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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.
- Sales Outbound Workflow
- E-commerce Orders Workflow
- 3PL Outbound Workflow
- Customer Credit, Deposit and Payment Workflow
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Manufacturing 10 Articles
Managing your system's manufacturing orders and bill of materials (BOMs).
- Bill of Materials (BOM)
- What is a Manufacturing Order?
- Can I void a Manufacturing Order?
- Creating Manufacturing Orders from Short Inventory Planner
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Admin 69 Articles
Setting up your Xoro's administrative settings.
- Create Accounting Periods and lock/unlock sub-periods?
- What is an Item Vendor Mapping?
- How do I create a User?
- What is an Item?
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Accounting & Taxation 59 Articles
Managing accounts, bank deposits and cheques.
- Bank Reconciliation 13 Articles
- Create Accounting Periods and lock/unlock sub-periods?
- What is an Outgoing Payment?
- What is an Invoice Credit Memo?
- What is an Account?
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Sales Orders & Estimates 79 Articles
Creating, editing and managing sales orders and estimates
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Invoices & Customer Payments 45 Articles
Generating Invoices and managing its payments.
- What is an Invoice?
- What is a Sales Receipt?
- How to apply or unapply Deposits/Credits on Invoices?
- How do I make an Invoice Payment?
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Inventory Management 43 Articles
All the different inventory levels in Xoro and managing them with adjustments and movements.
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Purchase Order & Short Inventory Planner 34 Articles
Creating and editing purchase order and managing the short inventory planner.
- What is a Purchase Order?
- What is an Item Receipt?
- What is the Short Inventory Planner Module?
- What is an Order Linker?
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Receiving & Picking Orders 35 Articles
Creating and receiving an ASN. Creating, packing and shipping a Wave.
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Customer Credit/Deposit & Refunds 30 Articles
Entering and managing customer deposits, credits and refunds.
- What is a Customer Deposit?
- What is an Invoice Credit Memo?
- How to apply or unapply Deposits/Credits on Invoices?
- What is a Refund Receipt?
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Vendor Credit/Prepayment & Refunds 6 Articles
Entering and managing vendor credits, prepayments and refunds.
- What is the Vendor Info module?
- What is a Vendor Credit?
- What is a Vendor Prepayment?
- What is a Vendor?
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Bills & Vendor Payments 20 Articles
Disbursing and managing vendor bills and payments.
- What is the Vendor Info module?
- What is a Bill?
- What is a Bill Payment?
- How do I convert a Liability to a Bill?
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Imports & Exports 21 Articles
Information on Importing and Exporting data with your Xoro platform.
- How do I begin my bank reconciliation?/Upload Opening Bank Statement
- Is there a way to export all the data in a centre at once?
- Upload Multi-Currency Pricing
- Upload Purchase Orders
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Utilities 38 Articles
Authorization, setting pricing rules and submitting a ticket.
- What is a Pricing Rule? How can I use it to restrict prices on an item or give specific customers an automatic discount?
- How do Pricing Restrictions & Levels work?
- What is the Authorization Centre?
- How do I add footers to the print outs?
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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.
- How do I manage my 3PL csv integration?
- Common E-Commerce Errors and Suggested Resolutions
- How do I know my Wave has been sent to my 3PL?
- Common 3PL Schedule Errors and Suggested Resolutions
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Reports 14 Articles
Create, customize and view reports.
- What is the Customer Info module?
- What is the Vendor Info module?
- App Queries
- How do I add footers to the print outs?
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FAQs 115 Articles
Frequently Asked Questions.
- Create Accounting Periods and lock/unlock sub-periods?
- What is an Outgoing Payment?
- What is an Invoice Credit Memo?
- How to apply or unapply Deposits/Credits on Invoices?
Uncategorized
- Xorosoft Sales Order Json Object
- EDIFACT Transaction Json Object
- How to Reverse/Delete an Inventory Adjustment?
- What is Batch Inventory API for Inventory Adjustment?
- How editing a Transfer Order will impact the corresponding TPO/TSO?
- Upload Email Template
- How to Process the Credit Cards in Xoro?
- How can I update the Items of the BOM?
- How can I write off the Not Available Qty without affecting any Inventory levels?
- The Activity Tracking Module
- Default Email Document Templates Mapping with Customers and Vendors
- Dropship Orders
- Woo-Commerce Sales Channel
- What are the different Woo-Commerce App Logs in Xoro?
- How to Generate Credentials for Woo-Commerce-Xoro Integration?
- How to Configure Woo-Commerce App Settings?
- What is the Work Flow in Woo-Commerce?
- Calculating Shipping in case of multiple Cartons used in the Shipment when Ship API or File Upload is used
- The “Sales Forecast” tab of the Item module
- How to receive the additional units during the ASN process?
- How can I view the return information from the Sales Order Centre?
- Upload Pricing Rules
- How to set the default “Refund Account” for the Credit Memo?
- How to hide Standard Cost and Average Cost of an Item?
- What is Retained Earnings?
- The Harmonized System (HS) Code module
- Shopify: Enable ASN for Returns
- How to define Back Order Qty on the Item?
- How to link Credit Memo and Sales Order directly from their modules?
- B2B Enhancements: B2B is now Mobile view Compatible
- How to create Sub MOs in the Manufacture Order module?
- Item: Advanced Search
- How can I view Customer Info from global search?
- How to restrict purchasing to only the mapped Vendor?
- How can I hide Estimate from Customer Info?
- How to Auto-send Invoice emails every day to the Customers?
- How can I see Deposit Refunded & Remaining amount in the Sales Order?
- Can I change the quantity while Quick Receiving a PO?
- How to restrict auto-creation of Sub-MO for an Item, even when allowed in the App Config?
- Exempt Tax support in the Customer Upload File, and API
- How to exclude PDF Attachment in the Order related emails?
- Shopify Payouts
- Item Enhancement: Formula based Custom Prices calculation
- How can I create Purchase Order from the Short Inventory Planner module?
- What are Inventory Adjustment Reason Codes?
- How to create Dropship PO for Shopify orders with the auto wave setting
- How to sort Variant sequences at the Item detail level?
- How to receive Email notification on getting tagged in Comments?
- Is it possible to create an automated weekly report for the due invoices?
- How to update the quantity of an Item in a Shipped Sales Order without creating a new Invoice
- How to process a Refund for an Order placed before going live with Xoro?
- I’m getting an error message “Customer deposit with the same reference number already exists…”. How do I resolve this error?
- Can I transfer inventory within the same store locations?
- Can I change the Qty when Quick Receiving a PO?
- How to connect Xoro with Shopify?
- Common Ship Station Errors and Suggested Resolutions
- Options when updating the Bill of Material Items
- How to Split multiple units of an Item into different Cartons?
- How to set ‘Payment by Card’ as the default payment method for a Customer?
- How to quickly add Items with 3 variants in SO and PO
- How to show Discount as a separate expense
- How to apply Discount based on the Payment Terms?
- Ability to create a new MO when updating the Qty to Produce on a Manufacturing module
- What are different Location Types in Xoro?
- I’m getting the error, “Accounting Period is in locked/closed…”. How do I resolve this?
- What are Produced LPNs & Consumed LPNs columns in the Pick Wave module?
- Auto Select the ‘Process Card’ Option in the Invoice Payments Module
- How to set up Mandate for Go Cardless ACH Payments
- 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?
