2022.0.36 нұсқасының сипаттамасы

Refinements

77957 — Settings → Parameters → Additional features → Discount card verification via SMS. 

Two new settings have been added:

• "For selecting a client in sales and returns" (enabled by default). This setting allows verifying a client via SMS during sales and returns transactions. An SMS is sent to the client for confirmation.
• "For bonus points deduction confirmation" (disabled by default). This setting allows enabling additional confirmation of bonus points deduction via SMS. When a client wants to use bonus points to pay for goods in Sales or Trade with invoice, after entering the number of bonus points, an SMS with a code is sent to the client. The message text is the same as for verification in Sales or Returns. Without entering the correct code, it is impossible to deduct the bonus points. If bonus points deduction has already been confirmed within the same document and the same client, no additional message is sent for subsequent deductions (e.g., for other goods). If there is no phone number or the number is incorrect in the client's card, the message is not sent and the bonus points cannot be deducted.

This setting provides additional protection against unauthorized bonus points deduction, as the seller cannot pay for goods with bonus points without the code entered by the buyer.

187892 — Analysis → Sales analysis of fiscal goods → Printing a consolidated tax invoice

• Removed the requirement for mandatory selection of an accounting center when creating a consolidated tax invoice.

This allows creating consolidated tax invoices for goods regardless of the accounting center from which they were sold. For example, an entrepreneur can create a tax invoice covering all sales without manually selecting an accounting center.

• On the tax invoice editing form:

The "Sender (Seller)" field has been made invisible. This simplifies the form by removing unnecessary fields.

In the "Receiver (Buyer)" field, "Receiver" will be indicated if a value was selected for the "Receiver" filter on the "Sales analysis of fiscal goods" form. Otherwise, a system buyer will be indicated. This automates the form filling process, reducing the number of manual operations.

A switch "to Buyer" has been added, which is displayed if a named client was indicated as the buyer in the "Receiver" filter on the "Sales analysis of fiscal goods" form when creating an invoice (disabled by default). When activated, a system buyer is substituted as the buyer; when disabled, the named buyer is returned.

In the "Enterprise" field, the enterprise will be indicated if a value was selected for the "Enterprise" filter on the "Sales analysis of fiscal goods" form. Otherwise, the field will be empty with the possibility of selection. This facilitates the form filling process by automatically substituting the enterprise.

On the "Tax Invoice Accounting" form, in the "Consolidated Invoices" tab, an "Enterprise" field has been added. Also, for new consolidated invoices, the "Sender" and "Receiver" fields will not be displayed for tax invoices and correction calculations, respectively. This provides more convenient accounting and sorting of consolidated invoices.

When exporting a tax invoice file to XML, the necessary parameters for the seller (TIN, name, EDRPOU) will only be taken from the enterprise settings specified when creating the tax invoice. This ensures that all necessary data is automatically substituted from the correct settings, reducing the possibility of errors and speeding up the export process.

189356 — Synchronization with Nova Poshta.

The "Services" setting has been added to the Nova Poshta TTN creation form (available for "Cargo" and "Parcel" cargo types), which has subordinate settings "Without box" and "Packaging" (available only for parcels with "Branch-to-Branch" delivery type).

• Service "Packaging":

Provides for the placement of the shipment in the most suitable type of packaging to ensure its reliable transportation, storage, and protection.

Packaging is carried out in packaging from the range offered by Nova Poshta.

When the "Packaging" service is activated, a field for selecting the type of packaging becomes available, and information is received from the Nova Poshta server. The list includes options according to the specified parcel sizes.

• Service identification:

Icons identifying which service is added to the shipment (without box or packaging) have been added to the parcel parameters table.

189553 — Document → Trade with invoice → Client payments → Payments.

• Renaming the action "Print fiscal receipts for prepayments":

The action has been renamed to "Print fiscal receipts". Now this form can also display payments for invoices with issued invoices.

In the Settings menu, you need to activate the "Display payments for invoices with issued invoices" item (disabled by default). After activation, a second setting item "When there is an issued invoice, form a receipt for the issued one" becomes available.

If a receipt has not been printed either when prepaying for an invoice or when issuing an invoice, you can print a receipt for the prepayment or for the issued invoice. If the payment was made after issuing the invoice, the receipt will be printed for the issued invoice.

When printing a receipt for an issued invoice from this mode, the payment form (cash or non-cash) is indicated, unlike printing a receipt from the Invoice tab, where it is indicated — Prepayment.

• Added two additional filters "Cashier" and "Settlement account":

This allows filtering payments by invoices depending on the source of payment, simplifying the search for necessary payments.

