May 2024 Release
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We are excited to announce the release of WMS integration in our ERP website, bringing a host of new features and enhancements to our system. As part of this integration, we have made several changes to various modules in the system. In this version of the release notes, we have outlined the enhancements made to different modules as a part of the WMS integration.
As part of the WMS integration into our system, we have enhanced the Carrier module by introducing two new fields designed to improve carrier classification and management.
Carrier Type: We have introduced a new field called "Carrier Type" in the Carrier module. This field allows users to classify carriers within the system based on different types such as Truckload, Air Freight Carriers, Ocean Freight Carriers, Rail Freight Carriers, etc., making it easier to manage and organize carriers according to their specific characteristics and capabilities.
Functionality:
This field is a dropdown that displays various carrier types available in the system and allows you to select the type of carrier.
Users can manage and add carrier types from the "Carrier Type" module.
Service Group Code: We have added another field called "Service Group Code" in the Carrier module. This field is designed to categorize services based on predefined codes. For example, services could be grouped into express, standard, and economy categories. Each group would have its own code.
Functionality:
This field is a text input where users can enter specific codes representing different service groups.
This helps in organizing and managing services provided by carriers, enabling better service differentiation and selection.
As a part of the WMS integration, we have introduced an option to enter more detailed information about the carrier by specifying its type. This information has also been added to the carrier centre making it easier to manage carriers by type.
A new column, "Carrier Type" is added to the carrier centre. This field shows the type of the carrier, such as Truckload, Air Freight Carriers, Ocean Freight Carriers, Rail Freight Carriers, etc.
As part of the Warehouse Management System (WMS) integration with the XoroERP, the Store module has been enhanced to improve inventory management and distribution capabilities. This new feature allows users to specify the physical location where inventory is stored, managed, and distributed within the store.
A new dropdown option, "Facility" has been added to the Store module. This field allows you to add a facility to the store. This is the physical where inventory is stored, managed, and distributed. This can include warehouses, distribution centres, fulfillment centres, and any other storage facilities used to store products.
With the latest WMS integration, some exciting enhancements have been made to the Location module. One of the key additions is the option to create Virtual LPNs, providing a convenient solution for locations without assigned LPNs.
An "Add Virtual LPN" toggle button has been added in the Location module. Enabling this option creates a virtual LPN for the location. This Virtual LPN will serve as a substitute for locations that do not have an assigned LPN.
As part of the Warehouse Management System (WMS) integration with the XoroERP, significant enhancements have been made to the Item module to streamline and enhance item management capabilities. These improvements include the addition of multiple columns and new fields designed to provide comprehensive information and better control over inventory.
Several new fields have been added to the Item module to enhance item management capabilities, including:
Master Case Qty: This field shows the quantity of items contained within the master case, which is a larger packaging unit used for shipping and handling.
Master Case UPC: This field shows the Universal Product Code (UPC) assigned to the master case, used for scanning and tracking the larger packaging unit.
Item Sub Category: This field shows the sub-category associated with the item.
Item Sub Category Code: This field shows the code of the sub-category associated with the item.
Custom Description: This field shows the custom description of the item.
MID: This column refers to the Manufacturer Identification Number. This number is a unique identifier assigned to each manufacturer for their products.
Manufacturer: This field captures the manufacturer of the item.
Is 3PL Account Item?: This field indicates whether the item is 3PL item.
3PL Account: This field indicates the 3PL account associated with the item.
A new tab, LPN Attributes has been added to the module. This tab allows you to enable or disable these five attributes of the LPN:
Lot Number
Batch Number
Quality
Manufacture Date
Expiry Date
If you enable the attributes, you will be prompted to fill in these details when receiving an item on WMS app.
As a part of the integration of XoroERP with WMS (Warehouse Management System), we have introduced a noticable enhancement in the Item UOM module. This feature aims at enhancing the user experience and functionality of the Item UOM module, making it easier for you to manage your products effectively.
A new "Measurement Type" dropdown option has been added to the Item UOM module. This allows the users to select the preferred system of measurement for their products.
Options Available:
Metric: Select this option if your products are measured using the metric system (e.g., meters, kilograms, liters).
Imperial: Select this option if your products are measured using the imperial system (e.g., feet, pounds, gallons).
As a part of the WMS integration, one of the most significant enhancements has been made to the User module. With the user module, the system now provides an option to create a user specifically for warehouse management. Furthermore, there's an option added to link the warehouse user with the ERP user.
User Type added: A significant enhancement as a part of WMS integration is the addition of support for WMS users. Previously, the system only supported ERP users, but now users can be designated as WMS users when creating new user accounts, providing a more tailored experience for users who specifically work with the WMS module.
Creating a WMS user involves entering essential user information, such as user name, role, user ID, and the warehouse facility associated with the user. Please note that associating a user with a specific facility allows them to access and manage inventory, orders, and other warehouse-related tasks within that particular location.
Additionally, on selecting the WMS user option, there's an option to "Link ERP User". Enabling this option allows for linking a WMS user with an existing ERP user. This ensures a seamless experience for the user.
To link an ERP user, you can select the user from the "Linked ERP User" from the dropdown menu, enter the User ID and facility, and then click "Save" to create the user. This new feature streamlines the user management process and enhances the system's overall functionality.
Print Requester: This dropdown field allows you to select the user who is responsible for initiating and managing print requests within the WMS for the specified user, such as labels, packing slips, and other essential documents.
Facility: This dropdown option allows you to select the physical location or site where the user operates. This field associates the user with a particular warehouse, distribution centre, or other logistics facility within the organization.
In line with the Warehouse Management System (WMS) integration with XoroERP, the Item Centre module has been significantly enhanced to improve item tracking and management capabilities.
A new dropdown search option, "3PL Account" has been added at the header level in the Item Centre. This option allows you to filter the items that are associated with the selected 3PL account(s).
