January 2024 Release
Last updated
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The Customer Center now offers a batch update option to efficiently manage and update the on-hold status of customers in bulk, streamlining the process and saving time for users.
How it works?
Navigate to the Customer Centre and choose the specific customer account you wish to manage.
Once you've selected the customer, access the Options tab located in the header menu.
From the dropdown menu within the Options tab, choose Batch Update to open the Batch Update popup window.
In the Column field of the popup window, locate and select the On Hold option.
Check the Yes checkbox in the value column next to the On Hold option.
Click the Update button to apply the batch update to the selected items.
Return to the Customer Centre page and open the Columns dropdown menu.
Tick the checkboxes for On Hold and On Hold Message options to display them for the selected customer, alongside other options.
As you've previously selected the On-Hold option as "yes" during the Batch Update, this status will now be reflected in the On-Hold field for the customer. You'll notice the update by the presence of a indicating that the customer's account has been placed on hold.
Users can now upload On-Hold status and On-Hold message columns via the customer upload module, providing a convenient way to update customer information in bulk and ensuring accuracy and consistency across the system.
How to do it?
Access the Customer Upload module within the ERP system.
Choose the option to download the Customer Import Template from the module.
Open the downloaded template, which is an Excel sheet, to view its contents.
In the Excel sheet, locate the newly added columns for uploading On Hold flag and On Hold message
Fill in the On Hold and On Hold Message columns with the desired information for specific customers.
Save the changes made to the Excel sheet.
Upload the updated Excel sheet containing the filled-in information back into the Customer Upload module.
The updated details will now reflect in the Customer Info module for the respective customers.
XoroERP now integrates with Basiq, a new bank integration tool, enabling users to fetch transactions from Australian bank accounts seamlessly. This feature allows users to view detailed transaction information directly within XoroERP, enhancing visibility and control over financial data. You can use the newly integrated Bank Transaction Provider BASIQ to fetch transaction status from Australian Banks.
How to do it?
Open the Connect Bank Account module in XoroERP.
Click on Connect Bank Accounts tab and select BASIQ as bank transaction provider.
Click on Approve on the share Financial Data screen. After giving your approval, select your institution as Hooli.
Fill in your Bank Login credentials and click Login.
After the bank is successfully connected, click on Link Bank Feeds.
Select your XoroSoft account along with the Bank Account Feeds that you intend to link and click Link Bank Feed.
Set the Transaction Date to fetch bank transactions and click Save.
Navigate to the Bank Statement Centre and select the linked bank account for which you want to check the Feed.
Click on the Bank Account populated after the search result and you will be able to view the transaction status in the Bank Statement Details.
XoroERP now supports the allocation of GS1 (GTIN-13 or EAN) codes to SKUs, providing a unique identifier for each product. This update introduces three new functionalities, including support for GS1 GTIN checksum, dropdown selection for GTIN type, and automatic addition of checksum value during item creation.
How to do it?
To configure GS1 (GTIN-13 / EAN) codes for products in XoroERP, follow these steps:
Go to the Universal Code Series module within XoroERP.
Complete the Mandatory Fields, including the Code Name (GS1), Start Range, End Range, and Current Value.
Under Code Type, choose both UPC and GTIN from the dropdown menu to enable the code to serve as both UPC and GTIN. (GTIN Type has been added to the dropdown to Universal Code Series Module as an enhancement).
Enter the UPC Prefix, GTIN Prefix, and select the GTIN Type as required.
Toggle the Check Digit option to green to ensure proper validation of the GTIN current value and addition of the checksum suffix to GTIN. (Check digit toggle has been added to Universal Code Series module as an enhancement).
Click on the Add Series button to save the code series.
Now, proceed to create your product in the Product module of XoroERP.
Once the product is created successfully, navigate to the Generate Variants option.
Fill in the mandatory fields for variant generation and click on Generate Variants.
Once the variants are generated, follow these steps to view the updated UPCs and GTINs for the product items:
Navigate to the Item Centre within XoroERP.
Select UPC and GTIN from the column field.
Use the search field to locate the desired product. In this case, "Bottle 14".
Upon successful search, the system will display the updated UPCs and GTINs associated with the items of the specified product.
The Vendor Center has been enhanced to automate the auto-filling of vendor address fields, similar to the customer module. After entering primary details, such as first name, last name, company name, and contact info, the system now automatically populates address fields based on previously entered values, simplifying the vendor creation process.
How it works?
Seamlessly set up a vendor using the newly added functionality in XoroERP. Follow these steps:
Access the Create Vendor module by navigating through the menu: Purchase > Vendor Section > Vendor Centre > Vendor.
Complete the required fields in the Primary tab, including First Name, Last Name, and Company Name.
Proceed to the Contact Info tab and provide the vendor's address details, such as the Main Phone Number and Main Email Address.
Switch to the Address Info tab and click on the edit button to add the Bill to Address.
The system automatically retrieves and populates the First Name, Last Name, Company Name, Main Phone Number, and Main Email Address in the Bill to Address Fields.
Similarly, for the Ship to Address section, the system fetches and auto-populates the same details: First Name, Last Name, Company Name, Main Phone Number, and Main Email Address.
XoroERP now supports advanced variant finder configuration for option 1 and option 2 values, with option 1 set as the default value. Users can easily access option 1 and option 2 values in the advanced search option for Sales Orders (SOs) and Purchase Orders (POs) using the newly available criterion, facilitating the creation of orders and enhancing usability. The enhancement also makes the item easily searchable using the Base Part as both option 1 and option 2 are displayed as per the App Config setting.
How it works?
