V4.6 – Released 07 Oct 2021 Added Search by SKU in profit loss by product table Sell return issue with QRcode fixed Pending shipments added to the dashboard Add expense permission check added to pos add permission button Submit button and scroll to top link overlap issue fixed in some forms Missing location permission checks added to multiple reports, account dropdown location check added Total expense issue on register details modal fixed Pay term type dropdown not getting selected on selecting customer issue fixed on sale form Location permission added to cash flow, balance sheet, trial balance and view all attendance Location filter added to cash flow, trial balance, balance sheet Shipping charge added to cash register details grand total Ledger issue with opening balance payment fixed, Payment type label issue on opening balance fixed Profit loss report common date filter and location filter added Register report footer totals added SMS and WhatsApp notification also added on update sale On disabling the discount shipping button getting the hidden issue fixed on the pos screen Default payment account issue on edit sell fixed, translation issue of purchase order details modally fixed Customer name not showing in an invoice for business type contact issue fixed, submit button overlap with scroll to top link issue fixed Sales order update success message missing issue fixed Invoice business address missing comma after landmark fixed V4.5 – Released 11 Sep 2021 NEW: Add expense from pos screen FIX: Opening balance logic changes in customer/supplier ledger FIX: Cash register sale total issue when previous sales date is selected. FIX: Minimum sell price validation added in add sale (now works same as POS sales) FIX: Import contact business name when customer fixed. FIX: 409 error on contact update in some servers fixed FIX: Payment account debit credit sides swapped FIX: Convert draft to final exception handling issue fixed FIX: Datatable action dropdown issue fixed V4.4 Released (Aug 25, 2021) 1. [NEW] Payment edit option in edit sale 2. [NEW] In product sell report added sales by category and brand 3. [NEW] In dashboard replaced pre-defined date to date range picker. 4. [NEW] Commission calculation types added: 2 types (Invoice value & Payment received). Related changes in Sales representative report and payroll commission calculation changed 5. [NEW] Option to display commission agent name in invoice layout. 6. [NEW] Option to change proforma invoice heading in invoice layout 7. [NEW] Purchase custom fields added 8. [NEW] Additional expenses fields added to purchase & purchase order 9. [NEW] Line discount displayed in invoice. Need to enable from Invoice layout. 10. [NEW] New layout for ledger as per accounting format. 11. [Improvement] Many new permissions were added & improved in add/edit roles. 12. [Improvement] Check added to not allow change admin role if one admin is present in a business. 13. [Improvement] SKU added to stock alert and stock expiry alert on the dashboard 14. [Improvement] Account book slow loading optimized. 15. [Improvement] Profit loss report optimized 16. [Improvement] Account list data table query optimized 17. [Improvement] Sell details calculation for dashboard and balance sheet optimized 18. [Improvement] Cashflow loading optimized 19. [Improvement] Ajax based contact dropdown implemented on add/edit user form 20. [Improvement] Contact list filters added 21. [Improvement] Line taxes added to view sale 22. [Improvement] Customer supplier report search by business name added 23. [Improvement]Customer group filter added to product sell report 24. [Improvement] Item description column added to Items Report 25. [Improvement] Payment method added to tax report 26. [Fix]Stock expiry report quantity issue 27. [Fix] RTL issue in slim2 invoice layout fixed 28. [Fix] Product expiry related issue fixed 29. [Fix] Removed – Purchase order getting added in opening-closing stock 30. [Fix] decimal point issue at some places fixed 31. [Fix] expense list print number format 32. [Fix]Cash register report total calculation 33. [Fix] Currency symbol issue in ledger pdf 34. [Fix]Import product opening stock fix V4.2 Released (May 2, 2021) 1. NEW : Purchase order feature. 2. NEW : Sales order feature. 3. NEW : Search product by custom fields in POS & Sales screen. 