Release Note 12.25.0

Release Date

21st November 2024

HO Version

12.25.0

POS Version

2.25.0

Web Database Compatibility Version

1.20

Features & Enhancements

17

Bug Fixes

17

Navigation

51447

Performance of Item allocation to site improved

Module:
POS Management > Setup > Manual Item Allocation

Enhancement Summary:

Now, large number of items can be allocated to a site within a few minutes.

66271

Visibility of unposted Invoices and Return documents of the Sales and Distribution Module at the time of Inventory Closure.

Module:
Admin > Operations > Inventory Month
Admin > Operations > Finance Month

Enhancement Summary:

Previously no Invoice or Return related documents (Transfer In, Transfer Out, Sales Invoice, and Sales Return) from the Sales and distribution module was shown at the time of closing the Inventory Months.
As a result after running COGS and closing the Finance Months, the user was unable to post those documents.
The validation process has been enhanced to ensure that all those unposted documents along with Procurement Invoices and Return documents will be clearly displayed to the user before closing of the Inventory Month.

61038

OTP-Based Approval Mechanism for Manual Discounting in Ginesys POS has been released

Module Affected:
POS Management > Security > Approver Master

POS Management > Security > Approver Assignment

POS Management > Setup > Master Policy

POS Management > Setup > Site Policy

Enhancement Summary:

Currently, Ginesys POS allows cashiers to apply manual discounts if the manual discount master is assigned to the POS store. These discounts are meant for special cases but are sometimes misused, leading to unintended financial losses, which businesses only discover through reports or audits after the fact.

To address this, we are introducing an approval mechanism requiring authorization before applying manual discounts at the item or bill level. An assigned approver will receive a unique OTP via text message. The cashier must enter this OTP in the POS system to authorize the discount, ensuring better control and accountability.

Key Features:

• Policy-Driven Approval Settings: Two new policies allow for OTP validation on discounts and the establishment of discount thresholds that trigger OTPs, ensuring secure discount control. We can set different policies for different sites.

• Centralized Approver Management: The new "Approver Master" feature enables the Head Office to centrally manage approvers, streamlining the discount approval process.

• Configurable Approval Limits: Users can define percentage-based thresholds for manual discounts for each of the approvers.

• Site-Specific Approver Assignments: Approvers can be allocated to specific POS sites, with the ability to allocate multiple approvers per site for tailored discount management.

• Audit Trail for Compliance: All changes to the approver master & approver assignment actions are logged to maintain an audit trail, enhancing transparency.

• Targeted for Indian Numbers: The feature currently supports mobile numbers with the +91 country code, tailored to the current client base.ar#” stands for the values to be put in.
  ** At the time of registration, please include a space at the end and then include the “OTP SMS Suffix” as set in the System Settings of your Master/Site policy. Your SMS template cannot be registered without the suffix.**

OTP SMS Template Registration Instructions:

To register your OTP SMS template with the DLT Portal, please use the following format:
Template:
OTP-{#var#}. Manual disc of {#var#} requested for {#var#}
(Where “#var#” represents the corresponding values.)

Important Note:
When registering, ensure to add a space at the end of the template followed by the “OTP SMS Suffix” as defined in your Master/Site policy settings. Registration of the SMS template will not be accepted without this suffix. Please refer the image attached below for better understanding.

Open

Sample SMS:
OTP-651473. Manual disc of 10.00% on ₹1000.00 requested for KKJ, MLA Thank You ABCCo.
(In this example, "Thank You ABCCo." is the organization's chosen OTP SMS suffix.)

65749

Now only Live Sync will be supported by Ginesys

Module:
Live Sync

Enhancement Summary:

We had earlier informed our users that we will deprecate our Data Sync process soon (version 12.24.1). After this update, users will have a window of 15 days to migrate to Live Sync beyond this window your sync mode will automatically become Live Sync and if you haven’t migrated your POS to Live Sync by then, your next sync will stop until you migrate your POS to Live Sync. We recommend you perform the migration ASAP in the interest of smooth running of your business. Please ignore if you have already migrated to Live Sync.

Follow the links to know -

https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/203981031

https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/127041602/Data+Sync+to+Live+Sync+2.0+Migration?search_id=3348cd0b-6c87-40dc-9371-5d0a56a4d589&additional_analytics=queryHash---e188139e1f837763ea61abf093dac085ada675bbb2cd8ba63b656072b732f900

63899

Performance of Purchase Invoice has been improved

Module:
Purchase Invoice

Enhancement Summary:

Now, large number of Purchase Invoice can be handled within a few minutes.

68232

EMR Configuration is being moved to a new location

Module:
POS Management > Loyalty

POS Management > Setup > Configure > EMR Configuration

Enhancement Summary:

Two changes have been made

1. 'EMR Integration' menu has been moved from the Loyalty tab to POS Management > Setup

2. The respective Role has also been moved to the Setup → Configure

56504

Public APIs are now available for the following Finance forms - General Journal, Debit Journal, and Credit Journal

Module:

• General Journal

• Debit Journal (with Document Adjustment)

• Credit Journal (with Document Adjustment)

The detailed API document is:

Form - General Journal

Create General Journal : POST - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/198803484

Update General Journal: PUT - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/199131137

Status Update General Journal: PATCH - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/347013622

Delete General Journal: DELETE - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/347013646

Form - Debit Journal

Create Debit Journal: POST - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/347013658

Update Debit Journal : PUT - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/199163905

Status Update Debit Journal: PATCH - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/346980878

Delete Debit Journal: DELETE - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/346980909

Form - Credit Journal

Create Credit Journal: POST - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/346980784

Update Credit Journal : PUT - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/347046367

Status Update Credit Journal: PATCH - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/347046378

Delete Credit Journal: DELETE - https://ginesysone.atlassian.net/wiki/spaces/PUB/pages/346980810

58752

HSN Description field added in #GST E-Invoice Utility Register# Report

Module:
Ginesys Web Report>Finance>Register>#GST E-Invoice Utility Register#
Enhancement Summary:
Now, HSN Description will be visible in #GST E-Invoice Utility Register# Report.

