Torgsoft update 2022.0.25

Accounting of goods: merchandising, sales, returns, re-accounting

Warehouse sorting by product type

 #181744

Warehouse → Warehouse by product type

When you open the Warehouse by product type form, the program automatically sorts products by name, making it easier to find them. However, we have taken into account that sometimes it can be inconvenient to manually configure the sorting for each selected item.

Therefore, we have added a new function to the program settings that allows you to select sorting by article. After that, the program will remember your choice and automatically sort the goods by article when you open the Warehouse by product type form and in other forms where this function is used to select goods.

This update allows you to customize the column order and sorting only once. After that, the program will apply these settings every time you open the Warehouse by type of goods form.

Withdrawal of goods from the list

 #115850

Commodity management → Error diagnostics → Deleting products

A new behavioral algorithm has been implemented for the "Delete item" action.

You have the ability to remove goods from the action for which there was no movement without having to delete the corresponding types of goods. This allows you to keep the history of goods and information about their movement, while easily managing the list of goods in the accounting program Torgsoft.

If you select the "No" option in the dialog box: "The selected products will be removed from the action and will be assigned to the product type "NO INFORMATION". These product types will be deleted (if possible)", then a second dialog box will appear, in which you will be offered to simply remove the selected products from the action.

Selecting the accounting center for the return

 #125435

Document → Trade with invoice statement → Refunds → Edit

We added a new column called "Payments by expense invoice" in the returns, which displays the amounts of payments for expense invoices for which the returns were created.

If the return was not created for a specific invoice, then the value in this column will be missing.

We also added the ability to change the accounting center for the return. This feature is available both for returns created under specific invoices and for general returns, provided that no payments have been made for the return of goods.

A new component has been added to the Return of goods by waybill form to select the accounting center that will receive the return. If the accounting center of the return does not match the accounting center in the general filter "Accounting center", after creating the return and agreeing to transfer to the newly created return, the value of the "Accounting center" filter will be automatically changed to the accounting center of the return that you have selected (provided that the filter is visible, available for change, and not empty).

Now you can quickly view information about whether the funds for the return of goods have been paid directly on the Returns tab in the Trade with invoice mode. This will speed up the review of information, as you will be able to check the payment status without having to go to the Payments tab or view it separately for a specific invoice.

Also, a bug has been fixed, due to which, when returning goods in trade with an invoice and refusing to create a refund, the form for selecting goods for return was still opened. The reason for the error was the built-in algorithm for checking the possibility of a return and issuing appropriate requests, which worked when the form was opened and did not close it if you refused to create a return.

Inventory

 #181076

Document → Inventory statement

Added the ability to display the date of the last inventory for tables to which you can connect columns with dynamic characteristics that are unique to each goods accounting center. For example, it can be such characteristics as "Warehouse status" or "Goods arrival". The new column "Inventory date" displays the date of the last inventory for each item in this warehouse. This information is important regardless of whether the inventory was closed or not.

Added the ability to sort items by inventory date and storage location - you can set a filter by inventory date and select items that were inventoried on a specific date. You can also filter items by storage location.

These filters make it possible to track which items were last counted and check whether the inventory is being performed correctly for all items at the storage location.

This update will help you quickly identify items that need to be inventoried, track the last inventory date for each item, and ensure accurate inventory of items in your store.

Search by item in the inventory list

 #180342

Fixed a nuance when the item was not found by article in the inventory list when using the "Search by article" setting if the article began with the same digits as the barcode prefix of the weight item set in Settings → Options → Weight.

Now Torgsoft correctly searches for an item by its article in the inventory list, even if the article begins with the same digits as the barcode prefix of the weight item.

Distribution of goods to points of sale

 #181758

Document → Receipt of goods → Distribution of goods

The "Distribution of goods receipt by outlets" form can be minimized, which saves time and is more convenient for you.

Usually, this window displays the availability of goods in the ward. However, sometimes you need to distribute the amount of availability of a certain type of goods, rather than a specific item. Previously, you had to constantly close and open the window to do this, which took a lot of time.

Now you can minimize the "Distribution of goods receipt by points of sale" window, which is called from the "Receipt" or "Register of incoming invoices" modes. This means that you can easily view the necessary information on the product and then minimize the window again. This allows you to save time and work more productively.

