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 → Acton 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 → Acton 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 → Acton 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 → Acton 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 → Acton 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 → Acton 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 → Acton 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: User can set template here.
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.
Sales Reports: With this release we have given provision to view various sales report. User can view his transactions here.
Available Here: Slide Menu → Report.
Please referrer below screenshot for your help.
Sale Report: With this release we have given provision to view Sale report. User can view his transaction here.
Available Here: Slide Menu → Report → Sale Report.
Please referrer below screenshot for your help.
Sale Report View: User can View transaction here.
Sale Report Export: User can Export transaction here.
Sale GST Report: With this release we have given provision to view Sale GST report. User can view transaction here.
Available Here: Slide Menu → Report → Sale GST Report.
Please referrer below screenshot for your help.
Sale GST Report View: User can View transaction here.
Sale GST Report Export: User can Export transaction here.
Sale Profitability Report: With this release we have given provision to view Sale Profitability report. User can view transaction here.
Available Here: Slide Menu → Report → Sale Profitability Report.
Please referrer below screenshot for your help.
Sale GST Profitability Report View: User can View transaction here.
Sale Profitability Report Export: User can Export transaction here.
Purchase Reports: With this release we have given provision to view various Purchase report. User can view his transactions here.
Available Here: Slide Menu → Report.
Please referrer below screenshot for your help.
Purchase Report: With this release we have given provision to view Purchase report. User can view transactions here.
Available Here: Slide Menu → Report → Purchase Report.
Please referrer below screenshot for your help.
Purchase Report View: User can View transaction here.
Purchase Report Export: User can Export transaction here.
Purchase ITC Report: With this release we have given provision to view Purchase report. User can view transactions here.
Available Here: Slide Menu → Report → Purchase ITC.
Please referrer below screenshot for your help.
Purchase ITC Report View: User can View transaction here.
Purchase ITC Report Export: User can Export transaction here.
Stock Adjustment: With this release we have given provision to adjust inventory stock. User can adjust stock here.
Available Here: Inventory→ View inventory→ 3 Dot Button.
Please referrer below screenshot for your help.
Adjust Stock: User can adjust stock here.
Customer Service: With this release we have given provision to contact us. User can contact with us.
Available Here: Slide menu→ Customer service.
Please referrer below screenshot for your help
Chat Box: User can write here his/her message.
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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