Torgsoft update 2022.0.19

The Torgsoft 2022.0.19 update includes 42 improvements:
new features according to your wishes,
ystem improvements: bug fixes, speeding up the program.

11 business processes that will now be more convenient to work with

1. Work with fiscal registrars, software fiscal registrars, fiscal, non-fiscal and slip checks.
2. Connection with Prom.ua: exchange of large amounts of data and simplification of work with the delivery address.
3. E-commerce: detailed categories in the Torgsoft Online Market, data synchronization with unstable Internet; accelerated and improved the work of the electronic product catalog.
4. Working with the customer base: correct merging of customers and delivery counterparties, filtering customers by status - individual entrepreneur, legal entity or private person.
5. Goods turnover: quick creation of suppliers, control and editing of sales invoices, returns, and internal transfers; fixing the cancellation of sales, prohibiting the shipment of goods from other outlets, optimizing the analysis of goods balances.
6. Financial accounting: improved form of payment for goods from a VIP client; removed data entry conflicts if the computer is using the US regional standard; linking unrecognized payments to the relevant company to which the payment was received; reporting on card payments.
7. Working with Nova Poshta: the form for working with legal entities and the list of return delivery payers have been put in order.
8. Repairs: shipment of unpaid service center services for regular customers, refund of prepayment for repairs; improved work with the "Repair stage" and "Payment status" filters.
9. Automation of production: use of the price from the list of operations of the production act in the report "Production act with cost".
10. Payroll accounting: improved recalculation of the personal sales plan and work with the schedule.
11. System improvements: automatic update taking into account failures or interruptions, automatic rollback of updates; display of the lease or installment date; corrected translation errors and removed meaningless messages.

Working with fiscal registrars

Software fiscal registrar

#174985

Settings → Software fiscal registrar → Software fiscal registrar registration

The Start license has a restriction on creating only one enterprise, so the Settings - Enterprise menu item is not available for this type of license.

The "Add" and "Edit" actions have been added to the Registration of software fiscal registrar → Enterprise form so that you can create or edit an enterprise and select a private key file in the Torgsoft-Start version.

To register a software fiscal registrar through Torgsoft, we have added a number of information messages to simplify the understanding of this mode.

#175504

Fixed the "Access violation" error that could occur when installing a private key file on the "QES (EDS)" tab on the "Enterprise" form if the user tried to read the key without entering a password.
Printing a fiscal receipt with information about the bank terminal

#176198

Settings → Options → Check → Check type → Fiscal

The name of the "Transmit payment information by bank terminal" setting, which is responsible for transmitting or printing terminal data, now depends on the type of fiscal registrar.

For fiscal registrars or drivers that transmit information to the tax office about payments made via a terminal, the setting will be displayed as "Transmit information about payment by bank terminal". This bank terminal slip-check setting is available for fiscal registrars:

• Software fiscal registrar.
• That use the universal driver Artsoft.
• Excellio FPU-260, FPP-350, FPU-550, FP-700, FP-2000, LP-1000.
• Datecs FP-101 Smart, -T88, -T320, -510, -7197, -T260, -3530T; SMR-10M (Atlas).
• MG N707TS (Happy Micro).
• Maria-301MTM T7-T11, Maria-M304 (Resonance).

For fiscal registrars or drivers that do not provide for the transfer of payment information through the terminal, the setting is displayed as "Print bank terminal slip in fiscal receipt", for example, for such fiscal registrars as Shtrih-M or Atol.

This information will also be displayed in the configuration tooltip.

Non-fiscal receipt

#176115

Document → Realization

There are not many cases left when you need to print a non-fiscal receipt, but there is still a request.
Therefore, we have added a separate action to print a non-fiscal receipt (Alt+S hotkey) - a non-fiscal receipt will be printed for the goods in the sale. Payment in new implementations will be displayed as a cash payment, and in editing - as it was when paying.

But:
you cannot print a non-fiscal receipt if there are no goods in the sale (which is logical),
this action does not set the sign of printing a check in the sale (Analysis - Analysis of sales of fiscal goods).

Regional standards for Kazakhstan

#172620

We have removed the unnecessary. If you switch to the regional standard of Kazakhstan, users will not have access to unnecessary option settings, in particular:

• Payment → Bank statements,
• Settings → Bank statements settings,
• Settings → Software fiscal registrar,
• Report → Report on sales of excisable goods,

as these functions are focused on Ukrainian services and legislation.