• Added the "Last contact" column and the "Contact status by invoice" filter:

A "Last contact" column has been added to the table columns visibility settings. After enabling the visibility of this column, the "Contact status by invoice" filter becomes available.

• Fixed calculation of minimum and maximum stock balance in "Warehouse" — "Warehouse inventory register":

Fixed an error where inactive sales were used in the sales quantity calculation, affecting the accuracy of minimum and maximum stock balance calculations.

Flexibility in printing fiscal receipts:

Entrepreneurs can now choose to print a receipt for a prepayment or for an issued invoice. For example, if a client made a prepayment but has not yet received the goods, the entrepreneur can print a receipt for the prepayment. If the goods were shipped and the payment was made later, a receipt can be printed for the issued invoice.

Convenience in filtering payments:

Adding the "Cashier" and "Settlement account" filters allows quickly finding the necessary payments, increasing the efficiency of financial management. For example, an accountant can easily find all payments made through a specific cashier or settlement account to verify reporting.

Identification of the last contact:

The "Last contact" column and the "Contact status by invoice" filter help quickly identify the necessary documents. This is useful for managers who can track the latest contacts with clients and respond accordingly, ensuring timely service.

Accurate inventory accounting:

Fixing the calculation of minimum and maximum stock balance ensures accurate inventory accounting, helping to avoid errors in orders and inventory planning. For example, a warehouse manager can be confident that the stock data reflects current information, contributing to efficient inventory management.

188807 — Settings → Software PPO.

The PFX format has been added to the list of private keys supported by the Torgsoft software PPO.

This expands the capabilities of the software PPO, allowing the use of PFX format private keys for signing electronic documents. 

188866 — Settings → Parameters → Receipt → Receipt Type → Fiscal → Workplace Settings → Fiscal Registrar.

1. In the fiscal registrar settings of the workplace, the item E-POS Systems Uzbekistan was added to the "Fiscal registrar type" list. When this fiscal registrar is selected, the following fields appear for filling in:

Company name (as registered in the system),

Cash register address,

Company TIN (to which the cash register belongs),

Company phone number,

Receipt width.

Mandatory fields for filling are highlighted in red.

2. For this type of fiscal registrar, the following actions are available: Open shift, Print X-report, Print Z-report. The receipt is generated on the online cash register side in the form of a PDF, and the program prints it.

3. In the form Product Type → Dynamic Product Characteristics → Add parameters by template, a "Uzbekistan" section has been added, containing the necessary characteristics:

ICPP (identification code of the product and service according to the Unified Electronic Catalog),

Product packaging code,

Unit of measurement of the product.

To successfully print products on the receipt, these system dynamic characteristics must be filled in.

4. Work with labeled goods is supported, provided that the appropriate dynamic characteristics are added.

5. It is impossible to return goods through the registrar if they were not sold through it.

This update ensures full integration with the E-POS Systems Uzbekistan fiscal registrar, allowing entrepreneurs from Uzbekistan to use Torgsoft for accounting and printing fiscal receipts in accordance with local requirements.

Improvements

188380 — Settings → List of additional functions → Bank terminal.

Optimized the operation with the bank terminal to prevent "freezing" when making a payment via JSON(TCP/COM) protocol, ensuring a quick and reliable completion of the payment process.

188934 — Settings → Parameters → Additional functions → Bank terminal → Merchant (operation) of the bank terminal.

For terminals using the PosApi protocol, the "Test connection" action was closed and the "Test connection with the merchant" action was added. This ensures correct connection testing if multiple merchants (TerminalID) are registered on the terminal.

188959 — Settings → Parameters → Additional functions → Bank terminal.

Fixed the ability to add more than one terminal with the same IP address but different ports for the PosApi protocol. This allows connecting multiple terminals on one IP address, enhancing flexibility and convenience in settings.

190049 — Settings → Parameters → Additional functions → Bank terminal.

For terminals using the JSON protocol, fixed the response handling in the presence of double quotes in the name of the point of sale. This eliminates the "Failed to parse JSON response" errors and ensures stable operation with the terminals.

189355 — Torgsoft → Bonus system with validity period.

Fixed incorrect bonus deduction when returning goods if the bonus validity period has not yet expired. Optimized the automatic calculation of unused bonuses whose validity period has expired and the data update in Marketing → Clients. This ensures accurate bonus accounting and correct operation of the bonus system.

189154 — Document → Goods receipt → Entering prices for the goods in this invoice.

Fixed the display of fractional parts in the "Quantity" field so that the quantity and the column total match the data in the invoice goods list.

188671 — Document → Returns → Refund money.

