Classic Back Office Version 4.81.0

January 8, 2024


New features

  1. The numbering of purchase documents is now configurable; Erply lets you specify the next value for the "Registration Number" field on a purchase invoice or a purchase order.
    1. To find the settings, please navigate to Settings -> Configuration and locate the section "Purchase" in the menu on the left.
    2. Purchase orders and purchase invoices can have separate numbering, or share the same numbering series.
    3. Going back to smaller numbers is now supported, too; this was previously not possible.
    4. The new solution offers better protection against duplicate numbers.
  2. Erply now takes advantage of tags to sort Actual Reports templates by purpose: a product label printing dialog will only list product label templates, the Sales -> Invoices module will only list invoice templates and so on.                     

    We have appropriately tagged the default, predefined templates. The same tags can also be used for custom, account-specific templates.  Here is a list of supported tags:         
    1.  product-label - Product labels     
    2.  customer-label - Customer labels     
    3.  sales-document - Sales document printouts (invoice, sales order, quote)     
    4.  purchase-document - Purchase document printouts (PO, purchase invoice)     
    5.  assignment-document - Work order (assignment) printouts     
    6.  inventory-transfer - Inventory transfer printouts     
    7.  inventory-registration - Inventory registration printouts     
    8.  inventory-write-off - Inventory write-off printouts     

    A template with none of these tags will remain listed in all back office modules.   
    To add a tag to a template, please go to the template editing view, open File -> Template settings and find the field named "Tags".
  3. Promotions that give a % or $ discount to specific items can now be configured in three ways. A select box has been added: "The discount is applied to"
    • "First matching items" (the former default)
    • "Lowest-priced items" (formerly a checkbox)
    • "Highest-priced items" (a new option)
  4. New field "Service duration" has been added to product card. For the service app, it will indicate how much time, in minutes, the service will take by default.
  5. New extra module "Master List" has been added. A "master list" is essentially a catalog of inactive products; items can be initially imported to the master list over API, and copied from the master list to the "active" (regular) product catalog as needed.

Improvements

  1. For Estonian customers, Back office now displays the warning "Please check if the 20% VAT rate is appropriate for this transaction" on sales documents.
  2. When creating a purchase invoice from multiple purchase orders and returning to the list, the orders were still selected with check boxes. Now, after saving the invoice, all check boxes will be automatically cleared.