What's new in Torgsoft 2020.6.1

Torgsoft Update 2020.6.1 Released. 

Here's a brief summary of what's new:

Partial Invoice Shipment

Document -> Trade with Invoice -> Invoice Tab -> Invoice Table -> Create Invoice

Long-awaited improvement. You issued an invoice to a customer with many different products and services. Some products have been shipped, but the services have not yet been provided. How not to forget what has been shipped and what is still owed to the customer?

This task is solved by partial invoice shipment.

The "Invoice" tab has added:

• The "Partial Shipment" switch. If the switch is on, you can specify which products are included in the invoice and in what quantity when creating the invoice. If the switch is off - all products will be shipped.
• The "Shipment Status" filter with options "Not Shipped," "Fully Shipped," "Partially Shipped" for easy search of unfulfilled obligations to the customer.
• The "Distribute Prepayment" action, which distributes the total amount of prepayment for the invoice to unpaid invoices of the account.
• The "Fully Distributed" and "Partially Distributed" statuses in the list of prepayments for the account.
• A form for selecting an invoice to search for an invoice if multiple invoices are created for the account.
• Account information and invoice information to which payment will be distributed on the prepayment form.

Convenient Analysis of Income Receipts

Warehouse -> Income Receipts Register

Now you can simultaneously analyze the profitability of multiple income receipts: the forms open side by side, collapse, switch between them, and search - for convenience, the header of the analysis includes the number and date of the income receipt.

Privat24 Bank Statements

Linking Payments with Sole Proprietorship

Payment -> Bank Account Statements

When linking a payment to an account, the enterprise - sole proprietorship or legal entity specified in the Torgsoft settings for the PrivatBank account is automatically set. Now you don't need to enter the enterprise manually when uploading Privat24 statements.

Cost: Finding Discrepancies

Analysis -> Profitability of Sales for the Period

If the cost in different reports does not match, you can quickly find discrepancies and see where the cost was not set on the "Profitability of Sales for the Period" form using the "Cost Source" list.

Control of Serial Numbers for Strict Warranty Accounting

Warehouse -> Internal Transfers Register -> "Check Income Invoice" Action

If you maintain strict warranty accounting for goods and have the function "Warranty Accounting by Serial Numbers" activated, the "Serial Number Discrepancy Report" will show the number of goods that do not match the number of serial numbers.
The improvement eliminates situations where, for example, as a result of checking from accounting center A to accounting center B, 4 goods are transferred, but 5 serial numbers go from warehouse A.

Software ECR and Cryptographic Library Check

Settings -> Software ECR

To use the software ECR, you need to install the "CSK-1 User" software, which is responsible for cryptographic libraries. Torgsoft checks for the necessary files in the working directory of the "CSK-1 User": the default installation path is C:\Program Files(x86)\Institute of Informational Technologies\Certificate Authority-1.3\End User

Updated Marking Code for Fiscal Registrars Atol and Shtrikh-M

Settings -> Parameters -> Receipt -> Receipt Type -> Fiscal


For Atol and Shtrikh-M, the method of sending the marking code has been reworked so that it displays the letter M in the properties of the product on the receipt:
1. Atol - Torgsoft transmits marking not only for shoes but also for any type of product.
2. Shtrikh-M - Torgsoft transmits marking not only for shoes but also for goods with a product code in the GS1 Data Matrix or Data Matrix format: clothing, shoes, etc. The exception is fur.

Nova Poshta

Accounting for Shipments without Boxes

Torgsoft → Connection with Nova Poshta

For stores that ship goods in stretch film, without boxes, the form for creating a waybill Nova Poshta has added a setting for the additional service "Shipment without Box".

Quick Search for Legal Entity Recipient

We have added a EDRPOU field to the "Nova Poshta Recipient" and "Delivery Counterparty" forms.
To add a new recipient, you need to enter the EDRPOU code in the field and click "Find". If the recipient is in the database of legal entities on the Nova Poshta server, the information will be pulled into the required fields. It will only be necessary to save it in Torgsoft for future shipments.
If the recipient is not found, it means they are not registered with Nova Poshta as a legal entity.

