January 2026 Release
Vendor Bill# Column added in Item Purchase History
Overview:
The Purchase History tab in the Item Subform provides a detailed view of all purchase transactions associated with an item. This section is critical for tracking procurement activity, vendor interactions, and historical pricing.
A new column, “Vendor Bill#”, has been added to the Purchase History grid within the Item Subform. This column displays the vendor’s bill number associated with each purchase transaction, aligning the view with the Bill Centre and improving cross-referencing capabilities.
Key Enhancements:
Improved Traceability: Users can now directly view the vendor’s bill number alongside each purchase transaction in the Purchase History tab of Item Subform without needing to navigate to the Bill module.
Enhanced Visibility: Provides a more complete view of purchase-related data in a single place.
Reduced Navigation Effort: Minimizes the need to open individual bills to identify vendor bill references, saving time and improving efficiency.
Batch Update Sales Notes in Item Centre
Overview:
The Item Centre in XoroERP enables users to manage and update item-related information efficiently through batch update functionality. This feature allows users to modify multiple item records simultaneously without opening each item individually.
With this enhancement, the Sales Notes field is now supported within the batch update process, allowing users to update sales-related notes across multiple items in a single action.
Key Enhancements:
Improved Efficiency: Reduces time spent updating Sales Notes individually for multiple items.
Consistent Data Management: Ensures uniform sales-related messaging or notes across multiple items.
Reduced Manual Effort: Eliminates repetitive manual updates, especially for bulk changes.
Enhanced Usability: Provides a more streamlined approach to maintaining item-level sales information within the system.
Default Sales Rep and Order Type Handling in Sales Orders
Overview:
This enhancement standardizes how Sales Rep and Order Type are assigned during Sales Order creation when these values are not explicitly defined in the Presentation.
The system now intelligently defaults Sales Rep and Order Type values based on a defined priority, ensuring smoother B2B order creation while maintaining flexibility and data consistency.
Priority Order:
Logged-in Sales Rep User: If the order is created by a Sales Rep user, that user is assigned as the Sales Rep.
Presentation: If a Sales Rep is defined in the Primary tab of the Presentation settings, it is assigned when the logged-in user is not a Sales Rep.
Customer: If the Sales Rep is not defined in either of the above, the Sales Rep defined at the Customer level is assigned.
Order Type follows the same priority logic as Sales Rep.
Order Type follows the same priority logic as Sales Rep.
How It Works:
Step 1: Open the Presentation through which you want to place the order. In the Primary tab of the Presentation, you can select the Sales Rep.
If it is not selected here, you will be required to select a Sales Rep on the checkout page, as the system will not allow you to proceed without it.
If the Sales Rep is defined at the Customer level, the system will automatically populate the Sales Rep field on the checkout page.
Step 2: Choose the Sales Rep you want for your B2B Order.
Step 3: Similarly, in the Other Attributes tab of the Presentation settings, you will see the Order Type field, where you can select a value if it is not defined in the Customer settings.
If the Order Type is already defined at the Customer level, the system will automatically fetch it from there.
Step 4: Click on the Submit Order button. The Sales Order is created and can be viewed in the Sales Order Centre.
Step 5: The system assigns the Sales Rep and Order Type values based on the defined priority logic.
Dynamic Cost Update in Manufacturing Orders
Overview:
This enhancement improves the accuracy of cost representation in Manufacturing Orders (MO) by dynamically updating the Unit Cost and Total Cost fields based on the latest transaction values.
Previously, MO line costs remained static after production, even if the underlying inventory costs changed. With this update, the system ensures that when you open the MO subform or edit it in a new window, the MO line costs always reflect the most recent average cost derived from inventory transactions.
Key Enhancements
Transaction-Based Cost Sync: MO line costs now reflect the latest average cost from inventory transactions.
Dynamic Cost Refresh: Unit Cost and Total Cost are automatically updated when the MO is accessed.
