Release Notes: New Location
This page is no longer updated. Release notes are now posted to the Erply User Manuals site; please find them on the following pages:
This page is no longer updated. Release notes are now posted to the Erply User Manuals site; please find them on the following pages:
Support for sending e-invoices has been added.
Currently this functionality is limited to Estonian and Finnish accounts and requires an Omniva or Maventa account.
The changes in this back office version are as follows:
"Invoicing channels"
has been added to the sidebar on customer form and it contains the following fields: "E-invoice email address"
, "Operator ID"
, "EDI code"
. There are also two checkboxes "Email"
and "E-invoice"
which can be used to define whether the customer would like to receive an email or an e-invoice. Currently these checkboxes can be used for filtering only."Invoicing channel"
has been added to customer list and invoice list that allows filtering customers and invoices by customers’ invoicing channels."Invoicing channels"
has been added to invoice form. This field shows the invoicing channels that have been selected for the customer."e-invoice pending"
, "e-invoice sent"
, "e-invoice sending failed"
"E-INVOICES"
has been added to the toolbar. Clicking on the button will open a modal dialogue where it is possible to send the selected invoices to your operator by clicking "Send selected"
. It’s also possible to trigger updating invoice statuses by clicking "Update statuses"
. Button "Update statuses"
doesn’t take into account the selected checkboxes but instead checks the statuses of invoices that are in back office with status "e-invoice pending"
.Include the word COPY to a receipt copy if receipt printing has been registered with API call "registerReceiptPrint"
.
Configuration parameter "save_home_store_when_invoice_confirmed"
has been added, to enable automatically saving customer’s home store when a sales document is confirmed.
For Heartland PAX payments, receipt printouts now show field “Entry Method” and the transaction type.
Actual Reports improvements:
"waybillContactName"
, "waybillContactEmail"
, "waybillContactPhone"
, "waybillContactMobile"
, "waybillContactFax"
and "waybillProjectName"
are available.Searching sales documents by notes now works with “notes” field.
Invoice totals and unpaid amounts on the “Payment Reminder” are now displayed with currency symbol. (All figures are always shown in default currency; the currency symbol has now been added for clarification.)
Configuration setting "touchpos_allow_customers_to_redeem_regular_giftcards_with_tax"
will now be applied to all new EU accounts.
Zambian kwacha (ZMW) added to the list of currencies.
Field “GLN Code” added to customer card.
Field "customerNotes"
(contents of the “Notes” field from customer card) has been added to the Actual Reports sales documents dataset.
Fixed: the tab “Price lists” on product card displayed information from price lists that had already been deleted.
Fixed: In Sales Report, sales tax / VAT columns containing only negative amounts were not displayed.
Fixed: in a list of invoices, clicking on a document that the user did not have access permissions to, opened a different document (instead of just doing nothing).
Fixed: on Document form, it was not possible to delete or reorder the files attached to the document.
Fixed: in certain cases, the recipient of goods in Hansa export file was handled incorrectly.
Fixed: in certain cases, warehouse price was not displayed on the first row of purchase invoice.
Fixed: a main menu layout issue in Chrome 76.
Fixed: a Javascript error “Uncaught ReferenceError: code is not defined at HTMLDocument.func”occurring in browser console.
Support for taxed gift cards has been added. This is related to EU Council Directive 2016/1065, which defines the concept of “single-purpose vouchers” and requires gift cards to be sold with VAT if possible.
Please contact Erply customer support to receive more detailed support materials and to learn what workflows we recommend.
Configuration parameter "unsuccessful_login_lockout_duration"
has been added, to adjust how many minutes a user should be locked out of the system, after repeated unsuccessful log-in attempts. By default, the lock-out time is 10 minutes.
Password requirements have been updated. When creating or changing a login password, the new password must now contain at least one capital letter, one small letter and one digit.
Changing password on the “My preferences” page now requires entering the existing password, too.
When creating a batch of recurring invoices from Sales → Recurring billing, the created invoices are now automatically selected with check boxes.
An assignment printout now displays store phone number, instead of company’s general phone number.
Fixed: in Retail Chain → Gift cards, searching by gift card status did not work.
Fixed: “Prepayment” value was not showing up on the sales document printout in certain cases.
