August 2024 Release
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We are pleased to announce a new enhancement in the Item Centre: a batch update option for Weight Unit of Measure (UOM). This update aims to streamline your item management process and improve efficiency.
Feature Highlights:
New Batch Updates Option: A new option has been introduced to Batch Updates in the Header Options of the Item Centre.
Enhanced Batch Update Pop-up: In the Batch Update pop-up window, under the 'Column Name' tab, 'Weight UOM' has been added to the dropdown list.
Seamless Integration: Once the Weight UOM is updated, it will automatically reflect in the Sales Order (SO) under the Shipping tab.
Important Note: Please be aware that this update will not affect any Sales Orders that have already been created before this setting change in the Item Centre.
This enhancement is designed to provide greater flexibility and control over your item data, ensuring that your inventory information remains accurate and up-to-date. We are committed to continuously improving XoroERP to meet your business needs.
We are excited to introduce a significant enhancement in the Short Inventory Planner module, designed to provide a more comprehensive and customizable inventory reporting experience for our clients.
Feature Highlights:
Custom Fields in Inventory Report: The inventory report generated by the system now includes all custom fields. This enhancement ensures that the report is tailored to meet the specific needs of each client, providing detailed and relevant information.
Custom Script Integration: To incorporate custom fields into the inventory report, a custom script must be written within the email template titled "Short Inventory Notification." This allows for a high degree of customization, enabling clients to specify exactly which fields should be included in their reports.
This improvement empowers clients to receive more detailed and personalized inventory reports, enhancing their ability to make informed decisions based on the most relevant data.
We are pleased to announce an important enhancement to both the Bill Payment module and the Bill Centre in XoroERP, aimed at providing more detailed and organized information management.
Feature Highlights:
Vendor Type Column: A new column, "Vendor Type," has been added to the Bill Payment module and the Bill Centre. This addition allows users to categorize and manage vendor information more effectively.
This enhancement is designed to help users gain better insights into their vendor relationships and streamline their payment processes. By categorizing vendors, businesses can achieve more organized financial records and more efficient vendor management. This update reflects our ongoing commitment to improving XoroERP to better serve your business needs.
We are excited to introduce an enhancement to the Void Cheque Centre in XoroERP, designed to improve tracking and record-keeping of voided cheques.
Feature Highlights:
New Void Date Column: A new column, named "Void Date," has been added to the Void Cheque Centre. This addition allows users to easily view and track the specific dates on which cheques were voided, enhancing the accuracy and comprehensiveness of financial records.
This improvement aims to provide users with better insights and control over their voided cheque transactions, ensuring precise and organized financial management.
We are excited to announce a significant enhancement to the Short Inventory Planner (SIP) and Item Inventory Snapshot modules in XoroERP, designed to provide greater clarity and organization in managing your inventory data.
Feature Highlights:
Default Manufacturer Column: A new column, "Default Manufacturer," has been added to both the SIP and Inventory Snapshot modules. This column will display the default manufacturer associated with each item, providing a clear and organized view of your inventory sources.
Item Attributes Integration: To utilize this new feature, the "Default Manufacturer" value must be filled in the "Item Other Attributes" section. This ensures that the information is accurately captured and reflected in the SIP and Inventory Snapshot modules.
This enhancement allows users to easily identify and manage their inventory by vendor, improving the overall efficiency and accuracy of inventory management. This update underscores our commitment to continuously enhancing XoroERP to better serve your business needs.
We are delighted to announce a series of enhancements to the Pricing Rule Centre in XoroERP, aimed at streamlining your pricing management processes and enhancing usability.
Feature Highlights:
Duplicate and Edit Price Rules: The context view(right click) options in the Pricing Rule Centre now allow users to duplicate existing price rules. This feature enables you to easily create new rules based on existing ones, saving time and effort. Once duplicated, you can make the necessary modifications to the new rules as needed.
Enhanced Search Functionality: A new column, "Recipient," has been added to the search field in the Pricing Rule Centre. This enhancement facilitates more efficient and targeted searches, allowing you to perform multiple searches using pipe operators. This ensures you can quickly find the specific pricing rules you need.
