Gincore Update: Sell Services, Export to Excel, and New Security Features

🛍️ Selling Services — Expanding Your Business Opportunities

Now you can sell not only products but also services directly from a sales order!

Previously, the system only allowed working with physical goods that required serial numbers. Now, when creating a sales order, you can easily add any services — from courier delivery to software installation and equipment setup.

How it works:

• Simply enter the service name in the “Item Name” field
• Specify the cost of the service
• The service will be automatically added to the order without being linked to serial numbers

📊 Export Leads to Excel — Data Always at Your Fingertips

The long-awaited feature to export leads is now available with a single click!

In the “Clients/Leads” menu, an “Export” button has been added, allowing you to export all your leads into a convenient Excel document. No more manually transferring data or creating reports — everything is done automatically.

Advantages:

• Quickly analyze data in a familiar program
• Create custom reports and charts
• Conveniently archive lead information

📱 Enhanced SMS Notification System

Send multiple different notifications with personalized information to your clients!

Previously, you could only send one SMS message from a lead. Now, the system allows you to send multiple notifications with different information, significantly improving communication with clients.

New Features:

• After sending the first SMS, the envelope icon turns white, indicating that the message has been sent
• The system prevents accidentally resending the same notification
• If you try to resend, you will see an error warning

Practical Applications:

• Notify that the order has been accepted for processing
• Inform when the order is ready
• Remind the client to pick up their item

💰 Transaction Management in Accounting

Full control over financial operations with the ability to cancel transactions!

In the accounting section, we've added the ability to cancel transactions. By clicking the three dots next to each transaction, you can edit the transaction comment or cancel it entirely.

Important Notes:

• This feature only works for transactions created manually via the “Cash Desk” menu
• System-generated transactions cannot be canceled to protect data integrity
• Available only to users with a super-role
• Transactions from previous months cannot be canceled

📦 Inventory Management Optimization

The new “Available Stock” filter helps you quickly find items ready for sale!

A useful checkbox, “Available Stock”, has been added to the inventory balance view. By applying this filter, the system displays only those items that are available for immediate sale.

Additionally:

• You can now deactivate warehouses using the “Active” checkbox in the settings
• Inactive warehouses do not appear in filters and cannot be selected
• Important: You cannot deactivate a warehouse that has stock remaining

🔐 Enhanced Security with IP Restrictions

Protect your business by restricting access to the program from specific IP addresses!

By popular demand from our clients, we have implemented the ability to restrict access to the program from specific IP addresses. You can now specify an IP address in the employee's profile from which login is permitted.

How it works:

1. Go to the “Employees” menu and select the desired employee
2. Enter the IP address from which access is allowed
3. If an employee tries to log in from any other address, they will see an error message

👥 Flexible Access Control Management

Two new permissions for more precise control over system functions!

Two important checkboxes have been added to the “Employees/Role List” menu:

Payroll Report

• Located in the “Accounting” section
• Active by default for all roles
• Allows you to show or hide the “Payroll” module in the “Accounting/Reports” section

Edit Printable Documents

• Located in the “Customer Orders” section
• Editing is no longer tied to the super-role
• Allows employees to edit printable documents when printing from an order

📝 Change Logging for Printable Documents

Full transparency of all document changes with a restore option!

A change logging system for printable documents has been added. In the “More/Settings/Custom Printable Document Templates” section, a detailed log of all changes is now maintained.

System Capabilities:

• See who edited or deleted a document, and when
• Ability to undo actions by clicking the “Restore” button
• A complete history of changes for each document

🎯 Try It Today

All these improvements are already available in your Gincore system. We are confident that the new features will make your work even more productive and comfortable. Try out the new capabilities and share your feedback with us!