To create a presentation, follow the steps below: Pull up the “Presentation Centre” using the Search Menu. Click on the “Create New” button. Note: Make sure that you have already created the showroom at Showroom Centre for the presentation. Presentation Fields: Design: Background Image: Select a background image that appears […]
How do I Update/Delete a Showroom?
To update the showroom: Pull up the Showroom Centre module using Search Menu, click on the showroom that you want to update and update the fields. Then click on the “Save” button. Note: Only users of that team can update the showroom fields otherwise it shows a message that you […]
How do I generate a new link for a presentation?
To generate a new link for a Presentation, follow the steps below: Pull up the Presentation Centre module using Search Menu and click on the presentation for which you want to generate a link. Click on the “Links” tab. Then click on “Generate New Link”. Also, you can change the […]
Shopify Settings
DATA EXPORT SETTINGS Import products into Shopify: On Uncheck, it will not import any products from Xoro to Shopify whereas, on a check, it will import products from Xoro to Shopify. In addition, it deals with few checkboxes which act as a filter to import products from Xoro to Shopify. These […]
How does quick ship works?
A special feature has been added to Xoro called Quick ship which will directly ship the sales order and does automatically wave process that includes create and pick wave then ship. Moreover, it will work only if the SO is in released status. After clicking on the Quick ship option […]
How to Find & Drop Shopify Order which is not dropped in Xoro due to error?
Follow the steps below to find Shopify orders that not dropped due to error: Go to the sales channel and click on the Shopify icon. Click on the Errors tab and check the checkbox named “Do not show resolved exports” as we deal with the exports which are not resolved […]
How do I delete a Presentation?
To delete a Presentation: Pull up the Presentation Centre module using Search Menu and do Right-click on the presentation that you want to delete and click on the delete option. Note: If the presentation is linked to a campaign then void the campaign first to delete the presentation. Moreover, If […]
How do I create an order from an internal link/customer link?
To create an order from a link, follow the steps below: The products that you have selected in the presentation will be shown in the internal/customer link. You can type Name, Email, Phone, or Account number to add a Customer. Also, you can add new customer details. You can use […]
How to Activate/Deactivate a Presentation?
To Activate/Deactivate the Presentation: Pull up the Presentation Centre module using Search Menu and Click on the presentation that you want to activate/Deactivate. To activate the presentation, check the “Active Presentation” box on the top right corner of the presentation. To deactivate the presentation, uncheck the “Active Presentation” box. When […]
How to Create Custom Ship Packages?
Follow the steps below to create Custom Ship Packages: Pull up the Ship Package Type module from the Search Bar. Enter the Ship Package Name like “FedEx 25kg” in the Name field. Always use the code “package” in the Ship Package Type Code field which is generic for all Ship Package Type. Enter the Carrier […]
