Eswikiadmin: /* New customer */

2026-06-17T12:52:54Z

New customer

Eswikiadmin στις 12:52, 17 Ιουνίου 2026

2026-06-17T12:52:35Z

Eswikiadmin στις 12:52, 17 Ιουνίου 2026

2026-06-17T12:52:23Z

Maintenance script: Imported from text file

2026-06-17T12:51:56Z

Imported from text file

Νέα σελίδα

SoftOne ERP® | ESMobile Suite®

Extensions & Fixes

Contents

[[#_Toc232193775|Extensions [[#_Toc232193775|3]]]]

[[#summary|Summary [[#summary|3]]]]

[[#customers|Customers [[#customers|3]]]]

[[#points-of-sale|Points of sale [[#points-of-sale|3]]]]

[[#new-customer|New customer [[#new-customer|4]]]]

[[#record-search|Record search [[#record-search|4]]]]

[[#item-catalog|Item catalog [[#item-catalog|4]]]]

[[#item-image|Item image [[#item-image|4]]]]

[[#order|Order [[#order|5]]]]

[[#item-range|Item range [[#item-range|5]]]]

[[#price-discounts|Price & Discounts [[#price-discounts|5]]]]

[[#calendar|Calendar [[#calendar|5]]]]

[[#dashboard-screen|Dashboard screen [[#dashboard-screen|5]]]]

[[#tools-settings|Tools & Settings [[#tools-settings|5]]]]

[[#database-upload|Database upload [[#database-upload|5]]]]

[[#error-fixes|Error Fixes [[#error-fixes|6]]]]

[[#relevant-cases|Relevant cases [[#relevant-cases|6]]]]


= Extensions =


== Summary ==

See a summary of the main version extensions. Next up, the extensions of version '''5.10.2''' of the ESMobile SFALite application are described, by category, with usage instructions and examples where needed.

* Addition of a screen that displays the customer list broken down by point of sale, as well as filtering the item range screen by point of sale
* Significant extensions to the new customer registration process
* Ability for magnification (zoom in) on the item image
* Ability to edit document data after accepting the online pricing policy
* Upload of the local database to cloud storage

[[File:SFA-Lite-EN-5.10.2.0-image3.png|25x25px|information]] '''Note'''

<blockquote>In general, the extensions apply to all ESMobile platforms. The points that, exceptionally, apply to a specific ESMobile platform are marked accordingly ([[File:SFA-Lite-EN-5.10.2.0-image4.png|15x15px|A picture containing silhouette, archDescription automatically generated]]-iOS and [[File:SFA-Lite-EN-5.10.2.0-image5.png|15x15px|IconDescription automatically generated]]-Android).
</blockquote>

== Customers ==


=== Points of sale ===

PS-122675

Addition of a screen that displays the customer list broken down at point of sales level. This way, a separate record is displayed for each customer per branch, serving installations that need to distinguish information by point of sale at a glance.

Access to this screen is provided through the Points of sale option of the main menu. Tapping this option initially displays the full list of points sorted alphabetically by customer name while, at the same time, through the [[File:SFA-Lite-EN-5.10.2.0-image6.png|18x18px|A black rectangle with white dots AI-generated content may be incorrect.]]-Sort button, the sorting criterion can be changed. A point can be searched directly by name or address (the “Name, Address” criterion). Alternatively, by tapping the [[File:SFA-Lite-EN-5.10.2.0-image7.png|18x18px|Shape Description automatically generated with low confidence]]-Search button, searching by other criteria is also possible. Note that, specifically for the customer name & address criteria, phonetic search applies, which means that the search result is the same whether uppercase or lowercase, or Greek or Latin characters are entered. By swiping right on a point record, direct access is provided to the actions of registering a new appointment, order or collection, with the proposed address being that of the selected point.

Focusing on a specific point navigates to its dashboard screen, from which one can review the overall picture of the point. Note that, on the individual pages of the dashboard screen, information is provided that is based on local data and relates to the overall activity of the selected point. The exception is the “Ledger” page, which is provided via an online connection to ERP and displays the customer’s “accounting” statement.

[[File:SFA-Lite-EN-5.10.2.0-image3.png|25x25px|information]] '''Note'''

<blockquote>As regards the functionality of points of sale dashboard screen, everything already known about the dashboard screen for customers applies. Detailed information is provided in the Main entities/ Customers/ Dashboard screen section of the MOB-SFALiteUserGuide.
</blockquote>

=== New customer ===

* [[File:SFA-Lite-EN-5.10.2.0-image8.PNG|321x143px]][[File:SFA-Lite-EN-5.10.2.0-image9.PNG|321x100px]]PS-120553 On “New customer” screen, the Pricing category field was added to the data available for completion.
* PS-119092 Extension of the “New customer” screen with the addition of a button for checking whether the customer already exists (via a direct connection to ERP) using the TRN as the identification field. The check is performed by entering the desired TRN on the new customer registration screen and then tapping the T.R.N search field.