Financial accounting

Statement for the selected bank account

 #178334

Payment → Bank statements

In bank account statements, you can download statements only for the selected account, not for all available ones.

Also, when transferring funds from one account to another within the same sole proprietorship, statements in the Torgsoft program will reflect both the expense on the first account and the income on the second account, which allows you to correctly track the movement of money.

This update simplifies interaction with the bank, provides an opportunity to obtain comprehensive information on transactions from the selected account, without unnecessary downloading of information on other accounts.

Connecting a bank terminal

 #179346

Settings → Options → Additional features → Bank terminal

In Torgsoft, you can directly connect to bank terminals that work using the JSON protocol without using a websocket server provided by the bank. This allows you to quickly and easily establish communication with the terminal.

The following changes have been made to the form for editing the settings of the banking terminal:

• The list of banking protocol types now includes JSON (WebSocket) and JSON (COM/TCP) protocols.
• If the JSON (COM/TCP) protocol is selected, you can select the COM/USB or Ethernet connection type, and enter the COM port number, terminal IP address, TCP port, and specify the timeout and directory to save the log file.
• For the JSON (COM/TCP) protocol, a log file named "BankTerminalJSON_TCPCOM.log" is automatically maintained.
• The timeout defines the time the program waits for a response from the terminal in seconds, during which the program will wait for a response, and during this time the terminal will be unavailable.

Sale of fiscal goods

Software cash register

 #180156

We added the ability to download receipts directly from the fiscal server. There are two ways to do this:

On the form Software PTR → Uploading checks: a window opens where you can specify the range of local check numbers to be uploaded. The start number field is automatically filled with the maximum local check number from your database, and the end number field is filled with the maximum local check number from the fiscal server. The checks are loaded using a private key, which you specify in the settings of the software PTR.

In the menu Settings → Options → Additional functions → Software PTR, the setting "Download missing receipts in case of numbering failure" is now available, which is enabled by default.

If this setting is enabled and a numbering error occurs while printing a check, and you agree to continue printing the check with the updated numbering, the program automatically downloads the missing checks, starting with the local check number on which the error occurred and ending with the maximum local check number on the fiscal server.

These updates allow you to conveniently and reliably download missing checks from the fiscal server. You will be able to restore important information about checks that were mistakenly deleted or missing from the database due to a numbering error.

 #181379

Settings → Software cash register

When you download fiscal receipts from the tax server, they are correctly linked to the corresponding documents in Torgsoft. That is, if you already have a corresponding document for which a fiscal check was created, they will be linked to each other. This allows you to correctly analyze sales of fiscal goods and keep records.

If the item from the fiscal receipt cannot be found in the program (for example, this receipt was created by another program or on another database), then such an item will have the status "Unrecognized item" in the list of receipt items on the "Analytics by software PTR" tab. This allows you to separate such goods and, if necessary, conduct additional analysis.

These changes make it easier to work with fiscal receipts and allow for more accurate sales analysis.

Individual tax number of the client in the fiscal check

 #182011

Settings → Options → Check → Check type → Fiscal

The fiscal receipt of the Romanian fiscal registrar DATECS will display the client's individual tax number, if indicated. This will allow you to more accurately identify the customer when making a purchase.

With this update, entrepreneurs will receive more information on fiscal receipts, which allows for more accurate customer identification and easier accounting of transactions with them.

List of all software cash registers

 #180274

Workplace settings → Fiscal registrar

The workstation table for the enterprise will display all software cash registers, including deactivated ones.

This update provides a correct display of the status of software cash registers, including those that have been taken out of operation. Now you will be able to see which software PTRs are active and which are not working, which will allow you to properly configure and manage fiscal registrars.

Warehouse documents

New data in the expense invoice

 #168564

Document → Trade with invoice statement → Consignment note → action Print invoice

New variables have been added to the default print template for the expense invoice and the invoice for the invoice:

1. Recipient and sender account number
2. Name of the recipient and sender's bank
3. City of the recipient and sender's bank
4. MFIs of the recipient and sender's bank
5. Bank BIC of the recipient and sender
6. Name of the recipient's and sender's current account
7. CCP of the recipient's and sender's current account
8. Owner of the recipient's and sender's current account

These variables are divided into separate groups: "Supplier account", "Recipient account", and "Program variables". This will allow you to use them separately to generate the correct forms of expense invoices.

