Sales
XoroONE’s sales module enables you to create estimates, sales orders, track incoming orders from various sales channels, handle advance payments, payout commissions and manage returns. Keep an eye on your open invoices, customer balances, and past due amounts. Smoothly run built-in sales reports like the Customer Balance Summary to see each customer’s total open balances, or an A/R Aging Summary to see unpaid invoices.
Order Management
Manage your B2B, Wholesale, Retail and E-commerce orders all from one place. Integrate and track orders as well as their workflows with separate statuses, create partial shipments with multiple fulfillment options, and keep your inventory synchronized automatically with all sales channels. Enjoy the ability to create orders on the go at trade shows and meetings using any device.
Invoicing
Automatically generate and email invoices upon marking orders as shipped and take advantage of receiving credit card payments from your customers. Create recurring invoices with smart scheduling technology and keep a track of partial/complete shipments with automatically generated packing slips. inbuilt accounting lets you generate customer statements and view A/R balances all within a few clicks.
Online Payments
Use your preferred payment gateway (Stripe, PayPal or Moneris) to receive online payments from your customers. No more keeping track of credit card numbers on paper. Instead, store them safely and securely with PCI-compliance. You can send your customers payment links or charge their stored cards onto invoices – and receive notifications upon payment or automatically send email receipts.
Price Lists
Define pricing tiers by Brand, SKUs, Customers, Sales channels, Currency and Region. Setup specific pricing lists and price breaks for individual customers or customer groups. Xoro lets you control prices for your wholesale and B2B customers while having a separate price for your retail and eCommerce. Also, upload the updated price lists from any of your brands within seconds using the Xoro import utility tool and avoid redundant manual work.
Customer Management
Control your entire customer list in a master database. Xoro records each customer’s order history, balance, multiple billing and shipping addresses, and customized notes for your fellow team members. View detailed correspondence using the built-in customer relationship management (CRM) tool. Plus, send invoices and statements to hundreds of your customers in seconds.
Back Orders
Partially fulfill and create multiple shipments easily – doing so will mark sales orders as partially shipped. Get notified immediately when back-ordered items are received into the system and process all your back-orders effectively. Minimize wait times for your customers and never lose track of incomplete orders again.