2022.0.18 нұсқасы: Қандай жаңалық бар?

Torgsoft update 2022.0.18: 74 improvements and enhancements in the accounting program

Despite the blackouts (or maybe because of them), our developers have prepared a major update of the accounting program Torgsoft - version 2022.0.18.

The update includes 74 improvements - new features according to your wishes, and system improvements - fixed bugs, speeding up the program.

Those who have the previous version of Torgsoft 2022.0.16 installed will see a notification that the update has been released and can be automatically installed.

Remember, before any system update, be sure to back up the database.

Improvements and enhancements of Torgsoft affected 14 business processes of trade

• Sale of fiscal goods

• Work with the warehouse

• Cooperation with suppliers

• Realization - sale of goods

• E-commerce: invoices, synchronization with online store and Rozetka

• New options of Torgsoft

• Financial accounting

• Work with Nova Poshta

• Accounting of wages

• Restriction of user access

• Automation of production

• Mass mailing

• Analysis of trading results

• Optimization of the Torgsoft program

Sale of fiscal goods

Software registrar of settlement operations

Switching to online mode

 #173585

Settings → Software software fiscal recorder

We have adjusted the transition of the software PTR online: we have changed the algorithm, and the work of the PTR will no longer be blocked when a connection error occurs with the fiscal server when sending the last batch of offline checks.

In this case, the software fiscal recorder will remain offline and will continue to generate offline checks.

Working with software fiscal recorder in production

 #70111

Document → Customer order for a product

In Torgsoft, it is now possible to print a fiscal receipt for a customer order and a sales order, as well as payment for the order with bonuses.

"Analysis of the sale of fiscal goods" 

• For operations that have passed through the software PTR, the principle of displaying the quantity has been changed - now it is equal to the quantity in the software PTR check. 

• Changed the filtering by date: it occurs by the date of sale or return, and by the date of payment on the invoice.

• Removed sorting by order of entry. Sorting by name now works in the direct order.

• Added actions of making and returning subscriptions by order. You can also view subscriptions and refunds by orders through the appropriate filters.

"Customer order for a product"

• Removed unnecessary operations to recalculate the amount during "Activation" and "Settlement by order". Now there is only one calculation - before the operation and after payment, if any.

• Checks are printed when accepting and returning a subscription. If there are works in the order, then in the subscription receipt all works will be combined into one service - "Work by customer order".

• For subscription by order, the inscription "Customer's order" with the order number is displayed in the menu Settings → Software PTR → Analytics by software PTR in the column "Document in Torgsoft".

Acceptance of the order in implementation

• Added the ability to pay with bonuses. To do this, you need to add the goods to the sale → make payment with bonuses → accept the order. However, you cannot pay with bonuses on the order form and in the "Customer order for a product" mode.

• It is possible to print fiscal receipts when placing and issuing an order. Printing a check depends on the settings as for a regular sale.

Each digit has its place

Working with private keys

 #172526

Settings → Software PTR

We optimized the settings of the software PTR and made it more convenient to select a private key on all forms.

Analysis of sales of fiscal goods

 #148750

Analysis → Analysis of sales of fiscal goods

To make it easier to search for information about fiscal receipts for a certain individual entrepreneur or legal entity, we added the "Company" column and the corresponding filter.

 #171736

Also, in the "Analysis of fiscal goods sales" mode, you can see which of the sellers made the sale - we added the "Changed" column, where there is an employee's name or user name.

 #170213

Document → Trade with invoice statement

Now you can print a fiscal receipt for an expenditure invoice, even if the fiscal receipt was reversed. Previously, it was necessary to delete the expenditure invoice.

 #172258

Offline session checks are correctly generated and sent. Fixed an error when in offline mode it was possible to create an offline check with the date less than the date of the previous check, which made it impossible to send a package of offline documents.

 #172828

Fixed the "phantom" error "Waiting time for blocking request exceeded". 

 #172907

The message "Invalid type cast" when printing a fiscal check could be seen by users with role restrictions and those whose certificates expired in less than 7 days. We fixed it. Now the message will not disturb already nervous sellers.

 #173309

An (un)interesting and extremely rare message "Error: The 'NAME' element is invalid - Value is invalid according to its datatype 'Str128Column' - Actual length is greater than the MaxLength value", which could occur when printing a sales receipt or sending an offline package if the first 128 characters of the product name contained half of the enter - character #13 or #10. 

