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KOKA | ERP | CRM | POS | Software for Businesses
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GST billing software | Invoice management | Koka Books
KOKA Books POS

Stock Transfer

What is Stock Adjustment? And how to use it?

Reports

Adding & Editing Payment Method or Pay Via options (Custom payments)

[ADDON]: Accounting & BookKeeping Module/Addon

Frequenty asked questions, Common Issues & Errors.

Feature List for KOKAPOS

Mobile app KOKA POS

v3.x Release notes

NOTE: If you’re updating from V2.x to 3.x and using any modules for KOKA Books POS, then you need to update the module as well.

NOTE: V3.x requires PHP version 7.2 or 7.3

We don’t recommend using 7.4

V3.8 (To be released) – BigRelease

Upcoming changes
NEW:
  • 1. Option for proforma invoice
  • 2. Activity log for sell, purchase, shipping, sell return, purchase return, contacts, users, contact, sell transfer, expense, stock adjustment, todos, login, logout, purchase & sales notification, users, contact, sell transfer, expense, stock adjustment, and todos
  • 3. Business name displayed with the contact name in sale/draft list and reports
  • 4. Show customer address on sales add/edit
  • 5. Show supplier address on purchase add/edit
  • 6. Sell custom fields
  • 7. Permission to delete direct sell
  • 8. Document upload option in add sales
  • 9. Custom fields in Shipping
  • 10. Upload shipping documents in shipping.
  • 11. Product brochure upload option in add/edit product.
  • 12. Number to word format in invoice Indian format option
  • 13. Pay button added to dashboard sell/purchase payment due table
  • 14. Cron job command for backup clean
  • 15. Permission for commission agent sell and shipment
Improvement/Fixes:
  • 1. Discount permission.
  • 2. Edit combo product issue on edit sell,
  • 3. Update combo product stock issue
  • 4. Custom label issue for types of service,
  • 5. Minimum selling price validation issue on sale form
  • 6. Edit expense
  • 7. Profit loss report end date issue
  • 8. pl report by invoice first-row empty issue fixed
  • 9. Word break issue on invoice
  • 10. Account book showing deleted contact pay amount issue
  • 11. Refresh contact payment on deleting payment implemented
  • 12. Customer group filter
  • 13. Autosend notification error suppressed,
  • 14. Deleting expense refund fixed

V3.7 Released (December 21, 2020)

  • 1. New Big feature: Product History, view details stock history of a product
  • 2. NEW: Added DateTime picker in Add/edit Sales, expenses, purchases payments
  • 3. NEW: Added location dropdown in pos, so the location can be changed from pos directly.
  • 4. NEW: Shipping status filter added to sell list
  • 5. NEW: Location-based tags added to notification templates
  • 6. NEW: Time range filter added to product sell report
  • 7. IMPROVEMENT: Products description on invoice design improved
  • 8. FIX: Barcode printing fix
  • 9. FIX: Profit loss report fixes & improvements
  • 10. FIX: Modifier quantity issue fixed
  • 11. FIX: Custom label fixes
  • 12. FIX: Expense not showing as per selected business location on dashboard issue fixed
  • 13. FIX: Feature product image not showing issue fixed
  • 14. FIX: Product add on scan issue
  • 15. Toaster notification timeout reduced

V3.6.4 Released (November 23, 2020)

  • 1. Credit limit issue on editing draft
  • 2. Pos default payment set to cash.
  • 3. Sell return permission
  • 4. PHP ini settings added to AppServiceProvider
  • 5. Contact payment summary removed from view contact
  • 6. Default Round off label added.
  • 7. Custom payment type label issue fixed
  • 8. Sorting brand and category dropdown alphabetically implemented
  • 9. Stock transfer list sorting improved
  • 10. POS screen mobile responsive improvements
  • 11. Leads issue for CRM Module

V3.6.3 Released (November 13, 2020)

  • 1. Barcode printing style improvement
  • 2. Permission issue
  • 3. Edit combo product price issue
  • 4. Customer edit credit limit issue
  • 5. Page leave confirmation issue

V3.6.2 Released (November 6, 2020)

  • 1. API module compatibility fixes.
  • 2. Removed required business name when adding a contact.

V3.6.1 Released (November 4, 2020)

  • 1. NEW: Permission added for View & Close cash register
  • 2. NEW: New option “For tax group only” added in add/edit tax
  • 3. NEW: Tax with 0% marked as “Exempt” on classic invoice
  • 4. NEW: In invoices, the total amount can be displayed in words. Need to enable it from Invoice Layout.
  • 5. NEW: Print invoice on suspending option added to pos settings
  • 6. NEW: Added company name in add/edit customer
  • 7. NEW: Added 6 more custom fields in customer & suppliers
  • 8. Improvement: Printing of label improvements to make it print much better.
  • 9. Improvement: Product description design improved in the invoice to make distinguishable from the product name
  • 10. Improvement: In invoices, the Packing charge is displayed
  • 11. Improvement: Search by lot number fixed in the pos screen.
  • 12. Improvement: Ledger fixes

V3.6 Released (October 19, 2020)

