Jan 2021 Release Notes

1. Wave Center: Added Item UPC column.

 Added Item UPC column to Wave Center (Wave Detail View & Wave Detail Allocation View), Wave Subview, and Pick Wave module. 

  • UPC column in the Wave Centre; Wave Detail view. 

 

  • UPC column in the Wave Centre; Wave Detail Allocation view. 

 

  • UPC column in the Wave Centre; Wave Sub-view. 

 

 

  • UPC column in the Pick Wave Module

 

 

 

2. Estimate module- The Copy Address check box. 

 The Copy Address check box has been added to the Estimate module. 

 Now the Bill to Address can be copied to the Ship to Address and vice-versa. 

 

 

 

 

 Added the ability to copy links (URL) from Invoice/Deposit Center.

 Sales Order Centre.

 Added an icon to view Deposit Email Sent History, under the “Deposit Email Sent?” column. 

 

Also added an icon to view the Pay Deposit Link in the “Deposit Link” Column.

To view it, double click on the “Pin icon”.

A pop-up will open up to show the Payment Links. These are “copy to clipboard” links. 

 There will be 3 different types of Links available to see:

  1. Round Green Tick: Usable Link. 
  2. Blue Tick: Used link.
  3. Caution sign: Expired Link.

 

The same feature is available in the Invoice Centre.

 Here in the Invoice Centre, an icon to view the Pay Deposit Link in the “Payment Email Sent” Column has been provided. 

We have a “copy to the clipboard” button for the links.

 

Apart from this, we have fixed several existing issues:

 “Generate Pay Deposit Link” and “Send Pay Deposit Link”: 

  • It will not create duplicate links if we already have valid links.
  • These operations are only allowed for the order type SALE.
  • Deposit links will not generate for Orders marked  No Deposit required.

 

4. Create Wave & Pick Wave Module: Columns added. 

 

Added Item Description & Item Category Column to Create Wave & Pick Wave Modules. 

 

Create Wave module:

 

Pick Wave module: 

 

 

 5. Create ASN opens up in a separate window. 

 

In the Purchase module, the Create ASN screen will open up in a separate window rather than a pop-up window. 

  

How does it work? 

  • Navigate to Purchase order centre 
  • From the PO centre, right-click on a PO and click Create ASN option and it will open up in a new tab.

 

 

 

 

 

6. Inventory Transfer Centre: Log for the Inventory Movement

 

A new Centre; Inventory Transfer Centre is created for showing Inventory Movement Records.

 This Centre will maintain a record for all the Inventory movements that were created in the system from the Inventory Movement Module. 

 Also, the details of the Inventory Transfer can be viewed by double-clicking on the Transfer record. 

 

 7. Linked Sales Order: New field added under the Invoice Header. 

 

 Added a new field “Linked Sales Order” to the Invoice module.

 If an Invoice is created from the Sales Order, then it will show the Sales Order Number with a clickable link.

  On clicking the hyperlink, the linked sales Order will open in a new tab.

 

The linked SO can directly be accessed from the Invoice Sub-view form, by double-clicking the Invoice in the Invoice Centre. 

 

 

8. Data Export Access. 

 

A new Access Setting is added in the Access Manager Module, to Restrict/Provide the access for Exporting Reports from the various Module Centre’s. 

 How does it work? 

  • Select a User
  • In the Access Manager, go to the Configuration -> Application Configuration -> Centre Data Export.
  • With the help of this setting, the access to be given for Data Export can be managed.
  • To allow access to the Data Export, this needs to be turned On. 

  •  The Export (Download Button) is available. 

  • When it’s unchecked, the Export (Download Button) from any module cannot be seen. 

 

  •  The Export (Download Button) is not available.

 

 

 

9. Bill Payment Receipt: Ability to Change the Exchange rate.

 The Exchange rate could be changed on the Bill Payment Receipts with Foreign Currency. 

The system should now calculate the exchange rate Gain and Loss Transactions according to the new exchange rate.

 The Exchange Rate gain/loss transaction is created based on the difference in the exchange rate between the original Bill/Vendor credit/Vendor prepayment and Bill payment.

 

How does it work?

 

  • Go to the Bill Payment Centre, double click to open the Bill Payment (Not Home Currency).
  • Edit the Bill Payment in Foreign Currency.
  • Change the Exchange Rate.
  • Click Save.

 

  • Now the Transactions will be Balanced, you can see it in the Journal transaction View by right-clicking. 

 

 Note: This is applicable to all types of Bill Payments (Paid Amount, Vendor Credit Applied (VC), Vendor Prepayment Applied (VP), Discount Applied).

 

10. Item: Added Discontinued Date

 Added Discontinued Date into Item and Item Centre. 

If a particular item is not to be used, the date can be defined in the system to keep a record of when it should not be used. 

 

Also added Custom Fields and Discontinued Date into Upload Product Module.

 

  • Find this attribute in the Create Item module, under “Other Attributes”.

 

  • Can be viewed in the Item Centre. 

  • Find it in the Product Upload module. 