Fixed.

 #173770

If there is a problem on the side of the tax server - it accepts requests, but does not respond, then from now on these "brakes" will not affect the operation of the program Torgsoft.

Success is in attention to detail

Fiscal registrar

 #174025

Document → Implementation → Pay

Torgsoft transmits information to the Excelio fiscal registrar about the payment by bank card, and Excelio itself prints out the data on the bank payment by its own function.

 #174844

Torgsoft now works with Romanian fiscal registrars Datecs FP-700, FP, FMP, WP, DP and supports the following functions

• X-report printing,

• printing Z-report, 

• printing a report on goods sold,

• printing of periodic report,

• check cancellation,

• cash deposit,

• cash withdrawal.

For Datecs series FP, FP, FMP, WP, DP payment types are not configurable - only tax codes.

These Datecs can be connected via COM port and TCP/IP; configure what to display to the customer. 

 #175161

In Romanian and Polish fiscal registrars there is no fiscal return receipt. Because of this, in the mixed mode of check printing, a non-fiscal check was not printed when returning goods, if a fiscal check was already printed. Fixed, now it is printed.

WebKassa

 #174264

We worked with the Kazakhstani webkassa and fixed the flaws - the message "Error connecting with SSL. error:1409442E:SSL routines:SSL3_READ_BYTES:tlsv1 alert protocol version" will no longer appear when configuring and trying to get a list of available cash desks.

 #175036

We no longer transmit the internal check number in the accounting system, and eliminated the warning about setting the necessary method of calculating the sales number when setting up the WebKassa fiscal registrar for the workplace, so that the notification "Error on the WebKassa server: error code - 14 (Check with external number XXX is already in the system) no longer occurs. To print a fiscal check, cancel the operation and run it again".

To avoid unnecessary distractions from accounting

Working with the warehouse

Availability of goods in the warehouses of the retail network

 #171605

Warehouse → Availability of goods in the warehouses of the retail network

To see the amount by type of goods for each accounting center, we added a total and subtotal for the "Quantity" column.

Distribution of goods

 #174378

Document → Goods distribution

Significantly improved the speed of the "Goods distribution" mode when working with a large number of goods - now you will not need to wait long for data loading and updating

.

On the example of working with 15,000 goods, five accounting centers: adding and preparing data for distribution takes about 5 seconds, previously it was 85-90 seconds.

 #172421

We removed the "Filter by product" when displaying distributed goods, which affected the sample and could lead to the display of inaccurate data. 

Also note that the "Export to Excel" and "Export to HTML" actions are available only when we display the entire list of allocated products.

 #174224

You can't distribute what is not there: we fixed the situation when there was a product with a negative quantity in the database during distribution, and the program showed the message "Arithmetic overflow error converting numeric to data type numeric".

We work on every nuance

Currency price list

 #171255

Warehouse → Currency price list → Copy prices

Now you can copy prices in the currency list without specifying the region. The "Field 'PrintCount' not found" notification will no longer appear.

Analysis of balances

 #171499

Incoming invoices of initial balances, their goods in the third level warehouses, which were formed as a result of deleting statistics, are now correctly displayed in the "Analysis of balances" and in the "Goods movement".

So you can always see all your products 

Goods on the way

 #172639

Warehouse → Goods in transit → Waybills → Check waybill

You can't close already closed: we removed the inconvenience when the "Close" action was available for already closed waybills in the "List of arrivals", "Register of internal transfers", "Register of warehouse documents".

...and to control what has already been controlled: we removed the action "Control completed" on the form "Register of delivery notes" for documents that have already been checked.

We remove the unnecessary

 #172916

Warehouse → Goods in transit → Waybills → Accept waybill

In the Ukrainian localization, the message that corrective invoices will be created for discrepancies between the quantity of goods in the invoice and the checked quantity can now be fully read. 

Add what is missing

Working with suppliers

 #173892

Document → Return of goods to supplier

Accelerated the calculation of debts by 44 times:

added a separate button "Calculate debt" for mutual settlements with the supplier, and removed the automatic calculation when returning goods to the supplier. Thus, the speed of debt calculation has been increased to almost instantaneous.

