9.1.11.9 нұсқасының сипаттамасы

3674

1. Three fields were added: "Last Name", "First Name", "Middle Name".
2. Renamed the field "Last Name" to "Customer Name".
3. Two arrows were added: "Up" and "Down".

Thanks to this change, now program users have opportunity to fill in the field Client's name - Full name. Then, when clicking on the down arrow, fields Full name will be filled in automatically. And vice versa, if you have entered name and patronymic, but field Name of client is not filled in completely, then, when clicking on the up arrow, corresponding field will be filled in. Also, you can use the added name fields in the client card in mass mailing, the corresponding variables appeared.

4732

In the standard "Product Filter", the following selection has been changed: Product Type, Manufacturer - by "checkboxes".

Previously, the user of the program could select one Manufacturer and one Kind of goods. After this change, the choice of several kinds of goods, as well as producers, which makes this filter more flexible and versatile for many users.

5662

The Hidden attribute was added, which allows you to hide unused items in the financial analysis item tree.

In the Financial Analysis Item Handbook, hidden financial analysis items are not displayed by default, but there is a Show Hidden switch. A hidden financial analysis item cannot be selected.

5759

The "Unlock period" action has been added.

This enhancement was made specifically for the Shopkeeper to be able to quickly make changes to an invoice that was closed a year ago. Now there is no need to open one period at a time to get to the month you want - the Owner only needs to specify the desired month and click the Unlock Period button.

5808

Added parameter Dimension to the standard product filter.

Added parameter - Dimensionality to the standard product filter, where you can choose if you want to use piece, weight or metric.

5812

Added blinking notification when the Purchasing Price changes from the last Purchasing Price. Added an option in the mode of entering the regional prices: "Control the change of regional prices when changing the retail price" and "Control the obligatory entering of regional prices".

The flashing message when the purchase price of an item is changed provides a visual, quick and convenient, notification to the user, which shows in what direction the purchase price has changed. Both settings in the regional price entry mode are aimed at those program users who need to monitor them.

5960

1. Added setting "Create internal transfers to the warehouse "Goods in transit" by default" (Settings - Options - General tab).
2. Added the ability to control the "Goods in transit" component on the "Internal transfer" editing form. (Settings - Role Setting - Resources)

Added the ability to create internal transfers to the "Goods in transit default" warehouse, which will give you the ability to specify only the "Goods in transit" warehouse so you don't get confused with the main warehouses. Also added role management for this component, which will allow you to hide the "Goods in transit" switch as needed.

6004

Added the ability to enter a fractional quantity in the "my order" column.

This enhancement is useful for those users who use fractional numbers in their order (program). You can now enter fractional numbers (1,25; 23,458; 67,9, etc.) into the "My Order" column.

6005

Transferred the Product Type Guide from the File menu item to the Merchandising - Error Diagnostics menu item.

The Reference Guide has been moved in order to shorten the list of sub-items in the File menu item. Also, this mode of loading a reference Item Type Reference is designed to correct errors in the Item Type Tree by comparing the current tree to the reference tree.

6098

A form for configuring the waybill printing is added.

This form allows the user to sort the goods by one of the selected options, which makes the report view easy for viewing, counting, etc.

6134

Added Cash/Settlement Account, Changed, Current Bonus Amount fields. Appropriate icons are added for each movement.

This improvement extends the possibilities of the mutual account card. Now it is very easy for user of the program to find out, where from or where to send money, who made changes, amount of bonuses. Taking into account that each transaction has the corresponding pictogram, it will be easier for user to define type of transaction visually - realization, bonuses calculation, payment through settlement account and so on.

6190

In templates of the invoices the variables are added: "Retail Price Equivalent" and "Wholesale Price Equivalent".

This enhancement is made for those users of the program who need the invoices to display equivalents of wholesale and retail prices. These variables are now available to add manually to the printed templates.

6196

Added a "Commodity Report for the period" report with the ability to edit the print template.

This report is created to allow the user to print it without going to another menu item. In addition, added the ability to edit the report when it is called, which also allows you to quickly customize the template to your liking.

6247

When "Display serial numbers" is checked, all products are displayed, both with and without a serial number.

When "Display serial numbers" is checked, the product's serial number, if it exists, is displayed in the "Serial Number" column against the product.

6248

We have added an option of importing the clients list from Excel into TorgSoft without stating the client's barcode. The program will automatically generate a barcode.

When importing customer list from Excel without barcode, the barcode will be generated automatically.

6338

Goods with Strict warranty record are not displayed in the list of goods for distribution.

This enhancement eliminates the ability to select an item for which Strict warranty record is maintained, since such an item must be transferred by serial number, not by quantity.