The Item Centre module has been updated with the addition of several new columns, including:
Master Case Qty: This field shows the quantity of items contained within the master case, which is a larger packaging unit used for shipping and handling.
Master Case UPC: This field shows the Universal Product Code (UPC) assigned to the master case, used for scanning and tracking the larger packaging unit.
Item Sub Category: This field shows the sub-category associated with the item.
Item Sub Category Code: This field shows the code of the sub-category associated with the item.
Last Counted Dttm: This column displays the date and time of the most recent inventory count for a specific location, ensuring you have up-to-date information on stock levels.
Last Counted By: This column identifies the user responsible for the last item count.
Custom Description: This field shows the custom description of the item,
MID: This column refers to the Manufacturer Identification Number. This number is a unique identifier assigned to each manufacturer for their products.
Manufacturer: This field shows the manufacturer of the item.
These are the enhancements made to Location Centre.
In the Location Centre module, we have introduced a "Store" dropdown search option at the header level. This dropdown contains a list of all stores in the system, giving users the ability to select multiple stores at once to view location details. This feature will save users time and effort by allowing them to easily switch between stores and access the information they need without having to navigate through the entire location records.
We have added the "Virtual LPN" in the location centre. This column indicates whether the location is set up as a virtual LPN or not.
Batch Delete: This option allows you to batch delete multiple locations.
Batch Update Virtual LPN: This field allows you to batch update the virtual LPNs.
This enhancement streamlines the process of managing and monitoring locations across different stores, providing users with greater flexibility and efficiency in their operations.
Significant enhancements have been made to the Customer module as a part of the WMS integration. These enhancements include adding several new fields designed to meet the specific needs of WMS operations, particularly for third-party logistics (3PL) customers.
Added 3PL Customer Type (Primary Tab): We have introduced a new field, "3PL Customer Type" in the customer module in the primary tab. If the customer is associated with 3PL operations, you can use this field to define the type of 3PL customer. Users can select from two options:
3PL Account: Select this option if the customer operates a 3PL account.
3PL Account Customer: Select this option if the customer is a client of a 3PL account.
Billing Account (Other Info Tab): This dropdown field is displayed if the "3PL Customer Type" is set to "3PL Account." This field allows users to select the billing account associated with the 3PL account.
3PL Account (Other Info Tab): This field appears if the "3PL Customer Type" is set to "3PL Account Customer." This field allows you to specify the 3PL account to which the 3PL account customer belongs.
Is VAS required? (Other Info Tab): Enable this option if Value-Added Services (VAS) are required for the customer.
Define Carton Break Rule (Other Info Tab): This option allows users to select the carton break rule for the customer, which determines how cartons are handled and broken down during warehouse operations. Additionally, the users can perform the following actions:
Edit Carton Break Rule: Allows users to edit the details of the selected carton break rule.
Add Carton Break Rule: Redirects the users to the "Carton Break Rule" module to add a new carton break.
Is Pack & Hold Required? (Other Info Tab): This field allows users to specify whether Pack & Hold services are required for the customer, streamlining order fulfillment processes. Users can indicate whether orders for this customer need to be packed and held for a specific period. Please note: To access this feature, it is important to enable the "Enable Pack & Hold Order(s) Feature" app config.
Is Residential? (Contact Info Tab): This toggle field is added to the Ship To Address details tab. Enabling this option helps in identifying whether the customer's address is a residential one. This information is crucial for planning deliveries to residential addresses efficiently.
As part of the Warehouse Management System (WMS) integration with our system, we have introduced several enhancements to the Customer Centre module. These changes are designed to streamline operations and provide users with more flexibility and control over their 3PL customer accounts.
3PL Customer Type: This dropdown option allows you to filter and view details based on the type of 3PL customer. Available options are: 3PL Account and 3PL Customer Account.
3PL Account: This dropdown option enables you to select a specific 3PL account to view its associated details.
Shipping Notes: This column displays any special notes or instructions related to the shipping requirements of the customer.
Is Pack And Hold Required?: This field indicates whether the "Pack and Hold" service is required for the customer.
3PL Account Name: This field displays the name of the 3PL account associated with the customer.
3PL Account Code: This field shows the unique code assigned to the 3PL account.
3PL Account Description: This field shows the description of the 3PL account to offer additional context and details about the 3PL account to assist in understanding its scope and operations.
3PL Customer Type: This field indicates the type of 3PL customer (either 3PL Account or 3PL Customer Account).
Default Carton Break Rule: This field displays the default rule for breaking down cartons for the customer.
XoroERP has introduced significant enhancements to the Sales module by integrating it with the Warehouse Management System (WMS). These enhancements bring a range of new features and functionalities to streamline operations and improve user experience.
Addition of Fields in Sales Header's Other Tab
In the Other tab of the Sales Header, several new fields have been added to provide more comprehensive information and improve data accuracy.
These include:
Duty Payment Terms: This field captures the payment conditions agreed upon between business partners regarding duties applicable to supplied goods or provided services. The options in the dropdown are:
Delivered Duty Unpaid:
Delivered Duty Paid
Subbrand: Enables users to specify subbrand details related to the sales transaction, enhancing product categorization and tracking. Users can selected from the options present in the dropdown
EIN Number: Facilitates the inclusion of Employer Identification Numbers, crucial for regulatory compliance and business identification purposes. Within the Sub Brand module, users can assign specific Sub Brand Names to items. These names seamlessly integrate into the dropdown menu within the Sub Brand field of the Sales module.
Custom Comment Field Addition: Another addition in the Other tab of the Sales Order Module is the Custom Comment field. This field provides users with the flexibility to add custom comments or notes to sales orders, enhancing communication and order customization capabilities.
Min Fill Rate% Field Addition: In the Other tab of the Sales Order Module, a new field called Min Fill Rate% has been added. This field allows users to set a minimum fill rate percentage for sales orders, ensuring that orders meet a specified level of fulfillment before processing.