Connection with Prom.ua

#175622

Warehouse → Synchronization with an online store → Synchronization with Prom.ua

If the file for importing goods to Prom exceeds the maximum allowable size of 10 MB, and Prom displays the message "HTTP/1.1 413 Request Entity Too Large", then in Torgsoft you can use a link to the file for import.

To do this, on the "Synchronization object" editing form, you need to fill in the "Information delivery address" and "Link prefix for the import file" fields.
The principle of working with a link to a file is similar to exporting and creating links to product photo files.

#174766

Along with this, an error was fixed when synchronizing with Prom - "Access violation at address 027E9610 in module torgsoft.exe. Read of address 00000004", which occurred when trying to download a synchronization file larger than the Prom limit.

#175713

Document → Trade with invoice statement → Account

We have reworked the logic in Torgsoft so that when importing an order from Prom.ua for accounts in Trade with invoice statement, the "City" and "Postal address" columns are always displayed empty. This was done to avoid confusion, since the current delivery address is always displayed in the "Delivery terms" column.

E-commerce

Torgsoft Online Market

#175722

Warehouse → Synchronization with an online store

Added convenience for reconstructing the full tree of product categories - creating a complete hierarchical structure of product categories in an online store based on the Torgsoft Online Market.

A new data type has been added to the fields of the synchronization file - "Synchronization partition", which allows you to transfer information about the entire hierarchy of partitions - from the root node to the current one.

The value of this field has the format "Key=Value", where the key is the number of the synchronization partition, and the value is the name of the synchronization partition, for example: 201=Clothing; 204=Men's; 218=Outerwear; 220=Jacket.

Synchronization with the online store

#175481

If the Internet is unstable or the store's website is temporarily unavailable, you can set the synchronization time: on the "Synchronization object" form, we added the "POST request sending parameters" action, where you can specify the maximum time to wait for a response from the site. By default, the value is 0, which means waiting for a response from the server indefinitely.

#175246

Warehouse → Synchronization with an online store

To synchronize with the online store via a file, we fixed the message about the inability to connect to the FTP server due to an unstable Internet connection, which blocked further synchronization tasks until this window was closed.

#175684

Fixed a bug when, for the file-based synchronization method with an online store, photos were transferred to FTP despite the fact that the condition was set not to synchronize photos.

#175819

Warehouse → Synchronization with online store → Synchronization object → Synchronization time → Create synchronization interval

We have removed the limitation of synchronization intervals: now you can set data exchange settings for more than 60 minutes if you do not need to update information about the warehouse status very often.

Electronic catalog of goods with the ability to accept orders

#176101

Fixed an inconvenience when the electronic catalog could not download a file with goods from some more modern ftp servers that do not support the MLSD - machine list directory command.
Added support for ftp servers with SSL and TLS encryption. To do this, in the TorgSoftClient.ini file, specify FTPUseSSLTLS=True for goods and orders, and FotoFTPUseSSLTLS=True for photos.
We added a reference to the folder we work with inside the ftp server. To do this, in the TorgSoftClient.ini file, enter the values of the parameters FTPDir for products and orders, FotoFTPDir for photos.
Changed the way of uploading photos via File → Update photos for selected product and File → Update photos for all products: when uploading, a separate connection is not created for each photo, which significantly speeds up the upload process.

Working with the client base

List of clients

#175370

Document → Invoice

Added a filter by type of customer responsibility - legal entity, sole proprietorship, or private individual, which can be used on the Invoice or Repair forms.

This filter allows you to quickly select the desired category of customers when creating an invoice, repair, etc.

#175630

Fixed a conflict situation when on the "Customer" editing form in the "Marketing" menu, on the "Family composition" tab, after clicking on F4 (Add), F3 (Edit), Ctrl+Del (Delete) or F5 (Refresh), actions from the "Social networks" tab were triggered, for example, F4 - a form for filling in social networks appeared.

#175638

Marketing → Customers → Merge a customer with another

We fixed the principle of merging customers, contractors, or suppliers.

Now such customers have one default delivery counterparty or system counterparty.
The delivery counterparty is transferred to the client that remains after the merger.

