Author Navneet Singh

The Auto-Select Process Card feature allows you to have the “Process Card” option automatically selected when doing an Invoice Payment. This feature can be enabled using the Auto-Select Process Card toggle in the Customer module. This option will appear if you select a Card as your “Default Payment Method”. If […]

You are trying to post a transaction and getting this error: “Accounting Period is in locked/closed…”.   This error generally occurs when you are trying to do a transaction in a closed or locked Accounting Period. For instance, you are trying to make changes to older Invoices from a previous […]

Location is a place where the Items are stored. If you run a large operation, there might be multiple locations where you store the Items. On the contrary, if you run a smaller operation, then you may use only one location.  Locations are further divided into different types in Xoro. […]

Payment Terms are the conditions surrounding the payments that outline a discount if the terms are met. If you have selected Payment Terms for an Order, a discount can be applied while paying the Invoice. In fact, in Xoro, we have an added ability to reflect a Suggested Discount on […]

If you want to show your discount as a separate expense and do not want to club it with the income, you can do it by applying the discount at the time of invoice payment. How does it work? From the Options tab on the Invoice, click on “Pay Invoice”. […]

Advance Variant Finder is a great way to search multiple Items by Base Part without having to search for every single Item. However, the Advance Variant Finder currently only supports 2*2 product matrix. So, we do not have the option to add Items with 3 variants using the Advance Variant […]

The “Auto-Select Process Card” checkbox is added in the Customer module, under the Payments tab. Also added the “Process Card as Default ” column in the Customer Centre. The “Auto-Select Process Card” option will only be shown if the default payment method type is Credit Card. If the Auto-Select Process […]

Ship Station errors are mostly related to Shipping Address, Ship Service and Carrier Service, and can be fixed easily in most cases. In this article, we have covered the most common Ship Station errors and how to resolve them. But, before moving to that, let’s first look at how can […]

To Connect Xoro with your Shopify Account, follow the steps below:

Yes, the users can change the units to be received when a PO is received via the “Quick Receive” option. The Quick Receive Qty column is made editable in the Quick Receive Orders pop-up. How does it work? Create a new PO, or edit an existing PO in the Released […]