Description of version 7.9.2.0

1148

Added the ability to customize the number of print order forms.

For curtain salons. Now you can specify how many copies of the order should be printed when printing the "Customer order for a product" order form. Previously, the program printed 1 form by default. However, some curtain salons require several copies of the Customer Order - for the customer, designer, storekeeper, manager.

3281

You can now enter unidentified payments from customers in "Trade with Billing". If the entrepreneur's bank card has received money from an unknown payer, that amount can be entered into the system - so you don't lose or forget anything. As you identify payers, such payments can be transferred from unidentified and "tied" to the counterparty (to the account) that sent you the money.

What does this give you? Data security and operational management. You can separate the process of entering payments and linking those payments to invoices or bills of lading. You can delegate the painstaking work of dealing with payments to your employees and still keep them out of your "banking" business.
Often this mode is used by online stores and entrepreneurs who accept payments by card.

3624

Fixed an error that appeared when deleting the statistics for closed periods, there were returns that had no realization, which made it impossible to calculate the cost price. Now sales that have returns that are not in the deleted periods remain.
The formation of the initial debts when deleting statistics for each accounting center, rather than for the entire trading network as before. After deleting the statistics, the counterparty debts remain assigned to specific accounting centers.
3742
Added the "Discount %" and "Discounted price" fields to the invoice printing template settings.

If you specify a discounted price when entering a product, it will also appear on the printed delivery note.
3941
In the Forming an order for a supplier, added actions: Create order, Open change order, Save order.
These actions are available without grouping by model.
When creating an order, you specify the number, date, supplier to whom the order is formed, and the goods blocking period - the date until which the goods will not be displayed in the formation of an order to the supplier.
When you save the order, the products with the value in the My Order column are added.
Created orders can be viewed in the Document - Vendor Order.

Allows you to keep a chronology of orders to suppliers and block to the order the goods that have already been ordered, so that they are not ordered again.
3946
Added the "Create internal transfers deferred" switch in Settings - Options - General. Deferred internal transfers do not affect the stock status.
Added the method of calculating the production cost by consignment in the context of accounting centers to Settings - Parameters - General.
Added the ability to change the internal state - Active and Pending.
Added the Convert to Consuming and Receiving documents action. This will create a return invoice to the supplier from the originator accounting center and a receipt invoice to the recipient accounting center.

Allows you to maintain its own independent accounting of goods (cost) for each accounting center, for example, in the case of different owners of accounting centers.
3949
In the "Other" tab of the client card you can specify "Club" and "Trainer". You can add clubs and coaches through the "Club" and "Coach" forms in the "Settings" main menu item.

Store owners can cooperate with organizations (and employees of these organizations) in order to attract new customers. Organizations refer customers to a partner store. This store in return provides organizations and their employees with special offers, discounts, etc. This practice of mutually beneficial cooperation is common in health care (for example, a doctor can refer a patient to a particular pharmacy to buy medicine from a particular manufacturer), physical education, beauty, sports (for example, a coach of a sports club sends his ward to a particular store for dietary supplements, equipment, etc.), etc.
An additional function "Client Accounting by Clubs and Coaches" provides the following information:
- on the recommendation of which organization (club) a new client came;
- By recommendation of which employee (trainer) of this organization the new client came.
3956
In Sales with Billings, added the Order number column to the Billings table, which displays the customer's order number (e.g., from the online store) on the basis of which the bill was generated.
When processing orders from the online store, added the possibility to receive an order number and a comment to it (then they are included in the invoice). You can also create an invoice with shipping without payment and a simple invoice.

Added possibility to compare invoices in Torgsoft with orders in the Internet store which the invoice was created on.
3960
The "Rest bonuses" column was added to Balance with partners on the end date of the period.

Expanded informational data of the Balance with partners.
3962
Added columns Measure Amount, Measure Reference Unit, Material, Size, Measure to the form and to the report data for "Return of Goods to Supplier" mode.
Sum of measure, Reference unit of measure, Material, Size, Measure were added to the data in the "Commodity report for the period".

The work with goods for jewelry stores was improved.
3963
Added ability to sort merchandise list on inventory by barcode, item, material, size, price.

