Sales Period Summary Detail, Purchase Period Summary Detail, Add Swift code Bank & Contact, Sales Export template, Add Conversion in API.

Features Summary:

• Report – Sales Period Summary Detail
• Report – Purchase Period Summary Detail
• Sales Export – Add Swift code in Print template and Bank details (UI)
• Contact – Add Swift code
• Cash & Bank – Add Swift code in Add Bank
• Group Account Import – Add one more child in Group
• Cost Centre Analytics Report – Add Total and Net column
• Sales Export – New Template
• Price & Discount list – Add Import & Export
• Contact – Add fields in import (Price group, Credit Limit, Minimum order value, MSME Registration No. & Date, Price Tracking) and UI (Language, Anniversary, Birthday, Alternate Mobile)
• Contact – Add KPI
• Sales Register Analytics Report – Add fields Project Name & Property Name
• Sales – Import 250 line items in single Invoice
• Production – Add Company GSTIN, Category
• Production – Add Series
• Purchases – Add Conversion in API (PO -> GRN -> Bill, SO -> Invoice)
• Contact – Add fields via API
• Pro Inventory – Add Contract Price via API
• Fixed some Customer issues.

Sales Period Summary Detail: With this release, we have given new report Sales Period summary details. You can filter the transaction with Branch, GSTIN, Item, Customer, & Ledger wise.

Available Here: Reports → Sales → Sales Period Summary Detail.

Please referrer below screenshot for your help.

Purchase Period Summary Detail: With this release, we have given new report Purchase Period summary details. You can filter the transaction with Branch, GSTIN, Item, Vendor, & Ledger wise.

Available Here: Reports → Sales → Sales Period Summary Detail.

Please referrer below screenshot for your help.

Sales Export – Add Swift code in Print template and Bank details (UI): With this release, we have given swift code option in Sales Export UI and Bank Details. You can define swift code Bank details and print in Template.

Available Here: i. Sales → Invoice → Export Invoice → View → Preview New

ii. Settings → Organisation Settings → Financial → Bank Details

Please referrer below screenshot for your help.

Sales Export

Print Preview

Contact – Add Swift code: With this release, we have given Swift code in Contact.

Available Here: Contacts → Contact

Please referrer below screenshot for your help.

Cash & Bank – Add Swift code in Add Bank: With this release, we have given swift code in Add Bank.

Available Here: Banking → Cash & Banks → Bank Account

Please referrer below screenshot for your help.

Group Account Import – Add one more child in Group: With this release, we have given one more child group add through Group Import.

Available Here: Settings → Finance Settings → Chart of Account → Group → Account Group Import

Please referrer below screenshot for your help.

Cost Centre Analytics Report – Add Total and Net column: With this release, we have given total and Net column with Credit amount and debit amount in Cost Centre Analytics report. You can see net debit or credit amount.

Available Here: Reports → Analytics → Cost Centre Analytics Report

Please referrer below screenshot for your help.

Sales Export – New Template: With this release, we have given new print template Sales Export. You can set custom template according to us.

Available Here: Sales → Invoice → Sales Export View → Preview New

Please referrer below screenshot for your help.

Price & Discount list – Add Import & Export: With this release, we have given Import/Export option in Price & Discount list. You can export their data and same you can import.

Available Here: Settings → Price, Discount and Commission Management → Price and Discount List

Please referrer below screenshot for your help.

Price List

Discount

Discount Category Mapping

Contact – Add fields in import & UI: With this release, we have given fields Price group, Credit Limit, Minimum order value, MSME Registration No. & Date, Price Tracking and UI (Language, Anniversary, Birthday, Alternate Mobile) in Contact.

Available Here: Contacts → Import & Add Contact

Please referrer below screenshot for your help.

Contact Import

Contact – Add KPI: With this release, we have given Keep performance indicator in Add Contact. When you create an employee then you can also define the KPI of that employee.

Available Here: Contacts → Add Contact → Select Employee

Please referrer below screenshot for your help.

Sales Register Analytics Report – Add fields Project Name & Property Name: With this release, we have given to add Project Name & Property Name in Sales Register Analytics. You can see Invoices which have Project Name or Property Name.

Available Here: Report → Analytics → Sales Register Analytics

Please referrer below screenshot for your help.

Production – Add Company GSTIN, Category: With this release, we have given Company GSTIN and Category option in Production Plan, Production Order, Material Request Note, Material Transfer Note

Available Here: Pro Inventory → Production

Please referrer below screenshot for your help.

Production – Add Series: With this release, we have provision to set series of Production Plan, Production Order, Material Request Note, Material Transfer Note, Production Journal, and Consumption Journal. After setting the series, the number can come automatically.

Available Here: Settings → Custom Configurations → Document Series

Please referrer below screenshot for your help.

Sales – Import 250 line items in single Invoice: With this release, we have provision to import 250 lines items in a single Invoice.

Available Here: Sales → Invoice → Import

Please referrer below screenshot for your help.

Purchases – Add Conversion via API (PO -> GRN -> Bill, SO -> Invoice): With this release, we have provision to conversion through API. First you can create SO to PO and run the conversion JSON then automatically created PO to GRN & GRN to Bill and SO to Invoice.

Contact – Add fields via API: With this release, we have provision to add fields Language, Anniversary, Birthday, Alternate Mobile, Trade Name, Legal Name and Bank details through API in Contact.

Pro Inventory – Add Contract Price via API: With this release, we have provision to add Contract Price through API in Pro Inventory.

Bugs:We have fixed some Customer issues.

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