Update 2022.0.26

The Torgsoft 2022.0.26 update includes 38 improvements:

  - new features according to your wishes,

  - system improvements: fixing bugs, speeding up the program.

Sale of fiscal goods

Control over the opening of a change of ECR

 #178005

Settings → Software cash register

made improvements to the work of the software ECR: now, when you try to open a shift through Settings → Software ECR, if the shift is already considered open, the program will not allow you to re-open the shift            

This feature provides more accurate and transparent processing of opening a shift, helps to avoid situations when a shift is already open, but a new session is created in the program. This preserves the integrity and correctness of the data in the accounting system.

Notifications will not affect transactions

 #164987

Settings → Software cash register

We improved the collaboration of several users with the cash register in Torgsoft.

From now on, dialog boxes with notifications or messages that may appear while working with the software ECR will not affect the transaction processing time.

Updating the registration of cash registers taking into account KATTTG codes

 #182418

The tax authorities switched from using KOATUU - the Classifier of Objects of the Administrative and Territorial Structure of Ukraine - to KATOTTG - the Codifier of Administrative and Territorial Units and Territories of Territorial Communities Codes.

Accordingly, the algorithm for registering cash registers had to be changed so that users could successfully register software cash registers using the new KATOTTG codes.

Printing a cash register receipt without reference to delivery

 #181866

Document → Trade with invoice statement → Customer payments → Payments → Printing fiscal checks for prepayments

We have removed the restrictions on printing fiscal receipts on the software ECR: now the "Print fiscal receipts for prepayments" action is available regardless of whether the method of delivery of the receipt to the phone or e-mail is configured or not.

This will allow you to easily generate fiscal checks in the Trade with invoice mode.

Stable transition to the online mode of the cash register

 #182529

Fixed an error that sometimes occurred when the software ECR switched to online mode - "Could not convert variant of type (Null) to type (Integer)".

This issue has been fixed in the Torgsoft 2022.0.26 update.

Improved printing of fiscal receipts for subscriptions for cash registers

 #182508

The ability to print fiscal receipts for the software ECR has been expanded.

Action "Print fiscal receipts for prepayments": the program correctly displays prepayments by invoices - only those invoices with fiscal goods.

Action "Print a paper receipt if no electronic receipt is sent": when you select this option, the program will print a receipt only if the invoice contains fiscal items. This ensures that receipts are printed correctly, which is important for accurate accounting and fiscal operations.

Action "Generate receipts for ECR": the program checks whether SMS or e-mail services are configured for sending receipts. If no service is configured for the software ECR, the program will notify the user about this. This will allow you to properly configure the delivery methods.

Mixed mode of check printing

 #176715

Settings → Options → Check → Check type → Mixed

In Torgsoft, you can more easily switch between receipt printing modes, which significantly speeds up the sales process.

On the Payment form, we added a function for the square in the upper left corner:

1. When you click on this square with the left mouse button, the action is similar to pressing the F12 key.
2. Right-clicking the mouse works like Ctrl+F12.

The program will save the last choice of the check printing mode, and the next time you start it, it will remain as you left it.

Printing a fiscal check by default when paying by bank transfer

 #135010

Settings → Options → Check

We added the setting "Always print a fiscal receipt for non-cash payments", which is enabled by default. This means that with a mixed type of receipt, when a customer pays non-cash - through a bank terminal, the program will automatically issue a fiscal receipt for fiscal goods. This will help avoid confusion and ensure accurate accounting, especially in situations where it is necessary to comply with fiscal requirements.

Commodity research

Accurate search for products with the same barcode

 #182015

Document → Write-off of goods from the warehouse

In the program for accounting for goods for the store, Torgsoft has improved the algorithm for searching for goods in the warehouse: when you enter the name of a product or scan its barcode, and more than one product matches your request, the program will open the list "Remaining goods in the warehouse", where you can choose the desired product yourself. At the same time, we fixed a bug when the program could notify you of the absence of an item that was in stock.

Improved tooltip for accounting by serial numbers

 #181657

Commodity research → Product type

On the form for editing a product type, the pop-up tooltip in the "Accounting by serial numbers" field is displayed correctly - it is displayed only when you select "Keep strict records".

