ITB
1. Overview
The ITB 3PL Integration in XoroERP enables seamless two-way communication between XoroERP and ITB’s warehouse management system. This integration ensures real-time synchronization of products, orders, shipments, and ASNs across both platforms — from order creation in XoroERP to fulfillment, shipping, and inventory updates by ITB.
Through this integration:
Orders are automatically exported from XoroERP to ITB for fulfillment.
ITB updates Shipment Confirmations and ASN (Advance Shipping Notice) details directly back into XoroERP.
Voided waves in XoroERP automatically cancel the corresponding orders in ITB.
SKU creation and updates are supported in both systems, ensuring consistent product data.
This automation minimizes manual data entry, reduces errors, and provides a consistent, real-time flow of warehouse data between platforms.
2. Installation
Step 1: Connect to XoroERP
Log in to your XoroERP account.
Navigate to the Apps module from the main dashboard.
Click on the 3PL Connections tab.
Select Add 3PL Connection and choose ITB 3PL from the available integrations.
Step 2: Install the Integration App
Click Install to add the ITB 3PL integration.
After installation, it appears under your integrations list in XoroERP.
Step 3: Login Using Credentials
To connect XoroERP with ITB 3PL, you must fill in the following credential fields:
Account Name: The name of your ITB 3PL account.
API End Point: The URL provided by ITB for API access.
Business Code: The code representing your business unit in ITB.
Facility Code: The code for your specific warehouse or fulfillment facility.
User Name: Your ITB account username.
Password: Your ITB account password.
Company Code: The code representing your company in ITB’s system.
After entering all the credentials, click Sign In. Once validated, the ITB 3PL integration will be active, enabling automated export and import of orders, shipments, ASNs, and SKUs between XoroERP and ITB.
3. Workflow
The ITB 3PL integration automates the complete fulfillment lifecycle:
Step 1: Wave Creation
Orders in XoroERP are grouped into waves representing sets ready for fulfillment.
Step 2: Automatic Export to ITB
When a wave is ready, orders are exported to ITB for picking, packing, and shipment.
Step 3: ASN Push and Confirmation
Advance Shipping Notices (ASNs) are sent from XoroERP to ITB for relevant Purchase Orders or RMAs.
ITB sends ASN confirmations back to XoroERP, verifying receipt and processing.
Step 4: Shipment Fulfillment
ITB communicates shipment confirmations back to XoroERP, including tracking details.
Step 5: Automatic Order Cancellation
If a wave is voided in XoroERP, the corresponding ITB order is automatically canceled.
Step 6: Invoice Generation
Once shipment confirmations are received, invoices are generated automatically in XoroERP, completing the fulfillment cycle.
4. Configuration Settings
Users can control the flow, frequency, and content of data exchanged between XoroERP and ITB.
4.1 Data Export Settings (ITB)
Export Orders to ITB (Checkbox)
Enables order export from XoroERP to ITB.
No store selected → all store orders exported.
Specific store selected → only that store’s orders exported.
Additional Options
Block Waves Created via QuickShip → Prevents QuickShip-generated waves from export.
Split Quantity → Allows partial quantity export for partially fulfilled orders.
Ship Method Name(s) – Exclude specific ship methods (e.g., Local Pickup). Leave blank for all methods. Blocked SKU(s) – Enter SKUs to exclude from export. Leave blank to include all. Allowed Customer(s) – Limit exports to specific customers. Leave blank for all. Disable Multishipment (Checkbox) – When enabled, ITB shipment confirmation is treated as final; remaining quantities are unallocated.
4.2 Filter Options
Refine exported orders using filters:
Filter Name: Ship to Country | Order Date | Third Party Source | Order Tags | Ship Service | Order Type
Operators: Contains | Does Not Contain | Equals | Greater Than | Less Than
Value: Enter keywords or numerical values.
Example: Filter “Order Tag contains ITB” ensures only ITB-tagged orders are exported.
4.3 Pricing & Markup Settings
Default SKU: Used when shipment confirmations lack SKU data.
Shipping Markup: Adds a percentage-based markup on shipping costs (e.g., 10 → adds 10%).
Shipping Markup Order Type: Apply markup to selected order types; leave blank for all.
Auto Create Carrier and Ship Services (Checkbox): Automatically creates missing carriers or shipping methods in XoroERP to prevent processing failures.
4.4 ASN Settings
Export ASNs to ITB (Checkbox): Enable/disable ASN export.
Batch Receive Location: Default store/location for inventory receipts (Format: StoreName@LocationName).
Batch Receive Location for Damaged Inventory: Default location for damaged goods (Format: DamageCode@StoreName@LocationName).
Enable Inventory Adjustment: Automatically updates inventory in XoroERP based on ITB data.
Third Party Warehouse (Dropdown): Select the ITB warehouse representing 3PL fulfillment.
4.5 Import/Export Scheduling
Enable Auto Import/Export (Checkbox): Automatically fetch/push data on schedule.
Integration Start Date, Hour/Minute: Define start and interval for recurring imports/exports.
Auto Import Start Time Offset: Adjust fetch time earlier by defined minutes.
Enable Pending Ship Confirmation Sync (Checkbox): Fetch pending shipment confirmations automatically.
4.6 Time Zone & Notifications
Time Zone: Choose operational time zone for scheduling syncs.
Email Notifications:
Receive Import Error Notifications: Immediate alerts for import failures.
Instant Error Email(s): Comma-separated addresses.
Send Daily Error Email: Enable daily summary emails.
Daily Error Email(s): Enter recipients.
