KB CloudERP - Help Center
Feature RequestRoadmapAPICompany
  • Overview
    • About
    • Changelog
    • Support
  • Knowledge Base
    • Get Started
      • How to register your business in KB CloudERP?
      • How to do a quick setup of business settings?
      • How to setup your company details?
      • How to setup multiple business locations/warehouse?
      • How to set up a bank/cash?
      • How to add payment accounts in KB CloudERP?
      • How to setup and edit payment methods?
      • How to setup tax rates, tax groups & disable tax?
      • How to setup an invoice scheme?
      • How to setup invoice layout?
      • How to add types of service?
      • How to change the theme color?
    • Import
      • Import products using Excel file templates
      • Import opening stock using Excel template
      • Import contacts using Excel file templates
      • Import sales using Excel file templates
    • Users
      • How do you setup roles?
      • How to add user?
      • How to assign location to user?
      • How to add commission agents?
    • Contacts
      • Add supplier & customers
      • Add customer groups
      • Add opening balance & payments
      • Add advanced balance
      • Add credit limit for customers
      • View customer & supplier ledger
    • Products
      • Add product category
      • Add product units
      • Add product variations
      • Add products
      • Add product types
      • Add opening stock
      • Duplicate product
      • Product warranty
      • Printing labels/barcode
      • Product selling price groups
      • Product expiry settings
      • What is stock transfer?
      • What is stock adjustment?
      • Product stock history
      • Edit products (bulk edit)
      • Delete products (bulk delete)
      • How to do price update?
      • Product tax types
    • Purchase
      • Adding purchase
      • Purchase order
      • Purchase requisition
      • Purchase payment
      • Purchase invoice
      • Different purchase price
      • Purchase with excise/custom duty
    • Sales/Sell
      • POS screen guide
        • Finalize sales options
        • Tender change
        • Adding payments from contact
        • Previous sale amount in sales
        • Use case of suspended sales
        • Rounding mechanism explained
        • Adding bonus or free items at sale
        • Featured products in the POS screen
        • Display product unit price in POS
        • Shipments, home delivery, or parcel management
        • Cash denomination
      • Sales subscriptions
      • Sales services
      • Sales return
      • Sales order
      • Discounts by brand, category, location
      • Displaying QR code in invoice
      • Gift receipt
      • Proforma invoice
      • Invoice external URL
    • Expenses
      • Add expense categories
      • Add expenses
      • Add recurring expenses
      • Add expenses refund
      • Add payroll expenses
    • Reports
      • How to check reports?
      • Cash register report
      • Stock expiry report
      • How to export your data/reports?
    • Notifications
      • Notifications templates
        • Ledger notifications
        • Customer notifications
        • Supplier notifications
      • How to setup SMS notifications
      • How to setup email notifications
      • Auto send notifications
    • Custom Labels
      • Custom payments
      • Contact custom fields
      • Products custom fields
      • Location custom fields
      • User custom fields
      • Purchase custom fields
      • Purchase shipping custom fields
      • Sell custom fields
      • Sale shipping custom fields
      • Type of service custom fields
    • Settings
      • How to search in settings?
      • Disable tax rates
      • Decimal precision for currency & quantity
      • Disabling printing receipts on the POS screen
      • Enable customer reward points
      • Stock accounting methods
      • Lot number/IMEI serial tracking
    • Modules
      • Accounting Module
      • Restaurant Module
        • Add tables
        • Add modifiers
        • Add table bookings
        • Enable service staff
        • Enable service staff pin
        • Kitchen dashboard
        • Kitchen orders
        • All orders & line orders
      • HRM Module
        • Payroll management
        • Shift management
        • Holidays management
        • Leave management
        • Attendance management
        • Essentials module
        • What is a sales target?
      • Project Management
      • CRM Module
      • Advance Repair
      • HMS Module
      • Manufacturing
        • Settings
        • Permissions
        • Using for repackaging and selling
      • WooCommerce
      • Spreadsheet
      • Catalogue QR
      • Partnership
    • Integrations
      • Google Map
      • Chat GPT
      • WooCommerce
      • Khalti
    • Tips & Tricks
      • Keyboard shortcuts for POS
      • Improve browser based print (Receipts or other)
      • Create shortcuts for web
      • Browser full-screen mode or distraction-free mode
      • Barcode scanner trick
      • Reusing product barcodes
  • Help and FAQ
    • Troubleshoot
    • Hardware Support
      • How to add a barcode scanner?
      • How setup label weighing scale?
      • How to setup thermal printer for receipt printing
      • Barcode printer support
      • How to setup a printer to open cash drawer automatically?
    • FAQ
Powered by GitBook
On this page
  • New Release V5.xx.x - October 2023
  • New Release V4.7.7 & After - March 2022
  • New Release V4.xx.x - December 2021
  • New Release V3.xx.x - December 2020
  • New Release V2.xx.x - November 2019
  • Initial Release V1.xx.x - February 2019
  1. Overview