Access the App Config module and locate the Advance Variant Finder settings within the General tab.
Enable the feature Share Option Values in Advance Variant Finder to showcase the selected option values within the Advanced Variant finder.
Activate both option one and option two by marking their respective checkboxes.
Navigate to the Create Purchase Order page.
Once the Vendor is selected, access the Advanced Search feature situated in the Purchase Order Details header.
Within the Product Variants Finder popup window, you can now view the inclusion of option 1 and option 2 as subtext within the product dropdown menu of the advanced variant finder.
Sales Order
Navigate to the Create Sales Order page.
Once the Customer is selected, access the Advanced Search feature situated in the Sales Order Details header.
Within the Product Variants Finder popup window, you can now view the inclusion of option1 and option2 as subtext within the product dropdown menu of the advanced variant finder.
Additional columns, including "Is Sellable," "Is Purchasable," "Is Manufacturable," and "Standard Unit Cost," have been added to Item Inventory Snapshot, Sales Order Details, and Sales Order Subform, providing users with comprehensive information for better decision-making.
How to view it?
The above changes can be seen in the following modules -
Item Inventory Snapshot
Go to the Item Inventory Snapshot module.
Locate the header menu and click on the "Columns" option.
From the Column dropdown menu, select the options for Is Purchasable, Is Sellable, Is Manufacturable, and Standard Unit Cost by checking the respective boxes.'
Once selected, the columns for these options will be displayed on the main page alongside the existing columns.
Sales Subforum
Go to the Sales Order Centre and open the SO subforum by double-clicking on the SO row.
In the Sales Order Subforum popup window, click on the "columns" option.
From the Column dropdown menu, select the options for Is Purchasable, Is Sellable, Is Manufacturable, and Standard Unit Cost by checking the respective boxes.
Once selected, the columns for these options will be displayed on the main page alongside the existing columns.
Sales Order Detail Custom Fields in Order Summary:
Sales Order Detail custom fields, limited to the first four custom fields, are now visible on the Sales Order Detail level when creating sales orders from the Order Summary in presentation mode, improving visibility and customization options.
Go to the Sales Order Centre.
Locate the header menu and select the Sales Order Detail option from the in header's second tab's dropdown.
From the Column dropdown menu, select the options for Is Purchasable, Is Sellable, Is Manufacturable, and Standard Unit Cost by checking the respective boxes.
Once selected, the columns for these options will be displayed on the main page alongside the existing columns.
Xorosoft introduces an exciting enhancement to streamline order processing within the B2B module. This new functionality empowers users to tailor their order experience by seamlessly mapping custom fields from Sales Order details to the Presentation checkout stage. Through the intuitive interface of the Custom Field Definition Centre, users can effortlessly create and manage their own set of custom fields, providing a personalized touch to their order management process.
Each item has its fields and there can be different values for each item. These custom fields play a vital role in tailoring each item, allowing for unique values to be assigned to individual products.
With this feature, users have the flexibility to select the top four custom fields from their defined list, which will then appear on the Sales Order Detail level when creating orders from the Order Summary in the presentation stage.
It's worth noting that only the fields defined specifically for Sales Order Detail within the custom field definition will be visible among the first four selected fields, ensuring clarity and relevance in the order creation process.
How to do it?
Go to the App Config module within XoroERP.
Select the B2B module from the navigation menu on the left-hand side.
Locate the option "Enable Custom Fields for B2B in Order Summary."
Toggle the button to enable this setting.
Navigate to the Custom Fields Definition module.
Define the Custom Fields as per your preference. The first four fields will be reflected on the Sales Order detail page and Order Summary.
Navigate to the Sales Order Details page to view the Customer Fields at Sales Order Detail level.
Added "Copy to All" and "Copy to Selected" options on Manufacturing Orders (MOs) to populate the default vendor field efficiently, simplifying vendor management tasks and ensuring consistency across orders.
How to do it?
Create a Manufacturing Order (MO) and proceed to the default vendor section within the MO lines.
Choose the desired vendor from the available options. Then, select the lines within the MO and click on 'Copy to Selected' from the vendor associated with the first line.
The selected vendor will now be copied to the chosen lines, ensuring uniformity and consistency in vendor selection across the order.
Alternatively, select the vendor and lines within the MO, then click on 'Copy to All' from the first vendor listed.
This action automatically populates the Vendor field for all lines with the default vendor initially selected in the first line, streamlining the process and maintaining coherence in vendor management.
The Day in Advance functionality within the Recurring Transaction Centre Module has been unlocked, offering users greater customization options through the newly added App Config feature in the Accounting Section. This enhancement empowers users with increased flexibility and control over the scheduling of recurring transactions.
This feature proves particularly beneficial in scenarios involving the creation of recurring bills. Users now have the capability to input bill information in advance, enabling them to anticipate payable amounts at the time of payment. This is especially useful for bills with fixed due dates, such as rent payments typically due on the first of each month.
With the unlocking of the 'Days in Advance' option, users can conveniently access and utilize this feature to manage recurring transactions more effectively.
How to do it?
Access the App Config module and locate the "Use Days in Advance for Recurring Bills" option within the Accounting Section.
Toggle the option on to activate the Days in Advance feature.
Proceed to the Recurring Transaction Centre module.
Hover over the Transaction row to reveal the "Edit Recurring Criterion" option.
Click on "Edit Recurring Criterion" to open the pop-up window.
Within the Recurring Criterion window, locate the Days in Advance option.
Select the desired number of days in advance based on your requirements.
The transaction will now be scheduled to occur on the next receipt date, which corresponds to the next occurrence date.
