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.
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.
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.
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.
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.
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.
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.
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.
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.