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).

IMPROVEMENTS:

  • [IMPROVEMENT] Delivery person added in POS add/edit screen in shipping modal

  • [IMPROVEMENT] Delivery person added in Add/Edit sales screen near shipping fields.

  • [IMPROVEMENT] Autofocus select2 option added dropdown search fields.

BUG FIXED:

  • [FIX] Fixed 500 error in /pos screen

  • [FIX] The issue in the view product is fixed.

  • [FIX] The email field is required in the register form.

  • [FIX] The Blank message issue in the reset password is fixed.

  • [FIX] Woocommerce-related issue from POS.

  • [FIX] Tables and Modifiers screen issue fixed.

  • [FIX] “There is no active transaction” issue during Install/update fixed.

  • [FIX] Invoice scheme and layout dropdown in pos screen autoselect issue fixed

  • [FIX] Ledger advance balance and balance due issue fixed.

  • [FIX] Total due not showing correctly after adding ledger discount in Ledger format 2 issue fixed.

  • [FIX] Selling price made hidden in view/print purchase

  • [FIX] The line break CSS issue in the delivery note fixed.

  • [FIX] The home page chart legend getting overlapped with the context button issue is fixed.

  • [FIX] The currency formatting issue on the print data table in multiple reports issue is fixed.

  • [FIX] The cash register not getting updated after deleting an expense issue is fixed.

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

IMPROVEMENTS:

  • [IMPROVEMENT] Removed quantity check for Drafts & Quotations invoices

  • [IMPROVEMENT] Option to display the description in the invoice (Enable from Invoice layout -> Add/Edit -> Product description)

  • [IMPROVEMENT] Displayed email in view sales

  • [IMPROVEMENT] Delete font size increased

  • [IMPROVEMENT] Displayed SKU in add/edit/view stock transfer

  • [IMPROVEMENT] Total purchase return paid and total sell payment paid displayed on the dashboard

  • [IMPROVEMENT] Custom Views added to backup

  • [IMPROVEMENT] Row color change for alert quantity added to stock report

  • [IMPROVEMENT] Location filter added to dashboard stock alert table

  • [IMPROVEMENT] Removed stock check for draft and quotation

  • [IMPROVEMENT] Subcategory added to list expenses

  • [IMPROVEMENT] Total items added to invoice

  • [IMPROVEMENT] Category and custom fields columns added to stock report

  • [IMPROVEMENT] Contact name and business name added product stock history

  • [IMPROVEMENT] Contact filter in tax report

  • [IMPROVEMENT] Payment method and payment details added to cashflow and account book

  • [IMPROVEMENT] Child payment details and total advance amount displayed if the advance payment on cash flow and account book

  • [IMPROVEMENT] Hide advance payment if the advance payment remaining is zero on cashflow and account book

  • [IMPROVEMENT] Lot number added to item report

  • [IMPROVEMENT] Display the discounted price on the invoice (need to enter discounted unit price label: in invoice layout)

  • [IMPROVEMENT] Displayed unit breakdown shown on invoices (need to check show base unit details in invoice layout)

  • [IMPROVEMENT] Line break for product description preserved in invoice print

BUG FIXED:

  • [FIX] Subtotal issue on invoice fixed

  • [FIX] Cash denomination error on add/edit sale/purchase fixed

  • [FIX] Ledger last financial year due and current financial year opening balance mismatch issue fixed