57833

New Report created for User Register named #HO User Register#

Module:
Ginesys Web Report>Admin > Master > #HO User Register#
Enhancement Summary:
Now, HO User details will be visible in the Web Report.

59474

New Report created for MSME suppliers named #Bill wise Outstanding Analysis MSME - Tabular#

Module:
Ginesys Web Report> Finance> Register > #Bill wise Outstanding Analysis MSME - Tabular#
Enhancement Summary:
Now, Bill wise Outstanding details are available for MSME Vendors.

61248

ORDER_SITE and SHIPFROM_SITE information's added in various Report Data-sources

Module:
Ginesys Web Report> Category> Retail>Transaction>E-Com Bill By Seller>E-COM S Header
Ginesys Web Report> Category>Retail>Transaction>Retail Sale
Ginesys Web Report> Category>Retail>Transaction>Retail Sale Batch
Ginesys Web Report> Category> Retail>Transaction>E-Commerce Sale>E-Commerce Sale Header
Enhancement Summary:
Now, ORDER_SITE and SHIPFROM_SITE information will be visible in mentioned Report Data-sources

64575

Alternative Item Received (GRC) is now considered in Purchase Order Tracking Detail Data-source

Module:
Ginesys Web Report>Procurement>Register>#Purchase Order Tracking Detail#

Enhancement Summary:
Now, Alternate Item Received and Purchase Invoice Quantity will available in data source.

64748

#Purchase Order Tracking Detail# Register Report revamped in Tabular Format

Module:
Ginesys Web Report>Procurement>Register>#Purchase Order Tracking Detail#
Enhancement Summary:
Now, #Purchase Order Tracking Detail# register report will be visible in tabular format.

64758

Store's E-way Bill (POS GRT) information is now available in ERP #E-Way Bill# & #E-Way Bill Upload Register# Report

Module:
Ginesys Web Report>Inventory>Register>#EMG E-Way Bill Upload Register#
Ginesys Web Report>Inventory>Register>#E-Way Bill#

Enhancement Summary:
Now, #E-Way Bill# & #EMG E-Way Bill Upload Register# both the Report will show the POS Goods Return Transactions.

64780

Billing and Shipping Country is now provided in Customer-Vendor Data Source

Module:
Ginesys Web Report>Category>Master>Customer-Vendor
Enhancement Summary:
Now, Billing and Shipping Country will be visible in Customer-Vendor Data Source

64781

Division Section Department Alias data field is provided in all the Item Master

Module:
Ginesys Web Report>Category>Master>Item
Ginesys Web Report>Category>Master>Component Item
Ginesys Web Report>Category>Master>Assembly Item
Enhancement Summary:
Now, Division, Section and Department Alias field is available in Item Master

64797

Channel Name field has now been added in Retail Sale and Retail Sale Batch data source

Module:
Ginesys Web Report> Category>Retail>Transaction>Retail Sale
Ginesys Web Report> Category>Retail>Transaction>Retail Sale Batch
Enhancement Summary:
Now, the CHANNEL_NAME field will be visible in the RETAIL SALE and RETAIL SALE BATCH data source.

60968

The User is unable to generate IRNs (E-invoices) for Retail Sale Transactions

Sales & Distribution >  Retail

Admin > E-Invoice Generator

63658

Duplicate transaction is getting created for a single entry while creating Billing by Brand entries through Ginesys Import

Sales & Distribution >  Billing by Brand

60113

Online Sale sync is slow

Sales and Distribution

55690

Audit Verification failed due to Auto Settlement issue

POS Management

56058

Data not coming in #Sales Summary (Image wise)# report.

Ginesys Web Report > Sales And Distribution > Register > #Sales Summary (Image wise)#

57669

#Inventory Status Summary - Image Wise# report showing error.

Ginesys Web Report > Inventory > Status > #Inventory Status Summary - Image Wise#

57854

Item details are missing from #Purchase Order Tracking Detail# report.

Ginesys Web Report > Procurement > Register > #Purchase Order Tracking Detail#

58144

Error Showing while executing Stock Book Summary Reports.

Ginesys Web Report > Inventory > Status > StockBook

58148

Error showing while executing custom reports of #Store Performance Report# : invalid input syntax for type integer: "'"

Ginesys Web Report > Ginesys POS > Register > #Store Performance Report#

61712

ASON showing wrong in StockAge reports.

Ginesys Web Report > Inventory > Status > StockAge

61727

Cost Rate not showing appropriately in #Inventory Valuation# report.

Ginesys Web Report > Inventory > Status > StockBook > #Inventory Valuation#

63824

Report made from DC Item Detail is running slow.

Ginesys Web Report > Category > Sales And Distribution > DC Item Detail

63855

Closing Stock Amount is showing wrong in Stock Book Summary Stockpoint category.

Ginesys Web Report > Category > Inventory > Composite > STOCKBOOK_STOCKPOINT

63982

Performance issue in reports made from PI Item.

Ginesys Web Report > Category > Procurement > Transaction > Purchase Invoice > PI Item

65907

Performance issue in reports made from SI Item.

Ginesys Web Report > Category > Sales And Distribution > Transaction > Sales Invoice > SI Item

65786

In #Bill wise Outstanding Analysis# PDC document is not showing when Include Unposted Entries parameter value is false.

Ginesys Web Report > Finance > Register > #Bill wise Outstanding Analysis#

67299

Performance Issue in Item Category.

Ginesys Web Report > Category > Master > Item