For the complete documentation index, see llms.txt. This page is also available as Markdown.

Changelog

Overview of release notes that shows you what’s changed, improved, and fixed. Stay updated on each version to make sure you’re using the latest improved features.

New Release V5.xx.x - October 2023

NEW UPDATES:

  • [NEW] Added delivery person option in shipments

  • [NEW] Sell custom fields can be added to the invoice

  • [NEW] Product custom fields are shown in the product preview.

  • [NEW] Added 20 custom fields for products along with type selectors like text, date picker & dropdown.

  • [NEW] Selling price group type can be either Fixed Or Percentage.

  • [NEW] Updating product prices from Excel sheet.

  • [NEW] Success and error message sound is enhanced.

  • [NEW] Option to choose required variation values in add/edit variable product.

  • [NEW] Letterhead image option in invoice layout.

  • [NEW] Link added to the stock report to view product stock history.

  • [NEW] ‘Is required’ option for product image. Make it required from Business Settings > Product > Make image required

  • [NEW] Copy quotation option. (Sell > List Quotation > Action > Copy Quotation).

New Release V4.7.7 & After - March 2022

NEW UPDATES:

  • [NEW] Ledger format added with much more details

  • [NEW] Service Staff status modal added in POS screen

  • [NEW] Delivery slip print option in list sales.

  • [NEW] Currency precision and quantity precision moved from config to business settings

  • [NEW] Added option to download PDF for Purchase Order

  • [NEW] Added notification option in the purchase order

  • [NEW] Previous unit price added to the product line of sell and purchase

  • [NEW] Search option added to account book and cash flow

  • [NEW] Export all products in Excel format, with complete details

  • [NEW] Product sold details table added to cash register modal

  • [NEW] Cash denomination option in add/edit sale purchase screen

  • [NEW] Second unit added to add/edit product also an option to add quantity in the second unit added to purchase/sell (Need to enable it from Business settings > Products)

  • [NEW] Option to add ledger discount on view contact details page

  • [NEW] Simplified ledger format added (Format 2)

  • [NEW] Location filter added to the ledger

New Release V4.xx.x - December 2021

NEW UPDATES:

  • [NEW] Price group selection option added to print label form

  • [NEW] Download image from URL implemented in import products

  • [NEW] Custom field tags added to notification templates

  • [NEW] Location permission check on product list stock added

  • [NEW] Out-of-stock check removed from sales order

  • [NEW] Subcategory option in add expense

  • [NEW] Import purchase products in the xls file

  • [NEW] Added option to add date & notes when adding opening stock.

  • [NEW] Filters added in List Customers & List suppliers

  • [NEW] Added unit selection option in stock transfer

  • [NEW] Location dropdown filter added to dashboard data tables

  • [NEW] Commission agent required in add sales option added to settings

  • [NEW] duplicate check for the mobile number on add/edit contact form added

  • [NEW] invoice font color changed to black

  • [NEW] Displayed customer due on selecting customer in add/edit pos & sale

  • [NEW] Separate permissions for add, edit, and delete for sell and purchase payments

  • [NEW] Edit account opening balance, fund transfer, deposits

  • [NEW] Permissions for edit and delete account transactions

  • [NEW] Footer total added to account book, accounts list, and cashflow

  • [NEW] Sales order heading in invoice layout settings

  • [NEW] Location name added to invoice QR code

  • [NEW] Additional expenses in Sell add/edit/view and in profit loss report

  • [NEW] Permission for export button in data tables added

  • [NEW] Edit account transaction from account book form improvements added, primary account selection in deposit and transfer form

  • [NEW] Added tax summary option in invoice layout

  • [NEW] Size option in label printing.

  • [NEW] Pending shipments added to the dashboard

  • [NEW] Add expense from the pos screen

  • [NEW] Payment edit option in edit sale

  • [NEW] In the product sell report added sales by category and brand

  • [NEW] In the dashboard replace the pre-defined date to date range picker.

  • [NEW] Commission calculation types added: 2 types (Invoice value & Payment received). Related changes in the sales representative report and payroll commission calculation changed

  • [NEW] Option to display commission agent name in invoice layout.

  • [NEW] Option to change proforma invoice heading in invoice layout

  • [NEW] Purchase custom fields added

  • [NEW] Additional expenses fields added to purchase & purchase order

  • [NEW] Line discount displayed in invoice. Need to enable from Invoice layout.

  • [NEW] New layout for ledger as per accounting format.

  • [NEW] Purchase order feature

  • [NEW] Sales order feature

  • [NEW] Search product by custom fields in the POS & Sales screen.

  • [NEW] Separate page for Activity log, only visible to the admin role. (Reports -> Activity Log)

  • [NEW] Cash register denominations feature added

  • [NEW] Activity log for sell, purchase, shipping, sell return, purchase return, contacts, users, contact, sell transfer, expense, stock adjustment, todos, login, logout, purchase & sales notification, users, contact, sell transfer, expense, stock adjustment, and todos

  • [NEW] Internet connection Online/Offline status indicator

  • [NEW] Disable Ajax call and form submission on offline mode.