  • [FIX] Delete category permission issue fix

  • [FIX] Pay term with pos sale issue fixed

  • [FIX] Update variable product with too many variations issue fixed

  • [FIX] Dropzone issue on import purchase product fixed

  • [FIX] Ledger location filter issue fixed

  • [FIX] Sales order line not getting added while stock is zero issues fixed

  • [FIX] Fix for media upload(Image upload for products)

  • [FIX] Edit POS showing warranty dropdown twice issue fixed

  • [FIX] Label print issue when printed from list products fixed

  • [FIX] Quick add supplier/customer from sale and purchase screen not displaying business name issue fixed

  • [FIX] HTML link URL issue on print invoice fixed

  • [FIX] Add payment form validation issue fixed

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

IMPROVEMENTS:

  • [IMPROVEMENT] Autoupdate pos header DateTime in every minute

  • [IMPROVEMENT] QR code removed from draft and quotation

  • [IMPROVEMENT] SKU added to the product name on trending products

  • [IMPROVEMENT] In add/edit product purchase price auto-calculated when the selling price is entered.

  • [IMPROVEMENT] Invoice label improved

  • [IMPROVEMENT] The cashflow date order changed

  • [IMPROVEMENT] Pos screen totals getting hidden on mobile screen fixed

  • [IMPROVEMENT] Added Search by SKU in profit loss by product table

  • [IMPROVEMENT] Add expense permission check added to pos and add permission button

  • [IMPROVEMENT] Many new permissions were added & improved in add/edit roles.

  • [IMPROVEMENT] Check added to not allow change admin role if one admin is present in the business.

  • [IMPROVEMENT] SKU added to stock alert and stock expiry alert on the dashboard

  • [IMPROVEMENT] Account book slow loading optimized.

  • [IMPROVEMENT] Profit loss report optimized

  • [IMPROVEMENT] Account list data table query optimized

  • [IMPROVEMENT] Sell details calculation for the dashboard and balance sheet optimized

  • [IMPROVEMENT] Cashflow loading optimized

  • [IMPROVEMENT] Ajax-based contact dropdown implemented on add/edit user form

  • [IMPROVEMENT] Contact list filters added

  • [IMPROVEMENT] Line taxes added to view sale

  • [IMPROVEMENT] Customer supplier report search by business name added

  • [IMPROVEMENT] Customer group filter added to product sell report

  • [IMPROVEMENT] Item description column added to Items Report

  • [IMPROVEMENT] Payment method added to tax report

  • [IMPROVEMENT] SKU editable in add/edit products

  • [IMPROVEMENT] Shipping notes and shipping-related activities added to edit the shipping modal

  • [IMPROVEMENT] Line discount added to invoices

  • [IMPROVEMENT] Sales representative commission calculation changes. (Remove tax shipping etc from commission)

  • [IMPROVEMENT] Prefix added for year-type invoice scheme

BUG FIXED:

  • [FIX] QR code time issue in ZATCA (Fatoora) format

  • [FIX] Commission agent dropdown reset issue on the POS screen

  • [FIX] Payment view currency format issue fixed

  • [FIX] External invoice URL issue with location print setting fixed

  • [FIX] Business address not showing issue by disabling business name and locations in some invoice layouts fixed

  • [FIX] Datatable translation issue fixed

  • [FIX] Product view stock not showing issue fixed

  • [FIX] Sales return permission

  • [FIX] Discount issue on import sale

  • [FIX] Combo product issue on cash register

  • [FIX] Combo product issue on profit loss report

  • [FIX] Combo product issue on product sell report

  • [FIX] Fixed discount issue with combo product

  • [FIX] Edit/Delete permission in recent transactions modal in the POS screen

  • [FIX] Shipping charge in stock transfer.

  • [FIX] Export buttons in data table permission fixes.

  • [FIX] If the selected contact is enabled, the contact list will show only the selected contacts.