4. NEW : Separate page for Activity log, only visible to the admin role. (Reports -> Activity Log) 5. NEW : Cash register denominations feature added. Improvement/Fixes: 6. Improvement : SKU editable in add/edit products 7. Improvement : Shipping note and shipping related activities added to edit shipping modal 8. Improvement : Line discount added to invoices 9. Improvement : Sales representative commmission calculation changes. (Remove tax shipping etc from commission) 10. Improvement : prefix added for year type invoice scheme 11. FIX : Customer/Supplier Ledger issue 12. FIX : Product history not showing purchase return 13. FIX : Warranty & Expiry date not showing add sales 14. FIX : double customer name removed from invoices 15. FIX : multiple permission fixes 16. FIX : Sell table footer total sell return due V4.0 Released (March 4, 2021) 1. Activity log for sell, purchase, shipping, sell return, purchase return, contacts, users, contact, sell transfer, expense, stock adjustment, todo, login, logout, purchase & sales notification, users, contact, sell transfer, expense, stock adjustment, and todo 2. Internet connection Online/Offline status indicator 3. Disable ajax call and form submission on offline mode. 4. Option for proforma invoice 5. Business name displayed with the contact name in sale/draft list and reports 6. Show customer address on sales add/edit 7. Show supplier address on purchase add/edit 8. Sell custom fields 9. Permission to delete direct sell 10. Document upload option in add sales 11. Custom fields in Shipping 12. Upload shipping documents in shipping. 13. Product brochure upload option in add/edit product. 14. Number to word format in invoice Indian format option 15. Pay button added to dashboard sell/purchase payment due table 16. Permission for commission agent sell and shipment 17. 4 new custom payments added. 18. Show price of products in the tooltip in POS screen product suggestion. 19. Option to set default credit limit while adding customer 20. Selling price group linked to the customer group 21. Permission to print invoice added Improvement/Fixes: 1. Discount permission. 2. Edit combo product issue on edit sell, 3. Update combo product stock issue 4. Custom label issue for types of service, 5. Minimum selling price validation issue on sale form 6. Edit expense 7. Profit loss report end date issue 8. pl report by invoice first-row empty issue fixed 9. Word break issue on invoice 10. Account book showing deleted contact pay amount issue 11. Refresh contact payment on deleting payment implemented 12. Customer group filter 13. Autosend notification error suppressed, 14. Deleting expense refund fixed 15. Account link from advance payment removed 16. Product stock history quantity calculation 17. Gross profit fixed on profit loss report group by invoice V3.7 Released (December 21, 2020) 1. New Big feature: Product History, view details stock history of a product 2. NEW: Added DateTime picker in Add/edit Sales, expenses, purchases payments 3. NEW: Added location dropdown in pos, so the location can be changed from pos directly. 4. NEW: Shipping status filter added to sell list 5. NEW: Location-based tags added to notification templates 6. NEW: Time range filter added to product sell report 7. IMPROVEMENT: Products description on invoice design improved 8. FIX: Barcode printing fix 9. FIX: Profit loss report fixes & improvements 10. FIX: Modifier quantity issue fixed 11. FIX: Custom label fixes 13. FIX: Expense not showing as per selected business location on dashboard issue fixed 14. FIX: Feature product image not showing issue fixed 15. FIX: Product added on scan issue V3.6.4 Released (November 23, 2020) 1. Credit limit issue on editing draft 2. Pos default payment set to cash. 3. Sell return permission 4. Contact payment summary removed from view contact 5. Default Round off label added. 6. Custom payment type label issue fixed 7. Sorting brand and category dropdown alphabetically implemented 8. Stock transfer list sorting improved 9. POS screen mobile responsive improvements 10. Leads issue for CRM Module V3.6.3 Released (November 13, 2020) 1. Barcode printing style improvement 2. Permission issue 3. Edit combo product price issue 4. Customer edit credit limit issue 5. Page leave confirmation issue V3.6.2 Released (November 6, 2020) 1. API module compatibility fixes. 2. Removed required business name when adding a contact. V3.6.1 Released (November 4, 2020) 1. NEW: Permission added for View & Close cash register 2. NEW: New option “For tax group only” added in add/edit tax 3. NEW: Tax with 0% marked as “Exempt” on classic invoice 4. NEW: In invoices, the total amount can be displayed in words. Need to enable it from Invoice Layout. 