Fixed the calculation of the sales amount paid with gift certificates in the warning message when entering money for a return. In cases where the goods of one sale were paid with several certificates, the amount in the message was overstated by the number of certificates used.

Also fixed the incorrect operation of the refund mechanism after clicking "No" in the warning message. The "Refund money" button stopped responding, and the "Refund money (F6)" action created a return document without entering money.

These changes will ensure correct calculation of amounts and stable operation of the refund mechanism, reducing the risk of errors.

183178 — Document change log.

Fixed incorrect document type determination after performing the "Cancel" action on the "Sales" form. Now the correct document type is displayed in the log.

188970 — Document → Goods receipt → Import.

Fixed an issue where when importing goods with the "Update product parameters" option enabled, the "UKT ZED" field value was overwritten, even if this field was not imported. Now the "UKT ZED" value is preserved, ensuring data accuracy when updating product parameters.

189497 — Torgsoft → Synchronization with online store.

Fixed an issue where, during synchronization via file, only retail and wholesale prices in currency for the first currency were included in the file. Now the synchronization file correctly displays all necessary currency prices.

This is useful for entrepreneurs working with multiple currencies, as it ensures correct price display in all currencies on the website. For example, if an entrepreneur sells goods in both dollars and euros, synchronization ensures that customers see the correct prices in both currencies.

186334 — Torgsoft → Marketing → Clients.

Removed the "Clear" action for the "Discount card issuance date" field in the client editing form. This was done because if this field is not filled, the program will still set the current date when "Record" is clicked.

This is useful for entrepreneurs as it eliminates unnecessary actions and reduces the risk of errors. For example, an entrepreneur can be confident that the discount card issuance date will always be correct and up-to-date, without the need to manually clear and check this field.

189024 — Settings → Counterparty.

Fixed an issue where counterparty accounts were not displayed in the "Counterparty" editing form on the "Settlement account" tab if the user had role restrictions and active access restrictions to settlement accounts.

This ensures access to important information even when using restrictions for individual roles. For example, a manager with limited access can now see the counterparty's settlement accounts.

189074 — Torgsoft → Trade with invoice.

Fixed an issue where when copying an invoice (Document → Trade with invoice → Invoice tab → Copy invoice action), the bonus payment amount for goods was transferred to the new invoice.

Also, in the "Commercial offer" tab of the "Commercial offer goods" table, the "Paid with bonuses" column has been removed, as a commercial offer cannot be paid with bonuses.

This refinement prevents errors when paying for goods with bonuses. For example, when a manager copies an invoice for another client, he can be confident that the bonus payment amount will not be transferred, ensuring correct bonus accounting and avoiding possible financial losses.

189019 — Torgsoft → License.

Fixed an issue where in the Romanian localization, the license text was opened in the browser in English under the Help → License menu item instead of Romanian.

This is useful for entrepreneurs using the Romanian localization, as they can now read the license text in their native language. For example, Romanian users receive accurate and clear information about the license terms without the need for translation, making it easier to understand and comply with licensing agreements.

189135 — Document → Finished product manufacturing → Production acts → Print route sheet.

Fixed an issue where data: barcode, date, quantity, and route sheet number were not pulled into the printed form when printing the route sheet.

Now production workers can be confident that all necessary data is included in the route sheet, simplifying tracking and control of production processes, reducing the risk of errors.

190000 — Torgsoft → Mass mailing.

Fixed an issue where, when opening the Mass mailing editing form (Marketing → Mass mailing), only templates for the standard mailing type were displayed in the template list. This led to the absence of the required template when editing a non-standard mailing. Now, only standard type templates are displayed in the template list when creating a new mailing, and templates related to the specific type of mass mailing are displayed when editing.

188571 — Torgsoft → Settings → Role settings.

Fixed an issue where it was not possible to set access rights to components of the corresponding form in the role settings for the main form menu item Commodity Expertise → Full list of goods and services.

189153 — Settings → Role settings.

Fixed an issue where it was not possible to set access to the "Department" field on the "Employee" editing form in the "Production" tab.

This is useful for entrepreneurs as it allows for more flexible management of employee access rights. For example, an administrator can now restrict or grant access to the "Department" field for certain users, ensuring an appropriate level of confidentiality and security. This also helps avoid accidental or unauthorized changes to department information, increasing the accuracy and reliability of data accounting in production.

190054 — Torgsoft → Role settings.

Fixed an issue where it was not possible to grant access to the "Actual average check amount" and "Planned average check amount" columns for a restricted role in the Salary Calculation → Planning → Sales Plan section.

This allows for more precise control over access to important financial indicators. For example, department heads can now grant access to these columns only to certain employees, allowing for more effective planning and control of sales plan fulfillment.

