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Sales Pack Release Notes

Note: Only minor and major versions are listed.

4.4.0

Enhancements & 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.

25 Aug 2026

4.3.0

Improvements:

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

20 Aug 2026

4.2.0

Improvements:

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

29 Jun 2026

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.

27 May 2026

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.

23 Feb 2026

3.1.0

  • Displaying availability for order items in edit mode.

31 Jul 2025

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

20 Jun 2025

2.6.0

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

10 Jan 2025

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.

16 Oct 2024

2.4.0

22 Jul 2024

2.3.0

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

15 Apr 2024

2.2.0

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

19 Mar 2024

2.1.0

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

17 Jan 2024

2.0.0

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

08 Jan 2024

1.2.0

  • Ability to add multiple products items at once.

1.1.4

  • Compatibility with EspoCRM v7.0.

1.0.0

  • The first release.