Fixed: when adding a set of matrix variations to a sales document, Erply reset the quantities entered for those products back to 1.
Fixed: When deleting an employee, the associated user account was not deleted properly.
Fixed: when account language was set to Finnish, fields “Default templates for AR printouts”appeared in the middle of the Settings → Configuration page, not at the end.
Fixed: “custom reference numbers” did not appear on printouts.
Fixed: layout issue on German invoice printouts.
Four new settings have been added to Settings → Configuration → Tax rates:
The first two fields only appear on EU accounts.
Purchase document form now hides “Purchase Price”, “Discount” and other columns for users who do not have the right to see product costs. This means that it is now OK to give module access to users who should not see product costs. They will be able to create and receive POs, without seeing supplier pricing.
Rounding field on sales documents is now editable.
Sales documents printouts now show “custom reference numbers”, for which support was added in API version 1.28.
Fourth option for generating sales document reference numbers: “Invoice-based, with company prefix” — has been added. In this scheme, each invoice gets a unique reference number, but it will also have a fixed, unchanging, numeric prefix.
To enable this scheme, go to Settings → Configuration → Sales document printouts and pick the new option from the drop-down field titled “Reference numbers on invoices”.
When enabled, a new field will appear on company card: Settings → My company information → “Prefix for invoice reference numbers”. This is where you can define the prefix.
On Swedish and Lithuanian accounts, it is possible to configure a “Fiscal device number” for each register. The value will appear on receipt printouts, as required by law.
Configuration parameter "overwrite_money_decimals"
has been added. The value should be an integer, indicating how may decimal places should be used for amounts of money (eg. invoice totals, retail prices).
Vietnamese accounts may want to set the parameter’s value to 0. (Vietnam does not use currency sub-units.) Values larger than 2 are not recommended; typically, invoice calculation algorithm does not provide more precision anyway.
On Vietnamese accounts, net prices no longer have decimal places by default. (If needed, restore decimals with configuration parameter "overwrite_price_decimals"
.)
In most search dialogs, columns are now resizable.
Optimizations in product export.
Russian translations have been updated.
Lithuanian translations have been updated.
Fixed: company postal address in email footer no longer contains unnecessary spaces at the beginning of lines.
Fixed: when creating a new sales document from customer card, customer’s payment deadline was not automatically loaded.
Fixed: entering a free text product to a sales document and pressing Tab
did not set row quantity to 1 by default.
Fixed: price-based sales taxes (eg. “Base rate 5%, items with a sales price over $75 are taxed 9% on the amount exceeding the threshold”) were not accurately presented on receipt printouts.
Fixed: setting “New sales order does not reserve goods by default” did not apply when Erply automatically split a partially fulfilled sales order into two parts.
Fixed: when a partially fulfilled sales order had been split into 10 or more follow-up orders, all the following orders received the same "-10"
number suffix, instead of each successive document getting a new suffix.
Fixed: a sales order form will no longer highlight free-text rows as being out of stock, and will not display the warning “There is not enough stock on hand to fulfill the order”.
Fixed: an invoice with an unpaid amount of $0.01 was not listed in reports “Overdue invoices”, “Unpaid invoices and balance statements” and other similar places.
Fixed: if a stock product had been converted to a non-stock product, reports disagreed on whether the cost of that item’s historic sales should be reported as zero or non-zero. The reports now report the cost as zero.
Fixed: clicking on a customer name in global search window applied that customer to the currently open sales document.
Fixed: notification email “Purchase prices have changed” contained a broken link to the purchase document.
Fixed: Link to the “Mobile Stocktaking” application was incorrect for Thai customers.
In addition to “Domestic”, “EU” and “Non-EU” categories for customers and sales documents, a fourth category has been added: “EU, with VAT”.
This type can be applied to customers in other EU countries who are not VAT-registered (and are thus not entitled to 0% VAT), but who still need to be separately filterable in reports.
"fiscal_print_streamline"="typeA2"
.A setting has been added: Settings → Configuration → Invoices and sales → “Creating an invoice from a sales order / waybill, or copying an invoice preserves the “Shipment packed by” field”.
Copying the “Shipment packed by” field was added in version 5.14.0, now it is configurable and by default off.
Actual Reports sales document printouts can now be sent by email.