Batch Update Activation: You can now activate or deactivate pricing rules in the Batch Update feature. This provides greater control over your pricing strategies, enabling you to easily implement or suspend rules as required.
These enhancements provide greater flexibility, control, and efficiency in managing your pricing rules.
We are pleased to announce a significant enhancement in the synchronization of delivery dates in the Purchase Order (PO) and Sales Order (SO) modules within XoroERP, designed to provide more precise and flexible control over your order management process.
Feature Highlights:
Detailed Level Delivery Date Update: Previously, changing the delivery date at the header level in a Purchase Order triggered an email notification and updated the shipment date in the corresponding Sales Order. With this enhancement, the delivery date synchronization has been shifted to the detail level. Now, if the delivery date is changed at the line item level in a Purchase Order, it will automatically update the shipment date in the corresponding Sales Order.
Conditional Functionality: This enhanced synchronization functionality is dependent on the Application Configuration setting "Allow Update of SO Shipment" in the General tab.
This improvement provides users with more granular control over delivery and shipment dates, ensuring that changes at the item level in Purchase Orders are accurately reflected in the corresponding Sales Orders. This update demonstrates our commitment to enhancing the precision and efficiency of XoroERP to better support your business operations.
We are excited to introduce a new enhancement in the Item Centre module of XoroERP, designed to provide greater detail and transparency in inventory cost management.
Feature Highlights:
Subview Pop-up Window Enhancement: Now, when you double-click on an item in the Item Centre to open the subview pop-up window, you will find a new addition to the Inventory tab.
Landed Cost Column: A new column has been added that displays the landed cost of items, broken down by store. This feature allows you to view the comprehensive cost associated with each item, including shipping, handling, and any other additional expenses incurred to bring the item into inventory, specific to each store location.
This enhancement provides users with valuable insights into the true cost of inventory, enabling more informed pricing and inventory management decisions.
We’ve enhanced the Credit Memo and Invoice Credit Memo modules in XoroERP to provide you with greater flexibility and control over financial management.
Feature Highlights:
Return Income Account Column: A new, editable column titled "Return Income Account" has been added at the detail level within both the Credit Memo and Invoice Credit Memo modules. This column allows users to specify the return income account for each line item individually.
Default Value - "Auto Select": The default value for this dropdown is set to "Auto Select," which automatically selects the appropriate return income account for the item. However, users can edit this field to select a different return income account as needed.
Previously, the option to select an income return account was not available. With this enhancement, users now have the flexibility to specify the return income account at the line item level, ensuring more accurate and tailored financial records.
This improvement allows for detailed and precise financial tracking, enhancing the overall functionality and usability of the Credit Memo and Invoice Credit Memo modules.
We are excited to announce several key enhancements in the Sales Order Items module of XoroERP, designed to provide greater flexibility and improved functionality.
Feature Highlights:
New Search Option "Search By [Item Basepart]": A new search option "Search By [Item Base Part]" has been added to SO detail level advanced search. This feature allows users to search for the base part and retrieve item lines of all Sales Orders for all product variants. This is particularly useful for managing and tracking variants of a product.
Basepart Search Condition: For the "Basepart" search option to function, the product variant setting must be enabled in the app configuration. This ensures that users can efficiently search and manage items based on their base parts.
Update Sales Order Items with Zero Quantity: Users can now update the quantity of Sales Order items to zero. When a quantity of zero is entered, the system will automatically mark the line as cancelled but will not remove the line from the Sales Order. This new capability provides greater control over order modifications and cancellations.
These enhancements are designed to streamline your order management processes, making it easier to search for and update Sales Order items.
We are pleased to announce a new enhancement in the Sales Order (SO), Purchase Order (PO), and Estimate modules within XoroERP, aimed at improving efficiency and user control.
Feature Highlights:
Batch Selection and Deletion of Notes: Previously, users could not select multiple notes for deletion within these modules. With this enhancement, you can now Batch Select multiple notes and delete the selected rows at once. This functionality streamlines the process of managing notes, saving time and effort.