Optimized the calculation of the balance for a specific counterparty - supplier or buyer, especially by date, which greatly influenced the speed of calculations.

Improved the display of suppliers in the modes "Arrival of goods" and "Return to supplier"; the list of counterparties - in the menu Settings → Counterparty.

O - optimization

Sale of goods

 #171662

Document → Implementation → View → Customize form view → Hotkeys for actions

Hotkeys greatly speed up the work in the accounting program - in many modes of Torgsoft you can work only with the keyboard and keyboard shortcuts without touching the mouse.

For your convenience, we have added the ability to customize the hotkeys for actions in the "Implementation": you can view the default combinations, set new ones, cancel all assigned combinations and return to the original ones.

 #174747

Document → Implementation

The Ctrl+K key combination in "Implementation" again, as it was intended, opens the "Customer selection" action.

Convenience = speed

Revenue delivery

 #172595

Document → Sales → Revenue transfer

Fixed the "pouring from empty to empty": removed the situation when it was possible to select the same cash desk when handing over revenue in the "Sales" mode from cash desk to cash desk. 

Sales

 #172920

Document → Sales

Some users, trying to close the "Sales" mode, could see the message "The waybill has passed control. All operations are prohibited". The simultaneous arrival of the goods with the execution of the control of the consignment note prevented the closing of the sale. 

Now it will not interfere.

There is no room for contradictions in accounting 

 #173407

Document → Sales → Pay

Torgsoft temporarily ignored entering the exchange rate using the built-in calculator on the "Payment" form in the multi-currency sales mode - the amount to be paid did not change according to the entered exchange rate, and for the field for entering the amount of cashless payment - the amount of cash payment did not change.

Fixed.

 #173852

Opened the implementation, saw "[FireDAC][Phys][ODBC][Microsoft][SQL Native Client][SQL Server]Incorrect syntax near '='."? 

Most likely, the necessary parameters of the trading network are not configured. The program will tell you what to do and what is missing. 

We will show you. We will help you 

 #173898

Document → Implementation → Pay

We found that in very rare cases, when paying through a bank terminal, the amount could be transferred with a difference of 1 kopeck with the amount of payment.

Fixed.

We will take into account every kopeck 

Online trading

Trading with an account statement

 #171670

Document → Trade with invoice statement → Invoice → Invoice item

The availability of goods in warehouses is visible for partially shipped goods.

For the "Invoice item" and "Stock availability" tables, we added the "Shipped" and "Partially shipped" columns, in which the quantity of shipped goods and the quantity to be shipped are displayed for the invoice items.

For goods added the statuses "Shipped completely" and "Partially shipped".

For fully shipped goods, the "Availability of goods in warehouses" tab is not available.

Accounting is when you can see everything that happens in warehouses

 #174361

The "Account item" and "Warehouse availability" tabs do not duplicate items if one item was partially shipped several times.

Synchronization with online store

 #172427

Warehouse → Synchronization with online store

For the "via file" synchronization method: if an error occurred during order processing and the order was not processed, then this order is moved to the backup storage directory. Such orders can be viewed, downloaded or deleted in the menu Document → Remote customer orders → Backup copies of orders.

Also on this form appeared the "Download order file" action with the ability to select and download several order files at once.

Not a single order will be lost

 #172728

Why do sellers call and clarify the delivery address? Because the buyer may have made a mistake, or perhaps previously ordered to another address.

In the "Trade with invoice" mode, when creating an invoice for a remote customer's order, the latest up-to-date information about the delivery address is displayed in the "Delivery conditions" column of the "Invoice" table.

For the "via file" synchronization method, the "Delivery address" field has been added for all types of order files. 

For Prom or Rozetka, information about the delivery address is filled automatically from the order data.

 #173446

Warehouse → Synchronization with online store → Synchronize

If during synchronization and sending a POST-request after synchronization the site, hosting or ftp address is temporarily unavailable, this will not affect the response of the accounting program - Torgsoft will wait for a response from the server for 10 seconds, and then continue working.

 #173869

Fixed an issue when trying to set an automatic synchronization interval, the message "Field 'what' must have a value" appeared. Found and fixed.

