What's New

Web Application:

1. Attendance
   1. Selfie-attendance – Users must capture a selfie during check-in and check-out.
   2. Half-day attendance – Employees automatically marked as half-day or absent based on working hours.
   3. Geo-fencing for check-in / check-out – Attendance allowed only inside defined location.
   4. Attendance settings added including selfie-attendance and working-hour rules.
   5. Check-in & Check-out reports updated to show all selfie-based activity entries.
2. Tracking
   1. Live Tracking screen redesigned.
   2. Search for specific user with nearby party display (within 1 km radius).
   3. Show all users and parties added or visited within selected date range.
3. Party Management
   1. Bulk Beat update from Party Listing page.
   2. Default map locations auto-loaded using company settings.
4. Orders
   1. Order restriction applied when overdue payments exist.
   2. Product Code displayed during order placement.
5. Products
   1. Product import optimized to support large bulk uploads.
   2. Bulk product updates supported via re-import.
6. Schemes
   1. Assign single product to multiple schemes.
   2. Multiple scheme selection while placing orders.
   3. Auto-assignment of schemes to newly added parties.
   4. Scheme assignment supports All Parties / Selected Parties / Party Types.
   5. Minor improvements on Scheme View Details page.
   6. Scheme free products now visible during dispatch and deducted from inventory.
7. Other Improvements
   1. Ageing payments, Party Ledger & Outstanding available even on multilevel party types (already live).
   2. “Created By” field added in ageing reports.
   3. Order & Visit geofence minimum radius reduced to 50 meters.
   4. Minor fixes in Product Sales Report.
   5. Help button added for quick guidance.
   6. Salesman Partywise report performance optimized.
   7. Settings Customization screen & Brand master optimization.
   8. Password validation rules simplified.

Mobile App:

1. Attendance
   1. Selfie-based attendance from app.
   2. Geo-fence enabled attendance marking.
   3. Half-day attendance display added.
2. Orders
   1. Orders now shared via link instead of PDF.
   2. User can select a scheme while placing orders.
   3. Order restriction while overdue exists.
   4. “Add More” button added for easier product selection.
3. Visit & Beatplan
   1. Mandatory party visit image capture.
   2. Location calibration instructions added.
   3. Visit details included inside EOD Report.
   4. Unvisited parties now included in EOD Report.
   5. Minor Beatplan improvements.
4. Other
   1. PDF share – Thai language support added.
   2. Search product using Product Code.
   3. Internal improvements and package upgrades.
   4. Target API Level 35 compliance.
   5. Google Play 16 KB page size requirement compliance.
   6. Crash reporting stability improvements.
   7. General performance optimizations and bug fixes.

WhatsApp Integration:

1. Automatic WhatsApp order confirmation messages sent on order placement.
2. Instant WhatsApp payment acknowledgment messages on payment collection.

Web Application:

1. State/City would now be text fields which would make it easily updatable
2. City-beat mapping has been removed completely. Beat list will no longer load based on city while adding party
3. Party Field Customizations-
   1. Customized unique field - Choose between party name, party code or mobile number to be unique field
4. Force delete party - completely delete party including all its related data
5. Re-import party - You will now be able to download all party information in one click, and re-import after making changes
6. Import party - handling huge number of parties
7. Option to modify frequency of GPS data fetching in app.
8. Order PDF: added more customizable fields
9. QR Code in Order print in mobile (Already live)
10. Beat Report Changes
11. Order breakdown report optimization
12. In Web
    1. Visit Detail page changes, Added odometer km on Visit Detail page
    2. Party listing page - filter improvements (Searching for unspecified beat)
    3. Login page - option to view password
    4. https://demomode.deltasalesapp.com/admin/credit "Added by" field added
    5. Collection – added “Created Date”
    6. Beatwise filter in party outstanding report (Already live)
    7. Attendance - option to select based on date (Already live)
13. In App
    1. Party view - shortcut to call , and message on Whatsapp
    2. VISIT - shortcut to add order, zero order, collection, activity, stock and return
    3. In Add/Edit Party,
       1. Search beat
       2. Location - increased default zoom to make it more accurate
       3. Auto populate zip code while selecting address
    4. Download VISIT
    5. Download EXPENSE
    6. External package upgrade
    7. Play Store support for Android 14
    8. Crash Report related improvements
14. Security related testing done by Synopsys (https://www.synopsys.com). Fixes done.
15. Optimizations
16. Bug Fixes