<blockquote>In addition, the necessary extensions were made so that it is also possible to modify the data of the new customer before sending it to ERP. This capability is accessible through the [[File:SFA-Lite-EN-5.10.2.0-image12.png|17x18px|IconDescription automatically generated]]-View button on the dashboard screen of the customer.
</blockquote>
* PS-123517 Τhe new-customer registration process has been extended so that the TRN validity check can be disabled. The extension addresses scenarios in which the standard check is not applicable, such as the registration of a foreign customer or a customer of a special category.

<blockquote>This capability is enabled through the corresponding parameter on page 1-General of the SFALite Configurator. Note that, with the parameter set to this value, the responsibility for the correctness of TRN rests with the user performing the registration.
</blockquote>
{| class="wikitable"
|-
! [[File:SFA-Lite-EN-5.10.2.0-image13.png|26x26px|gearwheels]] '''Settings'''
! Default value
|}

<blockquote>''SFALite Configurator''
</blockquote>
{| class="wikitable"
|-
!
! '''Validation of TRN of new customer'''
! 1-Yes
|-
|
| Determines, upon saving a new customer, whether the TRN is validated for correctness.

(TaxRegistCorrectness)

|
|}

* PS-123519 Conversion of the Postal Code & City fields from dropdown list to text, so that free-text entry is possible. Note that, in the case of an existing postal code being entered the City, District, & Country fields are also filled in automatically otherwise, the responsibility for the correctness of these fields rests to the user performing the registration.


=== Record search ===

PS-114334

To make searching easier, the search criteria of the “Customers” list (button [[File:SFA-Lite-EN-5.10.2.0-image7.png|18x18px|Shape Description automatically generated with low confidence]]-Search) were extended with the additional criterion City.


== Item catalog ==


=== Item image ===

PS-114332

To improve items presentation, the ability was provided for magnification (zoom in) of the item image. This capability is available both on the “Item presentation” screen and in the item selection lists of the order registration screen.


== Order ==


=== Item range ===

PS-119982

Extension to the line-insertion list from the item range (button [[File:SFA-Lite-EN-5.10.2.0-image14.png|19x18px|A blue line art of a shopping cart AI-generated content may be incorrect.]]-Item Range) so that the items sold at the current point of sale over the last 12 months are displayed. Note that the current point of sale information is drawn dynamically from the “Address” field of the document header.


=== Price & Discounts ===

PS-113519, PS-121138

Extension of the order registration process so as to allow editing of the document data even after acceptance of the results of the online pricing policy. This capability is enabled through the corresponding parameter on page 3-Order of the SFALite Configurator.

{| class="wikitable"
|-
! [[File:SFA-Lite-EN-5.10.2.0-image13.png|26x26px|gearwheels]] '''Settings'''
! Default value
|}

<blockquote>''SFALite Configurator''
</blockquote>
{| class="wikitable"
|-
!
! '''Editing document with online pricing policy'''
! 0-No
|-
|
| Determines whether, after the results of the online pricing policy have been accepted, editing of the document data is allowed. (Doc_CommercialPolicy_Editable)
|
|}


== Calendar ==


=== Dashboard screen ===

Changed so that the individual pages of the dashboard calendar screen display information related to the overall activity of the point of sale of the selected appointment. The exception is the “Ledger” page, which is provided via an online connection to ERP and displays the customer’s “accounting” statement.


== Tools & Settings ==


=== Database upload ===

PS-118829

On the “Settings” screen, a new section was added through which it is possible to upload to the cloud the local database file (Settings/ Management of System and Database/ Maintenance tasks/ Cloud storage). A prerequisite is connecting to one of the available providers (Dropbox or OneDrive). Then, through the “Upload database to cloud storage” action, the database is uploaded to the selected provider.