 #174236

For synchronization "via file" we fixed a situation when a file with a list of clients could contain line feed characters, which made it difficult to work with this file. 

 #174838

Fixed the situation to avoid creating an expenditure invoice again: for already shipped invoices after processing the order of a remote customer, a sign of shipment is fixed - the icon of the created expenditure invoice.

Synchronization with Rozetka marketplace

 #173455

Warehouse → Synchronization with online store

Made adjustments and correct loading of the parameters of the Rozetka categories related to the type of product.

 #174077

If the order for some reason does not contain information about the buyer, the program will no longer display the "Access Violation" message. 

New options of Torgsoft: Online Marketplace and Web Seller Interface

 #172815

Settings → List of additional features

Very soon entrepreneurs will be able to use two new additional options that work on a subscription basis: "Merchant Web Interface" and "Online Marketplace". 

Merchant Web Interface is a simple and convenient mode of operation of the Commerce software through a web browser, for touchscreens and POS-terminals. 

Online market - the ability to deploy a full-fledged online store in 1 day.

To start working with these options, you will need to activate them. At the same time, no activation code is required during activation. If the function is activated - it is highlighted in green, if not - in red.

New actions have been added for these options:

"Check subscriptions" - checks the validity of all activated subscriptions.

"Reasons for deactivating subscription" - for subscriptions that are not working.

If you want to purchase the option, in the column next to the name there will be an action "Buy" - we will send you an invoice for the subscription of the additional function for 365 days.

Torgsoft gives new opportunities

Financial accounting

Card of mutual settlements

 #173258

Payment → Balance with partners → Card of mutual settlements

Accelerated the process of data preparation in the card of mutual settlements, as a result of which the calculation is 2.5 times faster.

 #173185

At the same time we fixed the Access Violation error that could occur when working with two or more forms "Mutual settlement card".

 #173654

And improved the work of the payment card for the mobile application.

Financial document

 #173953

The summary data in the printed report Payment → Financial document → Current account → Print non-cash transactions is displayed correctly - up to two decimal places.

Working with Nova Poshta

 #169665

Settings → Options → Additional options → New mail

We have completely redesigned the algorithm for processing an online store order to create a Nova Poshta recipient: now you can create recipients and their delivery addresses for several senders associated with the synchronization object accounting center at once.

 #170075

Fixed the problem of searching for Nova Poshta delivery cities in Ukrainian.

 #172586

When creating a recipient address, we made the "Apartment" field optional.

 #174368

Fixed some trouble - "Conflict of UPDATE instruction with CHECK constraint "cheM43O4A3", which did not allow to set the default address.

Payroll calculation

 #173801

Payroll → Planning → Sales plan

Added the ability to sort the list in planning by the name of the accounting center in ascending order. 

 #173409

Document → Trade with invoice statement → Invoice → Create expenditure invoice

If an expenditure invoice was created for an account created by an employee who was dismissed from the position at that moment, a message of the following type appeared: "Violation of UNIQUE KEY constraint 'uqsPosition'. Cannot insert duplicate key in object 'dbo.Position'. .".

Fixed.

 #173653

Payroll → Payroll → Calculate payroll

Fixed the situation when the sales plan could not be calculated automatically when calculating the payroll. This was due to the fact that the date of hire was not set for any of the employees working in the positions of a point of sale.

 #174811

Payroll → Planning → Personal sales plan → Actual sales

For the calculation of the personal sales plan, the revenue is calculated correctly, provided that the partial payment is made by bonuses for the goods, and the sale of each product is registered by the salesperson.

For fair motivation of each seller

Access of users of the accounting program

 #171742

Settings → Users

We have made a convenient setting of access to view the status of warehouses for accounting centers:

Denied by all.

Allowed by all.

Allowed by selected.

That is, you can allow employees to fully or partially, or prohibit them from seeing information on warehouses. 

The setting is valid for the forms "Warehouse status", "Analysis of the state in warehouses", "Warehouse status by type of goods", "Availability of goods in warehouses of the retail network", "Availability of sizes in the retail network" and provided that the "Restrict access to accounting centers" setting is enabled (otherwise, viewing the warehouse status will be available for all accounting centers).

 #167338

The restriction of viewing by dates works for the user who has this restriction set in the settings. As it should be.

