NRI
1. Overview
The NRI 3PL Integration in XoroERP enables seamless communication between XoroERP and NRI’s third-party logistics (3PL) system. This integration ensures real-time synchronization of products, orders, shipments, and inventory across both platforms — from order creation in XoroERP to final fulfillment and shipping confirmation by NRI.
Through this integration:
Orders are automatically exported from XoroERP to NRI for fulfillment.
NRI seamlessly updates Shipment information and Advance Shipping Notice (ASN) details directly into XoroERP.
This automation minimizes manual data entry, eliminates redundancy, and provides a consistent and reliable flow of warehouse information between systems.
2. Installation
Step 1: Connect to XoroERP Instance
Log in to your XoroERP account.
Go to the Apps module from the main dashboard.
Click on the 3PL Connections tab.
Select Add 3PL Connection.
The system will display the available 3PL integrations.
Choose the one you wish to install to begin the setup process.
Step 2: Install the Integration App
Click Install to add the NRI 3PL integration to your XoroERP instance. Once installed, it will be visible under your integrations list.
Step 3: Login Using Credentials
After installation:
Log in using your NRI credentials (API endpoint, user and password provided by NRI.).
Configure your API credentials, default warehouse/store, and operational parameters for export/import automation. Make sure credentials are valid and authorized for 3PL data access.
3. Workflow
The NRI 3PL integration automates the entire fulfillment cycle:
Step 1: Wave Creation
Orders are grouped into waves in XoroERP based on defined allocation rules.
Each wave represents a set of orders ready for fulfillment.
Wave status is automatically monitored and updated.
Step 2: Automatic Export to NRI
Once a wave is ready, orders are automatically exported to NRI for fulfillment.
NRI coordinates picking, packing, and shipping at the assigned store or warehouse.
Step 3: Shipment Fulfillment
Orders are picked, packed, and shipped by the 3PL.
NRI communicates shipment details and tracking numbers back to the client.
Step 4: Ship Confirmation
NRI sends shipping confirmations to XoroERP.
XoroERP updates order and wave statuses, marks orders as shipped, and closes pick-pack operations automatically.
Step 5: Invoice Creation
After shipment confirmation, invoices are auto-generated in XoroERP.
The fulfillment cycle completes, maintaining full traceability from order to shipment.
⚙️ This workflow ensures real-time data exchange and zero manual reconciliation between XoroERP and NRI.
4. Configuration Settings
The configuration section allows you to control what data is exchanged, when, and how often.
Header Options
Add Account – You can use this to add another NRI account to your NRI 3PL account with XoroERP.
Change Account – Clicking this will display a dropdown of all added accounts, allowing you to select or switch between them. You can update or change the linked NRI account as needed.
Remove Account – Disconnect the NRI integration from XoroERP for that particular account.
Settings – Access configuration options to control how data is exchanged between XoroERP and NRI.
4.1 3PL Integration Settings (NRI)
Export Products from Xoro to NRI (Checkbox)
When enabled, product data is exported from XoroERP to NRI.
If no tags are selected, all items are exported.
If tags are selected, only tagged items are included.
Example: Selecting “TAG A” exports only items with that tag.
Export Orders to NRI (Checkbox)
Enables order export from XoroERP to NRI.
If no store selected: all store orders are exported.
If a specific store is selected: only orders from that store are sent.
Additional Options
Block Waves Created via QuickShip → Prevents waves made through QuickShip from being exported to NRI.
Split Quantity → Allows partial quantity export for partially fulfilled orders.
Ship Method Name(s)
Enter ship methods to exclude (e.g., “Local Pickup”).
Leave blank to allow all methods.
Blocked SKU(s)
Enter SKUs to exclude from export.
Leave blank to include all.
Allowed Customer(s)
Restrict export to specific customers.
Leave blank for all customers.
Disable Multishipment (Checkbox)
When enabled, NRI’s shipment confirmation is treated as final.
All wave lines close automatically, and remaining quantities are unallocated.
4.2 Filter Options
You can create filters to fine-tune what orders get exported.
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 NRI” ensures only NRI-tagged orders are exported.
