Sales Pack news

[yuri]

Version 4.4.0 released.

Enhancements and improvements:

• Payment-to-payment allocations.
• Payment Terms Profile in Quote and Sales Order.
• Period Start Date, Period End Date fields in Invoice.
• Line items pagination in documents with large number of items.
• Line item numbers dynamically updated in edit view.
• Supplier records are lockable.

https://www.espocrm.com/blog/sales-pack-v4-4-released/

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A payment entry can be allocated to another payment of the opposite direction. This is useful when we need to refund an overpaid amount and there is no need to issue a credit or debit note. Payment-to-payment allocation works for both party types: Customer and Supplier.

Example.

A customer was invoiced for $900 but mistakenly paid $1,000. The customer requested a refund of the $100 overpayment rather than leaving it to cover future invoices.

$900 of the inbound payment entry we allocate to the invoice. To refund the rest, we create another outbound payment entry for $100 and fully allocate it to the inbound payment. Then, we can complete the inbound payment because its remaining amount is zero.

[yuri]

Version 4.3 released.

Improvements:

• Quote: Expiration Date field.
• Invoice: Delivery Date field. Printed in E-Invoice.

[yuri]

Version 4.2 released.

Improvements:

• Prompt to apply new prices to line items after price book is changed.

[yuri]

Version 4.1 released.

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.

Note: After upgrading, it will not be possible to generate UBL e-invoices for invoices that have already been issued, as the invoice record does not contain all the required data. Re-issuing the invoice will store the missing data and enable e-invoice generation.

[yuri]

Version 4.0 released. See more detail in the announcement post.

[yuri]

Version 3.1.0 released.

• Displaying availability for order items in edit mode.

Now, when adding Products to Quote, Sales Order, Delivery Order and Transfer Order, the availability of the added item is shown right there. Before, it was shown only in the detail view.

[yuri]

Version 3.0 released.

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

[yuri]

Version 2.5 released.

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

[yuri]

Version 2.4 released.

• E-Invoices in UBL format.

[yuri]

Version 2.3 released.

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

[yuri]

Version 2.2 released.

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

[yuri]

Version 2.1 released.

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

[yuri]

Version 2.0 released: https://www.espocrm.com/blog/sales-pack-2-0-is-out/

[yuri]

Version 1.2.0 released.

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

[yuri]

1.0.4 version

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