5. NEW: Print invoice on suspending option added to pos settings 6. NEW: Added company name in add/edit customer 7. NEW: Added 6 more custom fields in customer & suppliers 8. Improvement: Printing of label improvements to make it print much better. 9. Improvement: Product description design improved in the invoice to make it distinguishable from the product name 10. Improvement: In invoices, the Packing charge is displayed 11. Improvement: Search by lot number fixed in the pos screen. 12. Improvement: Ledger fixes V3.6 Released (October 19, 2020) 1. NEW: New invoice layout, Slim2 2. NEW: In discount adding options to select multiple products. 3. NEW: Printing of Stock adjustment 4. NEW: Printing of Stock transfer 5. NEW: URL for Quotations 6. NEW: Sending of Quotations notification. 7. NEW: Added 2 different layouts selection options for POS & Add sales in add/edit business location. 8. Improvement: Slim invoice design improvement 9. Improvement: Net profit formula changed 10. Improvement: Ledger improvements & fixes 11. Improvement: Sending of SMS improved, added setting for headers in SMS configuration 12. Improvement: HTTPS improvements 13. Improvement: Walk-In-customer default credit set to 0 14. Fix: Import opening stock V3.5.2 Released (Sep 10, 2020) 1. FIX: Stock transfer & Stock mismatch 2. FIX: Product Variations 3. FIX: Opening balance 4. FIX: other minors V3.5.1 (Skipped) V3.5 Released (August 25, 2020) 1. NEW: Advance payment to customer & Supplier. 2. NEW: Custom views, this will make the managing of view files changes easy, you can easily override any view files 3. NEW: Search with variations SKU of products on the products list 4. NEW: Serial number for drafts with prefix option. 5. NEW: Status in Stock transfer 6. NEW: Edit stock transfer 7. Improvement: Stock report displays stock by location, a location column is added. Previously it was showing the sum of stock from all locations. With this, it becomes easy to check the stock of a product in a different location 8. Improvement: Simplified Contact form. Added a More information button which displays many other fields. 9. Improvement: Expenses can be added for contact(customer/suppliers). “Expense for contact” field added in add/edit expense 10. Improvement: Inbuilt Twilio & Nexmo SMS configuration 11. Improvement: Kitchen and Orders page improvements 12. Improvement: Left navigation bar design improvements 13. FIX: Slim invoice tax 14. FIX: View customer sales tab not showing all sales 15. FIX: Cash register fixes 16. FIX: Booking permission fixes 17. New Module: API module releasing soon, approx date August 31, 2020 V3.4 Released (July 7, 2020) 1. NEW: Page leave confirmations added to many screens to avoid loss of data 2. NEW: Invoice scheme dropdown added to pos screen 3. NEW: Recurring expenses 4. NEW: Permission to view product stock value-added 5. IMPROVEMENT: Spaces reduced in invoices 6. IMPROVEMENT: Contact form improved: Added new field – Title, first name, middle name, last name, address line 1, address line 2, date of birth 7. IMPROVEMENT: User max discount validation added for fixed type discount 8. IMPROVEMENT: Recurring invoice issue fixed. 9. IMPROVEMENT: The tax report improved to give details of input tax, output tax, and expense tax. 10. IMPROVEMENT: Removed POS screen reset on changing of price group. 11. FIX: Weighing scale product search issue 12. FIX: User max discount issue fixed V3.3 Released (June 9, 2020) 1. NEW: Get stock value by selling price and purchase price. 2. NEW: Get potential profit for stock in the stock reports. 3. NEW: Give the same price to all variance of variable products at once. 4. NEW: Date range filter added to cash register report 5. NEW: Hide price option on a slim invoice added for the gift receipt. 6. NEW: Option to select invoice layout in the POS screen 7. NEW: User max sale discount, 8. Improvement: Fixed height added to sell list 9. Improvement: Customer info added to the slim invoice 10. Improvement: Show current stock of products on the add purchase screen 11. FIX: Category dropdown issue fixed 12. FIX: Black theme color issues fixed, bg color from module names removed on the side menu Improvements & stability V3.2 Released (May 20, 2020) 1. NEW: Import sales from excel sheet (beta) 2. NEW: Featured products in the POS screen for frequently used products. 