WMS, Enterprise Level Branch Accounting, PMS-New Version, Credit Note Report

Features Summary:

• Warehouse management system
• PMS- New Version
• Enterprise Level Branch Accounting
• Credit Note Report
• Export on Request in General Ledger, Balance Sheet, Income Statement, and Trial Balance Report
• Enable ITC in payment edit mode (Bill & Expense)
• Fixed some Customer issues.

Features Details:

Warehouse Management System:
With this release, we have provided to Warehouse management system to maintain the inventory. You can maintain
the Inventory as Godown, Room, Rack and Bin wise.

Available Here: Pro Inventory → Warehouse

Please referrer below screenshot for your help.

Created warehouse will be showing on listing pages

Create Warehouse, Godown, etc.

Create single Storage

Create multiple storage

Allocate inventory to warehouse via Bill

From Sales Invoice

PMS -New Version: With this release, we have given provision to create
Project from Sales Order also. You can maintain the Budget Cost and Projects Task details from Sales Order.

Available Here: Sales Orders → Create Sales Order → Approve → Approve and add
Project

Please referrer below screenshot for your help.

Create Projects from Sales Order

When creating Projects from Sales Order then Company GSTIN, Branch, Category, and Contractee will be mapped to the
Sales Order and Project Code will be automatically generated.

There is an option to create the Task from Sales Order and Manual.

The Task details will be mapped from Sales Order.

After creating a task, you can raise the PO, Delivery Challan, and Invoice of Tasks.

After completing task, you can raise the Project Invoice.

Also Export Task in Excel sheet.

Enterprise -Branch Accounting: With this release, we have provided Branch
Account. You can see and manage your transactions and Report as per Segment, Division, and Branch wise.

Available Here: Settings →Organisation Settings → Branch Management

Please referrer below screenshot for your help.

Create Segment, Division, and Branch

Add Segment

Add Division

Add Branch

Created Branches will be showing on listing pages.

Assign Full Business, Segment and Branch wise to user.

Click on Segment/Division/Branch wise view

Branch Wise view

Branch wise Sales creation

Transfer from one branch to another branch

Branch wise Report

Credit Note Report: With this release, we have provided customer wise Credit
Note report for faster access with all credit note.

Available Here: Reports → Sale → Credit Note Report

Please referrer below screenshot for your help.

Export on Request in General Ledger, Balance Sheet, Income Statement, and Trial
Balance Report: With this release, we have provided larger data export in GL, Balance Sheet, Income
Statement, and Trial Balance Report.

Please referrer below screenshot for your help.

Enable ITC in edit mode (Bill & Expense): With this release, we have provided
ITC edit option in Bill and Expense. After Payment, you can update ITC in edit mode.

Available Here: Purchase → Open Paid Bill → Bill Options → Edit

Please referrer below screenshot for your help.

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.