What's new in TopSales Professional 7.65
Nov 22, 2020
- Customer account detail report sales person criteria allow select multiple accounts not in id sequence
- Customer account summary report sales person criteria allow select multiple accounts not in id sequence
New in TopSales Professional 7.64 (Jul 13, 2020)
- Task Agent add option to run external program
New in TopSales Professional 7.63 (Dec 1, 2019)
- Integration with Opencart web store. Topsales integration with Opencart now available.
- Iupload products
- Download orders from web store
New in TopSales Professional 7.62 (May 20, 2019)
- Purchase order list add ship to customer name for drop ship operation
- Sales order generate PO add option to copy ship to address to PO for drop ship operation. User need to specify vendor code.
- Customer sales summary report export to Excel add sales area and account type column
- Salesman/Customer sales summary report export to Excel add sales area and account type column
New in TopSales Professional 7.61 (Feb 19, 2019)
- Accounts payable supplier invoice function add auto calculate tax option.
- Generate supplier invoice from goods receive note
New in TopSales Professional 7.60 (Jan 7, 2019)
- Accounts Payable module released
New in TopSales Professional 7.54 (Jan 15, 2018)
- Customer and vendor account record add mailing label indicator
- Customer and vendor list add print mailing label function
New in TopSales Professional 7.53 (Dec 14, 2017)
- All reports export to Excel function add option to save as CSV file format. Non Excel user can import CSV file
New in TopSales Professional 7.52 (Oct 18, 2017)
- Sales order item record add item ordered from supplier field
- Sales order list add move item up or down function
New in TopSales Professional 7.51 (Oct 18, 2017)
- Quotation gross profit report add cost total
- Product lookup function for invoice, sales order and quotation add filter function.
New in TopSales Professional 7.50 (Aug 3, 2017)
- Fix bug in user login admin setting
New in TopSales Professional 7.49 (Aug 3, 2017)
- New: Customer/Product group monthly sales report
- All sales analysis report add option to select by date account opened.
- Quotation list add delivery order no column
New in TopSales Professional 7.48 (Aug 3, 2017)
- Sales order by vendor/product report add select a single sales order option
- Sales order by vendor/customer report add select a single sales order option
- Sales order by vendor/Requested date report add select a single sales order option
- Sales order by Sales person/customer report add select a single sales order option
New in TopSales Professional 7.47 (Oct 25, 2016)
- Monthly sales by salesman/vendor report
New in TopSales Professional 7.46 (Sep 22, 2016)
- Company list by sales area/sales person
New in TopSales Professional 7.45 (Aug 24, 2016)
- Company list by category/sales person
- Company list by group/sales person
New in TopSales Professional 7.44 (Aug 24, 2016)
- Command line option to send email using mailing list
New in TopSales Professional 7.43 (Jun 28, 2016)
- Batch process to send customer invoice in pdf format
New in TopSales Professional 7.42 (Jun 28, 2016)
- Quotation gross profit report add option to select average, last purchase or fix cost
- Invoice printing function add batch process to generate pdf files for invoices. The invoice in pdf format can then be emailed.
New in TopSales Professional 7.41 (Jun 28, 2016)
- New: Company list by sales person/category
- New: Company list by sales person/group
New in TopSales Professional 7.40 (Mar 21, 2016)
- New: Company list by sales area/category
- New: Company list by sales area/group
New in TopSales Professional 7.39 (Mar 21, 2016)
- Department code list add by description order tab page
- Account type list add by description order tab page
New in TopSales Professional 7.38 (Jan 21, 2016)
- Contact list add convert contact record to customer record function.
New in TopSales Professional 7.37 (Jan 21, 2016)
- CeekSoft Contacts Joomla component add export to xml file format
- Export contacts data to csv file add option to include or exclude field title in first row of data
- Customer list add convert contact record to customer record function.
- Sales summary report add export to Excel.
- Inventory transaction summary report add export to Excel.
New in TopSales Professional 7.36 (Jan 21, 2016)
- Quotation record status field add Sent status option.
- CeekSoft Joomla Contacts component add address fields in data export form.
- CeekSoft Joomla Contacts component export csv add split address field to multiple lines option.
New in TopSales Professional 7.35 (Oct 23, 2015)
- New: Contact list by category/country
- New Joomla component to export Joomla contact data to csv file.
