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.