We have also made changes to the work with current accounts for counterparties. Now you can add more than one current account for a counterparty and set the default account - in the "Current account" tab of the counterparty, you will see the default account with the corresponding status and icon. If the counterparty has only one current account, it is automatically set as the default account. If the counterparty has several accounts, the account with the lowest ID becomes the default account when the program is first updated to a new version.

We hope that these changes will make it easier for you to work with the Torgsoft program and provide more convenient accounting of goods in your store.

Checking the internal transfer invoice

 #181591

Document → Internal transfer → Check invoice

On the internal transfer invoice check form, access to the "Close invoice" action depends on the "Closing and applying invoice check results allowed" setting. This means that you can restrict the access of employees to change the quantity of accepted goods when checking the invoice, which will prevent illegal actions and abuse.

On the "List of arrivals" form, the "Check the incoming invoice" action is renamed to "Check the invoice".

As a result, this update allows you to control access to closing invoices depending on the results of the inspection, which provides greater control over the quantity of goods and helps prevent employee misconduct.

Supplier's address on the invoice

 #181701

Document → Return of goods to the supplier

The Torgsoft program has the ability to add the address of the accounting center to the printed form of the supplier's return invoice. Thanks to this update, you will be able to automatically include information about the address of the accounting center in your invoices without the need to manually enter text in each template.

Three new variables have been added:

• City of the accounting center,
• Address of the accounting center,
• Phone number of the accounting center.

This update will help you optimize your workflow and avoid wasting time manually entering the address of the accounting center in each invoice. Thanks to the automatic inclusion of the address, your invoices will be instantly ready for sending to the supplier.

E-commerce

Automatic removal of goods from the reserve

 #181147

Document → Trading with account statement → Account → Account contacts

In the new version of Torgsoft, when you cancel an order, the reserved goods are automatically removed from the reserve. Previously, this operation had to be done manually, but now the program performs this action for you. This is very convenient because you will no longer forget to remove goods from the reserve, which allows you to more accurately keep track of the availability of goods in the warehouse.

When you create a contact for an invoice with the category "Customer refusal" or "Cancellation", the program will check if there are any reserved products for this invoice. If there are, a special message will appear to inform you that the items will be removed from the reserve after the contact is created.

Ordering a product that is not available on Prom

 #181725

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

To synchronize with online stores, Prom can be configured to automatically upload products with a zero balance marked as "Pending". This means that your customers will be able to order the product on demand.

This new feature will allow you to effectively manage the statuses of out-of-stock products on your online store - you no longer need to manually change the statuses on Prom.ua after each synchronization with Torgsoft.

Synchronization with an online store

 #181946

Warehouse → Synchronization with an online store → Synchronization via files → Synchronization object

Now you can configure additional parameters for sending a POST request when synchronizing with an online store in the Torgsoft program:

1. Client application (User-Agent): you can specify the User-Agent HTTP header that will be sent along with the POST request. This allows you to identify your software when communicating with the online store.

2. HandleRedirects: you can enable support for URL redirects. This means that the program will automatically follow redirects returned from the server when interacting with the online store.

These new features allow you to customize the sending of POST requests with more flexibility and control. You can ensure that the HTTP header matches the User-Agent and enable URL redirect handling according to your needs.

Pairing with the Rozetka marketplace

 #180146

Synchronization with the Rozetka marketplace is now even more convenient for users. If you encounter a problem with a lack of memory during synchronization, the program will display an informative message that contains specific information about the cause of the problem and possible steps to solve it.

Exporting goods despite restrictions

 #181463

Fixed a bug related to restricting the access of an online store manager to certain types of products. Previously, when synchronizing with the online store, only those products to which the manager had access were included in the file or on the website. This meant that only the products available to the manager were displayed on the site, while others to which he or she did not have access disappeared.

After updating the program, when synchronizing with the online store, all products of the product group will be sent, but only those to which the manager has access will be displayed on the site. This will allow you to save all product data on the site, but display only a limited list of available products for the manager.

Updating the Torgsoft program ensures accurate synchronization of goods and preservation of access restrictions for the manager.

Marketing and customer service

Favorite stores of regular customers

#181509

Marketing → Customers → Customer card → Purchase

In the customer's card, on the "Purchases" tab, a new column called "Accounting Center" was added.