Improvements in user rights. Each of the following modules now has separate user rights:
It is now possible to set up a new franchise chain so that the HQ account will see all locations (warehouses), but each franchisee account will see only its own locations.
Sales Summary report now displays the names of tax rates, in addition to the rate percentages, to better distinguish different taxes.
When creating one sales document from another, fields “Packed by” and “Project” are now copied, too.
Spanish translations have been updated.
Security improvements.
Fixed: a price-based tax with a base rate of 0% (eg. “General tax rate is 0%, but items over $150 are taxed 5% on the amount exceeding the threshold”) were incorrectly omitted from sales reports.
Fixed: opening a sales report by customer, clicking “Generate CRM report” → “Download in CSV format” produced a file that contained all customers, not only the ones appearing in the report.
Fixed: even if user did not have the right to create invoices, they were able to create a sales order and then change its type.
Fixed: on a sales document, “Print / Send” → “Print HTML” actually opened a PDF document, not an HTML page.
Fixed: it was not possible to change the number of items displayed per page in Settings → Log of deleted items.
Fixed: “Register” drop-down on sales document displayed registers which did not belong to the currently selected location.
Fixed: certain lookup dialogs (eg. the product search in bundle recipes) failed to load more search results when scrolling down.
Fixed: form fields for Danish and Faroese names were mislabeled.
There are now two variations of the Reward Point Balance Report (Customers → Reward Point Balance Report):
Previously, we only offered the latter option. Due to the extra information displayed, the report was slow to calculate and was also disabled on larger accounts (accounts with more than 200,000 customers).
The new, simpler view is an alternative that should work well even with larger data sets. Also, “Reward point balances and recent transactions” is no longer disabled on large accounts — but if the report takes too long to load, consider using the simpler option instead.
In Settings → Configuration → Sending invoices by e-mail, email message text can now be defined for all languages.
“Product” table in report generator now contains product names in all languages.
Email address masking now optional.
On accounts within the scope of General Data Protection Regulation (GDPR), email address masking (replacing parts of email addresses with asterisks in “Email log” and Calendar → Tasks) is now optional. A new setting has been added: Settings → Configuration → Sending invoices by email → “Anonymize addresses in logs” which can be turned off.
We advise to turn it off only if emails are predominantly sent to corporate customers, and storing the email addresses in tasks is acceptable according to your company’s data retention policy.
Print a purchase document in any language.
A “Language” drop-down has been added to the “Print / Send” dialog on a purchase document form. When printing a Purchase Order or Purchase Invoice, or sending it by email, it is now possible to either select the option “Current language”, or pick a specific language.
“Current language” prints the document in currently selected language, with item names as they have been entered on the document. This might be useful if line descriptions have been overwritten or additional details appended.
Selecting any other language gives a fully translated printout, with item names taken from product card.
Sales document printout can be configured to show prices with VAT.
On accounts where all sales documents have been configured to use the “retail calculation algorithm”, an additional dropdown appears in Settings → Configuration → Sales document printouts: “On printout, show: net prices / prices with tax”.
This option (to show prices on the printout with VAT included) has been requested by Finnish customers.
“Warehouse Report” has been reordered.
The “Warehouse Report” on product card (list of transactions made with that product, and quantities in stock) has been reordered. Current inventory quantities are now listed first. The list of transactions comes after that, ordered chronologically with newest transactions at the top (not oldest ones at the top, as before).
“Warehouse Report” shows less data initially.
“Warehouse Report” on product card now initially displays only 100 most recent transactions. The full history can be loaded by clicking a link.
Number of locations configurable in “Warehouse Report”.
In the “Warehouse Report”, each user can toggle whether they want to see inventory quantities for all locations, or only for the most important ones. A link “Show more” / “Show less” appears as needed. The number of “important” warehouses can be configured from Settings → Configuration → Inventory and purchase, and is 25 by default.
“POS multicurrency” module added.
This is an extra feature which allows to count the register in Berlin POS in multiple currencies. Please contact customer support to enable it on your account.
Additionally, customer support must apply configuration parameter"touchpos_sale_additional_currencies"
to define which currencies need to be counted in POS.
New report has been added: Reports → Sales Promotions → Promotions By Invoice Report. It displays the same data as Promotions Report, but aggregated by invoice.