Quality Module Integration
A notable addition to the Sales module is the integration of the Quality module, a specialized feature developed due to WMS integration.
The Quality module empowers users to select and assign quality attributes to items within Sales Orders (SO). Here's how it works:
Quality Selection: Users can now choose quality attributes for items selected and added to an SO. This functionality is particularly beneficial for industries where product quality variations are significant.
Quality Name and Code Assignment: Within the Quality module, users can assign specific quality names and codes to items. These assigned codes and names seamlessly integrate into the dropdown menu within the Quality field of the Sales module.
By integrating the Quality module, XoroERP ensures greater flexibility and accuracy in managing product quality within sales transactions, enhancing overall operational efficiency and customer satisfaction.
BBC - Defective Inventory
BBC-DFCT
BBC - First Quality / New Inventory
BBC-FRST
BBC - On Hold Inventory
BBC-HOLD
BBC - Samples
BBC-SAMP
BLV - Defective Inventory
BLV-DFCT
Is Residential Toggle in Ship to Address Field: A new toggle called Is Residential has been added to the Ship to Address field in the Sales Order Module. This toggle, pre-filled from customer data, helps identify whether the shipping address is a residential or commercial location, aiding in shipping logistics and delivery planning.
Quality Dropdown at Item Detail Level: At the item detail level, a Quality dropdown has been added in the Sales Order Module. This dropdown allows users to select the quality or condition of specific items within the order, providing detailed information for order processing and fulfillment.
Require Pack & Hold Toggle in Sales Order Header: XoroERP has introduced a new feature in the Sales Order header called Require Pack & Hold toggle. When activated, this feature makes the Sales Order marked as Pack & Hold required. The picker will stage all cartons in the staging location, streamlining the packing and holding process for orders.
Release Pack & Hold / Pack and Hold Order in Header Options Dropdown: Additionally, a new option called Release Pack & Hold / Pack and Hold Order has been added to the Header Options dropdown menu. This option allows users to release or hold orders as per their requirements, providing flexibility and control over order processing and fulfillment stages.
XoroERP has made significant improvements to the Sales Centre module by integrating it with the Warehouse Management System (WMS). These enhancements introduce a variety of new features and functionalities aimed at streamlining operations and enhancing the user experience.
Header Options Dropdown Menu:
Generate Sales Order Batch: This option allows users to generate a batch of sales orders, streamlining the process of creating multiple orders simultaneously.
Remove Pick Exception: This option enables users to remove pick exceptions, which are situations where items cannot be picked from inventory for various reasons, helping to resolve inventory management issues efficiently.
Pack & Hold Option: A new option, Pack & Hold, has been added to the sales header dropdown menu. This option allows users to mark sales orders for packing and holding, ensuring that the order is held until further instructions are provided for shipment.
Remove Pick Exception Option: Another new option, Remove Pick Exception, is now available in the sales header dropdown. This option enables users to remove any pick exceptions associated with sales orders, streamlining order fulfillment processes.
Toggle Lock Status Option: The Toggle Lock Status option has been introduced in the sales header dropdown. This option allows users to toggle the lock status of sales orders, providing flexibility in managing order locks for editing or processing purposes.
Allocation Status Option: Users can now access the Allocation Status option in the sales header dropdown. This option displays the current allocation status of sales orders, providing visibility into order allocation processes.
3PL Dropdown Option: A new 3PL Dropdown option has been added to the sales header dropdown menu. This dropdown provides users with access to 3PL (Third-Party Logistics) options or functionalities, enhancing logistics and order fulfillment capabilities within the ERP-WMS system.
Header Icons - Sales Order Header Columns:
Sales Order Batch#: A unique identifier for a batch of sales orders.
Is Lead Order?: Indicates whether the order is a lead order, typically referring to an order that initiates a series of subsequent actions or processes.
Is Exception Order?: Indicates whether the order is an exception order, often related to orders that deviate from standard processing procedures.
Last Wave Attempt Date: The date of the last attempt made to process the order within a wave in the warehouse.
Picked Date: The date when items from the order were picked from inventory.
Staged Date: The date when items from the order were staged or prepared for shipment.
Packed Date: The date when items from the order were packed for shipping.
Ready To Ship Date: The date when the order is ready for shipment.
Lock Flag: Indicates whether the order or specific elements within it are locked for editing or processing.
Minimum Fill Rate%: The minimum acceptable fill rate percentage for the order.
Fill Rate%: The actual fill rate percentage achieved for the order.
Fill Rate Failed Flag: Indicates if the fill rate for the order failed to meet the minimum requirement.
Last Location Name: The name of the last location where items from the order were located.
Duty Payment Terms: The terms and conditions related to duty payments for the order.
EIN (Employer Identification Number): A unique identification number assigned to a business entity for tax purposes.
Carton Count: The number of cartons or packages associated with the order.
Pallet Count: The number of pallets associated with the order.
Custom Comment: A customized comment or note related to the order.
Is Residential: Indicates if the shipping address is a residential address.
Priority Code: A code indicating the priority level or urgency of the order.
Sales Order Detail Level Columns:
3PL Account Name: The name of the third-party logistics provider associated with the order.
Quality Name: The name assigned to the quality attributes of items in the order.
Quality Code: A code representing specific quality attributes of items in the order.
Allocation Status: Indicates the status of item allocation within the order.
Last Wave Attempt Date: Same as in the header section, indicating the last attempt date within a wave for specific order items.
Picked Date: Same as in the header section, indicating the date when specific items were picked for the order.
Packed Date: Same as in the header section, indicating the date when specific items were packed for the order.
Ready To Ship Date: Same as in the header section, indicating the date when specific items in the order are ready for shipment.
Staged Date: Same as in the header section, indicating the date when specific items were staged for the order.
Line Allocation%: The allocation percentage of items on each line within the order.