Allows you to sort the list of items in inventory in the most user-friendly order .
3968
Zero values are not displayed in the Vendor Order Formation.

The visual perception of the report has been improved, since only the figures that have a value are visible
3978
The Region column and filter by region have been added to the Buyer Activity Analysis. By default, when you open the form, the current accounting center must be set, and if the user has a region limitation, the first available region for the user is set. Added role management of filter by accounting center.
The Region column and filter by region has been added to the Family Composition. By default, if the user has a region restriction, the first available region for the user is set when the form is opened.

A more accurate sampling by customers by Region value, will make the store's marketing activities (e.g., mailings) more targeted and effective.
3980
Added integration with the Epochta sms service. In the settings of the sms service, you can select which one to use (TurboSms or Epohta), and the corresponding settings are displayed in accordance with this selection. For Epohta it is Public key, Private key, Message lifetime. For Epochta service, besides message delivery status, its cost is also displayed.

Allows you to use alternative service for sending sms messages. In the service Epochta sms cost to Russia is much lower.
3985
Added additional function "Product Dimensional Specifications".
Added a new type of dimensional product - Metric, which is used for piece goods, the accounting of which is conducted by length, area or volume
New fields for entering the length, width and height of products have been added to the Goods index card.
The Metric Goods Calculator has been added to the realization, which allows to automatically calculate the necessary quantity of goods in units and accounting units.
The check adds the number of pieces of metric goods.

Create functions to work with piece goods that are accounted for by length, width or volume.
3991
Added a role restriction on the visibility of the Quantity column in the "Stock by Product Type" form.

When conducting an inventory, a salesperson will not be able to see on the Stock by Product Type form how many items should be in stock, which will eliminate fraudulent counting.
3993
Added the ability to restrict access to sales of goods for employees by category.

Added option of additional restriction of employees' access to the program functions.
3994
Added ability to analyze the results of sales network and accounting centers not only by calendar month, but by arbitrary period.

Program's analytical functions have been expanded.
3995
Added ability to add products to write-off by scanning article.

Improved program functionality for users recording by articles.
3999
Possibility to specify a separator (space by default) between constituent parts of the item name has been added into the "Rule of item name formation" and "Rule of item short name formation".

It will provide a more convenient display of the product name in the program and the receipt, i.e. it will be easier to visually divide the product name into component parts (type, brand, color, size, etc.).
4001
Added the ability to make an advance payment on an order and pay for the order by bank transfer.

Added the option to prepay on order and pay for the order by bank transfer.
4002
Added the details of the employee who performed the opening/closing of the statement and the date of this action to the inventory sheet.

Now you can control who and when performed the opening/closing of the inventory list.
4005
Added the ability to specify "Delivery Conditions" in the online store order file - DeliveryCondition. The value of this attribute will be written in the "Delivery Condition" field in the invoice.

Added possibility to transmit shipping terms generated by the client in the online store to the invoice.
4014
Added an option to customize report columns visibility.

Allows you to customize the report display mode.
4015
Added "Sell merchandise at cost with markup" switch. When this switch is enabled, the "Cost markup" field will appear.
Allows you to sell goods to the customer at cost with a specified markup.

Allows a certain reputable set of customers to trade with a minimum markup, but not to the detriment of the business.
4016
Added the ability to view a list of returns for a selected sale.

Allows you to analyze which items from the sale were returned and which were not.
4017
Added Reserve Invoice Goods and Number of Days Reservation settings to the synchronization object, which allows you to automatically reserve goods on orders from the online store.
Added actions to remove all goods from the reserve on the account.
Adding the ability to choose from which warehouse to add goods to the bill created by the order of the online store, if the setting is set in the object of synchronization Offer goods from other warehouses in its absence.

Automates the process of reserving goods ordered from the online store.
4019
At the transfer of money from checkout to cashier ( Hand over the proceeds ), you can leave a comment, as in collection.

When handing over the proceeds, you can specify information about the transferred amount, which will then be displayed in the Financial Documents. The person responsible for this process will sleep well.
4027
Added the possibility to create a list of encashment offices and specify the encashment office. This is the cash desk to which the vendors will deliver the proceeds.
When handing over the proceeds (Document - Sales - Hand over the proceeds), if the cash register has a cashier, you will need to enter the barcode of the cashier and his password.