When you set the "Use by default" attribute for the delivery counterparty, this attribute will be removed from all other counterparties. Thus, there can be only one default delivery counterparty for a customer or supplier.

The algorithm for combining customers and suppliers in terms of delivery counterparties works as follows:

• For all delivery counterparties, the "system" feature will be removed from the deleted client, and such counterparties will be transferred to the remaining client as normal.
• After the merger, only one delivery counterparty will remain, and the system counterparty will be given preference.
• If, after the merger, the client does not have any default delivery counterparty, but has a system counterparty, then it will be set to "use by default".
• If the merged clients did not have any default delivery counterparty, this attribute will be set for the first delivery counterparty that is included in the list, with preference given to the system counterparty.

Goods turnover

Receipt of goods

#175516

Document → Receipt of goods

From now on, when posting goods, the counterparty is created by default as "Supplier". Previously, there were difficulties with this, because the supplier had the "Buyer" characteristic and it was not displayed in the list on the goods receipt form.
The register of receipt invoices#176108
Warehouse → Register of receipt invoices

If you initially performed the control of the receipt invoice and then canceled it, then there will be no more problems when changing the data of the invoice.

After checking the invoice and exiting it, you need to set the status "Control completed" yourself. Only a user with full access or with open access to this function through the role settings can cancel control in the "Register of receipt invoices".

The algorithm for setting and removing control of an invoice works correctly if you select many invoices at once - the control sign changes for the selected number of documents.

Implementation

#155187

If in the "Sales" mode the buyer refused to buy and the seller clicked "Cancel" or "Cancel all", then in the menu File → Document change log, you can find such a sale by number and date and record the event. This is an additional option to prevent fraud.

Shipment of goods

#174610

If the sale of goods is prohibited from all points of sale, then (although you can see the goods on other accounting centers) in Sales and Trade with invoice, it cannot be selected and sold. This eliminates the possibility of erroneous movements of goods from accounting centers and reserve warehouses.

If sales from all accounting centers are allowed, then you cannot select an item from another warehouse for sale.

Return of goods

#175621

Document → Return of goods

If you specify a quantity of goods on the "Return of goods by check" form that exceeds the quantity of goods in the sale, the program will display a warning about the maximum allowable quantity of goods for return.

Goods on the way

#174938

Warehouse → Goods in transit

Unnecessary information is no longer displayed - records from checkpoints, as well as overhead opening balances generated as a result of deleting statistics for closed periods.

To prevent the creation of opening balances for warehouses of goods in transit when deleting statistics for closed periods, a check for the existence of unaccepted internal transfers to the warehouse of goods in transit has been added. The program will show the user a list of such internal transfers - they need to be deleted or accepted.

Before deleting periods, the data on unclosed reserves is checked by the date of creation of such reserves, and not by the date until which the goods were reserved.

Analysis of goods balances

Analysis → Analysis of stock balances

#173497

If you are searching for a certain item among a large number of items in the "Analysis of item balances", the program will notify you that there are not enough resources to process the entire list of items. Use filters to reduce the selection and find the desired item.

Financial accounting

Payment

#168056

Document → Realization → Payment

Fixed the error "### is not a valid floating point value" that could occur when entering amounts in Torgsoft on an operating system with the US regional standard.

VIP client payment

#175702

After paying for the goods from a VIP customer, in particular in the "Partial payment with decoding by product" mode, you cannot close the payment form accidentally and just like that - you need to complete the work with the customer.

#174849

Settings → Options → Receipt → Print sales contract for VIP customers in sales

Fixed an inconvenience when the button "Purchase agreement" on the form "Payment for VIP customer" overlapped the neighboring components if the selected fiscal printer was supposed to send a check by e-mail or phone number.

Bank statements - working with unrecognized payments

#176153

Payment → Financial document

When you receive an unrecognized payment, this payment is linked to the corresponding company to which the money was received.
If the account is associated with a company, then this individual entrepreneur or legal entity cannot be changed in unrecognized payments.
If the account is not associated with a company, the default company will be set, which cannot be changed.

The same is done for creating a payment order for payments.

Payments to the card

#175700

Payment → Financial document → Cashier → List of goods

The card receipt included in the check as a service is included in the decoding by payments and is displayed in the list of goods on the form Financial document → List of goods.