Configuration parameter "inventory_report_exclude_archived_products" = 1
has been implemented. When set, Inventory Report will always omit archived products (which may be desirable if the report takes a lot of time, or runs out of memory).
Configuration parameter "disable_automatic_price_from_previous_quote"
is now supported on Berlin back office, too. With this parameter enabled, back office and API will not apply prices from customer’s previous quotes. (By default, when you create a sales document, pick a product and the customer has a non-expired quote containing the same product, the previously quoted price will apply.)
On forms where the fields on the sidebar are arranged into groups (with subheadings between groups) the groups can now be collapsed to hide unnecessary fields. Erply will remember which groups are expanded and which ones collapsed, as a per-user setting.
On accounts within the scope of GDPR, helpdesk consultants will no longer be able to access the Customers module.
Product export file now includes the quantities of packaging materials (which can be entered on product card if the respective module has been enabled on your account).
For Estonian customers, a version upgrade notification now displays a link to localized release notes.
Support for Thai language has been added.
Support for Faroese language has been added.
Spanish translations have been updated.
When scheduling the tasks on an Assignment, the calendar view that opened when clicking on the “Add”link worked inconsistently. It has been adjusted to work as follows:
On Actual Reports sales document printouts, a new field is available: each product’s quantity in stock. (Field names are "amountInStock"
, "amountReserved"
, and "amountAvailable"
.)
On Actual Reports sales invoice printouts, the "payer..."
and "shipTo..."
fields are now always populated, regardless of account settings and regardless of whether the invoice has a separate payer and receiver of goods or not.
On standard templates, it is recommended to use the "payer..."
and "shipTo..."
fields, instead of the "customer..."
fields. Different accounts may be configured differently, and the semantic meaning of “Customer” may vary; on older accounts, “Customer” typically means the receiver of goods, while on newer accounts, it means the payer.
Actual Reports, purchase document printout: every document row now also includes product pictures.
Field “Location” has been added to “Recurring billing” form. If you specify the location, all invoices created from that recurring billing will be issued from that location.
In product export, product’s net weight and gross weight are now returned in a uniform number format.
On user group form, the permission check boxes “Add shipping” and “Set tax exemption” are now visible regardless of account’s country. Formerly, these fields were activated only on American and Canadian accounts.
Downloaded PDF file names can now contain Russian letters.
Like in Classic back office, table rows can now be right-clicked (to select “Open Link in New Tab”, for example). However, right now there is just one column in every table that supports right-clicking. (This column is indicated by an underline that appears on mouse hover.)
On purchase document form, row height has been reduced to improve information density.
Improvements in report generator:
Column “ID” has been added to all tables.
The error message that appears when trying to group or sort by a calculated column (eg. Sales document → Amount Paid) is now translated.
New columns added: Sales document → Shipment packed by, Sales document → Year and month, Sales document → Payment deadline.
Columns “Year number” and “Month number” in table “Sales document” now allow grouping and sorting.
When grouping the report by a certain value, the value on the subtotal row is now displayed in the same number or date format as the rest of the data.
Fixed: when selecting a customer that has been configured as a “EU” or “outside EU” customer, tax rates on sales document are now appropriately set to 0%.
Fixed: when creating a new user, it was not possible to immediately choose which stores the user should have access to. The list of stores only appeared after the user had been saved.
Fixed: when a bundle product was sold through recurring billing, bundle components were not subtracted from inventory.
Fixed: popovers did not appear in the “Purchase Orders” module.
Amount in EEK has been removed from purchase document printouts.
Fixed: Inventory Report now respects configuration parameter"users_can_only_see_own_warehouse_stock"
.
Fixed: after emailing an unconfirmed purchase order, its status in the list was incorrectly shown as “Confirmed”.
In report generator, the field “Total net weight” displayed unexpected values when certain plugins were activated. This field has now been renamed to “Net weight or volume (Intrastat)”, and a new “Total net weight” field has been added which gives weight information as expected.
Fixed: QR code overlapped with footer text on invoice PDF printout.
Fixed: Clicking on “More…” → “Send by email” in Purchase Orders module did not work.
Fixed: Option “Send by email in English” for purchase orders sent a PDF where item names were not in English.