This means that when setting up product types, you can clearly distinguish which serial number accounting is used for each specific variant.

Convenience of adding goods to internal movement

 #182073 #182074

Document → Internal move

We have made small design changes to the "Select item" form in the Torgsoft program for goods accounting. This form is usually opened when you add a product to an internal movement and the selected product belongs to a type of product that is restricted for this movement.

The changes concern the buttons:

 "Overview" - we added a clear stroke, a tooltip explaining its purpose, and a static shape without cropping.

"Settings" - added a clear outline, which makes it more visible and accessible to users.

Pricing

Optimization of price calculation

 #182284

If you are using the function of calculating the last purchase price by accounting center and you have a small number of items in your warehouse, you may have noticed that this function was a bit slow. We have improved this mechanism, and now the calculation is faster.

In addition, this improvement has been applied to such program modules as Warehouse status, Inventory closing, Report on goods sold, and Goods movement.

Thanks to these changes, working with the Torgsoft program has become even more efficient. You can get information about the latest purchase price faster, which will save you time when working with the warehouse or preparing reports, regardless of the number of goods in the warehouse.

E-commerce

Improving the formation of commercial offers

 #181933

Document → Trading with invoice statement → Commercial offer

Fixed the generation of the report of commercial offers with a standard print template: the report is generated correctly, if there are many products, the data is displayed correctly on all pages.

We also fixed the display of consolidated report data without product photos.

Update the status of goods shipment in commercial offers

 #182344

Document → Trade with invoice statement → Commercial offer → Product

The Quotation item and Stock availability tabs display the correct shipment status of goods in quotations - whether the goods have been shipped or not.

This will allow you to more accurately track the status of goods in commercial offers.

Correct determination of the type of trade when creating an account with the selected recipient

 #181865

Document → Trading with an account statement

When creating an account and selecting a recipient, the program correctly determines the type of trade according to the selected client.

That is, now, when creating a new account and selecting a recipient (for example, on the "Trade with invoice statement" form, the client is set in the "Recipient" filter), the program correctly performs all the necessary actions: it sets the appropriate type of trade for the client, the percentage of discount, and other characteristics.

Accuracy of issuing goods of orders

 #181618

Document → Implementation → Issuance of orders

Added greater reliability and accuracy when issuing goods from orders.

If you give away an item from an order, but the order status is not "Active", the system will warn you and prevent you from adding this item to the sales list. This allows you to avoid situations when the order is currently being edited and coincides with the issuance of goods.

This makes the process of working with orders easier and helps to avoid possible misunderstandings - to make sure that you are issuing goods from active orders.

Automatic copying of dynamic characteristics

 #178137

Product card → Dynamic product parameters

When you create a new product and use previous products as a template, the system now automatically copies all dynamic characteristics, including those in the "Text (stored in HTML format)" format.

This improvement helps you create new products with the right dynamic characteristics more accurately and quickly. You won't need to manually add this data or correct it later.

Saving dynamic performance data

 #181360

The data in the fields of dynamic characteristics will not be lost when selecting and closing a product type in the product card - all the values of dynamic parameters entered by the user are correctly restored after working with the product type selection form.

Correct string length values

 #181133

When editing product characteristics in the "Parameter description" field, the situation when it was possible to enter a very large number (more than ten digits) in the "Line length/Number of decimal places" field has been corrected. Such large values led to an error.

This has now been fixed, and the field correctly accepts values without making errors.

Additional product specifications for Socket - in Ukrainian

 #134551

Commodity research → Product type → Show additional product characteristics → ROZETKA Marketplace

Dynamic characteristics of goods are displayed in Torgsoft in Ukrainian, which makes working with product parameters more understandable for users.

Working with clients

Easy editing of contacts and reminders

 #182256

Marketing → Contacts and reminders

The update provides more flexibility and convenience when editing contacts and reminders. Now you can freely resize the Contact and Reminder editing forms. At the same time, the Information field automatically adapts to the size of the form, which allows you to increase the area for entering information.