  • [FIX] Stock report print decimal issue fixed

  • [FIX] Address format in invoices improved

  • [FIX] lang invoice in invoice URL issue fixed

  • [FIX] Stock report, not loading issue

  • [FIX] Edit product price and discount from sales screen permission on the sale screen

  • [FIX] Lot number not showing on view stock adjustment

  • [FIX] Product history not showing ingredients used in production

  • [FIX] Account book balance

  • [FIX] Purchase return view modal

  • [FIX] Purchase return contact name not showing

  • [FIX] Trial balance and cash flow debit credit

  • [FIX] Sell return issue with QRcode fixed

  • [FIX] Submit button and scroll to top link overlap issue fixed in some forms

  • [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] Payment account debit credit sides swapped

  • [FIX] Convert draft to final exception handling issue fixed

  • [Fix] Stock expiry report quantity issue

  • [Fix] RTL issue in slim2 invoice layout fixed

  • [Fix] Product expiry related issue fixed

  • [Fix] Removed – Purchase order getting added in opening-closing stock

  • [Fix] decimal point issue at some places fixed

  • [Fix] expense list print number format

  • [Fix] Cash register report total calculation

  • [Fix] Currency symbol issue in ledger pdf

  • [Fix] Import product opening stock fix

  • [Fix] Customer/Supplier Ledger issue

  • [Fix] Product history not showing purchase return

  • [Fix] Warranty & Expiry date not showing add sales

  • [Fix] Double customer name removed from invoices

  • [Fix] Multiple permission fixes

  • [Fix] Sell table footer total sell return due

  • [Fix] Discount permission.

  • [Fix] Edit combo product issue on edit sell,

  • [Fix] Update combo product stock issue

  • [Fix] Custom label issue for types of service,

  • [Fix] Minimum selling price validation issue on sale form

  • [Fix] Edit expense

  • [Fix] Profit loss report end date issue

  • [Fix] pl report by invoice first-row empty issue fixed

  • [Fix] Word break issue on invoice

  • [Fix] Account book showing deleted contact pay amount issue

  • [Fix] Refresh contact payment on deleting payment implemented

  • [Fix] Customer Group filter

  • [Fix] Autosend notification error suppressed,

  • [Fix] Deleting expense refund fixed

  • [Fix] Account link from advance payment removed

  • [Fix] Product stock history quantity calculation

  • [Fix] Gross profit fixed on profit loss report group by invoice

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

IMPROVEMENTS:

  • [IMPROVEMENT] Discount permission.

  • [IMPROVEMENT] Product description on invoice design improved

  • [IMPROVEMENT] Contact payment summary removed from view contact

  • [IMPROVEMENT] Sorting brand and category dropdown alphabetically implemented

  • [IMPROVEMENT] Stock transfer list sorting improved

  • [IMPROVEMENT] POS screen mobile responsive improvements

  • [IMPROVEMENT] Printing of label improvements to make it print much better.

  • [IMPROVEMENT] Product description design improved in the invoice to make it distinguishable from the product name

  • [IMPROVEMENT] In invoices, the Packing charge is displayed

  • [IMPROVEMENT] Search by lot number fixed in the pos screen.

  • [IMPROVEMENT] Ledger fixes

  • [IMPROVEMENT] Slim invoice design improvement

  • [IMPROVEMENT] Net profit formula changed

  • [IMPROVEMENT] Ledger improvements & fixes

  • [IMPROVEMENT] Sending of SMS improved, added setting for headers in SMS configuration

  • [IMPROVEMENT] https improvements

  • [IMPROVEMENT] Walk-In-customer default credit set to 0

  • [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

  • [IMPROVEMENT] Simplified Contact form. Added a More information button which displays many other fields.

  • [IMPROVEMENT] Expenses can added for contact(customer/suppliers). “Expense for contact” field was added in the add/edit expense

  • [IMPROVEMENT] Inbuilt Twilio & Nexmo SMS configuration

  • [IMPROVEMENT] Kitchen and Orders page improvements

  • [IMPROVEMENT] Left navigation bar design improvements

  • [IMPROVEMENT] Spaces reduced in invoices

  • [IMPROVEMENT] Contact form improved: Added new field – Title, first name, middle name, last name, address line 1, address line 2, date of birth

  • [IMPROVEMENT] User max discount validation added for fixed-type discount

  • [IMPROVEMENT] Recurring invoice issue is fixed.

  • [IMPROVEMENT] The tax report improved to give details of input tax, output tax, and expense tax.

  • [IMPROVEMENT] Removed POS screen reset on changing of price group.

