Sales Order Import, Export (Purchase Order & Debit Note), Sales Order Template, Payment auto Series, Purchase Print Preview, Inventory Order Report, Quote Import

Features Summary:

• Sales Order Import
• Purchase Order Report
• Debit Note Export
• Quote Template (Add Expiry Date)
• Sales Order Template
• Payment auto Series
• Purchase Print Preview
• Inventory Order Report
• Quote Import
• Discount in Pro Inventory
• Add Item Code in Barcode
• Bank Reconciliation (Book-Bank)
• Add MSME Registration in Contact
• Mapped Bill No and date in Purchase Bill
• Add Ledger Group (Account Type) in Contact
• Self Doc add in Contact
• Add Pending QC status in GRN
• Consumption option in Pro Inventory
• Warehouse option in Quantity allocation (Pro Inventory)
• Add TAN in Company & Branch
• Warehouse link in Pro Inventory
• Stock Allocation in Manufacturing Journal

Sales Order Import: With this release, we have given New Import feature of Sales Order. We have imported bulk data with customised template feature.

Available Here: Sales → Sales Order → Import

Please referrer below screenshot for your help.

Export: With this release, we have given Export option in Debit Note, Purchase Order. You can export your data in Excel and verify it.

Available Here: Purchase → Purchase Order → Export

Purchase → Debit Note → Export

Please referrer below screenshot for your help.

Debit Note Export

Purchase Order Export

Quote Template: With this release, we have given Expiry date on Template. You can see the Expiry of Quote on Template.

Available Here: Sales → Quote → Quote View → Preview(New)

Please referrer below screenshot for your help.

Quote Print Preview

Pro Inventory (Discount): With this release, we have given discount option in Pro Inventory. You can set the item wise discount here and when you create Sales Invoice or Bill and take that item, discount is automatically come.

Available Here: Pro Inventory → Inventory → Account Settings

Please referrer below screenshot for your help.

Barcode (Item Code): With this release, we have given item code option in Barcode. You can print Barcode with item code also.

Available Here: Settings → Print Template → Barcode

Please referrer below screenshot for your help.

Banking: With this release, we have given Reconciliation from Book to Bank. You can reconcile the Book without Bank Statement.

Available Here: Banking → Cash & Bank → Bank → Reconcile (Book → Bank)

Please referrer below screenshot for your help.

Payment Auto Series: With this release, we have given payment auto series option on Sales, Bills, Expense, etc. You can set series of Payment from Series Setting. When you make/receive the payment and click on Auto set then Payment number automatically created.

Available Here: Sales → Invoice → View → Auto Set

Settings → Document Series → Common Payment Receipt

Please referrer below screenshot for your help.

Set Series from Document Series Settings

Receive Payment

Sales Order Template & Send Email: With this release, we have given provision to create custom template for Sales Order wherein you can configure Layout, Fields and Email. You can also send email to the customer.

Available Here: : Settings → Template Configuration → Print Template → Select

Please referrer below screenshot for your help.

Send Email

Contact (MSME Registration): With this release, we have given MSME Registration Number and date option. Also provide MSME filter option in Vendor Bill and Payable ageing summary report.

Available Here: : Contacts → Add Contact → Financial Settings

Please referrer below screenshot for your help.

Bill No and date map in Bill: With this release, we have given Bill No and date mapped from GRN to Bill.

Available Here: : Purchase → Goods Receipt Note

Please referrer below screenshot for your help.

Ledger Group add in Contact: With this release, We have given the account type to define the account group of the contact.

Available Here: : Contact → Add Contact → General Information

Please referrer below screenshot for your help.

Self doc in Contact: With this release, We have given to add self-document in Add Contact.

Available Here: : Contact → Add Contact → Upload KYC Document

Please referrer below screenshot for your help.

Purchase Print Preview: With this release, we have template for Purchases. You can take the template format 1-5 from Document customization settings. You can also send email to Vendor.

Available Here: : Purchase → Purchases → Preview

Please referrer below screenshot for your help.

Take format 1-5.

Inventory Order Report: With this release, we have given Inventory Order report for Inventory wise quantity available in Sales Order.

Available Here: : Reports → Inventory → Inventory Order Report

Please referrer below screenshot for your help.

Quote Import: With this release, we have given New Import feature of Quote. We have imported bulk data with customised template feature.

Available Here: Sales → Quote → Import

Please referrer below screenshot for your help.

Goods Receipts Note (Pending QC): With this release, we have given one step more in GRN. You can create GRN and save as draft then you need to save as Pending QC. You can also save the GRN direct in Pending QC.

Available Here: Purchase → Gods Receipt Note

Please referrer below screenshot for your help.

Consumption option in Pro Inventory: With this release, we have given Purchase Consumption in Pro Inventory. You can create Purchase than automatically generate manufacturing journal through consumption.

Available Here: Pro Inventory → Inventory → Accounts Settings

Please referrer below screenshot for your help.

Warehouse option in Quantity allocation (Pro Inventory):With this release, we have given warehouse wise quantity allocation in Pro Inventory.

Available Here: Pro Inventory → Inventory → Accounts Settings

Please referrer below screenshot for your help.

Add TAN in Company & Branch: With this release, we have given multiple TAN add in Company. You can also define TAN wise Branch.

Available Here: Settings → Organisation Settings → Company

Please referrer below screenshot for your help.

Warehouse link in Pro Inventory: With this release, we have given warehouse link option in Pro Inventory. You can link warehouse wise pro inventory.

Available Here: Pro Inventory → Inventory → General Information

Please referrer below screenshot for your help.

Stock Allocation in Manufacturing Journal: With this release, we have given stock allocation option in manufacturing Journal. You can allocate stock warehouse wise.

Available Here: Journals → Manufacturing Journal

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.