The B2B App Config page has the following settings that define its behavior under certain conditions. Type App Config at Search menu and select B2B tab that opens few B2B setting such as : Use Grid for Variant View in B2B: Select ” Yes” if you want to use the […]
Upload Locations
Before uploading Locations, you have to create Stores. A: How do I create Stores? A Store in Xoro means a Warehouse or an Inventory set. Use the Store module to create and edit Stores in the system, for managing different physical locations of a business. They can also be created […]
Upload Shipments
This upload is used for the bulk Upload: Shipments for the bulk orders. Overview Download the latest CSV template from the “Upload Shipments” module. Copy Shipments information into the CSV template. Upload the CSV template into Xoro. Upload Shipments Batch upload shipments Mass update shipments Mass upload shipments Mass […]
How do I create a Showroom?
In the B2B section, the showroom is a space that used to display products for sales, such as appliances or apparel. It defines stores, currencies, and users who have a view or edit access for the showroom. In addition, a new presentation will display the same products that are defined […]
What is a Campaign Centre?
A B2B campaign is a targeted, systematic set of efforts designed to achieve a specific goal. The presentation module within XoroB2B allows you to add and customize brands, products, order attributes, and your unique branding. A presentation can be shared with a retailer, customer, or customer group for a specific […]
What is Campaign Detail Centre?
What is a Campaign? A B2B campaign is a targeted, systematic set of efforts designed to achieve a specific goal. The presentation module within XoroB2B allows you to add and customize brands, products, order attributes, and your unique branding. A presentation can be shared with a retailer, customer, or customer […]
Upload Sales Orders
You have the option of uploading Sales Orders into the system using a csv file. This can be more efficient when getting hundreds of orders into Xoro at once. If you are performing a similar upload often and you find yourself doing a lot of data manipulation in Excel then […]
Upload: Waves
Waves are used to process sales orders (SO) and prepare them for shipping. You can create a wave by adding single or multiple SO line(s) (which will allocate the goods) and use the Wave to pick them off the shelf for your customer. Once the wave lines are verified or […]
Upload Outgoing Payments
An outgoing payment is any payment that is going toward a vendor, customer, or third party. Use this module to create or update the outgoing payment. Overview Download the latest CSV template from the “Upload Outgoing Payments” module. Copy Outgoing Payment(s) information into the CSV template. Upload the CSV template […]
User Email configuration using Email(Gmail) services
To set up the User Email Configuration using Email Services follow the steps below: Pull up the User Email Configuration setup module from Search Menu. Select Email Service Type: Email services. Then click on “Connect” in the Add Service. Sign in with Google Account. Then click on the “Allow“. (This […]