 

  • Custom Fields, under Create Item: 

 

 

11. Split Orders: Deposits split on Splitting Sales Orders. 

 

Added App Config (Under Sales) – Auto Split Deposit when splitting a Sales Order.

 

To split the Deposit amount, when an SO is split, an App Config is created in the system that allows Auto split deposit on splitting a sales order.

 

How does it work?

 

If selected yes then it will allow splitting the Deposit linked with Sales Order, when the Sales Order is split into new Sales Order.

 

  • If the linked Deposit amount is equal to the new Sales Order total amount, then the Deposit amount linked to the Old SO will be linked to the new SO.
  • If the linked Deposit amount is less than the new Sales Order total amount, then the linked Deposit amount will be linked to the new SO.
  • If the linked amount is more than the new SO total amount, then the Deposit amount equal to the new SO will be linked to it.

 Updated Deposit linked amount criteria:

  1. For old SO (Deposit linked amount) = Linked deposit amount – New SO total amount.
  2. For new SO (Deposit linked amount) = New SO total amount.

 

 

12. Deposit/Payment Email:  Company or User

 

Added an App config setting for Deposit/Payment Email link in app config under Sales. 

 

How does it work? 

 

  • Navigate to App Config (Sales).
  • Select User Email or Company Email for sending Payment/Deposit link.

 

Selecting one of these options will decide which Email Type (Company Email or User Email) will be used when sending Deposit and Payment links to the Customers.

 

 

13. Bill Payment Centre: Add to Email Queue. 

 Added “Add to Email Queue” option in Bill Payment Centre. 

Now the Bill Payment Receipt could be Emailed directly from the Bill Payment Centre.

 The feature is available under the Options tab in the Bill Payment Centre.

 

There is an option to Email the Receipt right away or Add it to the Email Queue. 

 

 

 

14. Purchase Order: Search fields added

 

Added search fields in Purchase Order Centre, Item Receipt Centre, and Bill Centre modules.

 

 

  • Purchase Order Centre: Search by Ref Number;

 

 

 

  •  Item Receipt Centre: Search by Packing Slip Number; 

 

 

 

  • Bill Centre: Search by Vendor Bill Number

 

 

15. Item: Option to remove the Image.

 

An Image added for an Item can now be removed from the Create Item module.

This Delete icon is now accessible directly under the “Other Attributes” of the Item module. 

 

This is an important feature in the case where the same image is used on multiple items of the same Product.

 

 

 

16. Customer Centre: Batch Update Sales Rep

 In the Customer Centre, an option to Batch update Sales Rep has been added. 

From the Options tab in the Customer Centre, the Sales Rep can be updated for the selected Customer from the Batch Update option. 

 

 

17. App Config: To Hide Estimate from Customer Info

 

An App config setting is created in Xoro that will give an ability to customize the visibility of Estimate in the Customer Info.

 Find this setting in the App config module, under the Sales section to hide Estimates in the Customer Info (Estimates/Sales Order Section).

How does it work?

 

When this setting is turned off, the estimates will be shown in the Customer info module.

 

To hide the Estimate from the Customer Info, turn this setting On. 

 

 

18. App Config: Transfer Third-party SO information.

 An App Config setting is created to Copy Third Party Ref# when Duplicating or Splitting an SO.

Find this setting in the App Config Module: App Config > Warehousing > “Transfer third-party SO information”

 How does it work?

 When App Config setting is ON:

 

 When splitting lines on an SO to a new SO, the Third-Party Ref Number will be carried over to the new Order. 

Also, when duplicating an SO the Third-Party Ref Number will be carried over to the new Order.

 

 When App Config setting is OFF:

When splitting lines on an SO to a new SO, the Third-Party Ref Number will NOT be carried over to the new Order.

When duplicating an SO the Third-Party Ref Number will NOT be carried over to the new Order.

 

 

19. Activity Log: Viewing Sales Order/Estimate

 

Two additional Transactions can now be viewed in the Activity Tracking.

 On accessing/viewing saved Estimate and Sales Order, a log entry will be made in Activity Tracking that the Sales Order/Estimate has been viewed by the user.

 

 

20. Good Received Notification Email: Attached Linked Sales Orders. 

 Added Linked Sale Order(s) in the Goods received Notification Mail.

 How does it work? 

 For a single PO linked with multiple Sales Orders, the Goods Received Email will now show all the Sales Orders connected to it. 

 

This feature will aid in keeping a note of the Backorders. 

 

21. Multi-Currency Support in PO Reconcile Process

 

Added Multi-Currency Support in PO Reconcile Process. 

 

How does it work?

 

Xoro is now giving a feature to Reconcile in a different currency than what’s on the PO. 

This applies to both IR & Bill Reconciliation. 

 

  • Added currency dropdown and Exchange rate field in add items and removed from Select Items.

 

  • Vendor and Account dropdown will be populated on the basis of Line level Reconcile currency.

 

  • Also, an Alert function has been provided when the Reconciliation is finished. 

 

Note: There cannot be more than 1 Foreign Currency per Bill/IR

Example –

Home Currency = USD

Vendor = USD

Freight (Service 1) = CAD

Customs (Service 2) = USD/CAD, cannot be in any other currency

Duty (Service 3) = USD/CAD, cannot be in any other currency

 

 

22. LPN:  Added Auto Consolidate property

 Added a new App Config (Auto combine LPN by Location Type) under Warehouse.

