Combos, settlement discounts and stock improvements
Combo products, account credit and stock tools switched on per business, customer-specific settlement discounts, plus fixes for refunds, reports and invoice layouts.
- On the newer customer profile, switched on per business: search boxes on the Sales, Web sales and Payments tabs
- Payments can be searched by invoice or reference, payment method, note, amount and who paid
- Page size selector added to the customer profile tables
- On the newer sales list, switched on per business: an "All" option in place of the 1000 and 5000 page sizes
- Customer profile tables now scroll inside their card with a fixed header
- Fix for clearing stock counts
- Switched on per business: refreshed Products list with stock filters, stock badges, selectable columns, bulk actions and inventory insights
- Switched on per business: streamed CSV product exports without loading the whole catalogue into the browser
- Switched on per business: clearer Add/Edit Product forms with inline validation, keyboard save and Save & add another when adding products
- Switched on per business: enhanced Stock Movement Report with movement details, reorder and branch-rebalancing suggestions, units or Rand values at today's cost and CSV exports
- Switched on per business: choose Account Credit and the amount to apply oldest-first to eligible open customer invoices, skipping held invoices
- Debtor search now matches customer and business names, with clearer search guidance
- Separate permissions for viewing, adding, editing and deleting sales representatives
- Yesterday's stock-count list excludes fully returned items and fully refunded sales
- Fixes for refund stock credits at another branch; partial website refunds update only affected stores' statuses when stock-allocation records are available
- Variable-product edits no longer expose placeholder variations or remove their stock history
- Stock transfers can be accepted even when an opening stock record is incomplete
- Fixes for saving business names, account-sale reporting and excluding settlement discounts from cash-register payment totals
- Switched on per business: virtual combos, where a combo product sells and deducts stock from its component products, with combo components shown in the POS, on receipts and in Sale Details
- Switched on per business: configurable combos where the cashier chooses components at the till, with combo recipes managed from the product form, validation messages on the form, and combo choices imported from website orders
- Switched on per business: Combo filter and labels on the product list, a Combo Product Log tab under Product Logs, a setting to show combo components on invoice layouts, and combo stock included in inventory reports and recurring sales
- Fractional stock quantities are now kept in stock history, so partial deductions such as combo components are recorded accurately
- Switched on per business: account sales are saved as owed and counted as revenue on their sale date
- Switched on per business: Account Credit as a payment method on customer invoices and Pay Due Amount, limited to the amount entered and the credit held, with clear messages when credit is not available
- Switched on per business: non-card payments above a customer invoice’s balance settle that invoice and keep the excess as account credit. Pay Due Amount applies payments oldest-first to eligible open invoices
- Switched on per business: customer account credit shown on the customer profile, edit forms, Debtors ledger and statements, and overpayments held as credit are visible in payment histories
- Fixes for refunds, including a refund that failed to complete cleanly and receipts for refunds without a customer
- Switched on per business: inactive product status now carries through to website combos
- Security improvements
- Switched on per business: Layby badge on All Sales and in the sale window
- Fix for settled invoices that still showed as partial
- Fix for the product view window failing on products without a unit, and for placeholder variations appearing in it
- Receipts now follow the font size and QR code settings of the invoice layout
- Switched on per business: website combos can take each item from any website store, with fixes for deleting and editing multi-store combos and for fractional quantities
- Switched on per business: website combo orders accept variation choices and reject duplicate combo mappings
- Switched on per business: combo choices on the classic POS screen, with a reason shown when a choice is greyed out; the product recipe form’s component search hides components already chosen
- Switched on per business: short or missing purchase-lot records no longer block combo stock allocation when recorded component stock is sufficient, and entered prices are kept when a single product is made a virtual combo
- Virtual combos stay visible when the product list is filtered by location
- Fixes to the POS cart: discounts recalculate while typing, line discounts return in recovered carts, and the cart is saved after rows are added
- Fix restoring stock history entry types that had gone missing
- Customer settlement discounts configured per customer, with suggestions that follow the amount paid and payment date. Eligible final customer sales can qualify whether or not bought on account; held invoices and opening balances do not qualify. Printed terms are switched on per business. Refunds use the original sale's discount and tax terms where present
- Switched on per business: filtering payments by the account payment type now lists account sales
- Switched on per business: account sales no longer show a payment method of Cash when nothing has been paid, and the classic express checkout saves the Account balance as an account sale
- Switched on per business: the Pay Due Amount window shows the customer's account credit in place of the opening balance lines
- Switched on per business: Export page and Export all options on the Products list, with full filtered CSV exports generated server-side
- Switched on per business: debtor customer balances can include the opening balance, and opening balances can be paid from a single lump customer payment
- Repair refunds are priced from the repair quote
- Fix preventing duplicate approval of the same submitted stock count
- Fix for refunds on laybys that were refunded more than once, where earlier refunds were not subtracted from the overpayment
- Fix for settlement discounts on businesses using the default basis, which now take the percentage of the invoice amount the payment clears
- Switched on per business: combo component selling prices and combo discounts shown in the POS and combo breakdown, combo stock history recorded in order, and configurable combos with unknown cost showing a dash instead of zero
- Fix for editing combos, and combos already used in sales are protected from deletion
- Switched on per business: the product view shows combo components and quantities, plus how many fixed combos each permitted store can make; configurable-combo availability depends on the choices made
- Switched on per business: the quantity column on the Products list shows how many fixed virtual combos can be made from component stock across the selected stores
- Switched on per business: website combo sales are listed in the Combo Product Log
- Switched on per business: Products list filter chips laid out across the full width, without redundant "All" options
- Fix for the loyalty report filters
- Long customer and location names now wrap inside their box on the tax-invoice layout instead of overlapping the invoice details
