Selloff 3.0.2

Highlights

1. 01Bidder proformas: pay before the invoice
2. 02Redesigned invoice page with bulk line actions and drag-and-drop
3. 03Lot transfers between invoices
4. 04Bulk update of lot estimates and reserves
5. 05Auction search by receipt and consignor

All changes

• New Bidder proformas, to switch on in the accounting settings: ask a buyer to pay before issuing the invoice, reserve the sales for the proforma, then convert it into an invoice once paid. → Automatic invoicing
• New Invoice lines can be selected for bulk actions: change the VAT rate, the sale origin, the buyer's premium, the insurance or the vendor fees of several lines at once. → Automatic invoicing
• New Invoice lines can be reordered by drag-and-drop or sorted automatically by catalogue order, lot reference, amount or description. → Automatic invoicing
• New Invoice lines can be deleted in bulk, with commission and fees recalculated automatically. → Automatic invoicing
• New Transfer lots from a buyer invoice to a new invoice, for the same buyer or a different bidder, with the sale re-recorded automatically. → Automatic invoicing
• New VAT, discount, shipping, prepaid foreign VAT and commission-in-lots settings are now managed from the invoice lines action bar instead of a side panel. → Automatic invoicing
• New Each invoice line can be edited individually, with an automatic or manual description; the amount and account of adjustment lines can be changed too. → Automatic invoicing
• New Bulk update of lot estimates, reserves and starting prices: set a fixed value, copy from another field or calculate a percentage, with a confirmation preview before applying. → Estimates & reserves
• New Search auctions by receipt number or consignor name, in the auction selector, the settings list and the global search. → Smart search & filters
• New Auction timing status (upcoming, live, closed) displayed in the auction selector and the settings list. → Sales & auction types
• New Add a bidder from the client record's Bidder N° tab. If the client already has a number in that sale, the form shows it and offers to add a second bidder number. → Bidder registration & tracking
• New Create a taxonomy category directly from the lot form without leaving the page. → Categories & taxonomies
• New Tasks and activities can be linked to related records such as opportunities, campaigns, receipts, invoices or auctions. → Dashboard & tasks
• New Copy a contact's address to the clipboard in two formats: address only, or address with phone numbers and email. → Client records & history
• New Lot export templates now support filters by category, lot number range and catalogue highlight. → PDF catalogue generation
• New Option to cancel the written bids on a lot when cancelling its sale, so the lot is not sold again automatically to the next written bid. → Live auctions & online bidding
• New One-click write-off for invoices with a rounding-sized open balance. → Payment tracking & reminders
• New Receipt types: classify receipts by type and filter them in the receipts list. → Consignment receipts & signed documents
• New Consignment status "Payment due to us": the consignor owes the house, for example when the fees exceed the sale proceeds. → Consignor settlements
• New Toggle a scan for catalogue inclusion directly from the scan validation page. → Photo import & image checks
• New Search for scanned lots in the global search. → Smart search & filters
• New Building number field on bank accounts for QR-bill creditor addresses. → Integrated accounting
• New Document token for the shipping address, available in invoices and reminders. → Letter & document templates
• New Bidders to watch dashboard widget with auction order toggle and pagination. → Dashboard & tasks
• New Fee changes on a bids origin are locked once sales have been recorded with that origin. → Absentee & phone bids
• Improved Lot form warns of unsaved changes before navigating away. → Lot descriptions
• Improved A lot can be added to an active catalogue directly from the lot page. → Catalogue building & numbering
• Improved Contact import resolves the language column by its display name, not only its code. → Contact import
• Improved Biddr import handles API rate limits gracefully, pausing and resuming where it left off. → Bid import from platforms
• Improved Bid and result imports can accept sales below the reserve. → Bid import from platforms
• Improved Category exports can be filtered by taxonomy. → Categories & taxonomies
• Improved The receipt of a sold lot is locked and can no longer be changed from the lot form. → Consignment receipts & signed documents
• Improved Lots with bids or sales in a catalogue can no longer be removed; they can only be archived. → Catalogue building & numbering
• Improved Brevo and Mailchimp email address changes are mirrored on the contact, verified against the service API. → Email campaigns
• Improved New bidder form prefills the purchase limit from the contact's default. → Bidder registration & tracking
• Improved Activity types managed by the system are clearly marked and protected from accidental changes.
• Improved Spell-check is enabled in the rich text editor.
• Improved Field automator regeneration warns about the consequences and asks for confirmation. → Lot descriptions
• Improved Collecting areas are updated when a bid is cancelled. → Segmentation & smart lists
• Improved Account numbers and names are checked for uniqueness when creating a new currency account. → Integrated accounting
• Fixed Marking a campaign as sent now updates its recipients' status. → Email campaigns
• Fixed Payment instruction names on printed documents appear in the document language. → Letter & document templates
• Fixed The last payment amount on account pages is formatted with the correct currency. → Integrated accounting
• Fixed The accounting chart graph converts amounts with the correct exchange rate. → Integrated accounting
• Fixed Percentage discounts on buyer invoices reduce the total correctly. → Automatic invoicing
• Fixed Manual invoice line descriptions are kept until explicitly switched back to automatic. → Automatic invoicing
• Fixed Auction selector returns to the correct page after picking a search result. → Smart search & filters
• Fixed The auction timing status reads dates in the auction's own timezone. → Sales & auction types