March 3.0 2025 Release
Automatic Cancellation of Sales Order Quantities on Inventory Shortage
We have introduced a new functionality that automatically cancels unfulfillable quantities in sales orders based on available On-Hand inventory at the time of order creation. This enhancement ensures that only the fulfillable quantity is processed, reducing order discrepancies and improving inventory accuracy.
Key Features
Automated Quantity Cancellation: The system now automatically cancels unfulfillable quantities on sales orders, ensuring that orders are accurate and up-to-date.
Configurable Settings: Two new app configurations have been introduced to control this functionality:
Auto-Cancel Sales Order on Inventory Shortage: This setting allows the system to automatically mark orders for cancellation if insufficient inventory is available when creating a sales order. When this config is enabled, the "Auto Update Cancel Qty On SO?" option is enabled in the "Other" tab of the sales order. If this option is selected, any unfulfillable item quantities will be automatically canceled upon saving the order. Please remember to enable this option before creating the order to enable auto cancellation.
Include Not Available Inventory While Calculating Cancel Qty For Orders: Determines whether 'Not Available' inventory is considered when calculating cancel quantities. If this config is enabled, the 'Not Available' inventory will be considered when calculating cancel quantities. If this is disabled, the 'Not Available' inventory will not be considered.
It is important to note that users have to enable "Auto Update Cancel Qty On SO?" option on sales order before creating the order.
Functionality Details:
The Auto Cancel Quantity Update on Sales Order feature works as follows:
Zero On-Hand Inventory: If a sales order is created with an item that has 0 (zero) On-Hand quantity, the order is completely cancelled and the status of the sales order will be updated accordingly.
Partial Fulfillment: If the ordered quantity exceeds the available On-Hand inventory, the system fulfills the available quantity and cancels the remaining units. For Example:
Order Quantity: 10
On-Hand Quantity: 5
In this case 5 units fulfilled, 5 units auto-cancelled, leading to partial fulfillment of the order.
Sufficient On-Hand Inventory: If the Order Quantity equals the On-Hand Quantity (e.g., Order Qty: 10, On-Hand Qty: 10), the order line is fulfilled completely without cancellation.
Pallet field Added to WMS Packing module
We have added "Pallet" column in the Packing module. This field allows you to add a pallet number to palletize the LPN.
If an existing pallet number is entered, the system registers the pallet.
If a new pallet number is entered, a new pallet is automatically created.
New "ATS (Including Open SO)" Column Added to Item Inventory Snapshot Module
We have introduced a new column, "ATS (Including Open SO)," in the Item Inventory Snapshot module. This addition will provide users with a clearer understanding of available inventory by taking open sales orders into account.
Key Features:
New Column Introduction: The "ATS (Including Open SO)" column displays the available to sell (ATS) inventory while factoring in open sales orders that are currently in draft status.
Calculation Formula: The ATS (including open sales orders) is calculated as follows:
ATS (Including Open SO) = ATS - SO (on draft) This formula allows users to easily see the adjusted inventory levels after accounting for sales orders that have not yet been finalized.
3PL Account Column and Account 3PL Dropdown Added in WMS Pick Task Assignment
We have introduced the "3PL Account" column and "Account 3PL" dropdown in the Pick Task Assignment module. These enhancements improve visibility and filtering options for third-party logistics (3PL) operations.
Key Features:
3PL Account Column:
The Account 3PL column displays the 3PL account associated with each pick task.
Account 3PL Dropdown:
The 3PL account dropdown allows users to filter pick tasks based on the assigned 3PL account.
Inventory Change Log Enhancement for Outgoing Transactions
Overview
We have enhanced the Inventory Change Log feature in XoroERP to now include outgoing transactions for inventory movements in the Move Pallet and Putaway modules using the Receiving module in XoroWMS.
Key Features
Previously, the Inventory Change Log only displayed incoming transactions—showing where inventory was moved to.
Outgoing transactions (where the inventory was moved from) were not tracked in the log.
With this update, the Change Log now records both incoming and outgoing transactions, offering greater visibility into inventory movements.
Impact & Benefits
Enhanced Inventory Tracking – Users can now see a complete movement history, reducing ambiguity in stock transfers.
Improved Audit Trail – Full visibility into both source and destination locations of inventory.