3. NEW: Permissions added for Access printers, Access Tables, Access types of service, Acess Package Subscription, 4. IMPROVEMENT: Due date removed from the invoice when the invoice is paid. 5. IMPROVEMENT: Custom field labels can be modified from Settings instead of doing it in the language files. 6. IMPROVEMENT: Customer custom fields displayed separate lines in detailed invoices design 7. IMPROVEMENT: Payment details added in add expense screen. 8. IMPROVEMENT: Filter by business location in the dashboard, if multiple locations are present 9. IMPROVEMENT: Date range picker filter in customer/supplier -> sales/purchases 10. IMPROVEMENT: In Product, Sell Report added a detailed report with purchase line details. 11. IMPROVEMENT: Added the SKU column to the Product Purchase Report & Sell report 12. IMPROVEMENT: Added lot number in product sell report if enabled. 13. IMPROVEMENT: User view page design 14. IMPROVEMENT: in dashboard enabled export options for all tables. 15. IMPROVEMENT: Option to enable or disable login for a user 16. IMPROVEMENT: Design changes for View Contact, Supplier, and View users to make it look better 17. IMPROVEMENT: Design changes for suspended invoice modal: added delete button. 18. IMPROVEMENT: Show a lot number in the product sell report if enabled. 19. FIX: Profit & loss report shipping charge for the sales issue. 20. FIX: POS screen payment issue sometimes. 21. FIX: Stock adjustment deducting from sales 22. FIX: Total sold issue in the stock report if multiple locations are enabled. 23. FIX: Credit limit issue in the customer. 24. FIX: Credit sales issue fixes V3.1 Released (March 26, 2020) 1. Improvement: Option to Restore a closed Account. 2. Improvement: Option to filter products without a Business Location assigned 3. Improvement: Cash flow report improvement 4. Improvement: Option to show the balance of the account selected on every Payment Form. Uses the view payment account permission. 5. Improvement: Option to Inactive/Activate a Price Group 6. Improvement: Delete suspended sales. 7. Improvement: Filter transaction with no linked account 8. Improvement: Activate/Deactivate a customer 9. Improvement: Account Book description for expenses 10. Improvement: Attach a document/picture in a Fund Transfer 11. Improvement: Ledger fixed & design improvements 12. Improvement: Added 2 new permission: “View own expense” & “View own purchase” 13. Improvement: Activate/Deactivate customer & suppliers 14. FIX: Edit pos screen customer changing to walk-in-customer 15. FIX: Booking undefined error 16. FIX: Invoice Slim layout fix 17. FIX: View sales total remaining miscalculation. 18. FIX: Modifier issue fixed. 19. FIX: Barcode Issue: Unsupported SKU id for the selected barcode type 20. FIX: POS screen product suggestions disable option. 21. FIX: Edit contact credit limit formatting 22. FIX: Invoice all amount texts indented to the right 23. FIX: Contact opening balance irregularities on editing contacts. V3.0 Patch release (March 6, 2020) Fixes: 1. An image in the pos screen 2. POS errors on 0 stock 3. Warranty & type of service 4. Invoice URL view button added. 5. Added document upload type restrictions. 6. List contacts New Release V3.0 (February 27, 2020) 1. Overall new design in the system. 2. POS screen design improved 3. Browser notification added using a pusher. 4. Label weighing scale integration. 5. Rounding mechanism added to sell screen. 6. Customer/Supplier ledger improved, with the option to send ledger as an attachment in email or download as PDF. 7. View contact improved 8. View users page improved 9. Notification template tags updated with more tags. 10. CC and BCC added to email notification. 11. Send email notifications to multiple recipients implemented with comma-separated emails. 12. Expense displayed in the home 13. Profit loss report fixed for disabled stock management products. 14. Slim invoice layout design improved. 15. Total quantity added to the invoice 16. Base selling price added to exported spreadsheet while exporting selling price groups 17. Date range filter set to the current financial year in most of the places. 18. Filters added to draft list, quotation list, sell return list, shipments, and purchase return list 19. Document & note implemented in customer, supplier, the user. 20. Scroll to top button added 21. Added settings to enable/disable “Purchase”, “Add Sale”, ” POS”, “Stock Transfers”, “Stock Adjustment”, “Expenses”. Go to Settings -> Business Settings -> Modules to enable/disable it. 22. Added document upload type restrictions.
23. In Sales screen – added “Save & Print” button