Accurate Post-Production Costing: Changes in raw material average cost after MO production are reflected in MO lines.
Consistency Across Modules: Cost values in MO align with Inventory Valuation and transaction records.
No Manual Intervention Required: Eliminates the need for manual cost reconciliation or updates.
How It Works:
Step 1: Create and produce a Manufacturing Order (MO) using raw materials. At this stage, the Unit Cost is calculated based on the current average cost of the raw material (e.g., 10.00, as shown in the MO line).
Step 2: If the average cost of raw material items changes due to subsequent inventory transactions (e.g., item receipt, adjustment), the inventory valuation is updated.
Step 3: Right-click on the produced MO in the Manufacturing Order Centre and click on the Edit in New Window option, or open the MO Subform view.
Step 4: The system fetches the latest cost from related inventory transactions and updates Unit Cost and Total Cost values.
System Alert for Unconfigured or Inactive Home Country
Overview:
To improve system awareness and prevent configuration gaps, an ERP-wide alert has been introduced to notify users when a Home Country is not configured or is inactive.
Since the Home Country plays a critical role in transactions, taxation, and regional settings, this enhancement ensures users are proactively informed and can take corrective action without encountering downstream issues.
Key Enhancements:
Introduced an ERP-wide alert message when no Home Country is set or when the configured Home Country is inactive.
The alert is consistently displayed across multiple modules, including Sales, Purchase, B2B, Warehouse, Inventory, Manufacturing, Accounting, Admin, Users, and Reports.
Ensures better visibility and prevents users from operating the system with incomplete country configuration.
Eliminates silent failures or confusion caused by a missing Home Country setup.
How It Works:
Step 1: Navigate to the Country Centre module. If no country is marked as the Home Country (or the configured Home Country is inactive), the system identifies this as a missing configuration.
Step 2: When you navigate to various modules (such as Sales, Purchase, Inventory, B2B, Warehouse, etc.), an alert message is displayed notifying the user that the Home Country is not configured.
Order Tags Added to Purchase Order Centre (Detail View)
Overview:
To enhance visibility and usability of Purchase Order data, the Order Tags defined at the Purchase Order header level are now available in the Purchase Order Centre (Detail level view).
This allows users to easily identify, filter, and analyze purchase orders based on tags directly from the detail grid, without needing to open individual records.
Key Enhancements:
Added Order Tags (header-level) to the Purchase Order Centre – Detail view.
Introduced a Tags column to display all tags associated with the Purchase Order.
Enabled search and filtering based on tags using both quick search and advanced search.
Ensures consistency between Purchase Order entry and reporting views.
Improves traceability and categorization of purchase orders at the line-item level.
How It Works:
Step 1: Create or open a Purchase Order and add the required tags in the Order Tags field under the Other Info tab at the header level.
Step 2: Navigate to Purchase Order Centre and select Search By: Purchase Order Detail.
Step 3: In the detail grid, select the Tags column to view header-level tags for each corresponding line item.
Step 4: You can also use the Advanced Search option and select Tags as a filter to find specific purchase orders based on tag values.
Addition of a Dropdown Field for Selecting the Print Requester in the Print Modal
Overview:
This enhancement introduces the ability to select a Print Requester while printing Sales Orders directly from the Sales Order Centre. It allows users to route print jobs through a specific, configured print requester, improving control and flexibility in the printing process.
Enhancement Added:
A new field, Print Requester, has been added in the Select Reporting Template pop-up in the Sales Order Centre, which appears when the user initiates the Print action (via right-click) on one or more Sales Orders.
This field is a dropdown displayed next to the Send to Printer toggle and lists all available Print Requesters configured in the system.
Prerequisite:
App Config "Enable Xoro Print Service", available under Menu → App Config → System, must be enabled for this enhancement to work.
Functionality:
When App Config is Enabled:
The Send to Printer toggle is available in the print pop-up.
