July 2024 Release
Last updated
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We are pleased to announce a new feature in XoroERP that allows for the automatic allocation of Sales Order (SO) waves without the need for Sales Order-Purchase Order (SO-PO) linking. This enhancement is designed to streamline the allocation process and improve efficiency in order management.
Conditions for Auto Allocation
For the auto allocation feature to function correctly, the following conditions must be met:
Auto Allocation App Config: The Auto Allocation App Configuration must be enabled.
Autolock Partially Allocated SO Flag: This flag must be checked or set to true.
To ensure the flag is true, an API connector integrator is created.
How It Works
Whenever a third-party application drops an order into the ERP system with the Autolock Partially Allocated SO flag set to true, the system will handle the allocation process as follows:
Partial Allocation: If there is a partially allocated wave, it will be automatically moved to a locked status. This ensures that partially allocated orders are secured and no further modifications can be made until the allocation is complete. The created partial wave will be according to the SO Create Date Time.
Full Allocation: If the wave is fully allocated, it will not be locked, allowing for further processing and fulfillment.
Additionally, if a Purchase Order (PO) is received for the same item, the system will handle the allocation without the requirement for the SO to be linked to the PO. This is a significant improvement over the previous functionality, where auto allocation was contingent upon the SO being linked to a PO.
Summary of Changes
Old Functionality: Auto allocation requires the Sales Order to be linked with a Purchase Order.
New Functionality: Auto allocation is now independent of SO-PO linking. The system will allocate items to Sales Orders regardless of their linkage status.
By removing the dependency on SO-PO linking for auto allocation, we have simplified the process, making it more flexible and efficient. This update ensures that inventory allocation is handled smoothly, reducing manual intervention and potential errors.
This feature enhances the overall workflow and provides greater flexibility in managing orders and inventory. We encourage users to enable this configuration and leverage the benefits of automated allocation in their operations.
We are excited to announce a new feature in XoroERP designed to improve inventory management and accuracy during the shipping process. This enhancement ensures that lot numbers provided by third-party logistics (3PL) partners during ship confirmation are utilized by the system to consume inventory accurately from the specified lots.
Key Enhancements
Lot Number Management:
The system will now consume inventory based on lot numbers shared by the 3PL in the ship confirmation.
This ensures precise inventory tracking and reduces discrepancies during the shipping process.
New Columns in Upload Wave Module:
Three new columns have been added to the Upload Wave module: Lot Number, LPN, and Location Name.
These columns facilitate detailed specification of inventory during wave picking.
Conditions for Column Visibility
LPN (License Plate Number) Enabled:
When LPN is enabled, all three columns (Lot Number, LPN, Location Name) will be available.
LPN Disabled:
When LPN is disabled, only the Location Name column will be visible.
Functionality During Wave Picking
Defining Specific Lots or LPNs:
At the time of picking waves via the upload function, users can now define specific lot numbers or LPNs from which quantities will be picked, regardless of where the inventory was originally allocated.
This ensures flexibility and precision in fulfilling orders, accommodating specific inventory management strategies.
Similar Functionality to Split Quantity:
This new feature operates similarly to the existing split quantity feature, allowing for granular control over inventory consumption during the picking process.
LPN swapping is also supported, provided that the specified LPN has an available quantity.
Summary of Changes
New Columns:
Added Lot Number, LP Number, and Location Name columns to the Upload Wave module.
Visibility of these columns is conditional based on the LPN configuration.
Improved Inventory Accuracy:
Lot numbers provided by 3PLs during ship confirmation are now used for inventory consumption, ensuring accurate inventory tracking.
Enhanced Picking Flexibility:
Users can define specific lot numbers or LPNs during wave picking, improving control over inventory management and order fulfillment.
This feature is designed to enhance the accuracy and efficiency of inventory management processes, particularly in environments where detailed tracking of lot numbers and LPNs is critical. We encourage users to leverage this new functionality to optimize their inventory operations and ensure seamless coordination with 3PL partners.
Description: This enhancement introduces the ability to perform sectional uploads by selectively updating specific columns for products. The feature aims to improve the flexibility and precision of product data management by allowing users to choose which fields to update or exclude during the upload process.
The enhancement includes three new fields in the Upload Product module: IsSelectiveImport, ColumnsToUpdate, and ExcludeColumns.
IsSelectiveImport:
This field indicates whether the selective import feature is being utilized. If set to true, the system will proceed with the selective import logic based on the provided columns.
ColumnsToUpdate:
When fields are provided in this column, the system will exclusively update these specified columns from the upload file. All other properties of the products will remain unchanged.
Example: If you specify Price, StockQuantity in ColumnsToUpdate, only the price and stock quantity columns in the product data will be updated according to the upload file. Other product attributes like description, category, etc., will not be altered.
ExcludeColumns:
If fields are listed in this column, the system will exclude these specified columns from being updated, leaving them unchanged while updating all other properties from the file.
Example: If you specify Description, Category in ExcludeColumns, these columns will be left unchanged, and the rest of the product data will be updated according to the file.
Conflict Resolution:
If both ColumnsToUpdate and ExcludeColumns are provided with values, the system will prioritize ColumnsToUpdate and ignore ExcludeColumns.