  • 1. New: New invoice layout, Slim2
  • 2. NEW: In discount adding options to select multiple products.
  • 3. NEW: Printing of Stock adjustment
  • 4. NEW: Printing of Stock transfer
  • 5. NEW: URL for Quotations
  • 6. NEW: Sending of Quotations notification.
  • 7. NEW: Added 2 different layouts selection option for POS & Add sales in add/edit business location.
  • 8. Improvement: Slim invoice design improvement
  • 9. Improvement: Net profit formula changed
  • 10. Improvement: Ledger improvements & fixes
  • 11. Improvement: Sending of SMS improved, added setting for headers in SMS configuration
  • 12. Improvement: https improvements
  • 13. Improvement: Walk-In-customer default credit set to 0
  • 14. FIX: Import opening stock

V3.5.2 Released (Sep 10, 2020)

  • 1. FIX: Stock transfer & Stock mismatch
  • 2. FIX: Product Variations
  • 3. FIX: Opening balance
  • 4. FIX: Others minor

V3.5.1 (Skipped)

V3.5 Released (August 25, 2020)

  • 1. New: Advance payment to customer & Supplier.
  • 2. NEW: Custom views, this will make the managing of view files changes easy, you can easily override any view files (DOCUMENT)
  • 3. NEW: Search with variations SKU of products on the products list
  • 4. NEW: Serial number for drafts with prefix option.
  • 5. NEW: Status in Stock transfer
  • 6. NEW: Edit stock transfer
  • 7. IMPROVEMENT: Stock report display stock by location, a location column is added. Previously it was showing the sum of stock from all locations. With this, it becomes easy to check the stock of a product in a different location
  • 8. IMPROVEMENT: Simplified Contact form. Added a More information button which displays many other fields. (DOCUMENT)
  • 9. IMPROVEMENT: Expenses can added for contact(customer/suppliers). “Expense for contact” field added in add/edit expense (DOCUMENT)
  • 10. IMPROVEMENT: Inbuilt Twilio & Nexmo SMS configuration (DOCUMENT)
  • 11. IMPROVEMENT: Kitchen and Orders page improvements
  • 12. IMPROVEMENT: Left navigation bar design improvements
  • 13. FIX: Slim invoice tax
  • 14. FIX: View customer sales tab not showing all sales
  • 15. FIX: Cash register fixes
  • 16. FIX: Booking permission fixes
  • 17. New Module: API module releasing soon, approx date August 31, 2020

V3.4 Released (July 7, 2020)

  • 1. New: Page leave confirmations added to many screens to avoid loss of data
  • 2. NEW: Invoice scheme dropdown added to pos screen
  • 3. NEW: Recurring expenses
  • 4. NEW: Permission to view product stock value-added
  • 5. IMPROVEMENT: Spaces reduced in invoices
  • 6. IMPROVEMENT: Contact form improved: Added new field – Title, first name, middle name, last name, address line 1, address line 2, date of birth
  • 7. IMPROVEMENT: User max discount validation added for fixed type discount
  • 8. IMPROVEMENT: Recurring invoice issue fixed.
  • 9. IMPROVEMENT: The tax report improved to give details of input tax, output tax, and expense tax.
  • 10. IMPROVEMENT: Removed POS screen reset on changing of price group.
  • 11. FIX: Weighing scale product search issue
  • 12. FIX: User max discount issue fixed

V3.3 Released (June 9, 2020)

NOTE: V3.3 requires Minimum PHP version 7.2

  • 1. New: Get stock value by selling price and purchase price. (DOCUMENT)
  • 2. NEW: Get potential profit for stock in the stock reports. (DOCUMENT)
  • 3. NEW: Give the same price to all variance of variable products at once. (DOCUMENT)
  • 4. NEW: Date range filter added to cash register report
  • 5. NEW: Hide price option on a slim invoice added for the gift receipt. (DOCUMENT)
  • 6. NEW: Option to select invoice layout in the POS screen
  • 7. NEW: User max sale discount, (DOCUMENT)
  • 8. Improvement: Fixed height added to sell list
  • 9. Improvement: Customer info added to slim invoice
  • 10. Improvement: Show current stock of products on add purchase screen
  • 11. FIX: Category dropdown issue fixed
  • 12. FIX: Black theme color issues fixed, bg color from module names removed on side menu
  • 13. Improvements & stability

V3.2 Released (May 20, 2020)