Once the toggle is turned ON, the Print Requester dropdown is enabled, allowing users to select a Print Requester from the list.
When a Print Requester is selected, the print job is routed through the selected Print Requester, and the Sales Order is added to the Print Service Queue.
When App Config is Disabled:
The Send to Printer toggle is not available in the print pop-up.
The Print Requester dropdown is also not visible, and printing follows the default behavior.
How It Works:
Step 1: Navigate to Menu → App Config → System and enable the app config "Enable Xoro Print Service".
Step 2: Go to the Sales Order Centre, select one or multiple Sales Orders, and click on the Print option from the Options dropdown menu.
Step 3: The Select Reporting Template pop-up appears. Turn ON the Send to Printer toggle and select a Print Requester from the dropdown field.
Step 4: Click the Print button. The Sales Order(s) are sent to the Print Service Queue using the selected Print Requester.
Enhancement to Batch Creation Criteria for Sales Order and Invoices
Overview:
This enhancement introduces configurable criteria for grouping Sales Orders and Invoices during batch creation. Two new app configurations, Invoice Batch Creation Criteria and Sales Batch Creation Criteria, have been added that allow users to control how records are consolidated into batches based on selected parameters.
Additionally, a PAPS# editable field has been introduced in the Sales Order Batch and Invoice Batch sub-forms. These enhancements provide greater flexibility in batch processing by ensuring that only records meeting the defined grouping criteria are included in the same batch.
Enhancement Added:
PAPS# editable field in the Sales Order Batch sub-form and Invoice Batch sub-form.
PAPS# column in the respective Batch Centres
Sales Order Batch Center
Invoice & Packing Slip Batch Centre
Consolidation Identifier Enhancement: A new dropdown option “Nothing Selected” has been added to the Consolidation Identifier field in the Generate Invoice Batch subform.
Configuration Details:
Invoice Batch Creation Criteria
Configuration Location: Menu → App Config → General → Invoice Batch Creation Criteria
Type: Multi-select Dropdown
Available Options:
Tracking Number
BOL Number
Currency
Customer
Sales Batch Creation Criteria
Configuration Location: Menu → App Config → General → Sales Batch Creation Criteria
Type: Multi-select Dropdown
Available Options:
Store
Currency
Customer
Multiple options can be selected in the app configuration dropdowns.
Workflow:
Creating an Invoice Batch
Step 1: Navigate to Menu → App Config → General → Invoice Batch Creation Criteria and select the parameters that should be used for grouping invoices.
Step 2: Go to the Invoice Centre and select the invoices you want to include in a batch. Click Generate Invoice Batch from the Options dropdown menu.
Step 3: A pop-up will appear displaying the Consolidation Identifier dropdown. Select one of the following options:
Nothing Selected
Tracking Number
BOL Number
Step 4: Click Generate. The system evaluates invoices based on the selected App Configuration parameters and the Consolidation Identifier selected from the UI.
Step 5: Invoices meeting the grouping criteria are included in the same batch. Invoices missing required identifiers (such as Tracking Number or BOL Number) are excluded from batch creation.
Creating a Sales Order Batch
Step 1: Navigate to Menu → App Config → General → Sales Batch Creation Criteria and select the parameters used to group Sales Orders.
Step 2: Go to the Sales Order Batch Centre and select the orders you want to include in the batch.
Step 3: The system groups orders based on the selected parameters in the app configuration. For example, if only Currency is selected, orders with the same currency will be grouped into the same batch.
System Behavior:
Orders are grouped into the same batch only when the selected parameters share identical values.
If no criteria are selected in the configuration, the system creates a single batch containing all selected records.
By default, all parameters are selected in the app configurations.
If Invoices or Sales Orders do not contain the parameters selected in the app configuration for grouping, those records are not included in the generated batch.
You will be unable to generate a new batch for orders already existing in a batch.
If the SO/Invoice batch contains multiple customers, then the customer name and customer account number will show comma-separated values in the Batch header data.
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