188086 — Settings → Parameters → Receipt → Change to card.

1. Fixed the issue with the value of the "Text name for Change to card" field. When reopening the settings form, the old value was displayed, not the one that was entered before. Now the entered value is saved and displayed correctly.

2. Fixed setting the fiscality attribute for the "Change to card" item type. When the service was initially created, the fiscality attribute was empty instead of being taken from the item type. Now the fiscality attribute is set correctly according to the item type.

3. Added translation for the default value "Text name for Change to card". When the program language is changed, if the field value has not been changed, the translated value "Change to card" will be displayed.

Entered names for "Change to card" remain unchanged when reopening the settings, reducing the possibility of errors and improving accounting accuracy. In addition, the correct setting of the fiscality attribute ensures compliance with tax requirements, and the support for translating the default value improves the convenience of using the program in different localizations.

187369 — Torgsoft → Update.

Before updating, all open Torgsoft references are now automatically closed to avoid update issues. Fixed a memory error that occurred when calling the F1 help from additional sales. This ensures uninterrupted updates and stable program operation.

170503 — Torgsoft → Goods sale restriction.

Fixed an issue where, when a sale restriction for a named client was set (Commodity Expertise → Goods sale restriction), in case of exceeding the limit, an incorrect message was displayed to the user. This occurred if the "Remove goods from stock when adding to sales" setting was not set in Settings → Parameters → Document.

188579 — Torgsoft → Document → Sales → Pay (F6).

Fixed an issue where on the payment form, with mixed cash and non-cash payment, the values of the "To be paid non-cash" and "Change" fields did not change when the "To be paid" amount was changed using the dropdown calculator.

This refinement ensures accurate amount calculation for mixed payments. For example, a cashier can now correctly calculate the amounts of cash and non-cash payments, reducing the risk of cash errors.

157945 — Torgsoft → Sales report.

• Fixed the inclusion of data from Trade with invoice in the report:

Fixed an issue where data from Trade with invoice were present in the "Sales report". Now these data are excluded from the following sections of the report:

Return of unpaid goods

Goods sold on credit (to a VIP client)

Sales and returns to regular clients without payment

Return of goods with money refund

Payments for goods taken on credit, repayment of client debts, refund to clients, payments for gift certificates

• Added a new setting to the report dialog:

The "Show data from Trade with invoice" option has been added to the "Sales report" dialog (disabled by default, the selection is remembered in the registry).
If enabled, the report will include additional data sets and summaries:

Sales and returns through Trade with invoice

Payments and returns of payments in cash in Trade with invoice

Payments and returns of payments to a settlement account in Trade with invoice.

189068 — Torgsoft → Settings → List of additional functions.

Fixed the display of the word "Buy" in the table on the Settings → List of additional functions form in the Romanian localization of the program. Also changed the font on the form to the program's standard font. Improved interface display in Romanian makes the program more convenient for Romanian users.

188713 — Torgsoft → Main data transfer.

Fixed an issue where, when transferring main data (File → Transfer main data to new DB → Open...), the accounting center could not be found if the phone number of the accounting center in the database where the save was made did not match the phone number of the accounting center in the database where the information was loaded.

188376 — Commodity Expertise → Full list of goods and services → Services → New service.

Fixed an issue where more than one service with a non-unique article could be created when the check for unique articles was enabled.

Now each service will have a unique article, simplifying the accounting and management of services.

189411 — Settings → Users → Change.

Changed the hint format for the "Allowed to see stock status" item. Now the hint text changes depending on the selected value, making it easier to configure user access and ensuring an accurate understanding of access rights to stock status information.

188956 — Document → Goods receipt → Invoice goods → Change receipt parameters.

Fixed an issue where closing the receipt editing form could also close the goods receipt form (list of goods). This occurred if the accounting center had been changed at least once during the session on the receipt editing form. A similar issue could occur when working with an internal transfer invoice.

This will ensure the stability of working with goods receipts and internal invoices, preventing accidental closing of forms.

189128 — Document → Goods receipt → Invoice goods.

Fixed an issue where the product name filter in the "Goods list" form did not work correctly. The error occurred when searching for a product with an apostrophe in the name, resulting in an error of the type "[FireDAC][Phys][ODBC][Microsoft][SQL Server Native Client 11.0][SQL Server]Incorrect syntax near 'xxxx'.", where "xxxx" is part of the product name after the apostrophe.

This will improve the accuracy of product searches, allowing products with apostrophes in the name to be found without errors.

186969 — Settings → Software PPO → Software PPO settings.

Fixed an issue with the long opening and updating of data in the "Software PPO settings" tab.