Allows you to organize the work of collectors in a large retail chain and exclude the surrender of proceeds to another person.
4042
Added the possibility to view and change the comments on the invoice.

Beneficiary: The employee responsible for receiving or moving goods, and the storekeeper, who is the materially responsible person and is responsible for the correctness of goods acceptance. Now, if there is a discrepancy in the actual receipt of goods and "on paper" can make a comment.
4045
1. Added the ability to form an order with a supplier in any currency and add goods to it from the Inventory status and Inventory status by product type.
2. Concept of Active and Inactive has been added to the delivery bill (this feature is managed on the form of editing the delivery bill). Goods with an active consignment note affect the stock status, goods with an invalid consignment note do not affect the stock status. In the Settings - Parameters - General tab, the Create income invoices as active switch has been added, it is enabled by default. Depending on this setting, new revenue invoices, which are created from the inflow of goods, are created with the appropriate sign. Incoming invoices created from the supplier's order are always created invalid by default.
3. The Create purchase invoice and Add goods to existing invoice actions have been added to the Supplier's Order by order and by goods in the order. Goods will be added to the invoices in the quantity that has not yet been received. It is not possible to re-order merchandise.
4. The order product shows visually how much should be ordered, how much has already been taken, and how much more needs to be taken.
5. The right side of the order displays a list of incoming invoices formed under this order with an opportunity to delete the goods or edit it using the goods incoming form.
6. On the order you can open a list of income invoices through a convenient form of Registry of income invoices, where you can for example make a payment on them.
7. Two convenient filters have been added to the Order to Purchase Order by state of the order and by state of goods in the order. The filters filter the goods and orders that have been already purchased, partially purchased, and completely purchased.

There is a possibility to store the entire history of orders formed with the supplier and track their performance. Simplified the goods receiving procedure, if the receipt is formed on the basis of a previously formed order to the supplier.
4049
In the Settings - System settings - Accounting tab, the "Set up for each accounting center" item was added to the "What to do if there are not enough goods in stock" dropdown list. If you enable this setting, a similar "What to do if there are not enough goods in stock" field will be available on the "Accounting Center" editing form (Settings - Trading Network). In this case, the minus sales check will be triggered depending on the setting for each accounting center.

Allows you to maintain an independent policy regarding minus sales on each accounting center.
4052
Added data on % discount on goods and discounted price to Warehouse by item type.
Added the ability to customize the visibility of columns.

Ability to customize the display of only the necessary data.
Improved the information content of the report.
4059
Added analysis of sales by seasons.

Analysis of sales by seasons allows you to analyze the movement of goods by season and get the results of sales in a convenient graphical representation.
4066
Added the data "% automatic discount" and "Amount of payment" to the Commodity report for the period. "Auto Discount %" is the percentage that the program has automatically calculated for the item in sale. If a manual discount % was set on the item or the amount was adjusted, the discount % will differ from the automatic discount %. "Payment Amount" is the actual amount of money the customer paid on the sale.
A column "% automatic discount" and a filter on items for which a manual discount has been applied has been added to the Discount Utilization Analysis.

Allows the entrepreneur to control the amount and amount of discounts that sellers set at their discretion.
4080
In the bonuses movement analysis added to the display of bonuses that were automatically credited during the sale or return.
Data in columns "Bonuses before" and "Bonuses after" represent information correctly only if the filter on counterparty is installed and all other filters are empty.
Added printing of the Analysis of bonuses movement.

Added opportunity to analyze and print bonus movement.
4082
The Automatically create new clients by orders option was added to the object of synchronization of the Internet store. When loading orders (which are not used to create invoices) from the Internet store, if the client is not registered in the system, the order is created and it is not necessary to link it to the client manually.

Automates the process of creating new customers for online store orders.
4089
Removed customers that have purchases from the list of available customers.

Eliminates the possibility of replacing a discount card with one that has already been purchased from another customer.
4093
1. Document - Goods Receipt - Merchandise.

Added rounding of discount prices based on the rounding setting of the item type.

2. Warehouse - Stock Condition - Set Item Discount

Added switch "Rounding price with discount".