Synchronization with Nova Poshta

#175066

On the Goods delivery counterparty → EDRPOU/legal entity code form, it has been renamed to "EDRPOU code of legal entity/Individual entrepreneur's TIN", since for Nova Poshta, an individual entrepreneur is a legal entity, and TIN is used instead of EDRPOU. The input field has been expanded to 10 characters.

#175299

Document → Trade with invoice statement → Waybill → Delivery options → Work with waybills → Start creating Nova Poshta waybills

Fixed the translation of the values of the list of return delivery payers on the Nova Poshta waybill form.

Repair

#111598

Document - Repair

We added the ability to pay for completed repairs on the invoice, as well as to refund the prepayment.

This is useful for the work of a service center under a contract with large customers, when the service center performs a list of repairs during the month, and then the customer pays for everything at the end of the month.

We added the Payment status filter - "Unpaid", "Partial payment", "Paid", which, along with sorting by repair stage, shows unpaid but completed repairs.
Payment and refunds for completed repairs are available regardless of the repair stage.
If you close a repair without payment or with incomplete payment, the invoice will not be closed automatically.
The amount of payment or debt for the repair is calculated based on whether or not an expense invoice has been created. If an expense invoice has been created, the amount of payment for the repair is determined as the amount of the prepaid repair bill. Otherwise, it corresponds to the amount that is linked to the expense invoice.
You can refund the prepayment for repairs in two cases if
an expense invoice has not been created for the account, i.e. the repair has not been completed,
the amount of the prepayment exceeds the amount of the expense invoice.
If at the beginning the amount of the prepayment for the repair exceeded the cost of the repair, then upon completion of the repair, the overpayment can be charged to the expense invoice or left as a refund.
In case of overpayment for repairs that have already been completed, the overpayment amount will be automatically linked to the expense invoice and cannot be refunded. The program will notify you in advance.
Changed the algorithm of the "Repair stage" filter: if you do not select a filter value, completed repairs will not be displayed.

#175463

Fixed a bug when newly created repairs were not displayed in the list, because due to a change in the algorithm of the "Repair stage" filter, records with an unfilled repair status were not displayed.

#175460

Fixed the "Invalid PaymentState column name" notification that occurred when the Payment State filter was set and the "Item under repair" tab was selected.

Production automation

Production of finished goods

#174607

Document → Production of finished goods → Production acts → Printing a production act with a cost price

In the report template "Production act with cost", the price from the list of operations of the production act is substituted in the "Price" column. Also, the "Amount" value is calculated from the price of the operation in the production act.

The "Price in the production act" field has been added to the list of fields of the "Operation" dataset for the report.
The report can be configured to use the transaction price from the reference book. To do this, for the "Price" column, select the "Price" field of the "Transaction" dataset and configure the "Amount" and "Total" fields accordingly - instead of using the "Amount" field, apply the "Quantity*Price" expression.

Payroll accounting

#174767

Payroll → Planning

Fixed the errors "Incorrect syntax near 'OR'" when trying to recalculate a personal sales plan with an unspecified period, and "Could not convert variant of type (Null) to type (Double)" when clearing the period in the schedule.

System improvements

Update

#175757

Torgsoft for Windows - Automatic update

Improved the process of automatic updating of the Torgsoft accounting program and changed the algorithm of notifications about the update status:

If there were any difficulties during the automatic update, the program will notify you in a separate window - the notification will be on the screen for 30 seconds. The timer stops while viewing the error. After that, the notification closes and the program automatically rolls back the update.

To view update errors, click the corresponding button on the form.
In this case, the Torgsoft services will continue to work.
Accordingly, a failed attempt to update will not stop the process, and the update will be rolled back automatically.

If the program has updated successfully, Torgsoft will display the information for 30 seconds, after which the program will restart.

#175365

If an error occurs when downloading an update, for example, the Internet connection is lost, then there will be no more attempts to launch the update with an incorrect package.

The program will offer the user to repeat the update download.

License

#174835

The main form for licenses with a validity period (lease or installment plan) fully displays the license expiration date.

Translation

#174876

Fixed the translation of the message when changing the location of tabs in the Marketing → Customers menu.

Archiving: saving documents

#175417

Settings → Scheduled tasks → Saving documents

Correct uploading of files to FTP, without unnecessary meaningless messages.

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