May 2021 Release Notes:

1. Sales Order Centre: Batch Cancel Orders
2. Invoice Centre: Added Currency Code Column
3. Customer Deposit module: Added option to Refund Balance
4. Purchase Order: Added “Notes” on the line level
5. User Store mapping: User cannot create a Sales Order or perform Wave operations like Lock/Unlock Wave, Pick Wave if not mapped to the Store
6. Notification message for “Adding Multiples of Sell Package Qty” of an Item while creating an Estimate/SO/Sales Receipt/Invoice
7. Wave Centre: Option to “Merge the Waves”
8. Invoice Email Template enhancements: Added Customer PO#
9. Ability to create an RMA without the Invoice number
10. Sales Order Centre: Added option to filter data by “Allocation Status”
11. Added “Ship To” placeholders in the Sales Order and Invoice Email templates
12. Added Custom Fields in the Chart of Accounts module
13. “Address Instructions”: “Batch upload Address Instructions”- New module added
14. Increased the number of “Address Instruction Fields” in the “Address Instruction module and the Upload
15. Export “Ship-To Address Instructions” while exporting Wave detail
16. Sales Order Allocation based on “Sell Package Qty”
17. Added Pick Location and Pick Sequence in the Pick Wave Module
18. Data Export Centre: Export the “Sales Summary data”
19. Export Data from the Data Export Centre with the required settings

1. Sales Order Centre: Option to Cancel the Order(s)

Added option to “Cancel” the Order(s) under the “Option dropdown” in Sales Order Centre.

This could be used to Cancel single or multiple Orders together.

How does it work? 

  • Navigate to the Sales Order Centre.
  • Select multiple “Unallocated” Orders.
  • From the Options dropdown, hit on “Cancel”.

  • Confirm the action.

  • Mention the “Reason for Cancellation“, hit ok and the Order(s) will be canceled.

The Orders can not be canceled in the following cases:

  • If they are Allocated
  • If the Orders are Shipped
  • A Credit/Deposit is linked to them.

 

2. Invoice Centre: Added Currency Code/Currency Name Columns to the Invoice Detail

In the Invoice Centre, the columns to view the Currency Codes/Currency Names in the Invoice detail level have been added.

  • The Invoices can be filtered with particular “Currency Codes” from the Advanced Search

 

3. Customer Deposit module: Added option to Refund Balance

The Refund of the Customer Deposit can now also be processed from the Customer Deposit module.

Added “Refund Balance” under the “Option” dropdown in the “Customer Deposit” module.

How does it work?

  • Navigate to the Customer Deposit Centre, and open a Customer Deposit.
  • Under the “Options” dropdown there is an option “Refund Balance“, click on it.

  • A pop-up box will open to enter all the details required to process the refund.

  • After the details are added, click on “Refund Deposit“.
  • The Deposit will be refunded.

 

4. Purchase Order: Added “Notes” on the line level

Added “Notes” column at line level in the Purchase Order module.

  • Navigate to the Purchase Order module, on the line level a new column for adding “Notes” is created.
  • You can add the column from the “nine dots” option.
  • Click on the pencil icon and add the Notes.

  • Enter the Notes.

  • These Notes will be carried forward to the Item Receipt and the Bill of the same PO.
  • See the screenshots below for your reference.

 

5. User Store mapping: User cannot create a Sales Order or perform Wave operations like Lock/Unlock Wave, Pick Wave if not mapped to the Store

If a User is not mapped to a Store, then all the Sales Order functions like creating SO or modifying an SO will not be allowed with the Un-mapped Store on the SO.

Only if the access is granted to the User by the User Store mapping, the User shall be able to perform the SO process.

How does it work? 

  • Navigate to the User-Store Mapping module.
  • Select the User and the Store.
  • Grant the access.

  • The User will be able to carry forward all the Sales operations with the Mapped Store.

On the other hand, if the Un-Mapped Ship Store is selected for a Sales Order, the User will not be able to do the following: 

  • Create a Sales Order,
  • Create Wave,
  • Pick/Pack the Wave,
  • Ship an Order.
  • Void a Wave/SO
  • Modify an existing Order

If an attempt is made to process an Order with the Un-Mapped Ship Store, the User will be shown a message that the user doesn’t have access to the Ship Store.

