Version 1.7.2

What's new in Gumtrue

This release is mostly about the document designer, which now shows you a real document while you lay one out instead of a four line sample. Alongside that, staff who are not allowed to see cost prices can now do purchasing work properly, your sales reports say what unit their quantities are in, and rounds can carry a short code of your own.

A document designer that shows you the real page

• The designer opens full screen: Laying out a document no longer happens in a card squeezed between the app menu and the settings rail, so the page you are working on gets the room.
• Page through the preview: The preview builds a document long enough to run over several pages, with a pager to turn them, so you can finally check what happens at a page break: whether the table heading repeats, whether a box jumps whole to the next page, and where the totals land.
• Choose how much document you see: Short, Normal and Long decide how many lines the sample has, so you can check a one page delivery note and a three page invoice from the same template.
• See a discount or a payment on the sample: With discounts, Part paid and Fully paid add those rows to the preview, so the Discount line, the Amount Paid and Balance Due rows and the PAID stamp can all be checked before a real document goes out.
• The panel sits beside the page, not on top of it: On a wide screen the inspector docks to the right and the sheet re-centres, so selecting something no longer means dragging a panel out of the way first.
• Text settings on every element: Size, bold, italic and line spacing sit on each element, and where a block draws two kinds of text you can style them apart, so the business name can differ from the address under it and the grand total from the rows above it.
• One toolbar, everywhere text is styled: Size, B and I, alignment and line spacing now read the same way on every element, in a single row rather than a column of labelled dropdowns.
• Text and background colours: Set a text colour on anything that draws text, and give a block a background, with a small cross to clear one again.
• Put anything you like in a free box: A free box takes its own elements, dragged and resized inside it, and its panel tells you when the contents are taller than the box and offers to fit the box to them in one click.
• Widths as a number: Width is now a percentage from 10 to 100 rather than five named fractions, so two blocks sharing a line can be made to add up.
• Fit more lines on a page: Row density for the line table (compact, normal, relaxed) and a switch to print the product name without its description, which between them turn sixteen lines on a first page into twenty one.
• Push the totals to the bottom: A toggle in Totals and Payment drops the totals box to the foot of the page, and everything below it in the Sections list goes with it.
• Room beside the totals: The totals box can join a side by side row, so a free box holding your terms, a QR code or a signature strip sits next to it.
• A tidier totals box: Choose whether the informational rows sit inside the box or in their own column beside it, and set the box's row density, which on a weekly invoice can be worth a whole page.
• Insert a field into your own text: A field picker drops company details, document numbers and dates, customer details or the page number into custom text at the cursor.
• Know what deleting a template will do: Deleting now tells you first which customers print on it, which price lists pin it and how many existing documents would reprint differently, instead of asking whether you are sure and then refusing.

Purchasing without showing your costs

• Office staff can do the paperwork without seeing prices: Someone who is not allowed to see cost prices can now raise a purchase order, receive the goods and create the bill from that receipt, with every figure worked out from your supplier price book rather than typed in.
• Two clear permissions for supplier bills: Create bills from goods received and Enter supplier bills by hand are now separate, and each says plainly whether it hands over cost prices, so you can decide which one a person should have.
• A price you may not see reads as a dash: Hidden costs show as a dash rather than a zero, so a document never states that your goods were free, and panels that hold nothing but money are hidden rather than filled with dashes.

Reports that say what they mean

• Filter a report by price list: Sales Listing and the VAT breakdown gain a Price list choice of All, No price list, or any of your floating lists, and the choice is named on the printed report.
• Quantities that add up: Grouped sales figures now count in base units, so a case of twelve and a single unit are no longer added together and called two, and the column is labelled Base Qty to say so.
• Sales by Product prints landscape: Ten columns no longer overflow a portrait page, so headings are not cut off and a figure is not broken across two lines.
• Sales Details names its units: The unit of measure is now a column on screen and on the printed report, not just in the spreadsheet export.

Importing products with your eyes open

• See what an import will change, row by row: The dry run now lists the actual changes on each row, field by field, showing the old value and the new one, and marks rows that already match as unchanged.
• A summary before you commit: A Fields this import will update table counts how many products each column touches, so you can tell at a glance that you are about to change the price on four hundred products.
• A warning before you empty something: If blank cells in your file would clear values on the products they match, the import says how many and tells you to set those columns to Skip if you did not mean it.

Rounds and routes

• Give a round its own code: Rounds now carry a short code, filled in for you if you leave it blank, shown in front of the name wherever a round is listed, and searchable, so two similarly named rounds are easy to tell apart.
• Field actions have their own permissions: Mark delivered, No order and Skip stop are now controlled by the delivery and stop permissions rather than by the right to plan a route, so someone who organises rounds from the office is not offered actions meant for the person at the door.

Smaller things that save time

• A cross to clear every search box: Thirty one search boxes and five search pickers now clear in one click, which matters most on the barcode scan page where the box has to be empty before the next scan lands.
• The role editor explains itself: Each permission carries a hover hint saying what it covers and which related permission it does not, so it is clearer why unticking one thing did not remove another.
• Only the permissions you can use are offered: Permissions belonging to features you have switched off no longer appear as tick boxes that could never work.
• Confirm a purchase order from its own form: The order form now offers Save as Draft and Confirm Order together, instead of making you close it and find the order again to confirm it.
• Your page keeps up with you: Saving anything from a customer or supplier page now refreshes the figures at the top as well as the tab you are looking at.

Bug Fixes

• A discount typed on a weekly order was never charged: The screen showed a discounted total while the customer was billed the full amount, because a weekly invoice bills the whole week and never read the order's discount. The discount now belongs on the weekly invoice, and the control is not offered on the order.
• An amended order and its invoice could disagree about what was owed: Recalculating an order's totals dropped the whole document discount, so an amended discounted order and the invoice raised from it named two different figures.
• Editing an invoice could swap two lines of the same product: Where one product appeared twice at two prices, the edit was matched back to the order by position and could land on the wrong line. Invoice lines are now tied to the order lines they bill.
• A till sale did not appear on the weekly grid: A counter sale for a weekly customer showed in their Orders tab and on the invoice but left the day blank on the grid. Sales already taken now appear without anything needing to be corrected.
• A discount added while editing a draft was never printed: Saving a draft at the list price and then dropping the price meant the order and the invoice raised from it printed no saving at all, permanently.
• Adding a line to a draft invoice never worked: The action failed every time it was used.
• Amending a weekly order's date left it on the wrong week: The order was still billed, folded under the first day of the old week on the printed invoice.
• A credit note with nothing allocated said Partly applied: The status was being worked out in the list instead of read, and the filter above it had the opposite half of the same fault, so a genuinely part applied note was missing from the tab.
• Discount columns crushed the VAT column off the page: Turning on the saving per line squeezed the VAT column until its heading printed off the edge of the paper.
• The saving per line did nothing on a sales order template: The option applied its columns to invoices only, so choosing it on an order template changed nothing on the page.
• A payment memo came back blank: Reopening a payment showed an empty Memo even though it had saved, and saving again wiped it for real.
• Record payment from a route stop could not be filled in: The customer field could arrive empty and locked, so the payment could not be recorded at all.

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