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New Neo Desktop Version released with Discount report, Party reports, Party wise profitability, Unit of conversion, Transactional level setting, Redirect to reports from dashboard (Total Sales, Total Purchase, Creditors, Debtors), Left Drawer and Invoice template

Published by Team @HostBooks at March 15, 2023
Categories
  • HB Neo
  • Whats New
Tags
Features Summary:
  • Discount report
  • Party report
  • Transaction level Setting
  • Redirect to reports from dashboard (Total Sales, Total Purchase, Creditors, Debtors)
  • Invoice template
  • Unit of Conversion
  • Party wise profitability
  • App Setting

Discount report: With this release, we have provided a discount report.

Slide menu → Reports → Discount Report

Please refer below screenshot for your help.

hbneo-desk-discount-report

Export Button: User can export data from here.

hbneo-desk-discount-report-two

Export Setting: User can set export setting here and export data according to his requirement.

hbneo-desk-discount-report-three

Party Report: With this release we have provided of Party report.

Slide menu → Report → Party Report

Please refer below screenshot for your help.

hbneo-desk-party-report

Export Button: User can export data from here.

hbneo-desk-party-report-two

Export Setting: User can set export setting here and export data according to his requirement.

hbneo-desk-party-report-three

Transactional Level Setting: With this release, we have provided of Transactional level setting.

Slide menu → Sale/Purchase → Invoice → Click on the add Button.

Please refer below screenshot for your help

hbneo-desk-transactional-level

Click on setting button

hbneo-desk-transactional-level-two

Set setting: User can set setting here.

hbneo-desk-transactional-level-three

As per user selection filed will visible on transaction screen.

hbneo-desk-transactional-level-four

Redirect to reports from the dashboard: With this release, we have provided of Redirect reports from dashboard of Sales, Purchase, Cash & Bank, Creditors, Debtors

Dashboard → Total Sales

Please refer below screenshot for your help.

hbneo-desk-redirect-toreports

Sale Report Listing: User can view data here.

hbneo-desk-redirect-toreports-two

Invoice template: With this release, we have provided of Invoice template.

Slide menu → Setting → Template Setting

Please refer below screenshot for your help.

hbneo-desk-invoice-template

Add template: User can add template here.

hbneo-desk-invoice-template-two

Select Template here.

hbneo-desk-invoice-template-three

Template Listing: Created template will visible here

hbneo-desk-invoice-template-four

Print Button: On click on print button user can print transactions.

hbneo-desk-invoice-template-five

Unit of conversion: With this release, we have provided of Unit of conversion.

Slide menu → Setting → Inventory Setting

Please refer below screenshot for your help.

hbneo-desk-unitof-conversion

Enable Button: Enable Alternate UOM button here.

hbneo-desk-unitof-conversion-two
hbneo-desk-unitof-conversion-three

Add UOC: User can add UOC here.

hbneo-desk-unitof-conversion-four

Create UOC: User can create UOC here.

hbneo-desk-unitof-conversion-five

UOC Listing: Created UOC will see here.

hbneo-desk-unitof-conversion-six

Party wise profitability: With this release, we have provided Party wise profitability

Slide menu → Reports → Party wise profitbility

Please refer below screenshot for your help.

hbneo-desk-party-wise

Export Button: On click on export button user can export data.

hbneo-desk-party-wise-two

Export setting: User can set export setting here and export data according to requirement.

hbneo-desk-party-wise-three

App Setting: With this release, we have provided drawer Auto Closing and move sync, screen lock button in App setting.

Setting → App Setting → Auto close drawer

Please refer below screenshot for your help.

hbneo-desk-app-setting

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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Team @HostBooks
Team @HostBooks
About Author: HostBooks is a leader in transforming business operations through comprehensive cloud-based solutions that encompass the full spectrum of business requirements. With 8 years of proven expertise, our team is committed to driving enterprise innovation and automation, yielding heightened efficiency and amplified ROI.

Built for scale and speed, HostBooks empowers forward-thinking businesses to simplify workflows, stay compliant, and unlock smarter decisions.

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