Assortment Management Center

Analysis -> Assortment Management Center

The Assortment Management Center allows you to manage the assortment, track the movement of goods between stores, warehouses, and quickly distribute goods.
Now in the "Assortment Management Center" analysis, you can flexibly configure the information: selectively choose the documents from which the "Income" or "Expenditure" will be formed, exclude internal transfers, display information only about sold goods, etc.

Production

Route Sheets by Product, Not by Model

Document -> Production Order -> "Production Order" Tab -> Production Order Composition Table -> Create Route Sheet

In the production order, in the "Production Order Composition" and "Production Order Products" tables, you can create a route sheet by product, not by model, and continue working with it. Route sheets have links to the order, like production acts.
You can also create route sheets for semi-finished products if they are part of the product.

Copying a Group of Operations with Group Composition

Document -> Production of Finished Products -> Technological Maps -> "Technological Operation" Tab -> "Add Group of Operations" Action -> "Group of Operations" Form -> "Copy" Action

The "Group of Operations" form has added a "Copy" action: a copy of the group with the list of operations will open, which can be edited. This speeds up the process of creating a new group of production operations.

New Tax Invoice Template

Document -> Tax Invoice Accounting -> Print Tax Invoice Action

We have updated the tax invoice and adjustment template in accordance with the order dated 02.12.2021 No. 734, which came into force on March 1, 2021.
The "Code" field value is filled in if there is a corresponding taxpayer's tax number. And it is not always filled.
The tax number code is automatically determined by the algorithm. If the tax number consists of:

• 8 digits and they are all numeric, it is considered that this is the EDRPOU code and the code value will be 1;
• 10 digits - the registration number of the taxpayer's account card - identification code, and the code value will be 2;
• 9 digits and the first two digits of such a number are "77" - resident or "88" - non-resident, the tax number assigned by the controlling authorities for taxpayers not included in the EDRPOU and the code value will be 3;
• 8 digits and contains non-numeric symbols - this is the series + passport number of the old model. If the tax number consists of 9 digits, and the first two symbols are neither "77" nor "88", it is considered that this is the number of the new model passport in the form of an ID card. In both cases, the code value is 4.

Changes have also been made to the XML file formation algorithm for unloading in the Ukrainian standard for ArtZvit.

Automatic Product Distribution Calculation

Document -> Product Distribution

The "Product Distribution" mode shows the input data for the correct distribution of products across sales points. But with a large assortment of products, a lot of time is spent on manual distribution of products between points, and the human factor works - errors occur: missing positions, incorrectly set and calculated numbers.

Massive improvement automates the process of distributing products across sales points and ordering products from the supplier.

Automatic Calculation Process

The "Product Distribution" and "Product Receipt Distribution" forms have added settings:

1. Sales Period - the period for which sales will be taken into account. Forms the value of the "Sales Quantity" column.
2. Rounding - how to round the values calculated by the formula.
3. Calculation Formula - a field for editing the formula.
4. Perform Calculation - calculates the formula and automatically sets the values in the "Receipt Quantity".

The calculation formula supports values:

•  Quantity at the accounting center (sender)
•  Available quantity (recipient)
•  Sales quantity (recipient)
•  Minimum stock (recipient)
•  Maximum stock (recipient)

Default formula:
(<Sales quantity> (for the selected period) + <Min stock> - <Available quantity>) * n
where n is a fractional or integer, for example, 1.5 or 2, which will be set when planning the next order of goods for a longer period than the period for which the calculation is made.

Order to the Supplier Based on Distribution Results

In the "Settings - Column Visibility" section, a "Calculated Quantity" column has been added - the amount of goods needed by the accounting center. After the formula is calculated, the "Receipt Quantity" and "Calculated Quantity" are filled.

"Order by Distribution" Mode

This mode displays information about the goods in terms of the latest supply batch from each of the product suppliers and about the distribution of this product. The "Quantity (Order)" column is editable: you can set the quantity of goods to be ordered from the supplier to add some quantity of goods, for example, on order to any points as an exception to the algorithm.

Torgsoft System Messages

Sometimes Torgsoft pops up system messages that need to be forwarded to technical support for help or explanation. Previously, it was not possible to copy the message text. Now it can be done with the usual ctrl+c and send the message text to the technical support chat.

• Before updating, save the Torgsoft database.
• If you plan to update the program yourself, follow the instructions.
• If you need help updating Torgsoft, contact technical support.