Compliance with General Data Protection Regulation can now be activated on demand on non-EU accounts, too — with configuration parameter "gdpr_features_enabled" = 1
.
A setting has been added: Settings → Configuration → “Inventory and purchase” → “”Show in webshop” is checked by default for new products and product groups”. To have all new products created with “Show in webshop” turned off by default, uncheck this box.
“Anonymous printout” option has been added to sales documents. If a customer wants to be identified for the transaction, but does not want the printout to contain their personal information, select “Download anonymous printout” or “Send anonymous printout by email” from the “More…” dropdown or “Print / Send” dialog window.
A “verification code” has been added to invoice and receipt printouts. With this code, we will be able to verify if a particular receipt or an invoice originates from Erply, and whether the transaction details are correct — or has the printout been forged or modified (eg. to commit tax fraud).
On invoice printouts, the verification code also appears as a QR code.
A customer’s web shop password can now be deleted. (Click on the “Delete” link next to the field and re-save the customer.)
A user’s PIN can now be deleted. (Click on the “Delete” link next to the field and re-save the user.)
Links “Select all” and “Select none” have been added to user form, next to the “Locations” heading, to check or uncheck all locations at once.
In the Users list, if the list of locations (to which the user has access) is longer than 15, just a total number of locations will be displayed, instead of the name of each one. (Eg. “20/25”, meaning that user has access to 20 locations out of 25 total.)
Report “Distribute Goods to Selected Location” in Reports → Inventory:
The product card of a matrix variation now displays what is the size and color of this variation, and provides a link to the parent product.
On non-EU accounts, person names are now displayed again in the following reports:
Greek translations updated.
One French translation updated.
In Purchase → Purchase orders, unnecessary column “Deadline” has been replaced with “Delivery date”.
On Stock Replenishment Report, in the “Packages to order” drop-down, packages are now listed in order of creation.
Setting “In Berlin POS, plugins are mandatory” has been added to Settings → Configuration → POS. This is a pre-existing setting that can also be turned on or off from Berlin POS user interface. The check box in back office has been provided as a backup, for the case when POS cannot even be opened due to a broken plugin.
Fixed: when fetching an Actual Reports sales document printout in a different language, product unit names were not translated.
Fixed: on sales documents that use retail calculation algorithm, invoice lines appeared shifted (an extra field appeared on some lines).
Fixed: searching for a purchase order by an alphanumeric order tracking number, or searching for a purchase invoice by an alphanumeric invoice number returned irrelevant search results.
New tools for controlling employees’ access to customer data have been added. Considering the General Data Protection Regulation (GDPR), it is important that employees are trained to handle personal data properly. (We have also written about GDPR on Erply blog.)
In Settings → Configuration, it is now possible to disable unauthorized employees’ access to customer information. Employees can be authorized one by one from the Employees module. Two new buttons have been added to employee form:
The form also shows when employee gave their confirmation, and who and when gave them the access.
This feature is an extra module. If it has not been activated on your account yet, please contact customer support.
In Settings → Configuration, it is now possible to select whether employee name on a) sales document printouts and b) receipt printouts should be displayed as:
In Settings → Configuration → Receipt printouts, it is now possible to configure what information about a customer should be displayed on a receipt printout. (The printout can be configured separately for companies and for persons.)
Customer’s amount of reward points can now be printed on receipts. This option has been added to Settings → Configuration → Receipt printouts.
Customers can be looked up by ID, and field “Customer ID” has been added to customer card.
Employees can be looked up by ID, and field “Employee ID” has been added to employee form.
To not expose personal information unnecessarily, the following reports no longer display the name of a customer if that customer is a person. (Customer ID is shown instead, and a link to customer card is provided. Names of companies are still displayed, though.)
To not expose personal information unnecessarily, the following reports no longer show the names of any customers. (Customer ID is shown instead, and there is also a link to customer card.)
To improve delivery, e-mails sent from Erply will now have “noreply@erplyinfo.com” as the sender’s address.
Sending e-mail from our own domain name allows us to properly sign the messages and prove that the e-mail has originated from Erply. Many receiving mail servers take note if the “From” address does not match the originating server, and assign the message a higher spam score, or discard it entirely.
Therefore, this change was necessary to make sure that we follow the best practices and established standards.
