremented manner. For instance, if you input "100" as the initial UPC number, the UPC numbers for the variants will be generated as 101, 102, 103, and so on.
We have added the ability to set Purchase Ratios for the Product option. You can now set how the quantity of a product is distributed among its variants when placing an order.
With this new ability, you can now define the distribution ratio for each variant of a product. When placing an order, the system will automatically allocate quantities based on the specified ratios.
For example, let's say you have a product with three variant options, and you set the ratio as 1:2:3. If you order 60 units of the product, it will be distributed as 10, 20, and 30 units among the respective variants.
For this, an App Config “Enable Purchase Ratio for Product Variants” has been added. When this config is ON, it will enable the Add/Update Purchase Ratio button in the Product module.
How does it work?
To get started, navigate to the App Config and switch ON the "Enable Purchase Ratio for Product Variants" option.
Now, head to the Product module to create or update a product. Look for the "Add/Update Purchase Ratio" option and click on it.
You will be directed to the "Purchase Ratio" page, where you can set the desired distribution ratio for each variant.
Once the Purchase Ratios are defined, you can proceed to create an Order (Sales or Purchase) or a Purchase.
In the advanced variant finder, you will find an option to add quantities in front of each row.
You can use the (+) and (-) buttons to adjust the quantities or directly enter the desired quantity in the input box and hit enter.
The system will distribute the quantity according to the predefined Purchase Ratios for each variant.
We have introduced a new feature in our ERP system that allows you to update pricing directly from the Advance Variant Finder in Estimate and Sales Order. This enhancement streamlines the pricing management process, providing you with greater flexibility and control over your sales transactions.
We have added an app configuration setting called "Enable Price Edit in Advance Variant Finder" for this feature.
When this configuration is turned ON, a new price field will be displayed in the Advance Variant Finder pop-up.
How does it work?
Open the Estimate/Sales Order module. Fill in the necessary fields and use the Advance Variant Finder to add the Item(s) to the Estimate/Sales Order.
Upon opening the Advance Variant Finder, the price field will be automatically pre-filled with the minimum price obtained from all items with the same Option 1. For example, if the Option 1 code is "XL" and there are 5 items with "XL," the minimum price from those items will be set as the default value in the price field.
Users have the liberty to modify the price in the field as needed. You can update the price according to your specific requirements.
However, please note that, after updating the price, when you open the advance variant finder open in the edit state then the price field will be disabled.
We have added the functionality for updating the qty and price in Advance Variant Finder.
When an Item is added to the order, there is a pencil icon added at the item level line. On clicking on this icon, the variant finder pop-up will open with prefilled data of the item related to that product. So the user can update the qty (add a new item or remove any item(set the qty to 0 to remove it)). If the “Enable Price Edit in Advance Variant Finder” app config is on, then there will also be an option to edit the price in the advance variant finder.
How does it work?
Create an Order (Sales/Purchase) or an estimate.
In the Item line level, click on the pencil icon to edit the product variant.
This will open the “Product Variant Finder” page. From here you can edit the quantity and/or the price and apply the changes.
The quantity and/or price will be updated on the Sales Order/Estimate.
We have added a new column, “Order Date” in the Wave Centre. This column will display the sales order date. This enhancement provides a quick snapshot of the order creation date associated with the wave. This column is accessible at both the Header and Detail levels of the Wave Centre module.
We have implemented a new capability that allows to batch update the purchase order store, right from the Purchase Order Centre.
A new config, “Enable store change after saving Purchase Order” has been added for this.
The option to batch update the store from the Purchase Order Centre will only be available if this config is enabled.
How does it work?
Navigate to the Purchase Order Centre and select the purchase orders you wish to update. Then, go to Options > Batch Updates.
In the Batch Updates window, select “Store” from the column dropdown and select the desired store from the Value dropdown and click on “Update”.
The store in the selected purchase orders will be updated.
Please note:
The store update option is applicable only to purchase orders with open and released statuses.
For released orders, store updates are allowed only if an ASN (Advanced Shipping Notice) has not yet been created for that particular order.
We have added the detail level view in the Journal Entry module to provide you with comprehensive insights into your transactions and enhance your ability to manage your financial data effectively.
You can access this view using the dropdown menu in the Journal Entry Centre.
In the detail view, you can see all the transactions in the Journal Entry.
A new column, “Customer Tags” has been added to the Invoice Centre. This column will display the tags associated with the customer.
We have introduced four new columns to the Add/Change Invoice Qty screen. These columns include LPN#, Lot#, Manufacture Date, and Expiry Date. These additions cater to businesses that manage inventory through LPNs (License Plate Numbers), providing enhanced visibility into your invoicing and quantity management.
Please note that these columns will only be displayed if the LPNs are enabled.
We have introduced the ability to restrict the processing of manufacturing orders that are linked to cancelled sales orders, ensuring a seamless and error-free workflow.