Example: If you have Price in ColumnsToUpdate and StockQuantity in ExcludeColumns, the system will only update the price column and disregard the exclusion of the stock quantity column.
Enhanced Precision: Users can now update specific attributes without affecting the entire product data, reducing the risk of accidental changes.
Flexibility: Allows for more controlled and targeted updates, making data management more efficient.
Data Integrity: Minimizes the risk of data integrity issues by allowing sectional updates, ensuring that only intended fields are modified.
Scenario 1: You want to update only the pricing information for a list of products.
Set IsSelectiveImport to true.
Specify Price in the ColumnsToUpdate field.
Upload the product file with the new prices. The system will update only the price column and leave other attributes unchanged.
Scenario 2: You want to exclude the stock quantity and description columns from being updated.
Set IsSelectiveImport to true.
Specify StockQuantity, Description in the ExcludeColumns field.
Upload the product file. The system will update all columns except for stock quantity and description.
When uploading the complete product file, there can be errors or formatting issues that could cause data integrity problems. This feature mitigates such risks by allowing selective updates, thereby avoiding unintended changes to the product data.
This new feature enhances the product upload functionality, providing users with greater control and flexibility in managing their product data in Xoro ERP.
We have introduced an enhancement to the wave merge confirmation pop-up screen within the Wave Centre, providing increased clarity and transparency regarding field matching during wave merging.
Currently, the "Fields" label displays two fields:
Customers: Indicates whether the customer names of the waves being merged match.
Addresses: Indicates whether the ship-to-addresses of the waves being merged match.
When you see a green tick sign, it indicates that the fields match. Conversely, a red cross sign signals that the fields don't match.
This additional information allows users to quickly identify potential discrepancies in customer and address data before proceeding with the wave merge, improving data integrity and reducing the likelihood of errors.
Two new columns Last Wave Number and Last Wave Datetime have been added to multiple modules. Users can refer to these columns in case when multiple waves have been created for the sales order. These columns display the details of the most recent wave created for the order.
Last Wave Number: This new column displays the most recent wave number associated with the sales order.
Last Wave Datetime: This column displays the date and time of the most recent wave created for each sales order, helping you stay on top of order processing.
These columns have been added to the following modules:
In the sales order module, these columns have been added at the item line details level.
We have introduced significant enhancements to the Funds Transfer module, providing users with greater control over transfer amounts and increased precision in exchange rate calculations.
We've added a new "Final Transfer Amount" field to the Funds Transfer module. This field empowers users to manually enter a custom amount for their transfers, allowing for greater flexibility and tailored transactions.
In addition, we've introduced an "Auto calculate final amount using exchange rate?" checkbox. Selecting this checkbox will automatically calculate the final transfer amount based on the current exchange rate. When unchecked, the "Final Transfer Amount" field will become unlocked, allowing users to input their desired custom amount.
To further enhance accuracy, we have expanded the number of digits allowed for exchange rates. You can now enter up to 16 digits in the exchange rate field, ensuring precise calculations even for complex transactions involving currencies with high decimal places.
We have added two new fields in the Item Group and Product Category modules, enhancing the visual representation of your data.
Item Group Logo Url: A new field has been added to the Item Group module where you can enter the URL for the logo of the item group. The format for the URL should be "https://ItemGroup-logo.png".
Category Logo Url: Similarly, a new field has been added to the Product Category module where you can enter the URL for the logo of the product category. The format for the URL should be "https://ProdCat-logo.png".
Enhanced Presentation Preview
These logos will be displayed in the presentation preview when items are grouped by item group and item category, providing a more visually appealing and organized presentation of your data.
We have introduced several exciting enhancements to the presentation settings, focusing on improving the presentation preview and offering greater flexibility in how you present your products. These enhancements aim to make your presentations more visually appealing and customizable, improving overall user experience.
When grouping your presentation by Category, Item Group, and Item Brand, the logo added for the specific group will be displayed on the Presentation landing page. This feature allows customers to get a glimpse of what each category has to offer, making it easier for them to navigate and find what they're looking for. If no logo is added for the category, group, or brand, the image of the first product in the category will be displayed as a fallback.
We have introduced a new feature that allows you to add a custom title to the grouping of items in the presentation. For this, we have introduced a new field, "Group By Title" in the "Other Attributes" tab of the presentation settings.
When you provide a title in this field, the shop by {title} will be overridden and the title mentioned in this field will be displayed on the presentation landing page where items are grouped. For example, if you group items by category, the default title on the homepage will be "Shop By Category". However, if you enter a custom title, such as "Style", in the "Group By Title" field, the homepage will display "Shop By Style" instead. This feature gives you more flexibility in how you present grouped items to your users.
If you have not provided a title for the featured products in the presentation settings, "Featured Products" will be used as the default title to display these products.
We've converted the Resources option into a dropdown menu, replacing the previous pop-up screen. This makes accessing and managing resources much easier and more intuitive.
We've added item images to the "Options" column of the Item Details page when using the grid layout. This makes it easier for users to view and manage the products and makes browsing the presentation even more engaging.