 #174019

Settings → Users

If the user has access to several accounting centers and the restriction to other accounting centers is enabled, then when changing the current center, the program will inform that the new accounting center will be automatically added to the allowed ones. 

 #174842

Settings → Users

If the current user accounting center is hidden and you try to edit user information from this accounting center, the program will no longer block this attempt with the message "Could not convert variant of type (Null) into type (Integer)". 

Log of user actions

 #174080

File - Log of user actions 

In this mode, Torgsoft did not "befriend" the apostrophe when filtering by phrase, and showed the message "Incorrect syntax near". We have fixed this flaw.

Сhange it. Control it. Automate

Production

Order for production

 #172766

Document → Production order

The user with restricted access to the accounting centers will no longer see the information closed to him on the forms of the production order and shipment of finished products when cleaning the filter.

 #174054

Now you can edit product names on the "Discount changes" form when placing a customer order. 

Customer order for a product

 #174359

Document → Customer order for the product

Fixed error "[FireDAC][Phys][ODBC][Microsoft][SQL Server Native Client 11.0][SQL Server] when closing an order. 

 #175034

If between adding a product to the sale and trying to accept an order, an order is created and closed on the "Customer order for a product" form, the program no longer shows the error "data type is unknown. Hint: specify TFDParam.DataType or assign TFDParam value before Prepare/Execute cal". Fixed.

Production of finished products

 #174670

Document → Production of finished products

Fixed the algorithm when creating a route sheet when only one flow chart was created for a semi-finished product, and the program displayed the message [FireDAC][Phys][MSSQL]-335. Parameter [TECHNOLOGYACTID] data type is unknown. Hint: specify TFDParam.

Taking into account the nuances to create a beautiful

Marketing

Setting up user tabs

 #171371

Marketing → Customers → Customize user tabs

Now you can organize information on clients without problems - the program fixes and remembers the movement of tabs. Removed the "Argument out of range" notification.

Mass mailing

 #172629

Marketing → Mass mailing → Mass mailing template

Fixed a bug that prevented a newline from being written to the mass mailing template.

Analysis of trade results

Analysis of sales intensity

 #173505

Analysis → Sales intensity analysis

Fixed the algorithm for calculating data by average value.

An example of analysis by average value. Select the period for two weeks and set the grouping by period - days of the week. For example, last Friday we sold 3 units of goods, and this Friday - 5 units. The specified period includes two Fridays. When analyzing the sum of values, the sales of both Fridays will be added, that is, the value will be 8. When analyzing the average value, the average value of these Fridays will be calculated - 4 ((5+3)/2 = 4)).

Analysis by average value is relevant only for groupings by period: hour, days of week, month, quarter. 

 #173581

The average value by visitor logins is also calculated correctly.

Commodity report for the period 

 #174024

Report → Commodity report for the period

In the goods report for the period in the report with grouping by checks, the name of the payment type "By bank transfer" is fully displayed, and in the results - correctly grouped by payment currency.

Decision-making based on balanced analysis

System settings and optimization of the accounting program Torgsoft

 #164791

Fixed inconvenience and removed unnecessary autofill of data for editable fields with drop-down lists. Now autofill is triggered when the text input field is empty or selected, as well as when the cursor is at the end of the text. These changes allow you to edit previously entered text without autocomplete triggering and correcting the data at its discretion.

Exporting data

 #172407

When exporting table data to Excel with horizontal data placement, all column values are filled. Previously there were difficulties with this.

 #172998

If "Print to Open Office" is set in Settings → Options → Document Printing Service, the data will be successfully exported without the message "Access violation at address in module 'torgsoft.exe'".

Merge counterparties

 #173324

Settings → Counterparty → Merge with selected 

Fixed the script of combining counterparties (including in the "Repair item" table) and the error [FireDAC][Phys][ODBC][Microsoft][SQL Server Native Client 11.0][SQL Server]The DELETE statement conflicted with the REFERENCE constraint "fk_M36L7". The conflict occurred in database "TorgsoftDB", table "dbo.RefitGood", column 'SupplierPartnerID' will not occur again.

If you have any suggestions for the development of the Torgsoft program, please write to us at info@torgsoft.ua with details of the business process and the ultimate goal, what exactly you would like to see in the Torgsoft accounting program.

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