This enhancement allows users to efficiently manage and organize their notes within the SO, PO, and Estimate modules, ensuring a more streamlined workflow.
We are excited to announce an enhancement in the Outgoing Payment module of XoroERP, designed to provide more detailed financial tracking and project management capabilities.
Feature Highlights:
New Project Class Column: A "Project Class" column has been added to the outgoing payment template. This new column allows users to categorize and track outgoing payments according to specific project classes, providing a clearer understanding of project-related expenses.
This enhancement ensures that users can accurately assign and monitor expenses by project, improving financial management and reporting capabilities.
We are pleased to announce a significant enhancement in the Email Interceptor module of XoroERP, designed to improve communication and documentation related to financial transactions.
Feature Highlights:
Enhanced Email Functionality: The Email Interceptor module now supports sending emails for various financial documents. Users can send customer payment emails, invoice payment receipts, and deposit payment receipts directly through the system.
This enhancement streamlines the process of communicating payment confirmations and receipts, ensuring timely and efficient delivery of important financial information to customers.
We are excited to introduce a new feature in the B2B module of XoroERP, designed to enhance how stock visibility is displayed, providing users with greater flexibility in managing their inventory presentation.
Feature Highlights:
Stock Visibility Options: We have introduced two new stock visibility options: "In Stock/Not in Stock" and "Quantity."
Quantity Option: When the "Quantity" option is selected, the system will display the actual quantity of items in stock.
In Stock/Not in Stock Option: When the "In Stock/Not in Stock" option is selected, the system will display a simple status of "Yes" or "No" to indicate whether items are in stock, without showing the exact count.
Easy Configuration: This feature is accessible through the "Other Attributes" tab on the Presentation page. To configure stock visibility, navigate to this tab, click on the Stock Visibility field, and select your preferred option from the dropdown menu.
This enhancement provides users with flexible options for presenting inventory status, allowing for a more tailored and user-friendly display.
Simplifying Budget Management with Excel Integration
We are excited to announce a new module in XoroERP called Upload Budget, aimed at making budget management more efficient and user-friendly.
Feature Highlights:
Upload Budget Module: This module enables users to manage their budgets by filling in an Excel sheet with budget details and uploading it directly into the system.
To access Upload Budget module, go to Menu > Utilities > Data Import > Upload Budget
This enhancement provides a streamlined approach to budget management, facilitating quick and accurate data entry and integration. We are committed to continuously improving XoroERP to better support your financial planning and management needs.
Shipping Account Number Priority Enhancement and New Carrier Field
Overview: We are excited to announce a significant update to the XoroERP system that enhances the handling of Shipping Account Numbers across various shipping functions. This update introduces a new priority setting for Shipping Account Numbers, ensuring a more efficient and accurate shipping process. Additionally, a new field, "Default Shipping Account Number," has been added to the Carrier module, providing users with greater flexibility and control.
Key Enhancements:
New Priority Setting for Shipping Account Numbers:
We have introduced a new priority system for handling Shipping Account Numbers within the ERP. This priority setting ensures that the Customer's Shipping Account Number takes precedence over the Carrier's Shipping Account Number.
Priority Details:
Customer Shipping Account Number: High Priority
Carrier Shipping Account Number: Low Priority
New Field in Carrier Module: Default Shipping Account Number:
A new field, "Default Shipping Account Number," has been added to the Carrier module. This field allows users to set a default Shipping Account Number at the carrier level, which will be used when a customer-specific Shipping Account Number is not available.
CRUD Implementation for the New Carrier Field:
The "Default Shipping Account Number" field in the Carrier module is fully integrated with Create, Read, Update, and Delete (CRUD) operations, allowing users to manage this field effectively.
Implementation Across All Shipping Functions:
The new priority setting and the "Default Shipping Account Number" field have been implemented across all relevant shipping functions within XoroERP, including:
Shipment
Pack & Ship
Other Shipping Functions: Any function where the Shipping Account Number is utilized will now follow the newly established priority rules.