This new column allows you to understand in which store the customer made a purchase, which will simplify the accounting and analysis of data on customer purchasing activity in your store chain. This is important information for a chain of stores and necessary for users who have access to work with customer cards.

CRM functions: contacts and reminders

 #181637

Marketing → Clients → Client card → Contacts / Reminders

Now you can add, edit, and delete contacts and reminders directly in the client card, without having to switch to other modes or create empty accounts.

New actions have been introduced - Create Contact and Create Reminder, which allow you to easily create new contacts and reminders without unnecessary steps and searches. You can also make changes to existing contacts and reminders or delete them.

Setting up a promotion for one product

 #181134

After the update, you will be able to correctly set and customize promotions for a particular product. The Discount on promotional item table will display all sorting methods with appropriate labels for forward and reverse sort order.

In addition, the table itself has been expanded to provide more convenience when setting up promotions.

Payment of the full cost of goods with bonuses

 #181481

Previously, after paying with bonuses, if the payment amount fully covered the cost of certain goods, a situation arose when the check was rounded up and the goods were paid for with bonuses in excess of their value.

After updating the program, payment with bonuses is correct. The cost of goods paid for with bonuses cannot exceed their actual cost. This ensures the correct generation of a fiscal receipt reflecting the correct form of payment.

 #181524

1. Fixed a bug in summing up the amount: previously, when summing up the amount of a check to an integer, the total amount could be higher than the amount of payment with bonuses that the user specified. Now this process is correct, the total amount of the check will exactly match the amount of payment with bonuses.

2. Fixed a bug when paying for sales using bonuses and gift certificates with a discount: when goods in the sale were paid for with bonuses and gift certificates, and the discount on them was worked with as a deferred discount, the sale could be higher than the amount paid with bonuses. Now this problem has been fixed, the sales will be paid correctly, and the payment form in the check will reflect the actual payment with bonuses.

These changes in the update of the Torgsoft program provide more accurate and reliable payment with bonuses, avoiding situations.

Bonus system

 #181625

If the "Effective date" field is empty and you are currently crediting bonuses to a customer in the Marketing - Customers section, the current date will be set automatically.

These changes in the Torgsoft program ensure that bonuses are credited correctly to customers and that errors are avoided when entering the effective date.

Reports and analyzes in trading

Analysis of the movement of goods in the enterprise

 #181576

Analysis → Analysis of goods movement in the enterprise

On the "Analysis of goods movement in the enterprise" form, goods that were withdrawn from service before the date of the analysis start will not be displayed. This means that you will analyze only current items, and old and irrelevant information will not be displayed.

This update allows you to focus on reporting and analysis only on actual product items, which makes it easier to work with the Torgsoft program.

Photos of goods in the analysis of sales for the period

 #181650

Analysis → Profitability of sales for the period

In the new version of Torgsoft, you can display product photos on the "Profitability of sales for the period" form - thumbnails of product photos next to the corresponding records of profitability of sales.

The column with photo thumbnails is enabled by default, but the photo data is not automatically loaded to ensure fast operation of the program. To display a photo, click on the thumbnail: a large photo of the product will open for detailed viewing.

In addition, a standard movable panel with product photos in the lower right corner of the Sales Profitability for the period form has been added. You can freely move this panel around the screen to conveniently view product photos while analyzing data on trading results.

When you group data by model or item, the form will display the first photo in the queue for the corresponding model or item. This allows you to quickly navigate through the items and see product photos.

Graph of sales intensity analysis

 #175943

On the Sales Intensity Analysis form, we fixed problems that affected the display of the graph and analysis of indicators.

The update includes the following fixes:

1. Fixed an issue where the graph was displayed with chaotic lines when the Sum of Values setting was set. Now the order of values on the X-axis is determined correctly, which ensures the graph is displayed correctly.
2. Fixed an issue where when opening a form, shares could be displayed even if the corresponding checkbox was not activated.

These changes improve the functionality of the program and make sales analysis more convenient and reliable. You will be able to clearly track and analyze sales intensity, which will help you make better management decisions.

Analysis of customer purchases

 #181698

Analysis → Analysis of customer purchases

In the printed report Analysis → Analysis of customer purchases, data on the number of receipts is available, which allows you to get complete information about customer purchases.