Better Operational Control – Helps warehouse teams track inventory flow more accurately for Putaway and Move Pallet operations.
How It Works
Navigate to WMS → Receiving → Putaway / Move Pallet.
Perform an inventory movement.
Check the Inventory Change Log to view both incoming and outgoing transactions.
For any questions or support, please reach out to our help desk.
Expanded Priority Code Update in Wave Centre
Overview
We have enhanced the Priority Code Update functionality in the Wave Centre, allowing greater flexibility in managing wave priorities across different statuses.
Key Features
Previously: Priority code updates were only allowed for waves in Partially Allocated or Fully Allocated statuses.
Now: Priority code can be updated for all statuses except Closed, enabling better control over wave processing.
Impact & Benefits
Greater Flexibility – Modify priority codes at any stage before closure, improving workflow adjustments. Enhanced Wave Management – Optimize picking and fulfillment priorities dynamically. Improved Operational Efficiency – Reduces restrictions, allowing users to make necessary priority changes without waiting for specific statuses.
How It Works
Navigate to Wave Search Centre in XoroWMS.
Select a wave in any status except Closed.
Update the Priority Code as needed.
Save changes and proceed with operations.
Enhanced Move Inventory by Item Screen
Overview
We have enhanced the Move Inventory by Item screen with new functionality to improve efficiency and flexibility in inventory movement.
Key Features
Multi-Item Scanning: Users can now scan multiple items at once, streamlining the inventory move process.
Configurable Memo Field: The Memo field is now configuration-based, allowing businesses to customize its usage.
New App Configurations to Support These Enhancements:
Qty Entering Mode for Move Inventory – This new configuration allows users to select the quantity entering mode from the following options:
Scan Per Unit
Enter Quantity Manually
Scan Per Unit Without Stepper
Flexible
Show Memo Field in Move by Item – This configuration controls whether the memo field is displayed in the Move by Item screen, allowing for a customizable workflow.
How It Works
Navigate to Move Inventory by Item in XoroWMS.
Use the scanner to scan multiple items simultaneously.
Enter details and utilize the configurable Memo field as needed.
Save and complete the move process.
Move Inventory by Item Enhancements
Overview
We have introduced key enhancements to the Move Inventory by Item screen, improving efficiency, flexibility, and customization options for inventory movement.
What’s New?
Updated the Move Inventory by Item screen to allow scanning multiple items at once. Now users can scan different items at one time based on the LPN#.
Made the Memo field configuration-based for greater flexibility.
Added support for moving multiple items simultaneously from multiple LPNs or a single LPN to a single LPN.
Introduced two new app configurations:
Show Memo Field in Move Inventory by Item – Allows users to enable or disable the memo field.
Quantity Entering Mode for Move Inventory by Item – Users can now choose from the following quantity entry modes:
Scan Per Unit
Enter Quantity Manually
Scan Per Unit Without Stepper
Flexible
Added LPN Identifier (LPN#/Batch#) in Move Inventory by Item for better tracking.
Implemented support for virtual LPNs and locations in the form of From Location. Here users can fill in the LPN# for virtual locations.
How It Works
Navigate to Move Inventory by Item in XoroWMS.
Scan multiple items simultaneously from multiple LPNs or a single LPN to a single LPN.
Configure the Qty Entering Mode based on operational needs.
Enable or disable the Memo Field using the app configuration.
Use the LPN Identifier (LPN#/Batch#) for improved inventory tracking.
Take advantage of virtual LPN and location support for streamlined inventory movements.
WMS – Allocation & Case Picking
Overview
We have introduced a new capability in XoroWMS that allows users to allocate and case-pick mixed LPNs from reserve locations. This enhancement improves flexibility and efficiency in warehouse operations, enabling better inventory utilization.
Key Features
Users can now allocate mixed LPNs directly from reserve locations.
Case picking is now supported for mixed LPNs, allowing for more granular control over inventory movement.
This update ensures optimized allocation and picking workflows, reducing handling time and improving order fulfillment.
How It Works
Navigate to WMS → Allocation / Case Picking.
Select the reserve location containing mixed LPNs.
Allocate and case-pick inventory directly from the mixed LPNs.
Proceed with order fulfillment as usual.
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