The newly implemented priority setting for Shipping Account Numbers is now reflected across several modules in XoroERP. Here’s how it functions within each module:
Customer Selection and Ship Method:
When a customer is selected, the system automatically populates the Ship Method based on that customer's details.
The selected Ship Method determines the "Ship Via" or Carrier, which in turn influences the Third Party Account Number associated with the order.
Third Party Account Number Priorities:
The Third Party Account Number now follows a defined priority order:
If the application configuration (App Config) for "Enable Address Level Shipping Account Number" is activated, the Shipping Account Number linked to the "Ship To" address is given the highest priority.
The priority order is as follows: Shipping Account# (Address Level) > Customer Shipping Account > Carrier Shipping Account.
If the configuration is not enabled, the priority order defaults to: Customer Shipping Account > Carrier Shipping Account.
Maintaining Third Party Account Number:
If the Third Party Account Number is populated using either the Customer's Shipping Account or the Shipping Account# (from the Address Level setting), it will remain unchanged even if the Ship Method or Carrier is modified.
Conversely, if the Third Party Account Number is based on the Carrier's Shipping Account, it will be updated automatically when changes are made to the Ship Method or Carrier.
Handling of Shipping Account Numbers:
The handling of Shipping Account Numbers in the Estimate module mirrors the process in the Sales Order module, relying on the Ship Method and Carrier to determine the appropriate Shipping Account Number.
Estimate to Sales Order Conversion:
During the conversion of an Estimate to a Sales Order, and when selecting lines for the Sales Order, the system adheres to the same priority settings for Shipping Account Numbers.
These priorities are then verified within the Sales Order to ensure consistency.
Invoice Creation and Shipment Info:
Upon creating an Invoice, selecting "Shipment Info" will trigger an update where the Shipment is created. The system then inserts the Shipping Account Number into the backend based on the customer's details.
If the customer does not have a Shipping Account Number, the system will default to using the Carrier's Shipping Account Number, based on the Ship Method and Carrier, in the backend.
Saving Third Party Account Number:
Within the Pack & Ship module, the system saves the Sales Order's Third Party Account Number in the backend, following the established priority. This ensures that either the Customer's Shipping Account or the Carrier's Shipping Account is correctly associated with the shipment.
Impact on Users: This update streamlines the shipping process by ensuring that the correct Shipping Account Number is always used based on the defined priorities. The addition of the "Default Shipping Account Number" field provides users with more control, reducing the chances of errors during shipping and improving overall operational efficiency.
Feature Update: Restriction on Sales Operations for Defaulter Customers
Overview: We are pleased to announce the addition of a new configuration option in XoroERP’s App Config settings. This update introduces a powerful control mechanism that allows businesses to restrict sales operations for customers who have overdue invoices or have exceeded their credit limit. This enhancement is designed to help organizations manage credit risk more effectively and ensure financial stability.
Key Features:
New App Config Option: "Restrict Defaulter Customer Sales":
This newly added configuration setting enables businesses to restrict certain operations when dealing with customers who are flagged as defaulters.
A customer is considered a defaulter under two conditions:
The customer has one or more overdue invoices.
The customer has exceeded their pre-defined credit limit.
Operational Restrictions:
When the "Restrict Defaulter Customer Sales" option is enabled, the system will automatically block or restrict specified operations for any customer identified as a defaulter. This ensures that sales transactions are carefully controlled and that credit risks are minimized.
The specific operations affected by this restriction can be selected within the App Config settings, providing flexibility based on business needs.
Impact on Users:
This feature empowers users to enforce stricter credit control policies, reducing the likelihood of further credit exposure to customers who are already in arrears or who have exceeded their credit limit.
By implementing these restrictions, businesses can safeguard their cash flow and minimize potential financial losses.
Actions Required:
Administrators should review and update the App Config settings to enable and configure the "Restrict Defaulter Customer Sales" option according to their credit control policies.
Sales teams should be informed of the new restrictions to ensure they are aware of the conditions under which sales operations may be restricted.