Refer to the screenshots below as an example:

 

6. Alert Note for “Adding Multiples of Sell Package Qty” of an Item while creating an Estimate/SO/Sales Receipt/Invoice

There is a sell package quantity in every Item that says the Item should be preferably sold in the mentioned “Package Qty”.

While adding items on the Estimate/Sales Order/Invoice/Sales Receipt if the quantity entered is not the multiple of the “Sell Package Quantity” of that item, the system will just show the warning message.

Refer to the example below to illustrate this feature.

  • The Item: TEST_ITEM_CMs has the “Sell Package Qty” set as 5.
  • Tried adding Qty 6 for this Item, which is not a multiple of 5.

  • The system will pop up an Alert Note on the screen.

Please Note: This will not restrict adding the Item in a different Qty.

The same will be the case while creating an Estimate/Invoice and Sales Receipt.

 

7. Wave Centre: Option to “Merge the Waves”

In the Wave Centre, an enhancement has been made by providing the option to “Merge Waves”.

How does it work?

  • Navigate to the Wave Centre.
  • Select multiple Waves with the same Store.

  • Click on the “Options” tab above and hit “Merge”.
  • Select the “Primary Wave” and hit “Merge”.  all secondary wave is going to be deleted.

  • The Waves will be Merged into one single Wave.

  • After Merging the Waves, the Line Count and the Unit count will sum up and show the Primary Wave selected.

  • Also, the Invoice is created separately for each Wave when Shipped together after merge.

Please Note: In the following cases the Waves cannot be merged: 

  • Users cannot merge Shipped, Void, Closed, and Produced Wave.

  • The Waves cannot be merged if the lock status of all waves selected does not match.

 

8. Invoice Email Template enhancements: Added Customer PO#

Following changes/enhancements have been made to the Invoice Email Template:

  • Added Customer PO in the Invoice email template placeholder.

  • The total amount fields format has been modified. E.g if the total is 1000. Then the email field will display $1,000.00.

 

9. Ability to create an RMA without the Invoice number

Added a new functionality in the Create RMA module, now the User can create a Direct RMA.

In Direct RMA- An invoice number is not required.

How does it work?

  • Navigate to the Create RMA module.
  • A new field is created, “RMA Type”.
  • From the dropdown select “Direct RMA”.

  • When a Direct RMA Type is selected, the User can add any Customer & Item and RMA can be created.
  • The search invoice button will be disabled in the case of Direct RMA.
  • Sales Rep can be changed in case of Direct RMA.
  • Add Items from the Detail level will be used for adding Items.
  • Discount and shipping tabs will be hidden in case of direct RMA.

 

10. Sales Order Centre: Added option to filter data by “Allocation Status”

In SO Centre added the Allocation Status dropdown. The SO’s can be quickly searched based on the “Allocation Status”.

  • Now User can filter the data based on Wave Allocation Status such as Un-Allocated/Partially Allocated/In-Picking/Shipped etc.

  • Also added in Page Defaults Setting.

11. Added “Ship To” placeholders in the Sales Order and Invoice Email templates

Email Templates added a placeholder for the “Ship To” address details in the Sales Order and Invoice.

The following details are added:

  • SalesRepFullName
  • ShipToState
  • ShipToAddr
  • ShipToAddr2
  • ShipToCity
  • ShipToState
  • ShipToCountry
  • ShipToZpCode
  • ShipToFirstName
  • ShipToLastName
  • ShipToName
  • ShipToCompanyName
  • CustomerFirstName
  • CustomerLastName

Check out the following screenshots for more details.

Sales Order email template:

Invoice email template: 

12. Added Custom Fields in the Chart of Accounts module

In the Chart of Account module, the Custom Fields are added.

  • Custom Fields for the “Accounts” can be created from the “Custom Field Definition” module.

  • Columns for the “Custom Fields” are added in the “Batch Upload Accounts” template.

 

13. “Address Instructions”: “Batch upload Address Instructions”- New module added

New Upload for batch uploading the Address Instructions is created in Xoro.

Use this module, in case you need to upload multiple “Ship To” or “Bill To” Address Instructions to Xoro.

How does it work?

  • Download the latest CSV template from the “Batch Upload Address Instructions” module.
  • Fill in the Address Instructions plus other details related to the Address like “Entity Name” (Customer Name), Address Type, etc. into the CSV template.

  • Upload the updated CSV template into Xoro.

