--- title: "Sapera - First half of 2023 (January–June)" description: "Release notes for First half of 2023 (January–June) — news and improvements in Sapera." url: https://support.sapera.io/en/articles/570-sapera-first-half-of-2023-january-june collection: "Release notes" updated: 2026-06-14 language: en alternates: [da] --- # Sapera - First half of 2023 (January–June) Release notes for First half of 2023 (January–June) — news and improvements in Sapera. ## Sales, orders & invoices ### Text snippets on order line notes It is now possible to insert predefined texts (snippets) directly on notes for sales order lines and invoice lines. This makes it faster to add standard wording without having to type it manually each time. ### Suggest location when adding a new order line When a new line is added to a sales order, the system now automatically suggests the location selected on the previous line. This reduces repetitive clicks and ensures consistency across the order. ### Sales completion and correct inventory date The inventory date when completing a sale is now correctly set to the sales completion date rather than the operation date, giving a more accurate inventory picture. ### Due date on point-of-sale sales It is now possible to specify a due date directly on sales made from the point of sale (POS). ### Create new customer – mobile number and preferred communication When creating a new customer, the mobile number can now be filled in and a preferred communication phone can be selected right away. ### Copy quote Quotes can now be copied, making it easy to create new quotes based on an existing one. ### Defer product instance after invoice posting It is now possible to defer a product instance even after its associated invoice has been posted. ### Other improvements - A bug in sales order processing that in certain cases caused double inventory management when two draft invoices were created on the same order has been fixed. - The error message for "Mark ready" is now shown correctly on inventory allocation errors. - Payment information is now displayed on the sales order. ## Purchasing & purchase invoices ### Payment terms with decimal cash discount It is now possible to specify the cash discount percentage with decimals in payment terms. ### Due date can be changed after posting a draft entry The due date on a posted draft can now be changed afterwards. ### Select credit notes in payment journal The incoming payment journal and expense creation now support selecting credit notes for inclusion. ### Improvements to receipts and deliveries Receipts now support changing the quantity to empty (blank) on a line. The delivery flow has also been improved with better handling of nullable fields. ### Other improvements - Fixed an issue where posting a purchase invoice with a product instance did not work correctly. - Cost price is now shown correctly (unrounded) in the availability view. ## Inventory ### Bulk deactivation of products It is now possible to bulk-deactivate products even when there are draft entries or stock on hand in other inventory departments. The system warns and gives the option to continue. ### Changing product type writes off inventory When a product is changed from a stock item to a service item, the system now automatically writes off the stock to zero, keeping inventory consistent. ### Bulk copy of sales prices A new bulk-copy function makes it possible to copy sales prices across products directly from the product list. ### Inventory count and settlement from the product card The cost price field is now present when counting and settling products accessed directly from the product card. ### Product instance quantity in the product instance grid The stock quantity for product instances is now shown as a column in the product instance grid. ### Instance identifier as a column The instance identifier is available as a column in the product instance grid on the product card. ### Open serial item directly from product instance A new button makes it possible to open the associated serial item directly from a product instance. ### Number series prefix for product instances It is now possible to specify a prefix on the number series for product instances. ### Barcode scanning – create product on unknown barcode When an unknown barcode is scanned, the system now offers to create a new product right away. ### Product images shared across products Images on products can now be shared across products, so the same image does not need to be uploaded multiple times. ### Other improvements - Inventory OU is now correctly associated on inventory claims. - Fixed an error when using the "Add to inventory / Label draft" function with a negative quantity. - Ordered quantity (OrderedColumn) is available as a column in the product list. ## Accounting & finance ### VAT improvements VAT handling has been extended: it is now possible to change or delete the VAT type on general ledger entries, and a "VAT settled" column has been added to the account posting list. In addition, VAT on general ledger entries can now be reconciled directly from the system. ### Delete price type It is now possible to delete a sales price type if it is no longer in use. ### Settlement and balance Fixes to the settlement flow and balance functions ensure correct handling of period closings. ### Other improvements - Improved VAT handling on purchase invoice posting. - Fixed a bug that caused a sales price regression in certain situations. - Tax reporting (e-conomic integration) has been improved. ## Webshop ### Automatic synchronisation can be toggled on/off A setting has been added to enable or disable automatic synchronisation per webshop, so that incomplete setup does not cause unnecessary errors in the log. ### ePay integration: handled in Sapera or webshop It is now possible, via a setting, to choose whether ePay payment should be handled in Sapera or remain in the webshop. Includes improved recovery for faulty order processing. ### Discounts synchronised correctly Product prices when using discounts are now synchronised correctly to the webshop. ### Simplified webshop flow A new simplified flow for webshop setup is available, providing an easier onboarding experience for new customers. ### Other improvements - WooCommerce synchronisation improved with better performance. - Fixed a synchronisation error for sales orders on the secondary webshop. ## Communication (email, SMS, tasks, calendar) ### Filters on the communication list Filters have been added to the communication overview, making it easier to find the relevant communication entries. ### Outgoing communication Improvements to the display and handling of outgoing communication, including display of outgoing credit notes. ### Other improvements - SMS link to MobilePay has been fixed. - Fixed a bug in the communication workflow. ## Sapera App ### Create receipt in the app It is now possible to create receipts directly from the app – either based on a purchase order or as an empty receipt. Items can be scanned in, and serial-number items are handled with a swipe function. ### Scan product instance on purchase invoice The app now supports scanning product instances directly on purchase invoices. ### Record video on sales order It is possible to record a video in connection with a sales order in the app. ### Send SMS/email when work is completed Directly from the app, an SMS or email can be sent when a sales order is completed ("Work completed" status). Requires the sales order type to be configured. ### POS Offline app (Android) The Sapera POS Offline app is now available in the Google Play Store. ### Other app improvements - Filter sales orders by order type. - The status draft now shows the current stock quantity and reservation quantity when scanning. - Improved task layout and the ability to assign and create tasks. ## Security & users ### Two-factor authentication fixed A bug that broke 2FA authentication under certain production configurations has been fixed. ### "On behalf of" field visibility The "On behalf of" field on user editing is now visible to all users who have the right to see it. ## Printouts & reports ### Localisation and report fixes Several report localisation and format-related fixes have been released continuously during the period. ## Other features and fixes ### Notes with predefined text snippets Text snippets (predefined texts) are available on notes, so standard texts can be inserted quickly. ### Catalogs: variant template and catalog drop-down The ability to select a catalog directly from the variant drop-down has been improved for better usability. ### Delete security group It is now possible to delete a security group. ### Quick filters and list view Quick filters and column state in lists have been improved and now remember users' settings more reliably. If you have any questions about these changes, please contact support.