Add modules in Production, Stock Discrepancy Report, Attribute wise Price, QTY & Batch print, etc.
September 13, 2023
Add BOQ, Add Item Transaction Report, Add Daily Item Profitability Report, Add Employee Target v/s Achievement Reports, etc.
September 30, 2023

Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability Consolidated Report, Monthly Item Profitability Report, etc.

Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability Consolidated Report, Monthly Item Profitability Report, etc.

Features
  • Report – Add Lost Opportunity Report
  • Report – Add Non Performing Customer Report
  • Report – Sales Commission Report
  • Report – Item Profitability Consolidated Report
  • Report – Monthly Item Profitability Report
  • Export – Add page no in Export
  • Sales/Bill – Add Terms & Conditions
  • Sales/Quote – Add fields in Export
  • Fixed some Customer issues.

Report – Add Lost Opportunity Report: With this release, we have given to Lost Opportunity report. You can get lost details as per Item and Customer wise and also see the details as Branch wise.

Available Here: Reports → Utility Report → Lost Opportunity Report

Please referrer below screenshot for your help.

accounting-report-add-lost-one
accounting-report-add-lost-two

Report – Add Non Performing Customer Report: With this release, we have given to Non Performing Customer Details report. You can find out how long times the customer has not made any transaction.

Available Here: Reports → Customer Report → Non Performing Customer Report

Please referrer below screenshot for your help.

accounting-report-add-non-one
accounting-report-add-non-two

Report – Sales Commission Report: With this release, we have given to Sales Commission Report. You can see the CC & MM item group details as per Branch wise & Consolidated.

Available Here: Reports → Utility Report → Sales Commission Report

Please referrer below screenshot for your help.

accounting-report-sales-one
accounting-report-sales-two

Report – Item Profitability Consolidated Report: With this release, we have given to Item Profitability Consolidated Report. You can see year wise consolidated profit.

Available Here: Reports → Utility Report → Item Profitability Consolidated Report

Please referrer below screenshot for your help.

accounting-report-item-one
accounting-report-item-two

Report – Monthly Item Profitability Report: With this release, we have given to Monthly Item Profitability Report. You can see branch wise profit.

Available Here: Reports → Utility Report → Monthly Item Profitability Report

Please referrer below screenshot for your help.

accounting-report-monthly-one
accounting-report-monthly-two

Export – Add page no in All Export: With this release, we have given to export the more than 5K records as per page wise.

Available Here: Sales → Invoice → Export

Please referrer below screenshot for your help.

accounting-export-add-page-one
accounting-export-add-page-two

Sales/Quote – Add fields in Export: With this release, we have given to add some fields in Sales and Quote.

Available Here: Sales → Invoice → Export

Please referrer below screenshot for your help.

accounting-sales-quote-one
accounting-sales-quote-two

Sales/Bill – Add Terms & Conditions: With this release, we have given to add multiple terms & Condition for Sales & Bill. You can create Terms & Condition masters and select multiple terms & Conditions in Sales & Bill.

Available Here: Settings → Custom Configurations → Terms & Conditions

Please referrer below screenshot for your help.

accounting-sales-bill-one
accounting-sales-bill-two
accounting-sales-bill-three
accounting-sales-bill-four

Bugs:

Bug Id Discription
Internal Changes in Conversion API (Add Sales Invoice)
Client Issue Segment & Division Tab is not coming. Branch Accounting is enabled
Client Issue Template footer images coming blank when not selecting, fixed.
Client Issue Import-Cost Center’ Code length limit should be set ’45’, As per UI
Client Issue Unable to generate e-Invoice
Client Issue Removed UOC validation
Client Issue Old template was not downloading,

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: qa@hostbooks.com.

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