Item SubCategory: The subcategory to which specific items in the order belong.
Lock Flag: Same as in the header section, indicating whether specific elements within the order are locked.
Minimum Order Fill Rate%: The minimum acceptable fill rate percentage for specific items within the order.
Fill Rate%: The actual fill rate percentage achieved for specific items within the order.
Fill Rate Failed Flag: Indicates if the fill rate for specific items in the order failed to meet the minimum requirement.
Duty Payment Terms: Same as in the header section, indicating the duty payment terms for specific items in the order.
EIN: Same as in the header section, indicating the Employer Identification Number for specific items in the order.
Priority Code: Same as in the header section, indicating the priority code for specific items in the order.
XoroERP's release notes for its ERP integrated with WMS system highlight significant improvements in the User Centre module. One notable enhancement is the addition of new columns in the Header Icons section.
Columns Added
Let's delve into these enhancements and define the terms mentioned under each column:
Linked ERP User: This column refers to users who are linked or associated with the ERP system. These users may have specific permissions, roles, or access levels within the ERP environment.
UserType: This column indicates the type or category of users within the system. User types can vary based on roles such as administrators, managers, employees, or other custom-defined categories.
Facility: In the context of the User Centre module, the Facility column likely refers to the physical or virtual locations associated with users. This could include offices, branches, warehouses, or other organizational units.
Print Requester: This column pertains to users who initiate print requests within the system. Print requesters may generate documents, reports, or other printable materials as part of their workflow or operational tasks.
These additions to the Header Icons columns section provide enhanced visibility and management capabilities related to user profiles, types, locations, and printing functionalities within the User Centre module. Users can now access and manage these aspects more effectively, contributing to improved user experience and streamlined operations.
XoroERP's release notes for its ERP integrated with WMS system showcase notable enhancements within the Vendor module. Specifically, the module now includes additional dropdown options in specific fields.
3PL Vendor Type Dropdown(Primary Tab): This dropdown menu allows users to select the type of vendor associated with third-party logistics (3PL) services. The options available are:
General Vendor: Refers to vendors who provide general goods or services but may not be specialized in 3PL services.
3PL Account Vendor: Indicates vendors specifically engaged in providing 3PL services, such as warehousing, transportation, or fulfillment services.
3PL Account Dropdowns: These dropdown menus are likely associated with the 3PL Account Vendor type. They enable users to select specific 3PL accounts or service providers within the system. Users can choose from a list of available 3PL accounts, each representing a distinct vendor or service provider offering 3PL services.
By introducing these dropdown options, XoroERP enhances the Vendor module's functionality by providing more granularity in vendor classification, particularly regarding 3PL services. Users can now categorize vendors based on their 3PL capabilities and easily associate specific 3PL accounts with relevant transactions or operations within the ERP system.
WMS integration has brought about significant changes in the ASN Centre, enhancing the functionality and user experience for managing Advanced Shipping Notices (ASNs). These changes range from the addition of a new view to the addition of multiple columns in the header and detail view.
A new view, the ASN Detail Location view, has been introduced to provide a detailed overview of the location where items in the ASN have been received. This view includes essential information such as store, location, and LPN# details, with ASNs recorded item-wise for a comprehensive record per item. The module also features new search dropdowns for efficient filtering of results.
3PL Account Dropdown: This option allows users to select a 3PL account within the system to view items received, choosing from a list of available accounts representing distinct vendors or service providers offering 3PL services.
Status Dropdown: This option enables users to select the ASN line status for which they wish to view records.
The integration has led to several changes in the ASN header view, including the addition of multiple new columns for improved data visibility and management.
Addition of columns: Multiple new columns have been added in the ASN Header view, providing detailed information on shipments, including:
Third Party Ref#: This field captures the unique reference number assigned by the third party (vendor or service provider) for tracking and identifying the shipment within the system.
Third Party Source: This field shows the origin or source associated with the third party.
Third Party Display Name: This field shows the name displayed for the third party vendor or service provider, used for easy identification within the ERP system.
Third Party Image: This field captures the image or logo associated with the third party vendor or service provider, enhancing visual identification.
Notes: This field shows any additional information or comments related to the shipment, provided for context or specific instructions.
Expected Carton Count: This field specifies the anticipated number of cartons or packages expected in the received shipment.
Actual Carton Count: This field records the actual number of cartons or packages received in the shipment, allowing for comparison with the expected count.
Expected Pallet Count: This field indicates the projected number of pallets expected in the shipment. It helps in planning and allocating space for the incoming goods.
Actual Pallet Count: This field shows the actual number of pallets received, facilitating comparison with the expected pallet count.
Dock Location: This field specifies the designated location or dock where the shipment is expected to arrive, aiding in the logistical handling of the delivery.
Shipment Arrived?: This field indicates whether the shipment has reached its destination or it is still in transit. It serves as a status indicator to track the progress of the shipment.
PO Third Party Ref#: This field indicates the purchase order reference number provided by the third party, linking the shipment to a specific purchase order in their system.
Carrier: The Carrier field identifies the transportation company or carrier responsible for delivering the goods.
3PL Account Name: This field specifies the name of the third-party logistics provider account managing the shipment, used for tracking and accountability.
LPN Count: This field denotes the total number of License Plate Numbers (LPNs) associated with the received items.
Line Count: This field indicates the total number of item lines included in the shipment. It helps in verifying the completeness of the order and ensures all items are received as expected.
Total Qty Received: This field indicates the total quantity of items received in the shipment.
Received %: The field shows the percentage of the total shipment that has been received compared to the total expected quantity, providing a quick overview of receipt completeness.
RMA Third Party Ref#: This field represents the Return Merchandise Authorization (RMA) number associated with the third party involved in the shipment. It links the return process to the original shipment for efficient handling of returns.
Bill#: This field contains the bill number or reference associated with the shipment.