Exclude Logs: Filter logs using keywords (supports wildcards like error).
5. Operations Page
Control manual or automated synchronization between XoroERP and ITB.
Header Options
Add Account: Add another ITB account.
Change Account: Switch or update between multiple ITB accounts.
Remove Account: Disconnect ITB integration.
Settings: Access parameters for automated import/export.
Orders Tab
The Orders Tab is used to export sales orders from XoroERP to ITB and monitor their export status in real time.
Key Functions:
Run: Manually export selected sales orders to ITB.
Mark as Resolved: Marks successfully exported orders as completed.
Mark as Unresolved: Reopens failed records for reprocessing.
Filters:
Hide Resolved: Displays only pending or active exports.
Show Errors Only: Displays only orders that failed to export.
Search Fields:
Order#: Search by specific order number.
Keyword: Search by customer name, item, or any relevant tag.
Information Displayed:
Order #: Unique order identifier in XoroERP.
Last Execution Date: Timestamp of the last export attempt.
Message: Status details, including success or failure messages.
Automated Behavior:
Orders voided in XoroERP are automatically canceled in ITB, maintaining system synchronization without manual intervention.
Ship Confirmations Tab
The Ship Confirmations Tab tracks shipment confirmations sent from ITB back to XoroERP, ensuring all fulfilled orders are accurately reflected.
Key Functions:
Run: Manually fetch shipment confirmations from ITB.
Mark as Resolved: Confirms shipment updates as reviewed and complete.
Mark as Unresolved: Reopens failed or incomplete confirmations for reprocessing.
Filters:
Hide Resolved: View only pending confirmations.
Show Errors Only: Display failed or incomplete shipment confirmations.
Search Fields:
Ship Confirmation#: Locate a specific shipment by ID.
Keyword: Search by customer name, order number, or carrier code.
Information Displayed:
Ship Confirmation #: Unique shipment ID received from ITB.
Last Execution Date: Timestamp of the last confirmation import.
Message: Status or error information (e.g., “Shipment Imported Successfully” or “Order Not Found”).
ASNs Tab
The ASNs Tab allows users to export Advance Shipping Notices from XoroERP to ITB, notifying warehouse or production teams of incoming shipments.
Key Functions:
Run: Trigger the export of pending ASNs.
Mark as Resolved / Unresolved: Manage the export state for each ASN record.
Filters:
Hide Resolved and Show Errors Only options are available to refine the view.
Search Fields:
ASN#: Search by ASN number generated in XoroERP.
Keyword: Search by order reference, warehouse, or vendor name.
Information Displayed:
Order #: Reference order associated with the ASN.
Last Execution Date: Timestamp of the last ASN export.
Message: Export result message indicating success or failure.
ASN Confirmations Tab
The ASN Confirmations Tab displays acknowledgment responses received from ITB, confirming that previously sent ASNs were successfully processed.
Key Functions:
Run: Manually re-import ASN confirmations from ITB.
Mark as Resolved / Unresolved: Update record status based on verification.
Filters:
Hide Resolved / Show Errors Only: Narrow the display to pending or failed confirmations.
Search Fields:
ASN Confirmation#: Find specific confirmations by ID.
Keyword: Search using related order numbers or supplier references.
Information Displayed:
Order #: Related order or shipment reference.
Last Execution Date: Timestamp of the confirmation import.
Message: Displays confirmation status or any error information.
SKU Tab
The SKU Tab manages item master synchronization between XoroERP and ITB, ensuring consistency of product details, dimensions, and unit of measurement.
Key Functions:
Run: Push or update SKU details.
Mark as Resolved: Marks SKU synchronization as complete.
Mark as Unresolved: Flags SKU records for re-export or correction.
Filters:
Hide Resolved / Show Errors Only: Easily review only pending or failed SKU updates.
Search Fields:
SKU#: Enter a specific item or SKU number.
Keyword: Search by product name, category, or description.
Information Displayed:
SKU#: Unique item identifier.
Last Execution Date: Timestamp of the last export or update.
Message: Details of export results or synchronization status.
💡 Example: If a SKU’s weight or dimensions are updated in XoroERP, the change will automatically synchronize with ITB, ensuring consistent product specifications across both systems.
Logs Tab
The Logs Tab provides a comprehensive view of all integration activities, including both import and export operations.
Purpose:
Facilitate troubleshooting.
Verify export and import timings.
Confirm successful communication between XoroERP and ITB.
Search/Filter Options:
Export Date: Filter logs by date of export/import.
Type: Import or Export.
Keyword: Search by order number, SKU, or customer.
Order Ref#: Search specific orders or ASNs.
Filters:
Hide Resolved Exports: Shows only open or pending activities.
Show Errors Only: Displays failed transactions for review.
Information Displayed:
Import Date / Start Date / End Date: Timestamps of activity.
Entity Type: Orders, ASNs, SKUs, or Ship Confirmations.
Resolved (Yes/No): Status of the log.
Type: Import or Export.
Example Use Case: Use Show Errors Only to identify failed order exports. Correct the issue in XoroERP (e.g., missing customer or inactive SKU) → Mark as Unresolved → Click Run to retry the export successfully.
6. Summary
The ITB 3PL Integration provides an automated, unified bridge between XoroERP and ITB’s warehouse system.
It supports:
Order Export & Auto-Cancellation
ASN Push & Confirmation
Shipment Confirmation Imports
SKU Create/Update Sync
Error Logging & Real-Time Monitoring
⚡ This integration transforms manual logistics into a synchronized, automated, and error-free workflow within XoroERP.
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