- The csv file can be imported by Topsales or any software that support csv file
New in TopSales Professional 7.34 (Sep 22, 2015)
- New: Contact list by category/country
- New Amazon S3 Explorer productivity tool
New in TopSales Professional 7.33 (Aug 22, 2015)
- New features in Professional Edition:
- New: Sales item detail report by vendor/customer
New in TopSales Professional 7.32 (Jul 21, 2015)
- New: All sales analysis reports add sales team range selection criteria
New in TopSales Professional 7.31 (Jun 22, 2015)
- New: Save report as png image file
New in TopSales Professional 7.30 (May 21, 2015)
- New: Sales by product group quantity
New in TopSales Professional 7.29 (Apr 22, 2015)
- New: quarterly sales report by vendor
New in TopSales Professional 7.28 (Mar 23, 2015)
- New: Contact list by type/tag
- New: Contact list by category/tag
New in TopSales Professional 7.27 (Feb 23, 2015)
- New: Contact list by type/job title
- New: Contact list by category/job title
New in TopSales Professional 7.26 (Jan 22, 2015)
- New: Contact list by type/user
- New: Contact list by type/lead source
New in TopSales Professional 7.25 (Dec 22, 2014)
- New: Contact list by type/sales area
- New: Contact list by type/category
New in TopSales Professional 7.24 (Nov 21, 2014)
- New feature:
- New: Contact list by category/user
- New: Contact list by category/lead source
New in TopSales Professional 7.23 (Oct 22, 2014)
- New features:
- New: Contact list by category/sales area
- New: Contact list by category/type
New in TopSales Professional 7.22 (Sep 22, 2014)
- New features:
- New: Contact list by sales area/user
- New: Contact list by sales area/lead source
New in TopSales Professional 7.21 (Aug 25, 2014)
- New: Contact list by sales area/category
- New: Contact list by sales area/type
New in TopSales Professional 7.20 (Jul 28, 2014)
- New features:
- New: Sales comparison by salesman report
- New: Monthly sales by area/salesman report
New in TopSales Professional 7.19 (Jun 21, 2014)
- New: Monthly Sales by Area/Customer report
- New: Monthly Sales by Area/Product report
New in TopSales Professional 7.18 (May 22, 2014)
- Customer sales by quantity report with option to select top customers by quantity
- Products sales by quantity report with option to select top products by quantity
New in TopSales Professional 7.17 (Apr 22, 2014)
- Customer sales by value report add option to select top customers to print
- Products sales by value report add option to select top products to print
New in TopSales Professional 7.16 (Mar 21, 2014)
- Report export to excel add option to save as excel file for large data set.
- Recurring transaction add half yearly and quarterly option
New in TopSales Professional 7.15 (Feb 24, 2014)
- Export product to xml file for product catalog android app.
- Product catalog Android app add import xml file format
New in TopSales Professional 7.14 (Jan 24, 2014)
- Export product to csv file for product catalog android app.
New in TopSales Professional 7.13 (Dec 27, 2013)
- Product master record extend detail description to 1000 characters
- Inventory item detail description field extend to 1000 characters
- Sales order item detail description field extend to 1000 characters
- Quotation item detail description field extend to 1000 characters
- Invoice item detail description field extend to 1000 characters
New in TopSales Professional 7.12 (Nov 22, 2013)
- Report accessory now included in main installation package. Separate download is not required.
- Report preview send smtp email function add send copy to sender option.
- Report preview send smtp email function add save password option.
- New: Sales comparison by area report
- Export products data to csv file for Stock Take android app.
New in TopSales Professional 7.11 (Oct 22, 2013)
- Following contact list reports move to list box style menu:
- Contact List By Type
- Contact List By Category
- Contact List By Job Title
- Contact List By User
- Contact List By Sales Area
- Contact List By Relationship
- Contact List By User Field
- New report: Contact list by tag
- New: Stock take app
New in TopSales Professional 7.10 (Sep 23, 2013)
- Contact phone list report add multiple contact tag criteria
- Contact detail report add multiple contact tag criteria
- Contact notes report add multiple contact tag criteria
- Contact custom list add multiple contact tag criteria
- Contact list by country add multiple contact tag criteria
- Contact list by lead source add multiple contact tag criteria
- Contact list by activity add multiple contact tag criteria
- Contact list by type add multiple contact tag criteria
- Contact list by category add multiple contact tag criteria
- Contact list by sales area add multiple contact tag criteria
- Contact list by relationship add multiple contact tag criteria
- Contact analysis add multiple contact tag criteria
- Receipt add bank charges department field
- Import Virtuemart sales orders: if product does not exists in Topsales, create the product record.
- Sales order item received report add select product option. User can use
New in TopSales Professional 7.09 (Aug 22, 2013)
- Purchase order email function default to supplier email address.
- New: Sales comparison report by product. Compare 2 sales period selected by user.