Update ASN Notes: Users now have the option to update ASN notes when editing shipment information, enhancing communication and record-keeping capabilities.
In the ASN Detail view, additional columns have been included to offer a more comprehensive view of ASN details and facilitate efficient tracking and management of shipments.
Account 3PL Name: This field specifies the name of the third-party logistics provider account managing the shipment, used for tracking and accountability.
Item Sub Category: This field shows the sub-category associated with the item.
LPN Count: This field denotes the total number of License Plate Numbers (LPNs) associated with the received items.
Received %: The field shows the percentage of the total shipment that has been received compared to the total expected quantity, providing a quick overview of receipt completeness.
Master Case Qty: This field shows the quantity of items contained within the master case, which is a larger packaging unit used for shipping and handling.
Master Case UPC: This field shows the Universal Product Code (UPC) assigned to the master case, used for scanning and tracking the larger packaging unit.
Received Quality: This field shows the quality of the item received in the shipment.
Expected Quality: This field indicates the expected quality level of the items as specified in the ASN, against which the received quality will be compared.
Carton UCC: This is a unique identifier assigned to individual cartons or packages within the shipment. This code helps in accurately identifying and tracking the movement of individual units, enhancing inventory visibility and accuracy.
Pallet UCC: This is a unique identifier assigned to pallets used for transporting goods. Tracking Pallet UCC facilitates efficient handling and storage of palletized shipments, streamlining the logistics and distribution processes.
Bill#: This field contains the bill number or reference associated with the shipment.
Packing Slip#: This field shows the reference number of the packing slip that accompanies the shipment, detailing the contents and quantities of the items shipped.
RMA Third Party Ref#: This field shows the Return Merchandise Authorization (RMA) reference number provided by the third party, used to track and manage returned goods.
PO Third Party Ref#: This field indicates the purchase order reference number provided by the third party, linking the shipment to a specific purchase order in their system.
Significant enhancements have been made to the ASN subform view.
Added Shipment Info tab: We have added the Shipment Info tab in the ASN subform. This tab provides detailed shipment information to the user, including shipment arrival date, BOL#, Tracking#, Dock Location and Type, Carton Count, and Pallet Count.
Added new options: We have added two new options in the ASN subform to allow the users to update the shipment details and keep them updated.
Edit Shipment Info: This option allows you to add or edit shipment info for the ASN, such as Shipment Arrival Date, BOL#, Tracking#, Dock Location, Dock Location Type, Carton Count, and Pallet Count.
Update ASN Notes: This option allows you to update the ASN Notes to ensure any updated information regarding the ASN shipment is conveyed to the concerned person.
As a part of the WMS integration, significant enhancements have been made to the Receive ASN process. When entering the location details for receiving items, many essential details have been added. In addition to that, multiple columns have been added in the Receive ASN module. These new columns have been added to help track the shipment process from the warehouse more efficiently.
Several additions have been made to the "Receive Item to Location" modal used to receive a single item in the ASN.
Added support of LPN attributes: We have added the option to show/hide LPN attributes based on the item mapping. This means that the LPN attributes enabled for the item in item details will be shown here.
Added Quality column: We have also added the "Quality" column in the item details. This is an editable field and can be updated when receiving the item.
Added Quantity Received column: We have also added the "Qty Received" column in the item details section. This is an editable column that allows you to manually enter the quantity received for an item, in case you have received less quantity.
The following columns have been added to the ASN Item Details section in the Receive ASN module:
Putaway Complete Qty: This column shows the item quantity that has been successfully put away in their designated storage locations within the warehouse.
In Putaway Qty: This column shows the number of items that are currently in the process of being put away in the warehouse.
LPN Count: This field denotes the total count of unique LPNs linked to the specific item being received.
Master Case Qty: This column displays the total quantity of items in the shipment's master case carton.
Master Case UPC: This field shows the Universal Product Code (UPC) assigned to the master case, used for scanning and tracking the larger packaging unit.
Expected Quality: This field indicates the expected quality level of the items as specified in the ASN, against which the received quality will be compared.
Received Quality: This field shows the quality of the item received in the shipment.
As a part of the latest enhancement, a new field has been added to the Inventory Movement module that allows users to define the quality of the item.
Quality Field Added
A notable addition to the Inventory Movement module is the integration of the Quality module, a specialized feature developed due to WMS integration. With this update, a new dropdown field, "Quality" has been added to the Inventory Movement module. Users can now easily select the quality of the item from the options provided in the Quality module. This addition will streamline the process of tracking and managing inventory based on its quality.
We have added the support to show or hide LPN attribute fields in the "Move Inventory To" section of the Inventory Movement module.
The LPN attributes will be displayed based on the LPN attributes mapping in the item details. This means that only the LPN attributes enabled for the item in the item details will be displayed here.
Several new columns have been added to the Inventory By Location module as part of the WMS integration. These columns provide valuable information that will streamline inventory management processes and improve overall efficiency within your warehouse operations.
Multiple Columns Added
Let's delve into each new column and its purpose:
Quality: This column displays the quality associated with each column.
Pallet: This column indicates the specific pallet on which an item is stored, facilitating quick retrieval and tracking of products within your warehouse.
Case Qty: This column displays the number of items contained within a master case, aiding in accurate inventory counts and replenishment planning.
Virtual LPN: This column displays the Virtual LPN (Virtual License Plate Number) assigned to the item, helping you track and manage inventory movements efficiently.
Is Sealed Case: This field indicates whether the case is a sealed case or not. A sealed case represents a case that has a single type of item and the case is completely filled.
Last Counted Datetime: This column displays the date and time of the most recent inventory count for a specific location, ensuring you have up-to-date information on stock levels.
Last Counted By: This column identifies the user responsible for the last inventory count.
PTO Id: The PTO Id column represents the Product Transfer Order identification, allowing you to track and manage inventory transfers between locations accurately.