Web Application:

1. Custom Module (App and Web)
   1. ID: Option to add ID. You can define a prefix for the custom form and it would have a numeric value attached to it. Example: id1, id2, id3,..
   2. Location: Option to capture location. When user submits a custom form, you would now have the option to capture their location.
   3. Status: Option to add status. Example: Pending, Approved, Rejected, along with user role who can change the status
   4. Unique Field: Choose text, phone, party, employee or numerical field to be unique. Example: This can be used to have a single unique entry for a particular field.
   5. Clear all custom form data
   6. Bulk delete custom forms
   7. Bulk change status of custom form
   8. Display of form creator and date/time created
2. Live Tracking Page Optimization in Web
3. Odometer Automatic picking of location. No need to manually enter location in app
4. Order Prefix and numbering - Option to change Order number for next/upcoming orders only. Example, if existing numbering is pre1,pre2, pre3. User would now have the option to make the next numbering as new4, new5,... or new1, new2,...
5. Beat Setting Page Optimization in Web
6. VISIT Excel report
   1. Odometer Km would now show in the VISIT excel report.
   2. The report would now be arranged date wise.
   3. Fixed a bug where there was missing entries when no checkout is punched
7. Download Return Detail as a PDF
8. Beat filter added on Parties listing pages.
9. Custom Party Fields columns in Party page
10. Option to show only Active Parties, Active Products and Active Employees. Hiding all inactive parties, products and employees
11. Order VIEW & PDF -- Decimal setting to always show 2 decimal places in Rate and Amount columns.
12. Km report optimization in web
13. Start and stop location pin in GPS Report
14. Generated excel reports would be retained only for 1 month.
15. Bug fixes and optimizations

Mobile App:

1. Loader added in checkin and checkout to enhance usability
2. Home Screen -- "Company" placeholder changed to "Company id"
3. Parties swapping for users (without relogin)
4. While Adding party location , default map view would be current location
5. Order Print would now show company name on top
6. Order Filter bug fix
7. Party Access - Web to App sync issues fixed

Web Application:

1. Order listing page - Added location column
2. Party listing page - Added superior column
3. Leave listing page - Filters added
4. Expense listing page - Filters added
5. Product images can now be uploaded in bulk.
6. Deleting order status that are no longer in use is now allowed
7. Employee listing page - more fields/columns added
8. “Designation” word is now changed to “Hierarchy” as it defines the hierarchy of users
9. Edit user designations/hierarchy would now be allowed.
10. Swap parties - Swap parties access between 2 sales executives
11. Expenses - Bulk approval feature is introduced.
12. Detecting fake location using VPN and removing those points
13. Party Access: option to give junior “All superior's parties access”
14. Bug Fixes:
1. Order duplicate numbers
2. Order dispatch status coming from mobile app
3. Customer app created orders on dashboard
4. Minor bug fixes
5. Minor improvements

Web Application:

1. Order History records: Added log of add/edit/change status of order in the order view page.
2. Inactive Employees are also now included in the Salesmen GPS path report.
3. Removed multi-level party hierarchy check from Mass Update Party Type.
4. Re-Import Parties functionality - Users can now re-import parties by changing fields.
5. Removed image from Outstanding Report.
6. Geofence would now work even if the parties are imported.
7. Product Image validation issue fixed.
8. Factory setup - minor issues fixed.
9. Stock Report timeout issue fixed.

Mobile App:

1. Geofence check is also now done at the time of selecting a party in Order/ Zero Order/ Beatplan.
2. Beat Covered during party visits has been added in the EOD report.
3. Party Filter is now dynamic with respect to Party Fields.
4. Minor bug fixes in visit, PDF sharing and check-in in low android version.