Rounding the price with a discount in the product card and the receipt.
The program automatically rounds up the final sale price according to the specified settings to integers, to 50 cents, to 25 cents, to 10 cents etc.).
4098
Currency exchange action is now available from the main menu.

Facilitated access to Currency exchange action.
4103
In the accounting center settings, the item "Formation of price at internal transfer to this accounting object" was supplemented with the attribute "Always take the price from the transferring accounting center" and a new setting "Price list of the region for the formation of the selling price from the transferring accounting center" was added. In accordance with these settings, the algorithm of forming the selling price at the receiving accounting center during creation of internal transmissions has been changed. The product price at the receiving accounting center is set as at the transmitting center (or according to the regional price list of the transmitting accounting center, depending on the setting) in three cases:
1) it is not present and it is not set to ask the user for a price
2) it is set "always take the price from the transmitting accounting center
3) synchronization of prices is set in the trade network and the receiving accounting center is not forbidden to synchronize prices and the central accounting center, which is the transmitting center, is set or the central accounting center is not set.

Allows you to configure the system so that together with the goods in the internal transfer you always send the prices from the transmitting accounting center or from the price list you need.
4106
Added the possibility to print labels for goods in the Revaluation Report.

The convenience of the program has been improved. You can now print labels for revalued items immediately after the revaluation in the desired quantity.
4110
In the Stock Analysis, corrected the incorrect display of stock status in the case of internal transfers to the third level stock. When selecting a second level warehouse, the amount of goods is displayed, taking into account subordinate warehouses (pledge, reserve).

Allows you to view the overall status of the warehouse, taking into account the reserved and ordered goods.
4127
Changed the way of calculation of rebates and sales proceeds: the amount of bonuses charged to the customer under this sale is subtracted from the amount of rebates and sales proceeds and the amount of bonuses paid is added.
In Commodity report added the sum of bonuses accrued to the client on sales, sum of bonuses accrued for the period of analysis.

The sum of bonuses which have been added to the client is considered as the discount given to the client and therefore the seller will receive the salary on them when they "come back" to the store, i.e. when the client pays for the goods with bonuses.
The seller has an opportunity to calculate from what amount his salary will be accrued.
4129
Added the Enterprise variable to the payment order template.

The data for printing the payment order have been expanded.
4131
When creating an invoice from a customer's order (from the online store), if there is not enough goods in the main warehouse (indicated in the synchronization object), it is offered not just to choose from which other accounting center to write off the goods, but the ability to select a specific amount of goods sold from specific accounting centers. If the user refused, the goods are not included in the bill.

Allows you to add the goods by the customer's order immediately to the bill from those accounting centers on which it exists and then do not make additional internal relocations.
4132
Added this photo code to print a report on the condition of the warehouse.

It is now possible to print the stock status with product photo codes.
4134
Built-in "tile calculator" for building material stores.
The program can recalculate the goods, which are measured in units of area (square meters) in the "quantity in pieces". For example, the tiles in realization are 11,2 sq.m., and in pieces 500 pieces).
This situation is typical for stores that sell tiles. We set the size of each tile, and the sale can be guided by how many square meters of tiles he can release according to the wishes of the customer.
The sales receipt (or bill of lading) displays information in pieces about how many tiles correspond to that area. This way it is much easier and faster for the storekeeper, who ships the goods, to make the shipment of the desired variety of tiles, and it is easier for the buyer to check and calculate the volume and the price of the purchase.

So it's easier and faster for the storekeeper, who ships the goods, to make the shipment of the necessary kind of tiles, and it's easier for the buyer to check and calculate the volume and the price of the purchase.
4135
Added "Contact phone number" variable to the "Receipts Receipts Pre-paid by Customer on Order" template.

Allows the customer's phone number to be printed on the order receipt that stays in the store.
4136
Added a new type of invoice contact Ready for shipment.

Expanded invoice contact categories.
4139
Added display of negative quantity of goods.

Allows you to control inventory errors.
4147
When creating a counterparty for an employee, the data of the employee are filled in the created counterparty.

Creating a counteragent for an employee has been simplified.
4149
Column "Quantity in package" has been added to the product card.
Column "Quantity in package" and a sign that the quantity of items to be moved/distributed is not a multiple of the quantity in the package were added in the goods distribution and internal relocation.