This allows you to customize the editing form to your needs. For example, if you need to enter more details or comments, by enlarging the form, the content of the contact or reminder will also increase. Moreover, for each type of record (new record, edit, with or without a reminder), separate values of the form height and width are saved, which provides convenience when working with different scenarios.

Creating a client without a phone number

 #179454

Marketing → Customers → Customer card

The notification "Update command updated [0] instead of [1] record. Possible reasons: update table does not have PK or row identifier, record has been changed/deleted by another user", sometimes occurred when trying to create a new customer and fill in the delivery parameters, save the delivery counterparty without the specified phone number.

Now, when working with a new customer card, this situation will no longer arise. This will allow you to work with customer data conveniently and without any hindrance.

Grouping of similar customers

 #182579

Marketing → Customers

We have improved the program's algorithm, which ensures correct customer merging even in the case of unrecognized payments. Now, when merging customers, all the necessary records in the table of unrecognized payments are also saved and do not violate the integrity of the database.

This change allows you to easily merge customer records, regardless of the presence of unrecognized payments.

Optimization of the accounting program with a large number of clients in the database

 #181082

We improved the performance of Torgsoft for users with a large number of customers in the database (over 200,000): we optimized the work with filters used on various forms of the program. This allowed us to reduce the consumption of RAM when opening these forms.

The main changes include optimization of functions for working with clients and counterparties, such as document creation, payments, analysis, settings, etc:

1. Document → Accounting by item → List of wholesale and retail sales → Add → Wholesale and retail sales.

2. The "Returns" editing form

3. Document → Trade with invoice statement → Customer payments → Uncertain payments → Add → "Uncertain payment" editing form.

4. Document → Trade with invoice statement → Commercial offer → Add → edit form "Commercial offer".

5. Document → Trade with invoice statement → Rental → Add → edit form "Rental".

6. Document → Customer order for the product.

7. Document → Customer order for a product → Add → edit form "Customer pre-order".

8. Document → Production order.

9. Document → Production order → Add → edit form "Production order".

10. Document → Accounting of tax invoices.

11. Document → Repair (additionally, the selection form for the client filter is replaced with a list of clients for optimization)

12. Document → Electronic invoice → Outgoing and Incoming tabs.

13. The "Payment" editing form.

14. Payment → Financial document → Current account → Accept money to current account → editing form "Receipt to current account".

15. Payment → Financial document → Current account → Create a payment order → Payment order editing form.

16. Warehouse → Shipments from warehouse → Shipment analysis

17. Analysis → Profitability of sales for the period (also fixed not clearing memory when closing the form).

18. Analysis → Analysis of the use of discounts.

19. Analysis → Bonus movement analysis → Bonus movement and Refer a friend.

20. Marketing → Intermediary → Add → Intermediary editing form.

21. Marketing → Contacts and reminders.

22. Marketing → Contacts and reminders → Add → Contact/Reminder editing form.

23. Marketing → Call log.

24. Settings → Options → Additional features → New mail and Synchronization with Ukrposhta.

25. Warehouse → Movement of goods

25. Payment → Payment

After updating the program to version 2022.0.26. the RAM consumption when using these functions will be significantly reduced, which will improve the speed of users' work with the accounting program.

Conveniently customize email sending

 #182612

Document → Trade with invoice → Invoice → Print invoice → Settings for printing and sending invoices

When you change the sending method on the Regional invoice printing and sending settings form, the Email settings field is automatically cleared.

Now the method of saving regional settings includes a check of the sending method.

 This will add convenience when setting up mail to send emails to customers.

Optimize email invoicing via SMTP and SendGrid

 #182535

Document → Trading with an account statement

In online commerce, a significant part of the business process is sending invoices by e-mail. In Torgsoft, you can set up email clients both via SMTP and the SendGrid service.

This update correctly indicates the sender's address and name in the email, which allows you to successfully send invoices by email.

Financial accounting

Improvement of the list of current accounts in the "Statements for the period" report

 #182453

Report → Statements for the period → Current account

The list of available current accounts no longer displays accounts of third-party counterparties (customers, suppliers, etc.). This makes it easier and faster for you to find the right current account to generate a company statement.