6388

In the printed form of the tax invoice and "addendum" (appendix) changed the length (from 100 to 150) characters.

This enhancement is made for users who use the full Customer Name that previously lacked the specified character length.

6424

Added the 'Price by price' field.

This addition was made in order to be able to see how often an employee sells the product at a discount and how much it differs from the price listed in the price list. This is especially important if the sales staff is allowed to set the discount manually.

6490

The "Do not consider acquiring" switch has been added for non-cash payments.

This enhancement allows the user to disregard the acquiring that is installed in the program when paying in trade mode with an invoice. If you set this switch, it will allow you to accept payments to the current account in full, if necessary.

6528

Added filter Filter by item - "Metric item".

This enhancement is made so that users who have activated the paid feature "Metric Goods (Tile Calculator)" will be able to display metric goods in the list of all goods, which greatly simplifies viewing and searching for such goods.

6631

The barcode of the removed product is saved as an additional barcode.

This enhancement is made to ensure that the barcode of the deleted item does not disappear when merging, but is saved. The barcode of the deleted item is saved as an additional barcode in the item card.

6632

The selection of a product from the stock by pressing the hotkey "F11" was corrected.

This fix was made to ensure that the program user is not confused by pressing the hotkeys. In all three forms, the Store State window for product selection was changed by pressing the hotkey "F11".

6638

Added columns "Cost" and "Sum of Cost". Added a total for the "Total Cost" column.

This enhancement expands the list of product information that was previously available. The program now automatically displays the amount of the cost amount in the total field.

6649

Added the column "Maximum Debt Amount".

For more convenient viewing, added the field "Maximum amount owed" which is specified for VIP clients.

6652

Added a confirmation message when deleting items. Full information is written in the User Actions Protocol.

This update is made to record in the Protocol of user actions information when deleting items from the above items. It's worth noting that when multiple items are deleted from the Full List of Products and Services, the list of items will not be listed in the confirmation message - it can be viewed in the File - User Action Protocol item.

6817

Added setting (switch) - "Enter the reason for decompletion".

This setting is created to prevent program users from being able to unpack goods without specifying a reason. This action will be logged in the User Actions log.

6825

The number of the supplier invoice was added (in parentheses to the number of the invoice).

This enhancement facilitates quick and convenient reconciliation of the waybills provided by the supplier.

6852

Reports are divided into two: on money and on bonuses.
Sum of debts, Sum of bonuses at the beginning of period, Sum of bonuses at the end of period were added to print report.

This update helps the user of the program to calculate automatically the sum of bonuses on the beginning and on the end of the chosen period by selected agent. Also the amount of debts will be automatically calculated.

6858

Added filter by employee's status: All, Working, Fired.

This enhancement is aimed at allowing the user to filter employees. For example, if an employee is already fired, they will not be displayed if "Working" is specified in the filter.

6873

Added icons and filter by Mailing Type: Standard, By invoice, By invoice payment, By invoice, By contact.
Added filter by Bulk mailing language.
Added a Filter by Mailing Type: By E-mail or SMS.

This enhancement allows the user of the program both by means of added filters and visually identify the type and kind of sending, which undoubtedly accelerates the process of work in the program.

6938

Added the Photos column.
Added a visibility control for this column.
Added a scalable, collapsible and draggable product photo.
Added the Photo field to the report.

This update allows the user to control how columns are displayed, view product photos with the ability to move the photo window around the screen for comfortable viewing, and print a report with the photo.

6944

Added the Internal Vendor Code column.

This enhancement is made for those users who need to know the Internal Supplier Code, which is displayed in the corresponding column.

7028

Added filter "Sold below price with product discount".

This enhancement is made so that the report on analyzing the use of discounts is more versatile and the user can use it for their own purposes. In it, the user can see what goods are sold below the price with a commodity discount with linkage to an accounting center, a certain period, and other filters that are available here.

7036

Added filter on unused certificates. Added an icon to certificates that were purchased and not used.

This enhancement is made to be able to display certificates that were purchased and not used. It is also visually easy to determine if a certificate was purchased and not used by displaying an icon in front of the corresponding entry.

7037

Added filter by Bulk mailing type.
Added icons by the type of the mass mailing template.

Added filter by Type: Standard, By invoice, By invoice payment, By consignment note, By contact to make browsing and searching of the necessary mass mailing type more convenient. Icons have also been added to the Name column, which allows the program user to visually distinguish the template type.

7145

A collapsible, scalable and moveable (manually) product photo was added to these forms.

This enhancement allows the user to get rid of the need to open the product card to view the photo. Product photo is displayed when highlighting an item with the cursor. This helps to quickly identify products by their photo.