- New: Sales comparison report by customer
- New: Sales comparison report by product/customer
- New: Sales comparison report by customer/product
New in TopSales Professional 7.08 (Jul 23, 2013)
- Send report email add smtp and ssl option
- New: Import Virtuemart sales orders data. Virtuemart is a Joomla web store component. Access from File > Import > Virtuemart orders
New in TopSales Professional 7.07 (Jun 24, 2013)
- Sales journal summary add option to print all transaction type
- Bank book transaction item record description field default to main record description field value when item record is created. User can still amend the value before saving record.
- New: Vendor/product monthly sales report
New in TopSales Professional 7.06 (May 22, 2013)
- Quotation form add item price with tax field and item amount with tax field
- Quotation email function default to customer email address.
- New: Salesman/product monthly sales report
New in TopSales Professional 7.05 (Apr 26, 2013)
- Customer delivery note fax function add auto default supplier fax number
- Customer invoice fax function add auto default customer fax number
- Customer debit note fax function add auto default customer fax number
- Customer credit note fax function add auto default customer fax number
- Fax function add subject field
- Fax function add cover page option
New in TopSales Professional 7.04 (Apr 26, 2013)
- My work place add date selection for activities list
- New: Salesman/Customer monthly sales report
- Inventory transaction summary add total amount
- Improve fax support for windows 7 and windows 8
- Purchase order fax function add auto default supplier fax number
- Quotation fax function add auto default customer fax number
New in TopSales Professional 7.03 (Feb 21, 2013)
- New: mass delete product record by product group or vendor.
- Sales order item entry add get item from quotation. Useful for combining several quotations into one sales order
New in TopSales Professional 7.02 (Jan 22, 2013)
- Sales order record entry default to first ship to address.
- Sales order record entry default account tax code.
- Customer record quick update function add tax code option
- New report: Product group monthly sales report
- New report Product group/item monthly sales report
New in TopSales Professional 7.01 (Dec 22, 2012)
- Chart program add new features:
- add chart back ground image property
- New chart type: column and line combo chart
- Purchase order record add drop ship check box. User can use this option to indicate if purchase order is for drop ship delivery
- Purchase order - goods received note report add drop ship criteria.
- Purchase order - goods received note report add GRN item quantity more than PO criteria. 5) Purchase order form add printing of drop ship address option
New in TopSales Professional 7.00 (Nov 23, 2012)
- Chart program add new features:
- axis major grid line add style property
- add axis minor grid line properties
- add axis label style enabled property
- add anti-aliasing option
- add chart background hatch pattern property
- New: 5 years sales chart
- Shortcut function deprecated
- Customer list report add account open date
New in TopSales Professional 6.99 (Oct 22, 2012)
- Tools menu add access to run charts program
- Product master record add volume and weight fields.
- Import product record add volume and weight fields.
- Chart program add new features:
- Line chart add line width property
- Bar chart add tooltip property
- Pie chart add tooltip property
- Line chart add tooltip property
- Chart list. User can use chart list for quick access to favorite charts.
- Add 3D style chart.
- Bar chart add label style property
- New function:
- Inventory shipment weight and volume. Access form Tasks > Inventory Control
New in TopSales Professional 6.98 (Sep 22, 2012)
- Chart program add new features
- Add Quick Edit Data tab page. Quick edit allows fast edit chart data in comma separated value format.
- Paste MS Excel data to chart
- Add bar chart data point width property
- Each data series label has its own colour
- New chart type: line chart
- Import product data add last purchase price column
- Quotation gross profit report add product description
- Quotation add quick update item discount rate
- Email pdf report add support for gmail
New in TopSales Professional 6.97 (Aug 22, 2012)
- New features in Professional Edition
- Chart program add new features
- Enable or disable x and y axis.
- show chart file name in property grid.
- chart title add multiline edit
- Quotation record add total before discount amount and total discount.
- New: Quotation gross profit report. access from Reports > Sales report menu
- Fix bug on combine multiple delivery notes to single invoice for same product item.
New in TopSales Professional 6.96 (Jul 23, 2012)
- Chart program add new features
- Data series is editable.
- Ability to add data series and data points
- Add auto open chart option. Access from Tools > Options.
- Create new chart function.
- New chart type: doughnut chart.
- Transaction costing function add unit cost, cost amount, profit and profit margin columns
- Sales order function add active view window. Active view window shows sales orders details, sales order item, and cost and profit of items.
New in TopSales Professional 6.95 (Jun 22, 2012)
- Chart program add new features:
- Pie chart add label format
- Bar chart add orientation
- Bar chart add label format
- Add data series legend text
- Contact analysis charts use new chart features.
- Sales analysis charts use new chart features.
- Opportunity analysis use new chart features.