These new columns aim to enhance visibility, accuracy, and efficiency in managing your warehouse inventory. By leveraging these additional data points, you can make informed decisions, optimize stock levels, and streamline your overall warehouse operations.
Multi-Select Store Dropdown in Inventory By Location: We have introduced a new multi-select store dropdown feature in the Inventory By Location functionality. This enhancement allows users to select multiple stores simultaneously, making it easier to view and manage inventory across different locations. By selecting multiple stores, users can efficiently compare stock levels, streamline inventory management processes, and ensure better accuracy in tracking inventory movement between various stores. This improvement aims to save time and enhance the user experience by providing a more comprehensive and flexible inventory overview.
Batch Edit LPN Info Option in Header: A new option for batch editing License Plate Number (LPN) information has been added to the header options. This feature allows users to update LPN details for multiple items at once, significantly improving efficiency in inventory adjustments. With the batch edit functionality, users can quickly and accurately modify LPN information, reducing the likelihood of errors and ensuring that inventory records are up-to-date. This enhancement is particularly beneficial for large-scale inventory operations where managing LPNs individually can be time-consuming and cumbersome.
As a part of the latest WMS integration, a new column has been added to the Inventory Adjustment module that allows users to view the item quality.
Quality Field added
We have introduced the "Quality" field to the Inventory Adjustment module. This new feature provides the following capabilities:
Add New Location Screen: When adding an item to a new location, users can now select the quality of the item using the "Quality" dropdown option.
Adjustment Details Section: The quality column has been added, allowing users to view the quality of items directly within the adjustment details.
These enhancements ensure better tracking and management of item quality during inventory adjustments, improving overall inventory accuracy and control.
XoroERP's release notes for its ERP integrated with WMS system highlight a notable improvement in the RMA (Return Merchandise Authorization) module, specifically focusing on enhancements related to the ASN (Advanced Shipping Notice) process.
Let's elaborate on these enhancements and define the terms mentioned in the context of the RMA module:
Main Tab of RMA Header:
Added Order Type: This field refers to the type of order associated with the RMA, such as a sales order, purchase order, or transfer order. It allows users to select the Order Type from the field dropdown and categorize RMAs based on their originating order types.
Brand: The brand field identifies the brand or manufacturer of the returned item, providing crucial information for inventory management, quality control, and vendor relations. It allows users to select the Brand from the field dropdown.
Quality: This field pertains to the quality or condition of the returned item, allowing users to classify RMAs based on quality issues or reasons for return.
RMA Detail Columns:
Alternative Item Number1, Alternative Item Number2, Alternative Item Number3: These columns refer to alternative item numbers or codes that can be associated with the returned item. They may represent different versions, substitutes, or variants of the same product, offering flexibility in managing returned inventory.
Quality: Similar to the quality field in the main RMA tab, this column in the detail section allows users to specify the quality of individual items within the RMA, providing detailed information for processing and disposition.
Pto Id: This term refers to a Product Tracking Order (PTO) identification number or code associated with the RMA, aiding in tracking and tracing returned products throughout the supply chain or return process.
These enhancements in the RMA module streamline the ASN process by providing additional fields and dropdown options to capture detailed information about returned items, including their types, brands, qualities, alternative identifiers, and tracking details. This level of granularity improves accuracy, efficiency, and visibility in managing RMA transactions within the ERP integrated with WMS system.
XoroERP's release notes for its ERP integrated with the cWMS system highlight significant enhancements in the RMA (Return Merchandise Authorization) Centre module. These improvements focus on streamlining processes and enhancing user experience. Let's delve into these enhancements and define the terms mentioned under various columns in the context of the RMA Centre module:
Multi-Select Store Dropdown in Store Field:
The Store field in the RMA header now supports multi-select functionality, allowing users to choose multiple stores simultaneously. This enhancement facilitates more flexible and efficient store selection during RMA creation or processing.
Columns Added in RMA Header:
Quality Name: This column refers to the name or description of the quality attribute associated with returned items. It helps categorize RMAs based on quality issues or conditions.
Ship To First Name: The first name of the recipient or destination contact associated with the shipment of returned items.
Ship To Last Name: The last name of the recipient or destination contact associated with the shipment of returned items.
Ship To Address1: The primary address line of the recipient or destination where returned items should be shipped.
Ship To Address2: The secondary address line of the recipient or destination, if applicable.
Ship To City: The city of the recipient or destination address.
Ship To State: The state or region of the recipient or destination address.
Ship To Country: The country of the recipient or destination address.
Ship To Postal/Zip: The postal code or ZIP code of the recipient or destination address.
Order Type Name: The name or description of the order type associated with the RMA, providing context to the type of transaction.
Customer Account#: The unique account number or identifier associated with the customer initiating the RMA.
Account 3PL Name: The name of the third-party logistics provider associated with the RMA.
Brand: The brand or manufacturer of the returned item, crucial for inventory management and quality control.
Columns Added in RMA Detail:
PTO Id: This column represents the Product Tracking Order identification number or code associated with specific items in the RMA. It aids in tracking and tracing returned products throughout the supply chain or return process.
Account 3PL Name: Similar to the header column, this column in the detail section displays the name of the third-party logistics provider associated with specific items in the RMA.
Quality: Refers to the quality or condition of individual items within the RMA, providing detailed information for processing and disposition.
XoroERP's release notes for its ERP integrated with WMS system showcase notable enhancements within the Vendor Centre module. These improvements aim to streamline vendor management processes and provide users with more comprehensive options and information. Let's dive into these enhancements and define the terms mentioned under various columns in the context of the Vendor Centre module:
Field Dropdowns Added to Vendor Centre Header:
3PL Vendor Type: This dropdown field allows users to select the type of third-party logistics (3PL) vendor from the available options in the dropdown menu. The options include:
All Type: Represents all types of vendors, including general vendors and 3PL account vendors.