  • 1. [NEW] Import sales from excel sheet (beta)
  • 2. [NEW] Featured products in the POS screen for frequently used products. (DOCUMENT)
  • 3. [NEW] Permissions added for Access printers, Access Tables, Acess types of service, Acess Package Subscription,
  • 4. [IMPROVEMENT] Due date removed from the invoice when the invoice is paid.
  • 5. [IMPROVEMENT] Custom field labels can be modified from Settings instead of doing it in the language files. (DOCUMENT)
  • 6. [IMPROVEMENT] Customer custom fields displayed separate lines in detailed invoices design
  • 7. [IMPROVEMENT] Payment details added in add expense screen.
  • 8. [IMPROVEMENT] Filter by business location in the dashboard, if multiple locations are present
  • 9. [IMPROVEMENT] Date range picker filter in customer/supplier -> sales/purchases
  • 10. [IMPROVEMENT] In Product Sell Report added a detailed report with purchase line details.
  • 11. [IMPROVEMENT] Added the SKU column to the Product Purchase Report & Sell report
  • 12. [IMPROVEMENT] Added lot number in product sell report if enabled.
  • 13. [IMPROVEMENT] User view page design
  • 14. [IMPROVEMENT] in dashboard enabled export options for all tables.
  • 15. [IMPROVEMENT] Option to enable or disable login for a user (DOCUMENT)
  • 16. [IMPROVEMENT] Design changes for View Contact, Supplier and View users to make it look better
  • 17. [IMPROVEMENT] Design changes for suspended invoice modal: added delete button.
  • 18. [IMPROVEMENT] Show a lot number in product sell report if enabled.
  • 19. [FIX] Profit & loss report shipping charge for the sales issue.
  • 20. [FIX] POS screen payment issue sometimes.
  • 21. [FIX] Stock adjustment deducting from sales
  • 22. [FIX] Total sold issue in the stock report if multiple locations are enabled.
  • 23. [FIX] Credit limit issue in customer.
  • 24. [FIX] Credit sales issue fixes

V3.1 Released (March 26, 2020)

  • 1. [Improvement]: Option to Restore a closed Account.
  • 2. [Improvement]: Option to filter products without a Business Location assigned
  • 3. [Improvement]: Cash flow report improvement
  • 4. [Improvement]: Option to show the balance of the account selected on every Payment Form. Uses the view payment account permission.
  • 5. [Improvement]: Option to Inactive/Activate a Price Group
  • 6. [Improvement]: Delete suspended sales.
  • 7. [Improvement]: Filter transaction with no linked account
  • 8. [Improvement]: Activate/Deactivate a customer
  • 9. [Improvement]: Account Book description for expenses
  • 10. [Improvement]: Attach a document/picture in a Fund Transfer
  • 11. [Improvement]: Ledger fixed & design improvements
  • 12. [Improvement]: Added 2 new permission: “View own expense” & “View own purchase”
  • 13. [Improvement]: Activate/Deactivate customer & suppliers
  • 14. [FIX]: Terms and conditions not getting displayed.
  • 15. [FIX]: Edit pos screen customer changing to walk-in-customer
  • 16. [FIX]: Booking undefined error
  • 17. [FIX]: Invoice Slim layout fix
  • 18. [FIX]: View sales total remaining miscalculation.
  • 19. [FIX]: Modifier issue fixed.
  • 20. [FIX]: Barcode Issue: Unsupported SKU id for the selected barcode type
  • 21. [FIX]: POS screen product suggestions disable option.
  • 22. [FIX]: Edit contact credit limit formatting
  • 23. [FIX]: Invoice all amount texts indented to right
  • 24. [FIX]: Contact opening balance irregularities on editing contact.

V3.0 Patch release (March 6, 2020)

Follow the instructions given in the patch/README.txt file present in dowloaded code.

Fixes:
  • 1. Image in pos screen
  • 2. POS errors on 0 stock
  • 3. Warranty & type of service
  • 4. Invoice url view button added.
  • 5. Added document upload type restrictions. (Document)
  • 6. List contacts
  • 7. Many other issues fixed

New Release V3.0 (February 27, 2020)

NOTE: If you’re updating from V2 to V3, update all modules you’re using. Without updating the modules it will throw errors.

NEW:

  • 1. Overall new design in the system.
  • 2. POS screen design improved
  • 3. Browser notification added using pusher. (Document)
  • 4. Modules system implemented (Initial beta version, document coming in future release)
  • 5. Label weighing scale integration. (Document)
  • 6. Rounding mechanism added to sell screen. (Document)
  • 7. Customer/Supplier ledger improved, with option to send legder as attachment in email or download as PDF.
  • 8. View contact improved
  • 9. View users page improved
  • 10. Notification template tags updated with more tags.
  • 11. CC and BCC added to email notification.
  • 12. Send email notification to multiple recipients implemented with comma seperated emails.
  • 13. Expense displayed in home
  • 14. Profit loss report fixed for disabled stock management products.
  • 15. Slim invoice layout design improved.
  • 16. Total quantity added to invoice
  • 17. Base selling price added to exported spread sheet while exporting selling price groups
  • 18. Daterange filter set to current financial year in most of the places.
  • 19. Filters added to draft list, quotation list, sell return list, shipments, and purchase return list
  • 20. Document & note implemented in customer, supplier, user.
  • 21. Laravel view logger implemented
  • 22. Scroll to top button added
  • 23. Added settings to enable/disable “Purchase”, “Add Sale”, ” POS”, “Stock Transfers”, “Stock Adjustment”, “Expenses”. Go to Settings -> Business Settings -> Modules to enable/disable it.
  • 24. Added document upload type restrictions. (Document)
  • 25. In Sales screen – added “Save & Print” button
Updated on September 26, 2025