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.