Working with a bank terminal

Improving connection via JSON protocol

 #182393

Settings → Options → Additional features → Bank terminal

The update solves the problem with connecting to a bank terminal via the JSON (COM/TCP) protocol: the program correctly detects the COM/USB connection type and does not try to use a websocket server to connect to the terminal.

This allows you to avoid incorrect connection and error messages - the bank terminal will be properly connected and work with the program of goods accounting.

Payroll calculation

Correct autocomplete of the work schedule regardless of the shift number

 #180769

Payroll → Payroll → Payroll

 The Torgsoft program correctly fills in the work schedule of employees when performing the "Auto-fill work schedule" action for all outlets, regardless of the shift number. This ensures the correctness of keeping records of employee salaries.

Correction of the description of settings when calculating team bonuses

 #182273

Payroll → Settings

On the form for creating a payroll calculation, when using the "Team bonus" accrual method and with the "Multiply by % of sales plan fulfillment" and "Only completed plan" settings enabled, the phrase in the description was not fully displayed: "Calculation of % fulfillment will be made for completed plans of type 'XXX'", only the word "Calculation" remained.

Fixed. The description of the setting is displayed correctly and completely.

Print employee file: new variables added

 #182270

Salary calculation → Work → Dossier

To print dossiers in the Ukrainian localization of the program, we added three new variables to the report settings - Age, Date of birth, Period. This will allow users to use these variables when editing and printing previously saved report templates.

Full reflection of advance payment accrual

 #182269

 Payroll → Work → Advance payments → Calculate advance payment

We have made the description of the advance payment for an employee correct and complete. This will allow you to properly understand what type of advance payment is set and correctly configure different types of advances for staff.

Repair

Convenient payment for repairs: taking into account work without materials and services

 #182402

Document → Repair → Pay for the repair

Improved functionality for working with repairs: we fixed the situation when a message about the absence of materials, work, or services appeared when trying to pay or update a repair invoice, even if the repair included work. Now this is taken into account, which allows you to conveniently work with repairs that contain only work without materials and services.

Commercial equipment

Automatically update session numbers for printers

 #182295

Settings → Select printers

After the session is terminated and you reconnect to the server, the session number of the selected printer changes, for example, "XP-80C (redirected 2)". However, in the Ukrainian localization of the operating system, the printers remained with the old redirect number.

Torgsoft correctly recognizes printers whose names contain Ukrainian localized names "redirected" and automatically changes the session number for these printers.

Thanks to these changes, you no longer have to manually change the session number in the selected printer. The Torgsoft program is able to correctly identify printers in the Ukrainian localization of the operating system and automatically update the session number, ensuring convenience and correct work with printing documents.

Systemic changes

Read-only forms

 #44533

Previously, when opening an editing form in read-only mode, it was possible to save data using the F2 key or the Save button.

With this update, this feature is deactivated. This means that when viewing data, it will be impossible to save changes by accident.

Correct translation of the form "Setting up tag printing"

 #182087

Receipt of goods → Printing tags → Setting up tag printing

Each time you open the "Tag Printing Settings" form, its name is correctly translated.

This update provides correct translation of the interface for the convenience of users.

Dividing by zero in expense invoices

 #182146

Document → Trade with invoice statement → Invoice

If a situation arose when a payment or expense with a zero amount - 0.00 - was created for an expense invoice, it will no longer lead to a division by zero error - we have made the correct processing of such specific cases.

Correct launch of the program on a new computer

 #182195

The problem with the error "[FireDAC][Comp][Clnt]-340. Driver ID is not defined. Set TFDConnection.DriverName or add DriverID to your connection definition" when the program was first launched on a computer.

Now, the first time the program is launched on a computer, when the user enters the implementation, user settings or other sections, the error no longer occurs. Previously, this error was observed after installing the program on a computer that did not have Torgsoft installed before, and required a restart of the program to resolve it.

This update will allow users to conveniently and seamlessly work with the Torgsoft program for goods accounting.

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