The functionality to work with goods has been expanded; a possibility to control movement of goods in packages has been added, thus avoiding discrepancies between the actual quantity of moved goods and the program.
4161
The Cashier column was added to the report on the cancelled goods from sales.

The information data of the Canceled Goods from Sales report has been expanded.
4162
The option of working with bonus clients in the Trade with the account statement was added. When creating an invoice and selecting a bonus client, the discount on the invoice is set to 0, and when creating an invoice the client receives bonuses equal to the client's discount.

Will be useful for stores that sell both in retail and through the online store using the accounts.
4165
Fixed the bug when selecting a client in the sales, whose birthday falls into the specified period of the birthday discount and the discount can be given only once, in the message "Ask the client if he would like to take the discount..." the date of the deadline for using the discount was limited by the client's birthday, but not by the current year. Changes have been made to the stable version.

Using birth year discounts has become more convenient.
4167
Fixed a bug when printing template settings were not saved if the user clicked the Restart the program action.

Increased reliability of the work with document templates in the program.
4172
Added a Markdown and a code template to the tag printing template, which can be used to add a prefix to the markdown product.

Added an option to highlight the mark of the discounted item on the labels.
4176
Added information about the crew that performed the sale.

Expanded the information data of the report.
4177
Rating of employees is calculated according to the sales plans by sales outlets.

Speeded up the work of Employee Rating.
4178
Shipment Accounting (Optional)

How this mode works.
When selling, the seller "stuffs" the goods (by scanner, by article or by picking from the warehouse). Receives the money. Prints a receipt or invoice, which has a bar code. At the same time the product is already considered written off the warehouse.

When the buyer comes to the warehouse with a check (or bill), the storekeeper sees what he has to ship. He scans the barcode of the invoice, the program automatically "pulls up" this invoice with the goods items. The storekeeper, according to the bill of lading, scans the goods and collects them for the buyer.
Thus, the program helps to keep track of deferred shipments and record the issuance of goods. At any time it is possible to check the customer's shipment for compliance with the sales. Helps eliminate errors by the storekeeper, the materially responsible person. Minimizes the possibility of theft from the warehouse.

Thus, the program helps to keep track of deferred shipments and the registration of the issuance of goods. At any time it is possible to check customer shipment for compliance with the sales. Helps eliminate errors by the storekeeper, the materially responsible person. Minimizes the possibilities of theft from the warehouse.
Would be useful for construction stores or showrooms, for example if the goods are paid for in the store and picked up from different remote warehouses. It is convenient to use in case of a large network of warehouses, in storehouses-shops.
4194
Added a paid feature called "Product Metrics".
When it is activated, a new product dimension Metric is added to the Product Type for goods accounted for by length, area, or volume. For such goods in the product card on the tab with the icon of coordinate system axes
The Dimension (one-dimensional, two-dimensional, or three-dimensional) and input fields for required dimensions are opened in the product card.
On the same tab, the field for entering the quantity of goods in the package was added. It is used in the formation of internal transfers (those goods whose quantity is not a multiple of the quantity in the package will be selected).

Added an opportunity to enter the value of the quantity of goods in a package and use it when forming internal transmissions (those goods whose quantity is not a multiple of the quantity in the package are selected). As well as to keep track of the linear, area and volume goods.
4199
In trade with an invoice it is allowed to pay by invoice or delivery note, more than the amount of the invoice/invoice.

Overpayment of the bill or invoice is allowed.
4203
Added the ability to add items to the release multi-line when searching by article.

Improved usability of the program.
4204
Added columns to the Item Allocation form:
Added a "Minimum Balance" column by accounting center.
Added column "Amount of sales" for the period by accounting centers.
Added column "Total" - shows the state of accounting centers taking into account the distribution.
Minimal balance on accounting centers.
Quantity of the sold goods in view of returns for the specified period
Total count including order.

The new Distribution form allows more convenient management of the assortment. You can see the sales for each store (demand) - for a selected period, the balance, manually set the amount of goods that should be moved to other points. When distributing, the invoices of internal movement are created and printed. Also visible is the minimum balance (the required minimum stock of goods), which helps to orientate and reorder goods if necessary.
4209
In the turnover statement by cost and quantity, added sorting methods by item name, how much was at the beginning and end, sold, written off, returned, entered, returned to suppliers, total change.