The data in the report template has been translated into the language of the program interface, which makes it easier to use and understand the report. However, it should be noted that previously configured report templates may not work with the updated version of the program.

Reporting in settlements with intermediaries

 #181724

Marketing → Intermediary → Balance with an intermediary

Users now have full information about the amount for each invoice that was shipped to the intermediary in the report Balance with intermediary. This allows you to conveniently track the financial side of cooperation with intermediaries and keep accurate records of amounts.

Security and access restrictions

Manipulations with the bank terminal

 #181699

Settings → Options → Role → Implementation

Updating the Torgsoft program allows you to customize the use of communication with the bank terminal when making payments.

You can disable unchecking for merchants when paying with a terminal. This means that the program will always transmit information only to the terminal, and there is no way to manipulate this option.

Thanks to this update, you don't have to check the terminal after employees, as there is no way to disable the transmission of information to the terminal. If most of the terminals in your store are configured for cashiering, this becomes a particularly important feature, as there will be no other way to close the actual check.

In the Settings → Options → Role → Implementation section, you will find a new option "Allowed not to use connection with the bank terminal", which is enabled by default.

If you disable this setting, on payment forms such as Payment, Prepayment of invoice, Payment of invoice, Refund when returning goods, Sale of gift certificate, Payment in currency, the "Use connection with bank terminal" switch will be unavailable for users with limited roles. This will allow you to avoid manipulations with the terminal connection after payment, ensuring the security of payments.

Control of goods in transit

 #181740

Warehouse → Goods on the way

For the "Waybill in transit" table, we added the "Warehouseman" column to indicate the warehouseman and maintain the correspondence between the goods and the person responsible for their storage.

In addition, we added a standard print function - Data export settings, which allows you to create reports with data from the tables on the Goods in transit form. You will be able to generate a report with the necessary information about the goods in transit, including the storekeeper.

This update will allow you to better organize and control the movement of goods and create reports with the necessary information.

Setting up role-based access for an account

 #180733

Added role-based access settings for the "Invoice status" and "Payment status" filters in the menu Document → Trade with invoice statement → Invoice. Now administrators can restrict or allow user access to these search filters.

The "Payment status" filter tooltip is also displayed correctly, allowing you to understand which payment status corresponds to the selected filter.

Deleting statistics for closed periods

 #180981

Fixed a flaw that occurred when deleting statistics for closed periods - a message about a deletion conflict in the database table. This notification occurred if the database contained fiscal receipts of the software PTR associated with a sale that had two or more returns: one return belonged to the period to be deleted, and the other - not deleted.

After the update, you will be able to delete statistics of closed periods without errors and problems. The Torgsoft program ensures the correct deletion of fiscal receipts and related documents of the software PTR, which will keep your data up-to-date and updated.

Commercial equipment

Working with scales

 #181034

The released update fixes an error that occurred when closing the program after using the scales to weigh goods when selling "DNEPROVES (VTD-RS), Vagar, ICS NT, Mettler Toledo and when the "Save connection to scales" parameter is set.

After the update, the Torgsoft program will close correctly without the error "Exception EInvalidPointer in module torgsoft.exe at 0000A3A1".

Repair and accounting in the service center

Payment for repairs

 #181567

Document → Repair → Pay for the repair

 If the repair does not contain any materials/services/labor and no invoice has been created for it, you will see the warning "Repair does not contain materials/labor/services. Repair invoice cannot be created".

If you delete materials/services/repair work, you will also see the message "Invoice does not contain goods. Payment is not possible", but the invoice will remain unchanged.

These changes in the Torgsoft program update ensure the correct payment process for repairs, avoid errors when creating empty invoices, and preserve the integrity of repair data.

Systemic changes

Quick search in drop-down lists

 #181570

On editing forms, when you need to select values from a drop-down list, they will be sorted in ascending order. This means that you can find the value you need faster, especially if there are a lot of choices.

 #181767

Fixed the error "F: Cannot perform this operation on a closed dataset" error that occurred when selecting a value from the drop-down list component's reference book. The error occurred only for components that work in the "deferred update" mode, and only if the value was selected from the reference book before the drop-down list was first opened.

Now, after the fix, the program works correctly and no longer generates this error.

 #180960

We have correctly translated the "Computer and user name" field on the "Setting up the fiscal registrar's workplace" form.

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