In conjunction with this feature, we have introduced a new app configuration setting: "Disable picking/processing in Manufacture Order when linked sales order is cancelled."
When this configuration is enabled, the system will automatically prohibit the processing of manufacturing orders if their linked sales order is in a cancelled status.
If you attempt to process a manufacturing order linked to a cancelled sales order, the system will promptly alert you with an error message.
We have introduced a feature at the Item Detail Level to sort items across several key modules. With this enhancement, managing your orders and transactions becomes even more efficient and user-friendly.
Modules with Sorting Feature:
The following modules now include a comprehensive sorting feature at the item details level:
Estimate
Sales Order
Transfer Sales Order
Purchase Order
Transfer Purchase Order
Invoice
Item Receipt
Bill
Sales Receipt
Sorting Options:
The sorting options available include:
Item Number: Arrange items either in ascending or descending order based on their item numbers.
Total Price: Sort items based on their total price, helping you quickly identify high-value transactions. (Please note that this sorting option is not available in transfer orders as these orders do not involve pricing.)
Quantity: Arrange items by quantity, aiding in inventory management and fulfillment tracking.
Module-Specific Sorting:
In addition to the general sorting options, some modules offer specialized sorting criteria to cater to specific needs:
Variant Sequence: For Sales Orders and Purchase Orders, variant sequences are factored in. You can sort the items in sales and purchase orders by variant sequence, ensuring a smooth flow in ordering processes involving variants.
How to Use:
Open the desired module (e.g., Purchase Order).
Navigate to the Item Details section.
Look for the new sorting options added besides the Options dropdown menu.
Choose the sorting criteria (item number, total price, quantity, or variant sequence).
Enjoy the improved ability to organize and manage your data effortlessly.
We have added the “Third Party Notes” column in the RMA module, designed to streamline communication across various stages of the return process. This column enables you to input relevant notes specific to third-party interactions, such as vendors, suppliers, or external partners.
The notes entered in the "Third Party Notes" column will automatically synchronize with other connected modules and documents, enhancing communication across various touchpoints. Here's how it works:
Invoice Credit Memo/Credit Memo: Any notes entered in the RMA module's "Third Party Notes" column will be seamlessly reflected in the associated column in Invoice Credit Memo or Credit Memo. This ensures that all parties involved have access to the same information, promoting transparency and reducing the risk of miscommunication.
ASN Centre (Detail Level): Additionally, the "Third Party Notes" entered in the RMA module will also be visible within the ASN Centre at the detail level. This comprehensive visibility ensures that key information is accessible throughout the supply chain process.
We've added the "ActiveFlagStr" column to the Upload Accounts file.
With the addition of this column, you now have the ability to set the status (Active or Inactive) of an account directly within the Upload Accounts file. This new feature simplifies and expedites the process of managing account statuses, allowing you to clearly define whether an account should be considered active or not.
If you leave the "Is Active" column empty, our system will assume you want the account to be active by default and the account status will be set as “Active” in the Chart Of Accounts.
We are introducing the ability to select the encoding type when trying to export data from the data export centre or when trying to download masterdata from any upload module. With the introduction of the Encoding Type selection feature, you can now customize the encoding format when exporting data, ensuring compatibility with various systems and applications.
How does it work?
Navigate to the Data Export Centre and select the data to export.
From the Options tab, select the desired export option.
In the “Select Import/Export Utility Template” screen, you'll notice the newly added "Encoding Type" option.
Click on the dropdown menu to reveal a list of available encoding types. The list includes the following types: ASCII, UTF8, UTF7, Unicode, UTF32, and ANSI.
Select the encoding type that aligns with your needs and export the data.
Additionally, you will also find this option when trying to download master data from any upload module.
We have added the ability to search the system transactions while reconciling an account. With the newly added feature, you can now effortlessly search and match system transactions, paving the way for more accurate and efficient account reconciliation.
How does it work?
Navigate to the “Bank Reconciliation” module and click on the "Options" dropdown menu.
Among the options, you'll notice the newly added "Xoro Txns Advance Search." Select this option to access the advanced search interface.
This feature allows you to user various parameters to perform an advance search on the transactions registered in Xoro.
Utilize the search parameters to narrow down the transactions you're looking for.
Once you've refined your search, review and match the identified transactions with bank feed entries to reconcile your accounts effectively.
Let's understand this with the help of an example. Let's say that you pay a maintenance fee of $600 each month. Now, when you are performing the reconciliation for the previous month, instead of an exact match, you are shown 2 similar transactions (of this and the previous month).
In this case, you can utilize the advance search feature to filter the transaction by date and you will get an exact match, making the reconciliation process easier and faster.
Set Variant Sequence: In the Item module, you have the flexibility to define the sequence for the Item name and description. For example, the sequence could be set as Basepart-Option1-Option2. Using this sequence, all the product variants will be generated automatically. However, if you leave these attributes blank, the system will use the existing sequence for generating variants.
