Neo Desktop app release with Sync service, Conversion Flow, Template settings, Export of Quote, SO, DC, PO.

Features

• Sync Service
• Conversion Flow
• Template Settings
• Export of Quote, SO,DC,PO

Sync Service: With this release we have given provision to sync data from mobile to mobile and mobile to desktop. Make sure user have proper internet connection on both devices.

Available Here: Slide menu → Enable Sync.

Please referrer below screenshot for your help.

Conversion Flow: With this release we have given provision of the conversion of Quote, SO, DC, PO. User can convert his Quote, SO, DC, PO into invoice and Bill.

Available Here: Document Listing → Action Button.

Quotation to Sales Order: With this release we have given provision to convert Quotation into Sale Order. User can convert here.

Available Here: Sales → Quotation Listing → Action Button.

Please referrer below screenshot for your help.

Sales Order listing: Converted document will be view on SO listing.

Quotation to Delivery Challan: With this release we have given provision to convert Quotation into DC. User can convert here.

Available Here: Sales → Quotation Listing → Action Button.

Please referrer below screenshot for your help.

Delivery Challan listing: Converted document will be view on DC listing.

Quotation to Invoice: With this release we have given provision to convert Quotation into Invoice. User can convert here.

Available Here: Sales → Quotation Listing → Action Button.

Please referrer below screenshot for your help.

Invoice listing: Converted document will be view on invoice listing.

Sales Order to Delivery Challan: With this release we have given provision to convert SO into DC. User can convert here.

Available Here: Sales → SO Listing → Action Button.

Please referrer below screenshot for your help.

Delivery Challan listing: Converted document will be view on DC listing.

Sales Order to Invoice: With this release we have given provision to convert SO into Invoice. User can convert here.

Available Here: Sales → SO Listing → Action Button.

Please referrer below screenshot for your help.

Invoice listing: Converted document will be view on Invoice listing.

Delivery Challan to Invoice: With this release we have given provision to convert DC into Invoice. User can convert here.

Available Here: Sales → DC Listing → Action Button.

Please referrer below screenshot for your help.

Invoice listing: Converted document will be view on Invoice listing.

PO to Purchase Invoice: With this release we have given provision to convert PO into Purchase Invoice. User can convert here.

Available Here: Purchase → PO Listing → Action Button.

Please referrer below screenshot for your help.

Purchase Invoice listing: Converted document will be view on Purchase Invoice listing.

Template setting: With this release we have given provision to customize template. User can customize his template.

Available Here: Slide menu → Settings → Template settings.

Please referrer below screenshot for your help.

Set Template:

Export: With this release we have given provision to Export listing data of Quote, SO, DC, PO. User can export his data.

Available Here: Slide menu → Document Listing → Export Button.

Please referrer below screenshot for your help.

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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