 This setting will allow to auto combine LPNs by Location type for the current  Location while Adding/Subtracting Inventory.

 The LPNs will be auto combined by location type for the same Location and Item.

 How does it work? 

  • Navigate to the App Config module, under Warehouse look for “Auto combine LPN by Location Type” and select the Location Types for which you merge the LPNs.

 

After defining the Location type for the “Auto combine LPN by Location Type” in the App Config Setting, LPNs will be auto merged for the same Location and Item number, whenever there is some Addition/Subtraction in the Inventory (from Receive/Close ASN, Inventory Adjustments, etc).

 Added option to merge LPNs in Inventory by Location module.

This option is available only if LPNs are enabled. 

Clicking the Merge LPNs options will open up a dialog for selecting Primary LPN.

 Clicking the ‘Merge LPNs -Select First’ will consider the first LPN in selection as primary LPN.

  LPN merging is not allowed for the following cases: 

  • When Qty allocated is greater than 0.
  • If LPN is linked to MO.
  • If the Location or Item is different.

 

23. Short Inventory Planner: Create Batch MO

Batch MO can be created when an MO is created from the Short inventory Planner.

Bach Manufacturing Order can now be created on the basis of Base Part number from the Short Inventory Planner module.  The different Base Parts can be batch manufactured together, for the manufacturable Items associated with them. Also, the “Processes” & “Services” can be added to the manufacturing unit. 

How does it work? 

  • Go to SIP (short inventory planner).
  • Select any manufacturable items with the different Base Part numbers and create batch MO from the “Options” tab.
  • A pop will open up with “Add processes and services” & “Generate Batch MO per Base Part” values turned off. 

  • Turn on the “Add Process and Services” & “Generate Batch MO per Base Part” options and click ok.
  • A pop will open up to add Processes and Services to the Batch MOs. 
  • After they are added, hit “Generate Batch”.
  •  Batch MO’s should be created successfully.

Another way to do it is from the “On SO” link in the Short Inventory Planner.

  • Click on the “On SO” link of any manufacturable item. 
  • Hit “Generate Manufacturing Orders”. 
  • A popup will open with the new option ‘Add processes and services’. 
  • You can keep it turned “Off” for existing functionality or turn it “On” for opening Batch MO popup for creating batch MO’s.
  • You also have the option to produce “Batch MO per BOM” or individual MO per Sales Order. 

The feature is also available in the Sales Order module.

  1. Go to the Sales Order module and create a new Sales Order with the manufacturable item.
  2. Go to options (page top) and select ‘Create Manufacture Order’ from the COPY option.

  1. A new option ‘Add processes and services’ will appear. 
  2. You can keep it turned “Off” for existing functionality or turn it “On” for opening Batch MO popup for creating batch MO’s.

 

24. Data upload defaults**.

 Data Uploads: Error if provided any unmatched information.

 Changes are made in some of the Upload modules: Customer Uploads, Invoice Upload, Vendor Upload, Accounts Upload, User Uploads, Bills Upload, Credit Memo Upload, Vendor Credits Upload.

 

While feeding data in Xoro through these Uploads, the following check is established:

  • In the case where the Mandatory Field Columns are left blank, the system will pick-up the default value. However, in case of any unknown value (That is not existing in the system), it will show an error and the Data could not be uploaded. 

 

25. Global Payments: New Payment gateway added in Xoro**

Global Payments has been added to supported payments gateways in Xoro. 

To connect, go to the “manage Payment Services” module. 

Supported Currencies are USD, CAD, AUD, EUR

Just like Authorize.Net, Payments once saved need 24hrs to settle, before that transaction can’t be refunded

 

26.  IP Restriction Implementation**

An App Config has been added to restrict the login access of certain IP addresses.

You will find this setting Under the “Advanced Security” tab of the App Config module.

 

By turning ON this setting “Use IP Restriction” you will enable the feature of restricting the IP addresses in the system.

In the “IP Restriction Approval Email(s)” you can set the email address(s), that are going to receive the email to grant access to that particular IP.

In the Email Template module you can set up the Email template for both IP Restriction and IP Added to whitelist.

In the IP restriction management module you can add the User name and IP address while adding IP addresses make sure they are IPV4 and IPV6 addresses only.

When IP is blocked it’s going to show a blocked page (send request).

After the request is successfully sent the emails added in the App Config will receive the confirmation email.

After granting access the same link will expire.

27. Running Sub-Total

An App Config setting has been added to calculate the Sub-Total amount for the lines whose sub-total amount has not been calculated.

How Does it Work?

Turn ON the setting from the “App Config” module under the general settings.

Now Open/Create a Sale Order. Add an Item with the Item Type “Sub Total” from the Add Item option.

  • The Running Sub Total amount can be calculated by adding it under the required Item line.
  • This can be kept wherever required, also multiple fields can be added.

This feature is available in the Estimate, Invoice, Purchase Order, Bill, Item Receipt modules…

 

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