Web Application:

1. Party Ledger/Statement
2. Left menu is now made scrollable
3. Option to Delete All Data including or excluding setup data
4. Add Employee – when phone or email already exists, alert is added on the page itself
5. Party page - Date filter - “All time” is added
6. Collection Note PDF
7. Custom module - Columns to be displayed on table can now be selected
8. Order Status:
   1. It would no longer be necessary to have the first status as “Pending”, this can be changed
9. Order Settings:
   1. Changes done here and some more settings have been added
10. Optimizations:
    1. Visit Detail page
    2. Dashboard
    3. Party Visit Report download
    4. Employee Summary page
11. Re-design of add shortcut
12. Bug Fixes:
1. Stock report unit
13. Changes which are already live:
1. Bulk party type change
2. Bulk business type change
3. Added all days of the week in holiday selection
4. Added custom fields to Party Import feature

Mobile App:

1. Showing outstanding balances of all parties in one page
2. New page added to access past announcements
3. Collection PDF share
4. Order filter improvements
5. Increased limit of characters while marking visit comments
6. Left menu : Added Schemes, Zero Orders
7. Design improvement in left menu
8. EOD Report:
   1. PDF layout improvements
   2. Data like checkin and checkout added
9. Bug fixes:
   1. Party filter bug fix
   2. Other minor fixes
10. Ensuring network provided time zone throughout the app
11. Visit can now be marked only if 30 seconds has passed or a GPS point is received, to increase chances of receiving an accurate GPS point
12. Initial order loading, is now done in reverse order
13. While Adding and Editing party, shortcut to save is added on top right
14. Odometer - automatic time picking at the time image is clicked

Integrations and APIs:

1. APIs and Webhooks for third party integrations:
   1. Documentation would be available here
2. QuickBooks Integration
3. Zohobooks integration

Distributor Panel:

1. Distributors can now create orders
2. Multiple level implemented for returns
3. Checking credit limit when distributors place order

Internal Changes:

1. All images/files have been moved to a new storage location

Update:

1. Bug fixed: Employee status change (due to restriction based on number of users) from edit and view page

Update:

1. Party Type- Mass Update.

Update:

1. Business Type- Mass Update.

Update:

1. Fixed alert message issue.

Update:

1. Odometer language issue in PDF fixed.

Update:

1. Optimized Reports performance time.
2. Client Visit PDF Multiple Language issue fixed.

Update:

1. Added all days of the week in holiday selection.

Update:

1. Updated last action date and time capture from below modules
   1. Day Remarks
   2. party Visit
   3. Odometer
   4. Return
   5. Custom Module
   6. Approval
   7. Collateral

Update:

1. Added custom fields to Party Import feature

New Features:

1. Customizable invoices - Now you will be able to select/unselect the fields you wish to display on the invoice with an improved PDF format
2. New features in Order
   1. Specify allowed discount range for each product
   2. Specify min order value
   3. Specify min order quantity
   4. Option to disallow salesman to change prices
   5. Option to disable discount completely
   6. Option to add delivery fee in orders
   7. Variant Attribute: You can now have a text field to type the details
   8. Orders are now separated as primary and secondary for users with multiple party levels
3. App -
   1. “Smart search” parties, which ignores typos. Example: “Agarwal Fancy Store” is the party’s name, User will now be able to search even if he types “Agrawal Fency ”.
   2. App is now available in the following languages too:
      1. Spanish
      2. French
      3. Hindi
   3. Improving user experience while logging in.
   4. Schemes are now listed on the app separately.
   5. Party search with party code and phone number
4. Optimized the following pages for better performance:
   1. Party View
   2. Employee View
   3. Order Edit
5. Attendance report
   1. Editing attendance report
   2. Filters in Attendance report
6. New Reports:
   1. Work Duration Report
   2. travel distance report
7. Inventory
   1. Transfer inventory from one warehouse to another
   2. Import inventory
8. Beat plan
   1. Bulk deletion of beatplans
9. Visit report
   1. Addition of daily checkin and checkout time in visit report
10. Collection
    1. Customizable collection types. You would now be able to add collection types based on your preferences
11. Returns and Credits
    1. Returns is now available on web
    2. Credits can be applied against the returns
    3. Credits can then be applied to next order
    4. Returned items can be added back to inventory or discarded
    5. Distributors returns can be approved
12. Modifications in basic customer accounting based on credits; minor changes in aging payment and outstanding reports
13. Improvements:
    1. Added mobile number and beat name in Order listing page
    2. Order breakdown report – added party related fields
    3. Expense listing page - Added Description
14. Bug fixes

Distributor panel

1. Orders are now separated as primary and secondary
2. Distributor can now add returns