  • [NEW] Option for proforma invoice

  • [NEW] Business name displayed with the contact name in sale/draft list and reports

  • [NEW] Show customer address on sales add/edit

  • [NEW] Show supplier address on purchase add/edit

  • [NEW] Sell custom fields

  • [NEW] Permission to delete direct sell

  • [NEW] Document upload option in add sales

  • [NEW] Custom fields in Shipping

  • [NEW] Upload shipping documents in shipping.

  • [NEW] Product brochure upload option in add/edit product.

  • [NEW] Number to word format in invoice Indian format option

  • [NEW] Pay button added to dashboard sell/purchase payment due table

  • [NEW] Cron job command for backup clean

  • [NEW] Permission for commission agent sell and shipment

  • [NEW] 4 new custom payments added.

  • [NEW] Show the price of products in the tooltip in the POS screen product suggestion.

  • [NEW] Option to set default credit limit while adding customer

  • [NEW] Selling price group linked to the customer group

  • [NEW] Permission to print invoice added

New Release V3.xx.x - December 2020

NEW UPDATES:

  • [NEW] Option for proforma invoice

  • [NEW] Activity log for sell, purchase, shipping, sell return, purchase return, contacts, users, contact, sell transfer, expense, stock adjustment, todos, login, logout, purchase & sales notification, users, contact, sell transfer, expense, stock adjustment, and todos

  • [NEW] Business name displayed with the contact name in sale/draft list and reports

  • [NEW] Show customer address on sales add/edit

  • [NEW] Show supplier address on purchase add/edit

  • [NEW] Sell custom fields

  • [NEW] Permission to delete direct sell

  • [NEW] Document upload option in add sales

  • [NEW] Custom fields in Shipping

  • [NEW] Upload shipping documents in shipping.

  • [NEW] Product brochure upload option in add/edit product.

  • [NEW] Number to word format in invoice Indian format option

  • [NEW] Pay button added to dashboard sell/purchase payment due table

  • [NEW] Permission for commission agent sell and shipment

  • [NEW] Product History, view details stock history of a product

  • [NEW] Added DateTime picker in Add/edit Sales, expenses, purchases payments

  • [NEW] Added location dropdown in pos, so the location can be changed from pos directly.

  • [NEW] Shipping status filter added to sell list

  • [NEW] Location-based tags added to notification templates

  • [NEW] Time range filter added to product sell report

  • [NEW] Toaster notification timeout reduced

  • [NEW] Pos default payment set to cash.

  • [NEW] Sell return permission

  • [NEW] Default Round off-label added.

  • [NEW] Permission added for View & Close cash register

  • [NEW] New option “For tax group only” added in add/edit tax

  • [NEW] Tax with 0% marked as “Exempt” on classic invoice

  • [NEW] In invoices, the total amount can be displayed in words. Need to enable it from Invoice Layout.

  • [NEW] Print invoice on suspending option added to pos settings

  • [NEW] Added company name in add/edit customer

  • [NEW] Added 6 more custom fields in customer & suppliers

  • [NEW] New invoice layout, Slim2

  • [NEW] In discount adding options to select multiple products.

  • [NEW] Printing of Stock adjustment

  • [NEW] Printing of Stock transfer

  • [NEW] URL for Quotations

  • [NEW] Sending of Quotations notification.

  • [NEW] Added 2 different layout selection options for POS & Added sales in add/edit business location.

  • [NEW] Advance payment to customer & Supplier.

  • [NEW] Custom views, this will make the managing of view file changes easy, you can easily override any view files

  • [NEW] Search with variations SKU of products on the products list

  • [NEW] Serial number for drafts with prefix option.

  • [NEW] Status in Stock transfer

  • [NEW] Edit stock transfer

  • [NEW] Page leave confirmations added to many screens to avoid loss of data

  • [NEW] Invoice scheme dropdown added to pos screen

  • [NEW] Recurring expenses

  • [NEW] Permission to view product stock value-added

  • [NEW] Get stock value by selling price and purchase price.

  • [NEW] Get potential profit for stock in the stock reports.

  • [NEW] Give the same price to all variance of variable products at once.

  • [NEW] Date range filter added to cash register report

  • [NEW] Hide price option on a slim invoice added for the gift receipt.

  • [NEW] Option to select invoice layout in the POS screen

  • [NEW] User max sale discount,

  • [NEW] Import sales from Excel sheet (beta)

  • [NEW] Featured products in the POS screen for frequently used products.

  • [NEW] Permissions added for Access printers, Access Tables, Access types of service, access package Subscription,

  • [NEW] Label weighing scale integration.

  • [NEW] Rounding mechanism added to sell screen.

