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Onboarding 23 Articles
Onboarding into Xoro Platform
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Workflows 34 Articles
The most commonly used workflows on your Xoro platform.
- EDI Connections in Xoro
- The new RMA Process
- Auto Allocate the linked SO when the Inventory is back-in-stock, or the linked MO is produced
- User-based Access for Customer Detail Tabs in the Customer module
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Manufacturing 10 Articles
Managing your system's manufacturing orders and bill of materials (BOMs).
- How can I increase/decrease the Qty to be Produced while producing any MO?
- How to auto-create and produce MO while creating Invoice with insufficient Qty?
- Can I split the Batch Manufacturing Order or update the Qty to Produce?
- What is the role of the “Is Auto Producible” flag while creating an Item?
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Admin 69 Articles
Setting up your Xoro's administrative settings.
- User-based Access for Customer Detail Tabs in the Customer module
- How to limit User access to Inventory/Store on all the Inventory modules?
- The “Multi-factor” authentication Login
- Limit Customers/Intercompany Customers and Vendor access to certain Users in the Company based upon the Permission Groups
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Accounting 101 32 Articles
- How can I adjust/match the Home Currency amount with the Foreign Currency while creating a JE?
- Auto change the Deposit Account based on the Customer Currency
- How can I add “Expense Accounts in Income Account and vice versa” in the Item module?
- How does the Default Deposit/Payable Accounts gets auto filled in the financial transactions?
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Accounting & Taxation 59 Articles
Managing accounts, bank deposits and cheques.
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Bank Reconciliation
13 Articles
- How can I adjust/match the Home Currency amount with the Foreign Currency while creating a JE?
- Un-Reconcile Transactions associated with different modules of Xoro
- ABA files for making payments to the Vendors using the Banks
- How to reconcile the previously unreconciled transactions in the current month’s reconciliation?
- Sales Tax-Calculation using the Entity Use Codes
- How to make Sales Tax Filing Adjustments?
- ABA files for making payments to the Vendors using the Banks
- How to Credit the Tax Amount on a Paid Invoice?
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Bank Reconciliation
13 Articles
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Sales Orders & Estimates 79 Articles
Creating, editing and managing sales orders and estimates
- Auto Allocate the linked SO when the Inventory is back-in-stock, or the linked MO is produced
- Advanced Variant Finder
- How can I Disable Auto-filling of the Item-Qty in the Modules?
- How can I show Pricing Rules as Discount on my Orders?
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Invoices & Customer Payments 45 Articles
Generating Invoices and managing its payments.
- How can I show Pricing Rules as Discount on my Orders?
- The Custom Field Mapping module
- In what sequence the Customer Emails are being used to send the SO related Emails?
- How to set automatic Payment Reminders for Due/Overdue Invoices?
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Inventory Management 43 Articles
All the different inventory levels in Xoro and managing them with adjustments and movements.
- Item UPC Validation during Creating/Editing/ Items & Uploading Products
- How to limit User access to Inventory/Store on all the Inventory modules?
- How can I get notified if the quantity of an Item falls below the Re-Order point/Short Qty?
- What to do if my Inventory falls Short while creating a Wave?
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Purchase Order & Short Inventory Planner 34 Articles
Creating and editing purchase order and managing the short inventory planner.
- Can I directly convert PO to Bill/IR if my Warehousing is ON?
- Why I am not able to Add PO lines in a Bill?
- Why I am not able to set my Bill Date before the IR Date?
- How do I create User/Application queries in Xoro?
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Receiving & Picking Orders 35 Articles
Creating and receiving an ASN. Creating, packing and shipping a Wave.
- How can I set default usage of the carton while Shipping an Order?
- How do I Merge the Waves?
- Sales Order Allocation based on “Sell Package Qty”
- How to “Set Default Wave Template” for a Customer?
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Customer Credit/Deposit & Refunds 30 Articles
Entering and managing customer deposits, credits and refunds.
- The new RMA Process
- Auto-calculation of the Deposit amount after linking a Credit Memo to an SO
- Can I create an RMA without the Invoice number?
- How do I Refund part of an SO that wasn’t Allocated?
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Vendor Credit/Prepayment & Refunds 6 Articles
Entering and managing vendor credits, prepayments and refunds.
- Voiding a Vendor Credit
- Linking Deposits & Prepayment to Orders
- What is a Vendor?
- What is a Vendor Prepayment?
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Bills & Vendor Payments 20 Articles
Disbursing and managing vendor bills and payments.
- Why I am not able to Add PO lines in a Bill?
- Multi-Currency Support in PO Reconcile Process
- How to restrict duplicating of the Vendor Bill Number?
- How to restrict the Data Export Access?
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Imports & Exports 21 Articles
Information on Importing and Exporting data with your Xoro platform.
- Uploads in Xoro
- What is an Item Identifier Code?