7233

Added a field displaying the amount of change in the national currency.

This addition was made for those users who need to know what amount of change should be given in the national currency, so as not to count on the calculator.

7296

Added filters "Bought item" and "Not bought item", as well as action "Show items satisfying the filter". Added action "Add customers to promotion".

Using the filters by the "Bought Item" and "Not Bought Item" item, there is a possibility to make selections for presales, forming the unrealized demand for the clients. By pressing the "Show goods satisfying the filter" button, the list of goods will be displayed, taking into account the activation of the filter on the product. Also by pressing the "Add customers to promotion" button, there appeared a unique opportunity to attach customers to the promotion using filters by goods, without closing this form. The described improvements make this analysis unique.

7344

Added "Recipient Balance Debt with Partners" variable to the invoice printout. The report variables have been restructured and the names have been changed.

This enhancement is made so that the program user has a complete understanding of which variables relate to what. Also, the added variable will allow you to instantly determine the debt of the recipient on the balance with partners, which will greatly speed up the process.

7347

Added Settings menu item where you can specify column visibility. Added filter by accounting center.

This enhancement is aimed at making the report more versatile, being able to hide unnecessary data by controlling the visibility of columns. Also, it is now very convenient to view information in the context of accounting centers, which was not the case before.

7397

Filters added: By accounting center and by Time. The Accounting Center field has been added to the printed form.

With this change, users of the program now have the ability to select the accounting center and period when viewing and printing the output of finished products.

7430

Added "Change Sales Price" action to change retail/wholesale price. Added "Change retail price" when there is a mass change in the price or purchase rate of an item. Added an option of manual editing of automatically calculated data in the table.

This enhancement significantly expands the ability of this analysis to change the rate, retail price and markup. The user now has the ability to manually make changes to a specific item, if the data calculated automatically do not suit him/her for any reason. Also added a mass change in the retail price, which was previously not available in the described analysis.

7434

Added setting the Number of decimal places in product price: 2, 3, 6.

This feature will be useful for those program users who are in desperate need to have more digits after the comma in the price of goods than 2. It should be noted that the amount of such checks will be rounded up to 2 decimal places. Also, for each user of the program you need to configure templates manually.

7435

When creating a new counterparty, the default setting is "Type of partnership" - "Buyer".

This enhancement was made so that the program user could not specify the Type of partnership for a new counterparty.

7726

Added role management of chart drawing.

This enhancement is implemented to allow the user of the program to restrict the access to graph displaying.

7811

Added Receipt Checking action.

This enhancement is made for users who need to check a pending invoice. Now, when such an invoice is created, a user can validate it by selecting the required invoice from the list of pending invoices.

7815

Added the "Hide automatic payments" filter.

When this switch is enabled, automatic payments are excluded from the list and report printing, so the user does not get confused with them.

7879

Added columns: Order Ready Date and Order Release Date. Added Filter by Issue Readiness, Filter by Period: Ready Date and Issuance Date.

This enhancement allows the user of the program to set the actual readiness of the order (when it can be given to the customer) and the actual issuance (filled in automatically when the goods are shipped to the customer). Using the added filters, you can easily find the desired order in the general list.

7986

On the Customers tab, the "Bulk mailing message" table, added the "Update message status" action.

This innovation will allow you to quickly track the status of SMS messages (delivered, undelivered, error...).

8022

Added a Title field to the Position.
Added Title from the position and filter by employee or title in the Work Schedule.
Added My Payroll menu item.

With these enhancements, the program user has the ability to add a text to the Position, the Title field, which can be used to filter in the Work Schedule to quickly find what is needed. Also, the added menu item allows the user to view and print his payroll, which refers to the statement of the selected period.

8036

Added two switches: "Do not consider sales invoices" and "Do not show automatic operations".
Two fields with bonuses amount displaying were added: "Bonuses amount on the beginning of period", "Bonuses amount on the end of period".
Icons of Operations are added.

This update is made to allow user to display data that does not include invoices "under realization" in the card of mutual settlements. Also added bonuses fields will display the information on their quantity on the beginning and the end of the period that considerably facilitates the accounting process. Icons of operations will help to find out quickly and visually what this or that operation belongs to.

8139

When creating the universal scales, fields have been added: "Multiplier" and "Rounding".

This enhancement is made specifically so that the user of the program has the ability to flexibly configure their scales. Rounding can be selected either to one decimal place, or two, or an integer number. The multiplier is intended for formation of the correct price.

8161

Added the Account Name column. Added Search String and Search Field: Card Number or Card Name.

This enhancement is intended to provide an easy search both by card number and by card name, if a large number of cards are added.

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