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 updates shipment and ASN (Advance Shipping Notice) details directly back into XoroERP.

  • Users gain complete visibility into order status, fulfillment progress, and inventory adjustments.

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

Enter your ERP instance URL in the integration setup page and click Submit. This step establishes a secure connection between your XoroERP environment and the NRI 3PL app.

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 key, client ID, etc.).

  • 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 – Connect your NRI 3PL account with XoroERP.

  • Change Account – Update or switch the linked NRI account credentials.

  • Remove Account – Disconnect the NRI integration from XoroERP.

  • 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.

  • Send Order Updates to NRI → Sends real-time order updates (status, quantity changes).

  • 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.

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

Manually 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.

  • Mark as Resolved: Marks as processed to prevent duplication.

  • Mark as Unresolved: Makes order available for reprocessing.

  • Checkboxes:

    • Hide Resolved Exports → Hides completed orders.

    • Show Errors Only → Displays only failed exports.

Ship Confirmations

  • Displays all received shipment confirmations.

  • Options: Run, Mark as Resolved, Mark as Unresolved.

  • Filters: Hide Resolved, Show Errors Only.

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 exchanged between XoroERP and NRI.

Purpose

To track and manage shipment confirmations received from NRI or sent from XoroERP, ensuring shipment data stays synchronized.

Options

  • Run: Initiates the import or sync of ASN confirmation data.

  • Mark as Resolved: Marks selected confirmations as processed to prevent duplicate syncing.

  • Mark as Unresolved: Reopens a previously resolved record for reprocessing.

Usage Example

If an ASN confirmation fails or needs to be resent, use Mark as Unresolved and click Run to retry synchronization.

  • Shows all processed ASN confirmations.

  • 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, and vice versa. It helps users track which SKUs are successfully synced, which failed, and which need 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 unsynced 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.

  • Often used when sync failures persist, or when data in XoroERP and NRI still need correction before another sync attempt.

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.

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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