4.3 Pricing and Markup Settings
Default SKU
Used when NRI’s shipment confirmation is missing SKU data. if there is a SKU missing in the confirmation, so in that case,, system will use the default SKU provided in this field.
Shipping Markup
Adds a percentage-based markup on shipping cost.
Example: “10” → adds a 10% increase.
Leave blank for no markup.
Shipping Markup Order Type
Apply markup only to specified order types.
Leave blank to apply to all.
Auto Create Carrier and Ship Services (Checkbox)
Automatically creates missing carriers or ship services in XoroERP to prevent processing failures.
4.4 ASN (Advanced Shipping Notice) Settings
Export ASNs to NRI (Checkbox)
Enable or disable ASN export from XoroERP to NRI.
Batch Receive Location
Define the default store and location for receiving inventory.
Format:
StoreName@LocationName
Batch Receive Location for Damaged Inventory
Default location for damaged items.
Format:
DamageCode@StoreName@LocationName
Send Single ASN for Multiple POs
When enabled, a combined ASN is exported for multiple POs.
When disabled, one ASN per PO is sent.
Restrict Transfer Purchase Order ASN
Prevents ASNs created for transfer POs from being pushed to NRI.
Restrict Return ASN
Blocks ASNs generated via RMA or Credit Memo from being exported.
Use Ship Date as Transaction Date
Uses shipment date as transaction date for consistency in reporting.
Enable Inventory Adjustment
Automatically applies stock adjustments received from NRI.
Third Party Warehouse (Dropdown)
Select the warehouse that represents NRI’s 3PL fulfillment center.
4.5 Inventory Sync Settings
Enable Full Inventory Sync (Checkbox): Activates full inventory synchronization.
Recurring: Runs sync at defined time intervals automatically.
4.6 Import/Export Scheduling
4.7 Time Zone
Select the operational time zone for scheduling syncs.
Enable Auto Import/Export (Checkbox)
When enabled, the system fetches and pushes data automatically based on:
Integration Start Date
Hour / Minute (interval)
Recurring or Once Per Day
Auto Import Start Time Offset
Adjust fetch time earlier by defined minutes. Example: Interval = 30, Offset = 5 → Fetches every 25 minutes.
Enable Pending Ship Confirmation Sync (Checkbox)
When enabled, pending confirmations from NRI are fetched automatically.
Email Notifications
Receive Import Error Notifications (Checkbox): Send instant error alerts.
Instant Error Email(s): Enter comma-separated addresses.
Send Daily Error Email (Checkbox): Send daily summary of errors.
Daily Error Email(s): Enter comma-separated addresses.
Exclude Logs: Filter logs using keywords (supports wildcards like
*error*).
5. Operations Page
This page provides tools to monitor, control, and manually trigger data syncs.
Sync Xoro Data to NRI
Automatically push orders, ASNs, and shipment data.
Start Date / End Date: Define the sync period.
Search Query: Filter specific orders or records.
Automatic Adjustments
Orders and ASNs are pushed instantly.
Ship and ASN confirmations are received automatically from NRI.
Previous Exports
Orders Tab
View pending or completed order exports.
Options:
Run: Push orders manually(used when there is an issue with the order).
Mark as Resolved: Marks as processed and no further action will be performed on the Resolved Order.
Mark as Unresolved: Makes order available for reprocessing.
Checkboxes:
Hide Resolved Exports → Hides completed orders.
Show Errors Only → Displays only failed exports.
Ship Confirmations
The Ship Confirmations section provides a comprehensive view of all shipment confirmations received from NRI(3PL provider). This allows you to track which shipments have been successfully confirmed, identify errors, and take necessary actions to ensure smooth order fulfillment.
Key Actions:
Run: Execute the shipment confirmation process in XoroERP to update the status of pending shipments.
Mark as Resolved: Mark specific confirmations as resolved once the issues are addressed.
Mark as Unresolved: Revert a confirmation to unresolved if further attention is needed.
Filter Options:
Hide Resolved: Exclude resolved confirmations from the view to focus on pending or problematic shipments.
