A vendor is a person or business that supplies goods or services to a company. Another term for a vendor is a supplier or manufacturer. This article describes how you can upload vendors in batch into Xoro. Overview Download the latest CSV Template from the “Upload Vendors” module. Copy vendor […]
How do I move lines from an existing Sales Order to another Sales Order?
To send lines from one Sales Order to another, follow the steps below: From the Sales Order, select “Edit”, and then select the item lines that you want to move. Then select Options–>Move/Split—>Move lines to “SO”. Then a popup will appear. Select the “SO” that you want to send the […]
How do I deactivate/delete a user or reset a password?
De-activating a User will prevent them from logging into the system. Re-activating it will allow them to log in again. For departing team members it is recommended to either de-activate or delete their User and create a new User for new team members who are joining. To deactivate a user, […]
Commission Reporting Workflow
If you have subscribed to the advanced commission reporting module in your system use the following workflow to create rules and generate reports.
Transfer Order Workflow
Use this workflow to go through the process of physically transferring inventory from one warehouse to another. What is a Transfer Sales Order? What is a Transfer Purchase Order? How editing a Transfer Order will impact the corresponding TPO/TSO?
Manufacturing Workflow
Use the Manufacturing workflow to go through the entire cycle of consuming raw goods to produce a finished good.
Vendor Return & Refund Workflow
Use the following workflow to create Vendor Credits for purchased inventory and then refund or apply them.
Vendor Prepayment, Credit, & Payment Workflow
Use this workflow to save bills and pay them using Payments, Prepayments, and/or Vendor Credits. Related Articles: Upload Vendor Credit Voiding a Vendor Credit Applying Credits and Prepayments to Bills
3PL Inbound Workflow
If you use a 3PL to house & receive your inventory, follow this workflow to see how the 3PL connects to Xoro. Related Articles: 3PL Integration via FTP: Setting up Import/Export Scheduler API Integration – 3PL How do I manage my 3PL CSV integration? 3PL Outbound Workflow
Purchase Inbound Workflow
The Purchase inbound workflow describes how you can start with a vendor’s Purchase Order and go through the process of recording a payment on it and then receiving it into the system. Purchase Inbound Workflow Vendor payment create purchase order Use WMS Create ASN Receive ASN Close ASN Item Receipt […]