Naturally, the receiver needs to know who has sent the message, and must be able to reply to it. We will put your company name on the “From:” line, and we will also set a “Reply-To” header with your actual e-mail address.
Thus, the e-mails are going to look like this:
From: Sample Company <noreply@erplyinfo.com>
Reply-To: Sample Company <info@samplecompany.com>
Deposit Fee support has been added.
Fields “Deposit fee” and “Fee quantity” have been added to product card. These fields allow to associate a product with a deposit fee (recycle fee).
Deposit fees, or recycle fees, are a legal requirement in many countries. Whenever certain products are sold, the merchant needs to collect a deposit.
In Erply, define the deposit fee (recycle fee) as a separate product. Set it VAT-free if needed. Then, look up a product that needs to be sold together with a deposit fee, click on the “Deposit fee” field on product card and select the fee.
Field “Fee quantity” may be usually left empty. It is needed only if you sell an item in a larger package, and this package is defined as a separate product in your product catalog. A typical example would be a six-pack of soda. For each 6-pack, you need to collect 6 deposit fees; therefore, enter “6” into the “Fee quantity” field.
When you add a product with a deposit fee to the sale (or scan the item), the deposit fee is automatically added to the document, too — as a separate line. Deposit fees are supported:
When you change the product’s quantity, the fee’s quantity automatically updates. When you remove the product, the fee gets removed, too.
Note that deposit fees are not automatically added when creating a purchase document, an Inventory Registration, an Inventory Write-Off or an Inventory Transfer.
When a sales document, purchase document, balance statement or payment reminder is sent by e-mail, this is recorded in the system as a “task”. These tasks can be seen in Calendar → Tasks, if you have the respective module enabled on your account.
On sales documents, the sending history can additionally be seen by clicking on the “…” button and selecting “E-mail log”.
To avoid storing unnecessary personal information in Erply, these records will no longer contain full sender’s and recipient’s addresses. The addresses will be partially masked with asterisks: an address "test@example.com"
becomes "tes...@exa..."
, for example.
When configuring a register to use Verifone Finland or Nixpay (with Atos Worldline terminal) payments, an error message will be displayed if extra module “Transaction Time of a Payment” has not been installed on your account. This module is required for Verifone Finland and Nixpay payments. When needed, please contact customer support to activate this module.
User’s password can now be changed from the Users table and from User form. Formerly, the link for changing a password was only located in the Employees table.
A few Lithuanian translations have been updated.
On a receipt printout, blocks of card payment information are now identifiable by HTML classes. (This is needed for Berlin POS.)
"overwrite_price_decimals"
is now supported on Berlin back office. (It already existed in Classic back office.) It can be used to customize the precision of a product’s net price.
"password_only_alphanumeric_allowed"
and "password_alphanumeric_required"
have been added. With these parameters, it is possible to restrict what kinds of passwords users can pick. (The first parameter will disallow any characters besides letters and numbers; the second requires a password to contain at least one small letter, one capital letter and one digit.)"country"
has been added (containing the two-letter code of account’s country)."invoice_printout_price_decimals"
), it did not work when printing out multiple documents."streamLine"
and in the “Formatting” tab, make sure that type of the field is set to “System”. If you cannot see this formatting option, submit a request to upgrade the Actual Reports version for your account."replace_by_card_with_card_type_on_receipt"
has been added. When the value of that parameter is set to 1, the phrase “By card” on receipt printout will be replaced with an actual card type (Visa, MasterCard, …) whenever that information is available."search_product_by_code4" = 1
) did not work."show_weeks_of_ordered_supply_in_stock_replenishment_report"
);"show_sales_price_in_stock_replenishment_report"
);"show_warehouse_price_in_stock_replenishment_report"
)."group_stock_replenishment_by_matrix_product"
, "serialized_inventory_dimension_name"
, and"serialized_inventory_general_product_identifier"
.
"show_other_tax_component_separately_on_invoice"
has been modified so that it would suit the system of Canadian retail taxing.When this parameter is enabled, then not just one, but all tax components labelled as “OTHER” will get pulled out as separate rows on the receipt printout.
