Sales Pack Release Notes

4.1.0

Improvements:

• Storing mirrored buyer and seller details in Invoice and Credit Note.
• Storing payment means in Invoice. Locking payment channels and mandates if they are referenced in at least one issued invoice (if issuance locking is enabled).
• When adding a Product to a document, if the product has no price defined, the line item price will no longer default to 0. In such cases, user input will be required before being able to save the document.
• Invoice Date field in Subscription Period. Automatically set when the Period is created automatically.
• Subscription Period is not invoiced beforehand if it is created in pending billing status. It is invoiced on the start date minus the lead time.

4.0.0

Enhancements:

• Subscriptions.
• Tax codes.
• Tax-inclusive pricing.
• True multi-currency.
• Supplier bills and credits.
• Credit note allocations.
• Write-offs.
• Debit notes.
• Payment terms.
• Invoice rounding.
• Issuance locking.

Improvements:

• Collaborators & Multiple Assigned Users can be enabled for order entity types.
• Fields Item List and Allocations can be audited.
• Line items are displayed in quick modal views.
• Parameter making line items look more compact.
• List prices can be enabled or disabled for invoices in settings.
• Product type field – Goods or Service.
• Products can be marked as sellable and purchasable.
• E-Invoice tax category code mapping.
• Transactional documents receive their number only after issuance.
• Product quantity fields available in report filters and List report columns.
• Amount Due field available in report filters and List report columns.
• Inventory Numbers: Panel displaying order records associated with the number.
• Warehouse: Warehouses can be arranged in a specific order.
• Warehouse: Panels displaying order records associated with the warehouse.
• Product-level prices can be disabled/enabled.
• Displaying unit in weight fields. The system weight unit (kg or lb) can be configured in settings.
• Payment method for outbound payments.

Additions:

• Reports.

Changes:

• Credit notes: ‘On Invoice’ field is removed in favor for allocations.
• Invoices: Status ‘Sent’ changed to ‘Issued’, status ‘Rejected’ removed.
• Amount fields in document entities now stored as decimals. Values are represented as numeric strings.

Compatibility:

• EspoCRM v9.2 is minimum supported.

3.1.0

• Displaying availability for order items in edit mode.

3.0.0

Enhancements:

• Payments
  • Payment methods
  • Payment requests
  • SEPA Direct Debit payments
• Tax rules
• Shipping tax
• Credit notes

Improvements:

• Warehouse quantity is displayed along with total quantity when filtering products by warehouse.
• Formula functions to obtain inventory quantities.
• Default email templates.
• Payment means in E-Invoice.
• Shipping charges in E-Invoice.
• Tax Number field in Account. Used in E-Invoice.

Compatibility:

• Min supported Espo version is 8.4
• Min supported PHP version is 8.1

2.6.0

• EspoCRM v7.4 is min supported.
• Inventory Number: Inventory Transactions panel.

2.5.0

• Config parameter to forbid order unlocking for non-admin users.
• Ability to configure which fields will be read-only when a record is locked.

2.4.0

• E-Invoices in a UBL format.

2.3.0

• Product price mass update (for Products, Product Prices, Supplier Product Prices).

2.2.0

• Price book rules.
• Ability to view the calculated price for a product.

2.1.0

• Removal strategy: FIFO, FEFO, LIFO.
• Product expiration days.

2.0.0

• Sales
  • Price Books
  • Delivery Orders
  • Return Orders
• Purchases
  • Purchase Orders
  • Receipt Orders
  • Suppliers
  • Supplier Prices
• Inventory Management
  • Inventory Transactions
  • Inventory Adjustments
  • Warehouses
  • Transfer Orders
  • Batch & Serial Numbers
• Product Variants

1.2.0

• Ability to add multiple products items at once;
• Bug-fix: Changing shipping cost not updating total.

1.1.8

• Bug-fix: Item List field appears like editable when it is read-only.

1.1.7

• Bug-fix: Some fields not carried over upon quote conversion.

1.1.4

• Compatibility with EspoCRM v7.0.

1.0.13

• French language added.

1.0.12

• Added ‘Only My’ filter for Quotes, Sales Orders & Invoices.
• The ability to define not actual statuses in Entity Manager > fields > status for Quotes, Sales Orders & Invoices.

1.0.10

• Spanish language added.

1.0.6

• Shipping Providers entity type now is customizable.
• Supporting Link-Multiple fields for Quote/Sales Order/Invoice Items.
• Ability to make a link on a quote item row to point to the quote item record rather than a product record.
• Fixed bug that tax not being copied when converting quote.

1.0.5

• Fixed ‘Email PDF’.

1.0.4

• The ability to mark a product as tax-free. The tax rate will be zero upon adding the product to a quote/sales order/invoice.

1.0.0

• The first release.