Show Errors Only: Display only the confirmations that encountered errors during processing, helping you quickly identify and resolve issues.
ASNs
Lists all exported ASNs.
Options: Run, Mark as Resolved, Mark as Unresolved.
ASN Confirmations
The ASN Confirmations tab displays all processed Advance Shipment Notice (ASN) confirmations sent by NRI to XoroERP, and XoroERP has processed successfully.
Purpose
To track and manage shipment confirmations received from NRI, ensuring shipment data stays synchronized.
Options
Run: Runs the fetched ASN confirmations for that particular order displayed in the log.
Mark as Resolved: Marks selected confirmations as processed.
Mark as Unresolved: Reopens a previously resolved record for reprocessing.
Usage Example
Shows all ASN confirmations including erroneous.
Options: Run, Mark as Resolved, Mark as Unresolved.
SKU
The SKU tab in the NRI Integration module is designed to manage and monitor the synchronization of product SKUs (Stock Keeping Units) between XoroERP and NRI. This ensures that item data remains consistent across both systems, reducing manual intervention and preventing discrepancies during order or inventory operations.
Purpose:
To ensure that every product (SKU) created or updated in XoroERP is properly reflected in NRI. It helps users track which SKUs are successfully synced, and which needs reprocessing.
Manages SKU synchronization between systems.
Options: Run, Mark as Resolved, Mark as Unresolved.
Action Buttons / Options:
a) Run
This triggers the synchronization process for SKUs.
When clicked, XoroERP attempts to send SKU details (like product name, description, pricing, etc.) to NRI.
If successful, the sync status updates to Resolved.
Useful for bulk or manual re-sync operations when SKUs weren’t automatically updated earlier.
b) Mark as Resolved
This option is used when a synchronization issue has been manually addressed or verified as complete outside of the automated process.
It tells the system to treat that SKU as successfully synced, even if the earlier attempt had failed.
Helpful in cases where the SKU already exists in NRI but was flagged as not synced due to minor data mismatches.
c) Mark as Unresolved
Marks the selected SKU(s) as Unresolved, signaling that there is still a pending issue requiring attention.
Example Use Case:
Let’s say a new SKU was added in XoroERP — SKU: ABC123. During integration:
The Run option pushes ABC123 to NRI.
If successful → status = Resolved.
If there’s a mismatch (say, missing UOM or invalid category), it will show as Unresolved.
After manually fixing the error, you can click Run again or mark it as Resolved if already corrected in NRI.
If a data inconsistency is detected on Xoro’s end, an error message will be displayed. Once the item is updated in Xoro, a new log entry will be generated for the same item, which will then be automatically pushed to the system.
Logs
The Logs tab tracks all synchronization activities between XoroERP and NRI, providing visibility into exports, updates, and potential errors.
Purpose
To monitor and troubleshoot integration events such as SKU, Order, Shipment, and Inventory syncs.
Columns
Export Date: Date and time of the export activity.
Type: Data type exported (e.g., Order, SKU, Inventory, Shipment).
Keyword: Identifier used for quick reference (e.g., SKU or order number).
Order Ref#: Order reference number related to the export.
Filters
Hide Resolved Exports: Displays only unresolved or pending exports for easier issue tracking.
Show Errors Only: Filters the list to show only failed exports, simplifying troubleshooting.
Usage Example
If an order fails to sync, apply the Show Errors Only filter, locate the entry using Order Ref#, review the error, and retry the export once corrected.
Displays integration activities.
Filters: Hide Resolved Exports, Show Errors Only.
Columns: Export Date, Type, Keyword, Order Ref#.
Summary
The NRI 3PL Integration in XoroERP provides a complete, automated, and configurable bridge between XoroERP and NRI’s fulfillment system. It handles order exports, shipment and ASN imports, inventory synchronization, and carrier management — all from a single unified interface.
With fine-grained filters, automatic scheduling, and error handling, this integration ensures:
Faster fulfillment
Fewer manual errors
Accurate inventory visibility
Smooth 3PL collaboration
⚡ In short, NRI 3PL Integration transforms manual logistics into an automated, error-free, and transparent workflow within XoroERP.
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