Suggested setup (a 12% tax rate with two components):
Receipt printout:
"recurring_billing_enable_unpaid_column" = 1
."recurring_billing_large_debt_threshold"
(default value is 2)."payment_association_ignore_prepayment_invoices" = 1
.formWasSaved
JS variable (or the newRecordCreated
/ existingRecordSaved
/ recordWasConfirmed
variables, if you have more specific needs).
Policy change: on new accounts, e-mailing functionality will be initially disabled. Please contact customer support to have it enabled.
"show_packages_in_inventory_report" = 1
."show_all_products_in_central_purchasing" = 1
has been added. When enabled, the report Reports → Inventory → Central Purchasing → Create Central Purchase Orders will show all products, and will not suggest any reorder amounts (user can manually enter all the quantities to order)."show_all_products_in_central_purchasing" = 1
, and you need to define your Main Warehouse in Settings → Configuration."users_can_see_only_own_warehouse_documents"
."show_card_payments_basic_info_on_receipt"
can now be enabled for US and Canadian accounts, too. (Formerly, this parameter was ignored and receipts always showed full card data.)"force_pricing_logic_algorithm"
implemented. This parameter overrides country-specific rules for price handling. (Contact our support to enable this)locations_not_displayed_in_central_purchasing
, to specify locations that should not be displayed in the Central Purchasing Report. The value of the parameter should be a comma-separated list of location IDs. (Contact our support to enable this)"regular_locations_in_central_purchasing"
. This can contain a comma-separated list of location IDs. Set it if you want to categorize locations into “regular locations” and “customer locations”, for the Central Purchasing report. The difference is that from customer locations, surplus items (those exceeding Restock Level) are never sent to other stores. From regular locations, surplus items can be sent to other stores and Central Purchasing takes it into account, and recommends to order less if there is a surplus somewhere. By default, all locations are considered “regular locations”; set this configuration parameter to turn the others into “customer locations”. (Contact our support to enable this)"hide_customer_address_on_receipt"
that hides customer’s address from receipt printout."report_generator_max_multiselect_items"
. This adjusts the threshold (number of records) at which the report generator starts displaying a filter as a regular text field, instead of a multi-select dropdown with all the options listed.search_product_by_code4
, search_product_by_code5
, search_product_by_code6
, search_product_by_code7
or search_product_by_code8
) and in API getProduct and saveProducts. This is an extra feature that customer support can enable when needed."product_price_discount_basis" = "pricelist" or "product_card"
it is now possible to set which price the discount should be calculated from, and cashier will see this on the Berlin POS screen, and receipt printout will show the same discount percentage. Previously this parameter did not affect receipt printout."print_customer_reward_points_on_receipt" = 1
implemented in back office, too; formerly it was only in Windows POS. When the parameter is enabled, receipt printouts will show customer’s reward point amount. ( “Your reward points total: ###” )This update contains several security fixes.
Main menu has been improved. Menu items are now smartly resized when there is not enough horizontal space to display them; ie., the main menu will not overflow onto multiple lines any more.
Setting an account’s UI version with the “app_interface” configuration parameter, or resetting it to default, works reliably now. To apply Berlin UI to an account, set configuration parameter “app_interface” to “ERPLY2015”. To reset it to standard interface, set the parameter to an empty value. The change takes place immediately when user navigates to next page; there is no need to log out.
For easier data entry, there is now an “Add” button on each form, on the toolbar.
Modules “Stocktaking” and “Mobile stocktaking” have been restored.
Feature “Create POs from sales orders” has been restored.
It is now possible to configure more contact information and credentials per-location (ie. specify it on company card). Invoice printouts will display this location- specific information.
By setting configuration parameter "enable_company_name_and_code_on_location_card" = 1
, it is also possible to set a different Company Name, Company Registration Number and VAT Number for each location. This might be useful for running a franchise chain in one account (where each location is a different company). However, please still verify each new franchise chain with the dev team. There are other factors which need to be considered (eg. franchise size) which might not make it possible to run the customer on one ERPLY account. Also, the user rights limitations (that users could not see information outside their own locations) are not fully in place yet.
We have made one adjustment in the ordering process. If an amount has been ordered with a PO, and a purchase invoice linked to that PO has been already entered into ERPLY, but not confirmed yet, then the amount will still remain in “ordered” status. The reports will show that such amount has been ordered and is pending. Formerly, between entering and confirming the purchase invoice, the amount was not accounted anywhere.