Sales Pack v4.0 released

[yuri]

A major release of the Sales Pack extension for EspoCRM, significantly enhancing sales and purchase capabilities. See the release notes and features overview below. For more details, explore the documentation.

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.

Upgrading

Important. When upgrading the extension from v3.1, it's recommended to install the new version via CLI, as the installation process may take longer than usual.

It’s also reasonable to make a database backup before upgrading.



See more details in the blog post.

[yuri]

If you have issues with upgrade, please create a separate topic in the Installation and Upgrade Help section.