Added a formal open shift attribute, which is set when the shift is opened or closed. Two new actions have been added to the action group: "Set formal open shift attribute" and "Set formal closed shift attribute". These actions are mutually exclusive and available in the corresponding states. When manually or automatically loading receipts, the closed or open shift attribute is determined and set according to the old algorithm (the shift is open if there is an opening receipt, for which there is no closing receipt, and its local numbers are higher than the last closing receipt number).

188836 — Software PPO.

Fixed an issue where it was possible to set a cashier key whose certificates had been revoked.

This prevents the use of invalid cashier keys, enhancing security and compliance. Only valid and current keys are used for working with the software PPO.

190055 — Document → Goods receipt → Goods distribution.

Fixed an issue where opening the "Goods distribution by trade points" form resulted in an "Integer overflow" message.

189530 — Document → Trade with invoice → Goods issue invoice → Print invoice → Print goods issue invoice.

Fixed an issue where viewing or printing a goods issue invoice could result in a "Could not convert variant of type (Null) into type (OleStr)" error. This occurred if the "Delivery condition" variable was added to the goods issue invoice template, but this parameter was not filled in for the invoice.

Now goods issue invoices are correctly printed and viewed, even if the "Delivery condition" parameter is not filled in.

188238 — Payroll → Employee rating.

Fixed an issue where the number of worked days could be incorrectly displayed in the employee rating for employees who worked the night shift and registered arrival and completion on different days. As a result, the number of worked days could be doubled. Now the number of worked days corresponds to the number of registered arrivals.

This ensures a more accurate accounting of worked days for night shifts. For example, if an employee works a night shift, their worked days are now correctly accounted for, ensuring accurate payroll calculation and employee ratings.

188239 — Payroll → Planning.

Fixed an issue where, on the "Planning" form in the "Employee work log" tab, it was not possible to manually register the completion of work if the employee worked a night shift and registered arrival with yesterday's date and completion with the current date.

Now completion registration will be allowed if the employee's position has the "Night shift work" parameter set. If this parameter is not set, completion registration is prohibited, and an attempt to register completion with a date different from the arrival date will result in a message stating that the completion date will be set equal to the arrival date.

In the "Employee work log" table, a "Night shift" status has been added for positions allowed to work night shifts, displayed with an icon in the "Position" column if the arrival time is later than the end of the working day.

This allows for the correct registration of work hours for night shifts and avoids errors in planning and accounting of working hours.

189066 — Payroll → Planning → Work schedule.

Fixed an issue where it was possible to enter the number of actual work hours per day greater than 24 in the schedule.

This ensures correct entry of working hours, preventing the entry of unrealistic values. For example, a manager will no longer be able to accidentally specify more than 24 hours for one day, ensuring accurate payroll calculation and work time planning.

188401 — Marketing → Clients → Calculation of discount reduction for lack of purchases.

Fixed an issue where clicking the "Reduce discount" button (for all selected rows) on the "Reducing client discounts for lack of purchases" form could result in a "Violation of UNIQUE KEY constraint 'uqsFineAbsenceBuying'. Cannot insert duplicate key in object 'dbo.FineAbsenceBuying'. The duplicate key value..." error. This occurred if the same client had discounts in several retail networks.

Now discounts are correctly reduced, even if the client has discounts in several retail networks. This ensures accurate management of loyalty programs and prevents errors when processing discounts.

189299 — Warehouse → Internal transfer registry.

Fixed an issue where, under a user with restricted access to accounting centers, data on the Warehouse → Internal transfer registry form was updated dozens of times slower than under a user without access restrictions.

Also changed Analysis → Profitability of sales for the period, now updating data does not block them for other users, and blocking data by other users does not affect this analysis. This ensures faster data updates in this analysis and reduces the impact on other users' work.

189117 — Warehouse → Goods receipt registry → Link payment to invoice.

Fixed an issue where the list of payments opened by the "Link payment to invoice" action included payments that were initial debts resulting from the deletion of statistics.

188965 — Nova Poshta

Made changes to the function of automatically creating a delivery address for an online store order.

The old method of searching for data by string data (city name, warehouse number and address, street name and type) has been improved to increase accuracy. However, this method does not guarantee absolute accuracy, so we recommend using the new method based on Nova Poshta identifiers.

The new data search method based on Nova Poshta identifiers guarantees absolute accuracy. This method is available only for warehouse delivery. The WarehouseRef field, which contains the warehouse (branch) identifier of Nova Poshta, has been added to the online store order file. When using this field, it is not necessary to fill in the "City name" (DeliveryCity) and "Warehouse number" (WarehouseNumber) fields.

Example of the delivery options block using the new field: