Description of version 7.5.7.0

2259

Added the ability to add a multi-line item to a sales invoice from a warehouse

After the update, there will be no need to add the same type of product separately, but you can select several products and add them to the sales invoice

2361

The Comment field has been added to the Sales warehouse editing form. The information entered in it is also displayed in the sales window.

It is now possible to add a comment to a sale. Any information related to this sale can be entered there.

2363

Fixed a bug when VIP customer payments were not included in the revenue for the day

Payments of VIP customers are included in the revenue for the day.

2398

Added a printable "Analysis of employees' work" that displays the following columns:
- Employee ----- who issued the invoice
- Invoices issued ----- for what amount (invoice price) the employee created invoices
- Shipped ----- for what amount (invoice price) invoices were created
- Paid ----- what amount of payments/prepayments for expense invoices/invoices was received
- Debt ----- how much the customer owes on the created invoices/expense invoices
- Expenses ----- the amount of expenses according to the invoices
- Planned revenue = the amount for the goods according to the invoices - the cost of the goods
- Actual revenue (including expenses) = amount of payments/prepayments under expense invoices/bills - cost of sales - expenses under the invoice.

This mode was created as an analogue of the results of the salesperson's work for the period (Settings-Employee-tab Analysis of work for the period by checks). This analysis indicates the amount of goods shipped, the amount of goods paid for for the selected period, and the amount of money owed by the customer on the invoices.

2419

The analysis of the balances of goods for sale allows you to see the amount of goods available for sale, as well as the amount in purchase prices. Revenues from disassembly are also taken into account.

It allows you to get up-to-date information about the goods on sale in the store.

2420

1) On the editing form, the Distribute goods to points setting has appeared. When you close the form, the Distribution of goods to points window appears. The form is a list of accounting centers with the current quantity of goods received, the distribution quantity and the quantity in the warehouse after distribution.
2) After clicking on this button, the form for distributing 1 item to points of sale opens. Where you can adjust the distribution, provided that there is no internal movement for this product based on the distribution of goods to points.

It has become more convenient to distribute goods immediately at the time of their posting, and not after the entire product has been posted. In this case, the user gets the goods in his hands once, not twice as it was before. This setting can be disabled if necessary.
It is also now possible to distribute 1 item to points, not just all of them by clicking on the corresponding point.

2428

In each of the reports (1-5), the Accounting type filter has been added with the ability to clear the filter according to the selected item
In the printed report (6), grouping of goods by their dimension (weight, piece) has been added. Added summaries separately for weight and piece goods
In the printed report 7) added summaries:
- Number of sales receipts
- Number of return receipts
- Number of receipts in total
- Amount of sales (including discount)
- Amount of returns
- Amount of discounts
- Revenue

The filter Accounting type in different modes of operation has been added, which will allow you to display invoices either by accounting type F1 or F2, or both.

2438

If this setting is set, then in the corresponding operating modes, the user can select only those accounting objects to which he has access.

The mode of setting up user access to different modes of the program has been improved, in particular, the ability to view data on accounting objects of the retail network has been limited.

2441

The Display barcode setting has been added to the View menu item, which allows you to display a barcode in addition to the product article, in which case the grouping by size range is canceled.
Fixed incorrect display of photos: if at least one product has a photo, it is displayed.

For users who control an item not only by article, but also by barcode, the ability to see this barcode in the report has been restored. Also, the work with photos has been fixed.

2457

The Check invoice items mode (button) has been added. Added the Checked quantity column

This mode is used to allow the storekeeper to collect goods on invoices issued by managers by scanning a barcode or searching by items.

2460

A button has been added that allows you to add goods for write-off from the data collection terminal.

Now you can add an item to the write-off document.

2468

1) Renamed from Other to Supplier-buyer
2) Added a button that allows you to open the card of the selected customer
3) Added another item Vendor-buyer

A more correct name has been assigned to counterparties that can act as both suppliers and buyers.

2473

It is possible to download data from Excel. The Barcode, Name, and Quantity columns will be used when downloading. The product is searched in the directory by barcode, then by name.
When including an item in Sales, Invoice, etc., the price taken from the current accounting center is used.

This function is necessary so that the desired quantity of the desired item is downloaded from the customer's wholesale price list from the Order column.

2483

Added the Account type field with a possible choice of Normal or Card

If the Invoice Type is Card, the card number, bank and recipient are displayed as details when issuing an invoice and in printed forms.
For example: Card number 123456789987 to PrivatBank Recipient: Ivanov Ivan Ivanovich

2528

When copying an invoice, the "Company" field is now copied to the new invoice

The invoice copying function has been improved.

2537

The Card issue period filter has been added.

This filter will allow you to more accurately identify passive/active customers and, if necessary, block the necessary ones.

2542

TIN column added.
Added search in the counterparty directory by TIN.

The counterparty search method has been expanded

2543

It is now possible to enter a comment for a sales invoice.

This field can be used to enter additional information about the invoice, for example, the number of the power of attorney, through whom the goods were received, etc.

2546

If the goods were selected from the warehouse and were not delivered from the supplier selected when creating the invoice in the specified currency, a warning message appears. If the user clicks the button to continue adding the item, the item will be added to the invoice with the option to enter prices manually.

This improvement was made to prevent accidental addition of goods to the Return of goods to supplier document if the goods are added to the document manually.

2548

Fixed errors related to printing checks and invoices from a closed period

It is now possible to print receipts and invoices of sales that are in closed periods.

2550

In these reports, invoices from disassembly are displayed as invoices from the supplier from which the kit came

Receipts from the supplier, including receipts from disassembly, are correctly displayed.

2552

Visibility of purchase prices for a user with limited access rights depends on the user's settings It is now possible to see purchase prices.

Improved access mode for users with limited rights to various program modes

2555

The setting allows you to display a revaluation act for the Seller before entering the program.

The seller will be informed which products have changed the price.

2558

The following columns are available in the report:
- Name;
- Barcode;
- Article;
- Quantity;
- Accounting amount (without expenses);
- The price amount is fixed;
- Discount amount;
- Additional payments to the seller;
- Transportation costs;
- Expenses for bank services;
- Costs of price tags;
- Other expenses;
- Profit (including additional payments to the seller)

If the costs of the invoice are recorded only through financial documents, then the Accounting amount (without costs) is equal to the Vendor amount.
Profit including seller's surcharges = Fixed price amount - Discount amount - Book amount without expenses - Sellers' surcharges - Transportation costs - Bank services - Price tags - Other expenses.

In addition, the sum of the goods included in the plan and the profit (including additional payments to the seller) for the goods included in the plan are displayed.
Allows you to take into account or not take into account the seller's salary for goods sold through the system seller

This report allows you to see the profit (including additional payments to the seller) received from the sale of goods in excess of the planned revenue.

2559

The "Only by..." setting is always enabled, i.e. the report is generated only for the current accounting center if the current user has access restrictions to the accounting center

This setting is made so that users with limited access rights do not have the opportunity to view sales of other users who make sales from other accounting centers.

2562

Debt is displayed correctly, now unbalanced payments are not taken into account in calculations

Correct display of the supplier's debt to the user of the program

2568

When printing a report with grouping by checks, the grouping line displayed the check number and the date of creation of the check (for example, Check No. 123 dated 11.11.2011), i.e. the date of payment. Whereas the date of the document may differ from the date of the document creation (for example, the document was posted a few days later, the date of the document was changed, the payment was made retroactively). This caused confusion: in the report, the check is displayed with one date, and in the documents - with another (the date of realization)

Correct display of the report. With the ability to select the date of the check in the template.

2569

The order of saving information to the data package has been changed.

Allows you to avoid shortcomings when using the data transfer mode when transferring new goods and changing product names.

2571

When printing an invoice that is intended for cash payment, i.e., which does not specify a current account or payment card, the entrepreneur of the current accounting center is indicated as the supplier, if it is not specified, then the entrepreneur of the retail network. Previously, it was not indicated at all.

The supplier in case of cash payment of the invoice is either the entrepreneur-owner of the current accounting center or the entire retail network, if the previous one is not specified.

2574

If the Purchase prices checkbox is selected, the last purchase of goods as of the date of the warehouse status is displayed

If the Status as of date field is filled in, the current purchase price for the selected date is displayed on the Warehouse status form. If the Date status field is not filled in, the last purchase price of the item is displayed.

2576

On the Quotation editing form, the Company field is required if the corresponding global setting is enabled.

For a commercial offer, a global system setting related to the mandatory selection of an enterprise is valid.

2577

The ability to import a customer's email address has been added to the import of customers. In addition, it is now possible to set (fill in) the "type of discount calculation".
The "do not show anymore" checkbox has been added to the notification (warning) that the customer exists.

Possible characteristics of customers when importing them into the program have been expanded.

2583

When calling up a report, a field for selecting a cash desk has been added to the window for selecting the day of analysis.
Fixed an error when calling up the Generalized report for the day that occurred if no documents were posted for the specified cash register, which was selected by default.

Several cash desks can belong to one accounting center, so the possibility of selecting a cash desk before generating a cash report is quite reasonable.

2592

Added the Index column with the ability to search by it.

It is now possible to sort customers whose addresses belong to a certain zip code to automate the preparation of letters.

2599

The Simplified mode setting has been added. When you enable this mode, you need to reopen the form. In this case, some columns are no longer displayed

The simplified display mode greatly reduces the time of opening the form and working with it.

2606

In the advanced mode of operation (Settings-Preferences-Discounts tab-Sale terms calculation field), the warehouse state is not "collected" from invoices when writing, but is taken from a static table.

The time for adding goods from the warehouse has decreased by 4-5 times.

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