= Error Fixes =

<ul>
<li><blockquote>PS-120557 Although the application has been set to use the English language, some of the fields on the new customer registration screen appear in Greek.</blockquote></li>
<li><blockquote>PS-122679 Although editing of the line’s Discount-3 % by the user has been enabled, calling the online pricing policy results in the field value being updated by ERP.</blockquote></li>
<li><blockquote>PS-123192 Successive calls to online procedures (e.g., calling the online customer ledger & calling the online pricing policy) result in the user being automatically logged out of the ESMobile application.</blockquote></li>
<li><blockquote>PS-123332 When the number of records in the “Postal addresses” table exceeds the predefined limit, the initialization process fails, displaying a corresponding error message.</blockquote></li></ul>


= Relevant cases =

<blockquote>PS-113519, PS-114332, PS-114334, PS-118829, PS-119092, PS-119982, PS-120553, PS-120557, PS-121138, PS-122675, PS-122679, PS-123192, PS-123332, PS-123517, PS-123519
</blockquote>
[[Category:ERP_User_Guides]]

{{#seo:
|title=SFA-Lite-EN-5.10.2.0
|title_mode=append
|keywords=ERP,CRM,Expert,Retail,Sales Force,Mobile,Cloud,B2B,Entersoft Business Suite,Entersoft Expert,Entersoft CRM,Entersoft WMS,Entersoft Retail,Entersoft Cloud,Entersoft Sales Force for iOS,Entersoft Mobile for Android,Entersoft Medical Representative,Entersoft Field Service,Enterprise Mobility,Entersoft xVan
}}

[[Media:SFA-Lite-EN-5.10.2.0.pdf|PDF Version]]

@@ Γραμμή 42: / Γραμμή 42: @@
 === New customer ===
-* [[File:SFA-Lite-EN-5.10.2.0-image8.PNG|321x143px]][[File:SFA-Lite-EN-5.10.2.0-image9.PNG|321x100px]]PS-120553 On “New customer” screen, the Pricing category field was added to the data available for completion.
+* PS-120553 On “New customer” screen, the Pricing category field was added to the data available for completion.
 * PS-119092 Extension of the “New customer” screen with the addition of a button for checking whether the customer already exists (via a direct connection to ERP) using the TRN as the identification field. The check is performed by entering the desired TRN on the new customer registration screen and then tapping the <u>T.R.N search</u> field.
@@ Γραμμή 76: / Γραμμή 81: @@
 <span id="record-search"></span>
 === Record search ===

← Παλαιότερη αναθεώρηση		Αναθεώρηση της 12:52, 17 Ιουνίου 2026
Γραμμή 2:		Γραμμή 2:

	Extensions & Fixes		Extensions & Fixes
−
−
−
−	~~Contents~~
−
−	~~[[#_Toc232193775\|Extensions [[#_Toc232193775\|3]]]]~~
−
−	~~[[#summary\|Summary [[#summary\|3]]]]~~
−
−	~~[[#customers\|Customers [[#customers\|3]]]]~~
−
−	~~[[#points-of-sale\|Points of sale [[#points-of-sale\|3]]]]~~
−
−	~~[[#new-customer\|New customer [[#new-customer\|4]]]]~~
−
−	~~[[#record-search\|Record search [[#record-search\|4]]]]~~
−
−	~~[[#item-catalog\|Item catalog [[#item-catalog\|4]]]]~~
−
−	~~[[#item-image\|Item image [[#item-image\|4]]]]~~
−
−	~~[[#order\|Order [[#order\|5]]]]~~
−
−	~~[[#item-range\|Item range [[#item-range\|5]]]]~~
−
−	~~[[#price-discounts\|Price & Discounts [[#price-discounts\|5]]]]~~
−
−	~~[[#calendar\|Calendar [[#calendar\|5]]]]~~
−
−	~~[[#dashboard-screen\|Dashboard screen [[#dashboard-screen\|5]]]]~~
−
−	~~[[#tools-settings\|Tools & Settings [[#tools-settings\|5]]]]~~
−
−	~~[[#database-upload\|Database upload [[#database-upload\|5]]]]~~
−
−	~~[[#error-fixes\|Error Fixes [[#error-fixes\|6]]]]~~
−
−	~~[[#relevant-cases\|Relevant cases [[#relevant-cases\|6]]]]~~
−
−

	<span id="extensions"></span>		<span id="extensions"></span>

@@ Γραμμή 160: / Γραμμή 160: @@
 <blockquote>PS-113519, PS-114332, PS-114334, PS-118829, PS-119092, PS-119982, PS-120553, PS-120557, PS-121138, PS-122675, PS-122679, PS-123192, PS-123332, PS-123517, PS-123519
 </blockquote>
-[[Category:ERP_User_Guides]]
+[[Category:Mobile_SFA__Lite_Version_Documents|Version Documents]]
 {{#seo:

SFA-Lite-EN-5.10.2.0 - Ιστορικό εκδόσεων

Eswikiadmin: /* New customer */

Eswikiadmin στις 12:52, 17 Ιουνίου 2026

Eswikiadmin στις 12:52, 17 Ιουνίου 2026

Maintenance script: Imported from text file