  • [NEW] Customer/Supplier ledger improved, with the option to send the ledger as an attachment in an email or download it as a PDF.

  • [NEW] Notification template tags updated with more tags.

  • [NEW] CC and BCC added to email notification.

  • [NEW] Send email notifications to multiple recipients implemented with comma-separated emails.

  • [NEW] Expense displayed in the home

  • [NEW] Total quantity added to invoice

  • [NEW] Document & note implemented in customer, supplier, user.

  • [NEW] Scroll to the top button added

  • [NEW] Added settings to enable/disable “Purchase”, “Add Sale”, ” POS”, “Stock Transfers”, “Stock Adjustment”, “Expenses”. Go to Settings -> Business Settings -> Modules to enable/disable it.

  • [NEW] Added document upload type restrictions.

  • [NEW] In Sales screen – added “Save & Print” button

New Release V2.xx.x - November 2019

NEW UPDATE:

  • [NEW] Payment Accounts, Related Reports & Features.

  • [NEW] Subscriptions:

  • [NEW] Multiple units of a product. (For example: purchase in Box and sell in pieces):

  • [NEW] Invoice external URL:

  • [NEW] Show the total due amount of a customer in the invoice: To display the total due amount of a customer, meaning it will show the sum of all due invoices for a customer an invoice. You can enable it from the invoice layout by checking the show total balance due (All sales) & also add the label for it.

  • [NEW] Filters in List Purchases, Sales, Products

  • [NEW] Show available stock on the product search dropdown in the POS screen

  • [NEW] Display opening balance on reports and contact details page

  • [NEW] Activate/Deactivate products on the product list.

  • [NEW] Decimal Precision for currency (number of digits to show after the decimal for currencies)

  • [NEW] Decimal precision for Quantity;(number of digits to show after the decimal for currencies)

  • [NEW] Service Staff can be selected for each line in sales, Related changes in the service staff report & added on the orders screen.

  • [NEW] Print invoice button in recent transactions in the POS screen.

  • [NEW] Discounts by category, brands, and start-end day.

  • [NEW] Gross Profit in Profit & Loss report.

  • [NEW] Stock report added to the product list page.

  • [NEW] Product list: Show the price of the product and the price range of its variable product. Also, the total stock is displayed in the list of products.

  • [NEW] Quick add product from a direct sale.

  • [NEW] Add purchase return from all purchases of a supplier (no need to select any particular purchase invoice)

  • [NEW] Print packing slip

  • [NEW] Product image display in the invoice by enabling it in the invoice layout

  • [NEW] Show custom fields on the contact details page

  • [NEW] Customer Reward Point, increase customer loyalty by offering them reward points.

  • [NEW] Customer/Supplier ledger.

  • [NEW] Bulk edit multiple products at one time.

  • [NEW] Display customer reward points in the invoice.

  • [NEW] Mark a product as “Not for selling” in add/edit products

  • [NEW] Added Sub-Units in products, to select only the relevant units for selected units.

  • [NEW] Hide admin role from non-admin users while creating users

  • [NEW] “Not for sell” column added to import product

  • [NEW] Quick add a customer from the pos screen displayed custom fields

  • [NEW] Modifiers price reset when modifiers are removed

  • [NEW] More predefined ranges added to date range picker, Javascript language files updated

  • [NEW] Search settings implemented.

  • [NEW] Custom label for payment method added.

  • [NEW] Combo product

  • [NEW] Export all products selling price group price.

  • [NEW] Import all products selling price group price.

  • [NEW] Option to configure the data-table default page entries value (settings added to business settings -> system)

  • [NEW] Account type and subtype for accounts.

  • [NEW] Redesigning the Login & Registration page to make it look beautiful

  • [NEW] Test email and SMS configurations from the settings

  • [NEW] Enable selection of DateTime in the POS screen (Needs to be enabled from POS settings)

  • [NEW] Activate/Deactivate business location

  • [NEW] Types of service (like dine-in, 3rd party service, Parcel, Courier, etc) with the option to set different price groups for different services. Also, the type of service breakdown in view registers.

  • [NEW] Enable/Disable payment method from business location.

  • [NEW] Link payment methods to the payment account.

  • [NEW] Location-based products, choose the location where the product will be available. Also, bulk assigning of product locations.

  • [NEW] Credit sale button in the POS screen.

  • [NEW] Invoice design for Thermal printer for printing from browser to thermal printers.

  • [NEW] Product Warranty

  • [NEW] Price group option for locations added

  • [NEW] Location added to the cash register, now select the location of the cash register before opening the register.

  • [NEW] New status is overdue & Partially overdue for Sales & purchase invoices which extended the pay term date with a filter for filtering them.

  • [NEW] Profile picture or avatar for users to upload

  • [NEW] Add customer directly from the booking form

Initial Release V1.xx.x - February 2019

Last updated