- Split the Data Export Files based upon the Identifiers of the different modules
- Upload Item Sales Forecast
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Utilities 38 Articles
Authorization, setting pricing rules and submitting a ticket.
- Uploads in Xoro
- The Third-Party Field mapping module
- What is the “Task Module”?
- The Custom Field Definition module
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Reconciling Transactions 1 Article
Reconciling transactions and payments between Xoro and your bank account.
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E-commerce & Integrations 44 Articles
Managing e-commerce channels and integrations.
- EDI Connections in Xoro
- B2B: Portal Account Login
- How to update the Product Description in Shopify
- What are the different Amazon App Logs in Xoro?
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Reports 14 Articles
Create, customize and view reports.
- How do I create User/Application queries in Xoro?
- Analytics Reports – Walkthrough
- How do I show more rows and export all records?
- How do I create a custom Dashboard?
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FAQs 115 Articles
Frequently Asked Questions.
- How do I create User/Application queries in Xoro?
- What are the different Amazon App Logs in Xoro?
- Amazon Sales Channel
- How to restrict duplicating of the Vendor Bill Number?
Uncategorized
- Apply Pricing Rules to the Purchase Order module
- November 2022: Release Notes
- I’m getting the error “The SMTP server requires a secure connection or the client was not authenticated…” while trying to send an email. How do I resolve this?
- How to set up Mandate for Go Cardless ACH Payments
- Auto Select the ‘Process Card’ Option in the Invoice Payments Module
- What are Produced LPNs & Consumed LPNs columns in the Pick Wave module?
- I’m getting the error, “Accounting Period is in locked/closed…”. How do I resolve this?
- What are different Location Types in Xoro?
- Ability to create a new MO when updating the Qty to Produce on a Manufacturing module
- How to apply Discount based on the Payment Terms?
- How to show Discount as a separate expense
- How to quickly add Items with 3 variants in SO and PO
- How to set ‘Payment by Card’ as the default payment method for a Customer?
- How to Split multiple units of an Item into different Cartons?
- Options when updating the Bill of Material Items
- Common Ship Station Errors and Suggested Resolutions
- How to connect Xoro with Shopify?
- Can I change the Qty when Quick Receiving a PO?
- Can I transfer inventory within the same store locations?
- I’m getting an error message “Customer deposit with the same reference number already exists…”. How do I resolve this error?
- How to process a Refund for an Order placed before going live with Xoro?
- How to update the quantity of an Item in a Shipped Sales Order without creating a new Invoice
- Is it possible to create an automated weekly report for the due invoices?
- How to receive Email notification on getting tagged in Comments?
- How to sort Variant sequences at the Item detail level?
- How to create Dropship PO for Shopify orders with the auto wave setting
- What are Inventory Adjustment Reason Codes?
- How can I create Purchase Order from the Short Inventory Planner module?
- What is Custom Price Formula Profile module?
- Shopify Payouts
- How to exclude PDF Attachment in the Order related emails?
- Exempt Tax support in the Customer Upload File, and API
- How to restrict auto-creation of Sub-MO for an Item, even when allowed in the App Config?
- Can I change the quantity while Quick Receiving a PO?
- How can I see Deposit Refunded & Remaining amount in the Sales Order?
- How to Auto-send Invoice emails every day to the Customers?
- How can I hide Estimate from Customer Info?
- How to restrict purchasing to only the mapped Vendor?
- How can I view Customer Info from global search?
- Item: Advanced Search
- How to create Sub MOs in the Manufacture Order module?
- B2B Enhancements: B2B is now Mobile view Compatible
- How to link Credit Memo and Sales Order directly from their modules?
- How to define Back Order Qty on the Item?
- Shopify: Enable ASN for Returns
- The Harmonized System (HS) Code module
- What is Retained Earnings?
- How to hide Standard Cost and Average Cost of an Item?
- How to set the default “Refund Account” for the Credit Memo?
- Upload Pricing Rules
- How can I view the return information from the Sales Order Centre?
- How to receive the additional units during the ASN process?
- The “Sales Forecast” tab of the Item module
- Calculating Shipping in case of multiple Cartons used in the Shipment when Ship API or File Upload is used
- What is the Work Flow in Woo-Commerce?
- How to Configure Woo-Commerce App Settings?
- How to Generate Credentials for Woo-Commerce-Xoro Integration?
- What are the different Woo-Commerce App Logs in Xoro?
- Woo-Commerce Sales Channel
- Dropship Orders
- Default Email Document Templates Mapping with Customers and Vendors
- The Activity Tracking Module
- How can I write off the Not Available Qty without affecting any Inventory levels?
- How can I update the Items of the BOM?
- How to Process the Credit Cards in Xoro?
- Upload Email Template
- How editing a Transfer Order will impact the corresponding TPO/TSO?
- What is Batch Inventory API for Inventory Adjustment?
- How to Reverse/Delete an Inventory Adjustment?
- EDIFACT Transaction Json Object
- Xorosoft Sales Order Json Object