 

14. Increased the number of “Address Instruction Fields” in the “Address Instruction module and the Upload

Address Instruction Fields are increased to 12, earlier only 7 was supported.

The “Batch Upload Address Instructions” template: 

The “Address Instructions” module: 

The “Address Instruction Centre”:

15. Export “Ship-To Address Instructions” while exporting Wave detail

While Exporting Wave Detail from the Data Export Centre, the “Ship To Instructions” fields will also be exported.

How does it work?

  • Navigate to the Data Export Centre.
  • Search by “Wave Detail”.
  • From the “Options” select the method to export the data.

  • The exported file will contain the “Ship To Instruction” columns.

16. Sales Order Allocation based on “Sell Package Qty”

While creating a Sales Order, the system will Allocate (Wave) Orders in the multiple of Sell Package Quantity available on the Locations.

Two new settings are created in Xoro for this functionality to work:

  • App Config Setting: “Enable sell package allocation” under the Warehouse tab of the App Config module.

  • Advanced Configuration setting “Disable Sell Package Allocation” of the Customer module.

How does it work?

  • If the App Config is Off, there will be no change in the Allocation process.
  • If both the App Config and the Customer settings are “ON”, there will be no change in the Allocation process.
  • If the App Config is ON and the Customer setting is OFF and also a Sell Package Qty for the Item is set, the system will Allocate (Wave) Orders in the multiple of Sell Package Quantity available on the Locations.

The sequence of the Allocation will depend upon the “Wave Template” selected.

Let’s understand the mechanism in detail:

  • The Item has the “Sell Package Qty” set as 4.

The Appconfig is ON and the Customer setting is OFF

Case1:

Wave Template defined for the Store- Stop1:

  • Item sell package Qty=4
  • Qty to Allocated=20
  • The system will automatically Pick the Inventory first from the Active location of the Store.
  • After the Active location is exhausted the Inventory will be Picked from the Reserved locations. 

See the Table below to have a better understanding of this:

Location DisplayClassPick SeqQtySell Package AllocationAllocation Sequence
AActive1113
BActive2334
CActive3441
DActive-30-
EActive-442
A-RReserve130-
B-RReserve2445
C-RReserve330-
D-RReserve-446
E-RReserve-30-

 

Case2: 

Wave Template selected:

  • Item sell package Qty=4
  • Qty to Allocated=20
Location DisplayClassPick SeqQtySell Package AllocationAllocation Sequence
AActive110-
BActive230-
CActive3445
DActive-30-
EActive-44-
A-RReserve1333
B-RReserve2441
C-RReserve3314
D-RReserve-442
E-RReserve-30-

 

  • Segregation of location-wise Qty Allocated can be seen in the “Pick Wave Document”.

 

17. Added Pick Location and Pick Sequence in the Pick Wave Module

In the “Pick Wave” module, on the line level added two new columns:

  • Pick Location, and
  • Pick Sequence

The “Pick Seq” column defines the priority of location for Allocating the Qty.

 

 

18. Data Export Centre: Export the “Sales Summary data”

From the Data Export Centre, now you can export the “Sales Summary Data”.

How does it work?

  • Navigate to the “Data Export Centre” module.

  • Search by “Sales Summary Data”.
  • This summarizes Sales by Customer, Year & Month.

  • The fields like; Customer Name, Currency Code, Year, and Months can be Exported.

 

19. Export Data from the Data Export Centre with the required settings

Under Options on Data Export Center, a menu option is added to “Export Settings”.

Following are the available settings:

  • Include Headers (If false, File will not be having column headers, such as CustomerName, MainEmail, etc)
  • Export File Format (CSC, TXT)
  • Delimiter (Column separator Comma(,) or Tab)

How does it work?

  • Navigate to the Data Export Centre and from the Options select the settings required to export.

The Include Header setting

  • If the setting is ON: The file will be exported with the “Header”.

  • If the setting is OFF: The file will be exported without the “Header”.

File extension Type

  • CSV Format:

  • TXT Format:

The Delimiter (Column separator)

  • Separate by “Commas”

  • Separate by “Tab”/”Space”

We can also specify these settings on Job level, which will override generic Export Settings.

 

 

 

 

Sales order
Purchase orders
Inventory planner
Sales order Centre
Invoice centre
Charter of accounts
Wave centre
Pick and Pack
Import Export Data

Was this article helpful?

Related Articles