New in TopSales Professional 6.94 (May 22, 2012)
- Customer sales by month add customer account code
- Chart program add new features:
- Save chart function. Chart can be saved as xml file format and reload for future reference.
- Chart program now support multi document interface. Multiple charts can be opened for analysis.
- Chart properties window is now dockable. Properties window position will be saved and auto open at next startup
- change chart width and height
- enable or disable chart legend
- change legend title
- change legend docking position.
- Chart program can be run independently. The program file name is chartz.exe. It requires .Net framework 4.0 or above.
- Activity chart updated to use new chart features.
- Sales charts updated to use new chart features.
- Fix generate PO button maximized position error in sales order function.
- Sales order generate PO function add item price option.
New in TopSales Professional 6.93 (Apr 23, 2012)
- All sales analysis charts add options to change chart properties:
- Chart border skin style
- Chart Border line width
- X-Axis label angle
- Chart area border line color
- Chart area border line width
- New sales analysis charts:
- Sales analysis by customer - Top 10.
- Sales analysis by salesman - Top 10.
- Quotation item record add discount field.
- New function: Generate purchase order from sales order.
New in TopSales Professional 6.92 (Mar 22, 2012)
- Quotation record add tax field
- Rectify bug in quotation detail description form printing. Extend field length memory allocation.
- Sales order record add tax field.
- Stock take sheet add export to Excel
- All sales analysis charts add options to change chart properties:
- Change title font and color
- Change background color and gradient
- Change chart area background color and gradient style.
- Change label color
- change x-axis title font and color
- change x-axis label font and color
- change x-axis line color
- change y-axis title font and color
- change y-axis label font and color
- change y-axis line color
- Bar chart column color
- Bar chart drawing style
New in TopSales Professional 6.91 (Feb 22, 2012)
- Customer account activity add export to Excel option
- Quotation record add delivery note no field
- Quotation generate to delivery note record, assign delivery note no to quotation record
- New report: Customer payment by invoice. Access from Reports > Bank menu
- New report: quotation list. Access from Reports > Sales report
- Sales item detail analysis report export to Excel add salesman code and name
New in TopSales Professional 6.89 (Dec 22, 2011)
- New: 12 months sales chart. Access from View > Analysis > Sales.
- New: Top 20 Product sales chart. Access from View > Analysis > Sales.
- New: Top 10 Product sales chart. Access from View > Analysis > Sales.
- New: Top 20 Sales analysis by customer chart. Access from View > Analysis > Sales.
- New: Top 20 Sales analysis by salesman chart. Access from View > Analysis > Sales.
New in TopSales Professional 6.88 (Nov 22, 2011)
- All contact reports change lead source criteria to multiple selection. Use can now select multiple lead sources.
- Contact custom view function change lead source criteria to multiple selection. User can now select multiple lead sources.
- Contact analysis function change lead source criteria to multiple selection. User can now select multiple lead sources.
- Fix bug on toolbar position
- Contact list - HTML function add feature to show contact's twitter tweets. Example html file: WebContactTwitter1.htm
New in TopSales Professional 6.87 (Oct 23, 2011)
- Improve company reports company id no and name selection criteria
- All company reports add selection by multiple companies that are not in id no sort order
- Company custom view function add selection by multiple companies that are not in id no sort order.
- Add spell checker to text format email message editor
- Add spell checker function button to HTML email message editor
- Add spell checker dictionary language selection to system setting
New in TopSales Professional 6.86 (Sep 22, 2011)
- All company reports change category criteria to multiple selection. User can now select multiple categories.
- Company custom view function change category criteria to multiple selection. Use can now select multiple categories.
- All company reports change group criteria to multiple selection. User can now select multiple groups.
- Company custom view function change group criteria to multiple selection. User can now select multiple groups.
- PDF viewer add show toolbar and scrollbar option
- PDF viewer add shows PDF files only option
- Duplicate purchase order function add use today date option
New in TopSales Professional 6.85 (Aug 22, 2011)
- All contact reports change category criteria to multiple selection. Use can now select multiple categories.
- Contact custom view function change category criteria to multiple selection. Use can now select multiple categories.
- Contact analysis function change category criteria to multiple selection. Use can now select multiple categories.
- All contact reports change contact type criteria to multiple selection. Use can now select multiple contact types.
- Contact custom view function change contact type criteria to multiple selection. Use can now select multiple contact types.
- Contact analysis function change contact type criteria to multiple selection. Use can now select multiple contact types.
New in TopSales Professional 6.84 (Jul 22, 2011)
- All company profile reports change state criteria to multiple section. Use can now select multiple states.
