{"id":13277,"date":"2021-10-23T15:55:39","date_gmt":"2021-10-23T10:25:39","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=13277"},"modified":"2021-10-26T15:56:30","modified_gmt":"2021-10-26T10:26:30","slug":"template-template-po-quote-freight-delivery-charges","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/template-template-po-quote-freight-delivery-charges\/","title":{"rendered":"Template \u2013 Template \u2013 PO &#038; Quote, Freight &#038; Delivery Charges"},"content":{"rendered":"<h5>Features<\/h5>\n<p><strong style=\"color:#ecaf00;\">Print Template for Sales Order\/Quote: <\/strong>  With this release we have given provision to create custom template print for Sales Order\/Quote. <\/p>\n<p>Setting >> Print Template >> Select Document Type as Sales Order\/Quote<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/print-template-for-sale-order-quote.jpg\" alt=\"print-template-for-sale-order-quote\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>User can select template from available templates.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/user-can-select-template-from-available-templates.jpg\" alt=\"user-can-select-template-from-available-templates\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Then further user can select required fields for print for each section of document.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/then-further-uesr-can-select-required-fields-for-print.jpg\" alt=\"then-further-user-can-select-required-fields-for-print\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>User can also configure custom email content for subject and email with default option to enter internal email id (So that for every email sent to contact (a copy of same is marked to internal email id) along with provision to attach Sales Order\/Quote in email notification.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/user-can-also-configure-custom-email-content.jpg\" alt=\"user-can-also-configure-custom-email-content\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Once Sales Order\/Quote template is created and marked as default, then user can Preview the same on click of Preview (New) after creating Sales Order\/Quote document.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/once-sales-order-quote-template-is-created.jpg\" alt=\"once-sales-order-quote-template-is-created\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Upon click of Preview (New) document is available for print or download.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/upon-click-of-preview-document-is-available-for-print.jpg\" alt=\"upon-click-of-preview-document-is-available-for-print\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Print Template for Purchase Order: <\/strong>  With this release we have given provision to create custom template print for Purchase Order. <\/p>\n<p>Setting >> Print Template >> Select Document Type as Purchase Order<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/print-templ-for-purchase-order.jpg\" alt=\"print-templ-for-purchase-order\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>User can select template from available templates.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/user-can-select-template-from-available-templates-print-purchase.jpg\" alt=\"user-can-select-template-from-available-templates-print-purchase\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Then further user can select required fields for print for each section of document.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/then-further-user-can-select-required-fields-for-print-purchase.jpg\" alt=\"then-further-user-can-select-required-fields-for-print-purchase\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>User can also configure custom email content for subject and email with default option to enter internal email id (So that for every email sent to contact (a copy of same is marked to internal email id) along with provision to attach Purchase Order in email notification.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/user-can-also-configure-custom-email-content-print-purchase.jpg\" alt=\"user-can-also-configure-custom-email-content-print-purchase\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Once Purchase Order template is created and marked as default, then user can Preview the same on click of Preview (New) after creating Purchase Order document.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/once-purchase-order-template-is-created-print-purchase.jpg\" alt=\"once-purchase-order-template-is-created-print-purchase\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Upon click of Preview (New) document is available for print or download.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/upon-click-of-preview-document-is-available-for-print-print-purchase.jpg\" alt=\"upon-click-of-preview-document-is-available-for-print-print-purchase\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Default Account for Freight &#038; Delivery Charges: <\/strong>With this release provision is given to define default account in chart of account setting for Freight Charges (inward and outward) and Delivery Charges (inward and outward).<\/p>\n<p>Setting >> Financial (Under Organization Setting) >> Chart of Account Setting<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/default-account-for-freight-and-delivery-charges.jpg\" alt=\"default-account-for-freight-and-delivery-charges\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>In case of any transaction wherein these charges are applied. <\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/in-case-of-any-transaction-wherein-these-charges-are-applied.jpg\" alt=\"in-case-of-any-transaction-wherein-these-charges-are-applied\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>Upon configuring default accounts for Freight and Delivery charges in chart of account setting, then as per configured account journal is passed for transactions wherein these charges are applied. <\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2021\/10\/upon-configuring-default-account-freight.jpg\" alt=\"upon-configuring-default-account-freight\" class=\"wp-image\"><br \/>\n<\/figure>\n<p>We&#8217;re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: <a href=\"mailto:qa@hostbooks.com\" title=\"Email Us\">qa@hostbooks.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong style=\"color:#ecaf00;\">Template Configuration <\/strong><\/p>\n<p><strong style=\"color:#ecaf00;\">Sales Order\/Quote: <\/strong>With this release we have given provision to create custom templates for Sales Order\/Quote wherein user can configure Layout, Fields and Email.<\/p>\n<p><strong style=\"color:#ecaf00;\">Purchase Order: <\/strong> With this release we have given provision to create custom templates for Purchase Order wherein user can configure Layout, Fields and Email.<\/p>\n<p><strong style=\"color:#ecaf00;\">Default Account for Freight &#038; Delivery Charges: <\/strong>Default Account for Freight &#038; Delivery Charges: With this release we have given provision to configure default account for Freight (Inward and Outward) and Delivery (Inward and Outward)<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9292,9291],"tags":[],"yst_prominent_words":[],"_links":{"self":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/13277"}],"collection":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/comments?post=13277"}],"version-history":[{"count":1,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/13277\/revisions"}],"predecessor-version":[{"id":13292,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/13277\/revisions\/13292"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=13277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=13277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=13277"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=13277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}