General Vendor: Refers to vendors providing general goods or services but not specialized in 3PL services.
3PL Account Vendor: Indicates vendors specifically engaged in providing 3PL services, such as warehousing, transportation, or fulfillment services.
3PL Account: This dropdown field enables users to select the type of 3PL account associated with the vendor. 3PL accounts are created using the Accounts module and can vary based on the services and capabilities offered by the third-party logistics provider.
Columns Added in the Header Icons Field:
3PL Account Name: This column displays the name of the 3PL account associated with the vendor.
3PL Account Code: Represents the unique code or identifier assigned to the 3PL account.
3PL Account Description: Provides a brief description or details about the 3PL account's services, capabilities, or specialization.
3PL Vendor Type: Indicates the type of vendor, specifically focusing on the 3PL aspect, whether it's a general vendor or a 3PL account vendor.
These additions in the Vendor Centre module offer users enhanced flexibility in categorizing and managing vendors, especially those involved in third-party logistics services.
Generate Cycle Count module enhancements in XoroERP's integrated ERP with WMS system are designed to improve inventory management processes. Let's elaborate on these enhancements and define the terms mentioned under various columns:
If the WMS OFF: Two new options have been added to the Generate Cycle Count Field dropdown:
Item & Location: This functionality generates cycle counts based on the combination of items and their respective locations in the warehouse. It helps in accurately tracking inventory levels and ensuring stock accuracy. Suppose a company operates multiple warehouses and wants to conduct a thorough inventory audit for specific products across different locations. In such a scenario, the Item & Location cycle count option enables them to target specific items at precise locations, ensuring comprehensive inventory accuracy checks and effective stock management.
If the WMS ON:
Added new Option (Cycle count queue):
This option generates cycle counts specifically for missing items that are part of the WMS feature. It focuses on reconciling discrepancies and maintaining inventory integrity within the warehouse management system.
Store Dropdown:
This dropdown allows users to filter data based on a particular store. It enables targeted analysis and management of inventory across different store locations, improving operational efficiency and inventory control.
Introduction of Break Cycle Count By Option: XoroERP has introduced a new feature in the Generate Cycle Count Pro Module called "Break Cycle Count By." Users can access this option by clicking on the "Generate Cycle Counts" link, which opens a popup window with the "Break Cycle Count By" option. When generating cycle counts using the Break Cycle Count By, users can select a criteria, such as Zone, from the popup window. Choosing the Zone option will break down the data based on location zones within the warehouse. Subsequently, multiple cycle counts will be generated, each corresponding to a specific location zone. This functionality offers a more granular approach to cycle counting, allowing for targeted inventory management and accuracy improvements.
These enhancements in the Generate Cycle Count module offer advanced functionality for inventory tracking and reconciliation, particularly in the context of item-location combinations and missing items within the WMS environment. The addition of the store dropdown further enhances usability and data filtering capabilities for efficient inventory management.
Cycle Count Detail View in Search Field Dropdown:
XoroERP has enhanced the Cycle Count Centre by introducing a new Cycle Count detail view option in the Search field dropdown. This feature enables users to access a detailed view of cycle counts directly from the search interface. Users can quickly review essential information such as item quantities, locations, and status without navigating to separate screens, enhancing productivity and data accessibility.
SubForm for Cycle Count:
A SubForm has been added to the Cycle Count Centre, providing a structured and organized view of cycle count-related data. This SubForm feature enhances data presentation, allowing users to view and manage cycle count details more efficiently. Users can navigate through cycle count information seamlessly, improving overall usability and workflow management.
Edit in New Window Feature in Context View Options:
XoroERP now includes an Edit in New Window feature accessible via right-click options in the context view. This feature allows users to open cycle count details in a new window for editing purposes. It streamlines the editing process, providing a focused environment for making changes without disrupting the main interface. This feature enhances user experience and productivity during cycle count management.
Status Options in Cycle Count Centre:
The Cycle Count Centre now includes status indicators such as open, in progress, accepted, and void. These status options provide valuable insights into the progress and status of cycle counts. Users can easily track ongoing counts, identify completed counts, and manage exceptions effectively. This feature enhances visibility and control over cycle count activities within the ERP-WMS system.
Store Filter for Data Filtering:
XoroERP has introduced a Store filter in the Cycle Count Centre, allowing users to filter cycle count data based on specific stores. This filter functionality enhances data analysis and organization by enabling users to focus on cycle counts related to particular stores.
Cycle Count Generation Functionality: XoroERP has introduced a significant functionality enhancement in the Cycle Count Entry Module. When generating cycle counts, the Count Id field is now configured to start from 1 for every cycle count. This ensures a systematic and organized approach to cycle count identification, simplifying tracking and management of cycle count records.
Added Columns: The Cycle Count Entry Module now includes additional columns for enhanced data capture and analysis:
Recounted Count: This column records the count obtained after a recounting process, providing visibility into discrepancies and accuracy improvements.
Is Moved?: Indicates whether the inventory item has been moved or relocated during the cycle count process, helping to identify potential inventory discrepancies.
Adjustment After Count: Records any adjustments made to inventory levels after the cycle count is completed, facilitating accurate inventory reconciliation.
Is Adjustment Exists After Count?: This column flags whether adjustments exist in inventory levels after the cycle count, alerting users to potential discrepancies or changes post-count.
With the recent integration of our Warehouse Management System (WMS) into the XoroERP, we have added a new field and search option in the Pack and Ship module. This update is designed to streamline your workflow and improve efficiency in order processing and shipment.
SO Batch #: This field shows the unique identifier of the batch for a sales order. Orders assigned to a batch will be shipped together as a batch.
The SO Batch # option has also been added to the Search By dropdown in the Pack and Ship Centre. Users can now search by the batch number to retrieve all order lines within that batch, facilitating batch packing and shipping.