Increased convenience of performing analyses by cost and quantity turnover.
4228
Added an option to set a discount for material, services and order work. By default, it is suggested to set the customer discount.

Ability for curtain salons to set discounts for their services and materials has been added.
4229
Added the Automatic Discount Percentage variable to the report on the sold item.
You can now sort the information in the Discount Utilization Analysis form:

1. % discount was changed by the user (the real discount differs from the automatic discount)
2. Amount adjustment was applied (non-standard+non-manual, not manual by document)
3. Sold below cost price
4. Overestimated % discount
5. Discount % was underestimated.
6. Discount % was not changed.

More accurate analysis and tracking of discounts given.
4231
Added a printout of the list of the goods which are in reserve
Added printing of the Stock Analysis report.

Added the ability to get a printable analysis of stock status and a list of goods in reserve.
4233
Added an action "Match Amount" to the invoice and delivery note. The action is available only in Advanced Bill Trading mode.

"Match amount" appeared in "Trade with Bill". If you want to manually "round up" the invoice amount to a convenient number when creating an invoice, the program distributes the "extra" amount in proportion to the goods in the invoice.
4234
Optimized Revenue Analysis by Manufacturers.

Optimized work speed of the Analysis of Proceeds from Sales by Manufacturers increased by 4 times.
4242
In trade with an invoice for each account you can send a message to the customer. You can send SMS and e-mails on created invoices and notifications of money receipt.
You can substitute variables in the letter template that the customer will receive:
- account sender
- invoice amount,
- payment details,
- amount of payment received,
- account number.
The program stores the history of sent messages and different email templates.
This feature is available when the Bulk mailing option is activated.

More prompt interaction with the client and feedback on financial issues is a good tone in any business. It increases customer confidence and allows you to process orders faster and speed up shipments. Which means you increase business turnover!
4244
Added the ability to automatically generate an inventory number for equipment.
Added ability to print labels with inventory number for equipment.

Improved device accountability.
4253
Added an attribute How to work with certificate (As with money, As with deferred discount) to Gift Certificate.
In the first case, the working scheme is the same, while in the second, instead of financial operations when selling the certificate, a realization with the Gift Certificate service is created, and when using such a certificate, a discount equal to the certificate amount is imposed on the realization (an action similar to the sum matching). In the second option, when returning goods, the customer loses the amount of the certificate.

Allows you to formalize the sale of a gift certificate, as the sale of services, which can be useful for those who use fiscal recorders or do not want to return the money for the used gift certificate.
4256
Added accounting for serial numbers when forming an internal transfer.
Search by serial number when it is scanned into the internal transfer.
Stock by serial number is collected with internal transfers.

Allows you to monitor the movement of serial numbers between stores, and understand which store which serial number is currently located.
4257
The additional option "Accounting by serial numbers" - refined and improved.
The program now allows for "strict" accounting by serial numbers - with full control of serial number movement through the entire program.
The program requires a unique serial number for each item when it comes in. If such a number is already in stock, it cannot be reacquired.

The uniqueness of the serial number in stock is guaranteed due to the fact that the program clearly controls it upon arrival.
4269
Added the possibility of displaying the unit of measurement of a product on the receipt.

Expanded the data on the item on the receipt.
4270
The field "Preparing goods for sale" was added to the non-fiscal receipt template.

Allows printing in the receipt information on the preparation of goods for sale (how to cut, how to pack, etc.).
4273
Added ability to enter a comment when creating documents.

Allows you to leave accompanying information to the document.
4302
Added an option to specify the email subject on the preview form for sending an invoice and a commercial offer.

It is now easier to edit the subject of the e-mail, as it previously required the preparation of the e-mail in Outlook.
4311
Added the Enterprise variable in the Acts of Completion printing template.

Added the possibility to print work certificates on behalf of the company.

4313
In client's purchases, information about the product that was purchased through an intermediary is displayed. If the client is an intermediary, it is displayed for which client the goods were bought.

Information about client's purchases is added.
4314
Added the Added bonuses variable to the mass mailing template.

Added an option of mass mailing with information on calculated bonuses.

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