- Company custom view function change state criteria to multiple section. Use can now select multiple states.
New in TopSales Professional 6.83 (Jun 22, 2011)
- All contact reports change state criteria to multiple selection. Use can now select multiple states.
- Contact custom view function change state criteria to multiple selection. Use can now select multiple states.
- Contact analysis function change state criteria to multiple selection. Use can now select multiple states.
- Customer account detail list add state criteria
- Customer account summary list add state criteria
New in TopSales Professional 6.81 (Apr 23, 2011)
- New features:
- Contact custom view function add contact Twitter lookup button. An internal web browser will shows latest contact twitter tweets
- Contact custom view function add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt use the choose a group.
- Sales analysis by salesman/customer export to excel add credit term and limit columns
- Sales analysis by customer summary export to excel add credit term and limit columns
New in TopSales Professional 6.80 (Mar 22, 2011)
- Contact custom view function add button for sending email based on contact email address.
- Contact custom view function add button for web link based on contact business web address.
- Contact custom view function add button for web link to facebook based on facebook username field.
- Contact custom view function add button for web link to twitter based on twitter username field.
New in TopSales Professional 6.79 (Feb 23, 2011)
- Contact by relationship view function add contact Twitter lookup button. An internal web browser will shows latest contact twitter tweets
- Contact by relationship view function add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt use the choose a group.
New in TopSales Professional 6.78 (Jan 24, 2011)
- Contact by relationship view function add contact Facebook lookup button
- Contact by relationship view function add contact Twitter lookup button
- New report: Quarterly sales analysis by product group
New in TopSales Professional 6.77 (Dec 23, 2010)
- View Contact inquiry function add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt user to choose a group.
New in TopSales Professional 6.76 (Dec 23, 2010)
- Contact list add twitter group tweets button. An internal web browser will shows latest contact twitter tweets for contact group. Tweets for the first 40 contacts in the group will be shown. If contact is assigned to more than 2 groups, system will prompt user to choose a group.
- Product summary list add default location criteria
- Product detail list add default location criteria
- Product selling price list add default location criteria
- Product summary list by description add default location criteria
- Stock take sheet add default location criteria
New in TopSales Professional 6.75 (Dec 23, 2010)
- User preference add option for number of latest twitter tweets to retrieve for member group
- Member group add group twitter tweets button. An internal web browser will shows latest contact twitter tweets in a group. Tweets for the first 40 contacts in the group will be shown.
- User preference add option for tabbed interface.
- New: Tabbed interface. A toolbar that keeps track of all active MDI windows in a tabbed format.
- Inventory transaction report add grand total
New in TopSales Professional 6.74 (Sep 22, 2010)
- Member group function add contact Facebook lookup button.
- Member group function add contact Twitter lookup button.
- Member group add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.
- Contact list view function add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.
- Improve contact twitter tweets window: Twitter user profile image will be dislpayed. An input box for getting other user tweets is added.
- User preference add option for number of latest twitter tweets to retrieve
- My work place function add contact Facebook lookup button.
- My work place function add contact Twitter lookup button.
- My work place add contact twitter tweets button. An internal web browser will shows latest contact twitter tweets.
New in TopSales Professional 6.63 (Nov 3, 2009)
- New features:
- Window mobile contact viewer add send SMS function -
- Contact list view add filter function
- New: Quarterly Sales analysis by sales area/sales person report.
- New: Customer account type list
New in TopSales Professional 6.58 (May 23, 2009)
- New: All contact reports add option to select contact not in id no order or name order
- Contact view function add option to select contact not in id no order or name order
- Product list viewer for Windows Mobile phone add find function.
- Product list viewer for Windows Mobile phone add option to auto open product file.
New in TopSales Professional 6.14 (Mar 6, 2007)
- New: Export contact data to vcard file. Access from File menu.
- Customer invoice list add not send tab page.
- Improve calendar function for day, week and month view.
New in TopSales Professional 6.10 (Dec 28, 2006)
- New: Monthly calendar report. Access from Reports > Activities.
- Contact profile window add activities history tab.
- Company profile window add activities history tab
New in TopSales Professional 5.0 (Apr 27, 2006)
- New: Navigation pane. This side toolbar will shows active Topsales users on a local area network and lets user define shortcut for frequently used functions. To customize navigation pane go to Tools > User Preferences. There is also a send message to users on a network in the navigation pane.
- Improve login process. System will now default to the last used database for quick login.
- New lookup record: Contact relationship. Access from Tasks > Control Codes
- New: Contact profile record add related contact tab page. User can use this feature to create
- relationship between contacts.
- Favorite websites list add date created column, by date created tab and by command tab