Following the integration of our Warehouse Management System (WMS) with XoroERP, we have implemented several enhancements to the Wave Centre to improve the tracking and management of wave processes. These updates include new statuses, additional columns, and a new header-level option, designed to provide better visibility and control over warehouse operations:
To better track the wave process, we have introduced four new statuses:
In Staging: This status indicates that the items have been picked from the shelves and are now waiting in the staging area to be processed further. In staging, the items are typically grouped together based on their destination or order.
Staged: Once the items have been organized in the staging area, they are considered to be staged. This means that they are ready to move to the packing step in the process.
In Packing: This status indicates that items are currently being prepared for shipment. This could involve placing the items in boxes, adding packing materials, and labeling the packages.
Packed: This status indicates that the items have been successfully packed and are ready to be shipped out to customers. Once the items reach this status, they are typically moved to a shipping area for further processing.
In addition to the new status, a few new columns have also been added to better indicate the wave details.
Carton Break Rule: This column displays the selected carton break rule for items in the wave.
Replen pending?: This column indicates if the replenishment is pending.
Total Un-Picked Replen Qty: This column shows the total quantity of items that have not been picked for replenishment.
Missing Item Qty: This field captures the quantity of any items that are missing from the order.
Original Missing Item Qty: This field shows the original quantity of missing items recorded by the picker.
A new option has also been added at the header level:
Reassign Picking Task: This option allows you to change the assignee of the picking task. When you click on this option, the "Reassign Picking Task" screen will appear.
On this screen, you will see the Task number and the Current Assignee. To reassign the task, select a new assignee from the New Assignee (WMS User) dropdown, then click Assign Tasks to update the task with the new assignee. This allows for flexible task management and ensures the picking process is handled by the appropriate personnel.
With the integration of our Warehouse Management System (WMS) into XoroERP, we have introduced several enhancements to the Packing Slip Centre to improve the tracking and management of packing slips. These updates include a new detailed view and additional columns in the header view, designed to provide more comprehensive and actionable information:
We have added a new view, "Packing Slip Detail" in the view. Users can access this view through the "Search By" dropdown. This view displays item-wise records of all items in the packing slip, offering a more detailed perspective compared to the header view.
New columns have been included in the header view of the packing slip centre to provide additional information.
Carton Weight: This column indicates the total weight of all the cartons associated with the packing slip. It helps in ensuring accurate shipment weight calculations and compliance with carrier weight limits.
Total Carton Count: This field shows the total number of cartons included in the packing slip. It provides a quick overview of how many cartons are being shipped for the respective order.
Lead Order Number: This field displays the order number of the primary order number of the sales order batch associated with the packing slip.
Sales Order Batch: This field shows the unique identifier of the batch for the sales order associated with the packing slip.
We've introduced a significant enhancement: Support for LPN attributes within the "Add New Location" popup. This refers to a dialog or window within the XoroERP interface where users can input details when creating a new location for inventory management. Let's break down this update:
LPN Attributes Support: LPN stands for "License Plate Number." In inventory management, LPNs are unique identifiers assigned to individual units of stock, often used in warehouse operations to track items throughout their lifecycle. By adding support for LPN attributes, XoroERP now enables users to include specific information related to these unique identifiers when making inventory adjustments.
Added Export Query for Packing Slip Detail in Search Dropdown:
The Data Export Centre now includes an export query option for Packing Slip Detail within the Search dropdown. This enhancement enables users to efficiently extract detailed information about packing slips, including item specifics, quantities, and shipment data. By providing a straightforward way to export this information, users can streamline their reporting and analysis processes, making it easier to manage and track shipping operations. This feature is designed to enhance operational efficiency by simplifying access to comprehensive packing slip details for better decision-making and record-keeping.
Added Export Query for 3PL Charge Entry Detail in Search Dropdown:
We have introduced an export query option for 3PL Charge Entry Detail in the Search dropdown of the Data Export Centre. This new feature allows users to export detailed records of third-party logistics (3PL) charge entries, which include information on various fees and charges associated with 3PL services. By facilitating the export of these detailed entries, users can better analyze and reconcile 3PL costs, improve financial accuracy, and enhance overall cost management. This improvement is aimed at providing greater transparency and control over 3PL-related expenses.
Added Export Query for 3PL Storage Inventory Snapshot in Search Dropdown:
The Data Export Centre now supports an export query for the 3PL Storage Inventory Snapshot within the Search dropdown. This feature enables users to export a snapshot of inventory stored with third-party logistics providers, capturing data such as inventory levels, storage locations, and associated details. With this enhancement, users can easily obtain a comprehensive view of their 3PL storage inventory, facilitating better inventory management, planning, and reporting. The ability to export this snapshot data is intended to improve inventory oversight and help users maintain accurate and up-to-date inventory records.
Store Dropdown for Data Filtering: A new Store dropdown feature has been added to the Sales Order Batch Centre, allowing users to filter data based on a specific store. This enhancement enables more precise management of sales orders by isolating information relevant to individual store locations. By filtering data through the Store dropdown, users can quickly access and manage store-specific sales orders, improving efficiency and accuracy in processing and tracking orders.
Batch Delete Sales Orders in Header Options: We have introduced the ability to batch delete sales orders directly from the Header Options. This new feature streamlines the process of removing multiple sales orders at once, saving valuable time and reducing the effort required for order management. With batch deletion capabilities, users can maintain a cleaner and more organized sales order system, ensuring that outdated or unnecessary orders are efficiently removed.
Carton Count and Pallet Count in Header Icons: The Columns section in the Header Icons now includes Carton Count and Pallet Count. This addition provides users with immediate visibility of the total number of cartons and pallets associated with sales orders, enhancing inventory tracking and logistics planning. By displaying Carton Count and Pallet Count, users can better manage packaging and shipping requirements, leading to more effective and informed decision-making in the sales order fulfillment process.