  • [IMPROVEMENT] Fixed height added to sell list

  • [IMPROVEMENT] Customer info added to slim invoice

  • [IMPROVEMENT] Show the current stock of products on the add purchase screen

  • [IMPROVEMENT] Due date removed from the invoice when the invoice is paid.

  • [IMPROVEMENT] Custom field labels can be modified from Settings instead of doing it in the language files.

  • [IMPROVEMENT] Customer custom fields displayed separate lines in detailed invoice design

  • [IMPROVEMENT] Payment details are added in the add expense screen.

  • [IMPROVEMENT] Filter by business location in the dashboard, if multiple locations are present

  • [IMPROVEMENT] Date range picker filter in customer/supplier -> sales/purchases

  • [IMPROVEMENT] In the Product Sell Report added a detailed report with purchase line details.

  • [IMPROVEMENT] Added the SKU column to the Product Purchase Report & Sell report

  • [IMPROVEMENT] Added lot number in product sell report if enabled.

  • [IMPROVEMENT] User view page design

  • [IMPROVEMENT] In the dashboard enabled export options for all tables.

  • [IMPROVEMENT] Option to enable or disable login for a user

  • [IMPROVEMENT] Design changes for View Contact, Supplier, and View users to make it look better

  • [IMPROVEMENT] Design changes for suspended invoice modal: added delete button.

  • [IMPROVEMENT] Show a lot number in the product sell report if enabled.

  • [IMPROVEMENT] Option to Restore a Closed Account.

  • [IMPROVEMENT] Option to filter products without a Business Location assigned

  • [IMPROVEMENT] Cash flow report improvement

  • [IMPROVEMENT] Option to show the balance of the account selected on every Payment Form. Uses the view payment account permission.

  • [IMPROVEMENT] Option to Inactive/Activate a Price Group

  • [IMPROVEMENT] Delete suspended sales.

  • [IMPROVEMENT] Filter transaction with no linked account

  • [IMPROVEMENT] Activate/Deactivate a customer

  • [IMPROVEMENT] Account Book description for expenses

  • [IMPROVEMENT] Attach a document/picture to a Fund Transfer

  • [IMPROVEMENT] Ledger fixed & design improvements

  • [IMPROVEMENT] Added 2 new permissions: “View own expense” & “View own purchase”

  • [IMPROVEMENT] Activate/Deactivate customer & suppliers

  • [IMPROVEMENT] Overall new design in the system.

  • [IMPROVEMENT] POS screen design improved

  • [IMPROVEMENT] View contact improved

  • [IMPROVEMENT] View user's page improved

  • [IMPROVEMENT] Slim invoice layout design improved.

  • [IMPROVEMENT] Base selling price added to exported spreadsheet while exporting selling price groups

  • [IMPROVEMENT] The Date range filter is set to the current financial year in most of the places.

  • [IMPROVEMENT] Filters added to draft list, quotation list, sell return list, shipments, and purchase return list

BUG FIXED:

  • [FIX] Edit combo product issue on edit sell,

  • [FIX] Update combo product stock issue

  • [FIX] Custom label issue for types of service,

  • [FIX] Minimum selling price validation issue on sale form

  • [FIX] Edit expense

  • [FIX] Profit loss report end date issue

  • [FIX] pl report by invoice first-row empty issue fixed

  • [FIX] Word break issue on invoice

  • [FIX] Account book showing deleted contact pay amount issue

  • [FIX] Refresh contact payment on deleting payment implemented

  • [FIX] Customer Group filter

  • [FIX] Autosend notification error suppressed,

  • [FIX] Deleting expense refund fixed

  • [FIX] Barcode printing fix

  • [FIX] Profit loss report fixes & improvements

  • [FIX] Modifier quantity issue fixed

  • [FIX] Custom label fixes

  • [FIX] Expense not showing as per selected business location on dashboard issue fixed

  • [FIX] Feature product image not showing issue fixed

  • [FIX] Product add-on scan issue

  • [FIX] Credit limit issue on editing draft

  • [FIX] Custom payment type label issue fixed

  • [FIX] Import opening stock

  • [FIX] Slim invoice tax

  • [FIX] View customer sales tab not showing all sales

  • [FIX] Cash register fixes

  • [FIX] Booking permission fixes

  • [FIX] Weighing scale product search issue

  • [FIX] User max discount issue fixed

  • [FIX] Category dropdown issue fixed

  • [FIX] Black theme color issues fixed, bg color from module names removed on side menu

  • [FIX] Profit & loss report shipping charge for the sales issue.

  • [FIX] POS screen payment issue sometimes.

  • [FIX] Stock adjustment deducting from sales

  • [FIX] Total sold issue in the stock report if multiple locations are enabled.

  • [FIX] Credit limit issue in customer.

  • [FIX] Credit sales issue fixes

  • [FIX] Terms and conditions not getting displayed.

  • [FIX] Edit pos screen customer changing to walk-in-customer

  • [FIX] Booking undefined error

  • [FIX] Invoice Slim layout fix

  • [FIX] View sales total remaining miscalculation.

  • [FIX] Modifier issue fixed.

  • [FIX] Barcode Issue: Unsupported SKU ID for the selected barcode type

  • [FIX] POS screen product suggestions disable option.

  • [FIX] Edit contact credit limit formatting

  • [FIX] Invoice all amount texts indented to the right

  • [FIX] Contact opening balance irregularities on editing contact.

  • [FIX] Profit loss report fixed for disabled stock management products.

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

IMPROVEMENTS:

  • [IMPROVEMENT] Opening Stock Improvement

  • [IMPROVEMENT] Opening Balance for customer improvements

  • [IMPROVEMENT] Query optimization & indexing for faster loading & searching.

  • [IMPROVEMENT] Mobile number added to customer dropdown on POS screen

  • [IMPROVEMENT] Mass delete product messages improved

  • [IMPROVEMENT] Auto-refresh orders on the Kitchen and Orders page implemented with configurable refresh time.

  • [IMPROVEMENT] Stock report improvement

  • [IMPROVEMENT] Disabling categories or brands also disables from POS screen products filter.

  • [IMPROVEMENT] Profit & Loss report lots of improvements: Gross Profit, Profit By Category, Profit by Brands, Profit by date, Profit by Invoice, Profit by Day

  • [IMPROVEMENT] Printing of Barcode sticker improvements

  • [IMPROVEMENT] Location permission moved from roles to users.

  • [IMPROVEMENT] Show contact details on the print ledger

  • [IMPROVEMENT] Converted all CSV to xls import for better compatibility

  • [IMPROVEMENT] Purchase screen default selling price changed to price including tax instead of excluding tax

  • [IMPROVEMENT] “Current Stock value” displayed in the stock report.

  • [IMPROVEMENT] Opening balance due added to the customer all total due on the invoice

  • [IMPROVEMENT] Account deposit from field changed to optional in the deposit form

  • [IMPROVEMENT] Tax in expenses.

  • [IMPROVEMENT] Made the alert quantity field optional in the add product screen

  • [IMPROVEMENT] Displaying due date in invoices (Need to enable from invoice layout)

  • [IMPROVEMENT] Cash register total sales, cash sales, credit sales

BUG FIXED:

  • [FIX] Deleting invoice doesn’t remove from cash register issue.

  • [FIX] Opening Stock issue when multiple locations.

  • [FIX] View product price display issue.

  • [FIX] Sale return deducted from Sales representative report, Customer due in the Balance sheet & tax report.

  • [FIX] Drafts and quotations in lines removed from product sell report.

  • [FIX] Submit alert issue on add/edit sale

  • [FIX] Transaction payment date issue fixed

  • [FIX] Logo issue in email notification fixed

  • [FIX] Data-table decimal number issue on print fixed, Label print decimal number issue fixed

  • [FIX] Stock expiry report fixes

  • [FIX] Miscellaneous fixes & improvements

  • [FIX] Account book same datetime transaction balance

  • [FIX] Profit & Loss report fixes and improvement

  • [FIX] Decimal stock sales fix

  • [FIX] Product Image sometimes not showing in POS & invoices.

  • [FIX] Cashflow balance

Initial Release V1.xx.x - February 2019

[Releasing] First initial release.

PreviousAboutNextSupport

Last updated 11 months ago