{"id":17299,"date":"2023-09-25T13:16:11","date_gmt":"2023-09-25T07:46:11","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=17299"},"modified":"2023-10-11T13:20:00","modified_gmt":"2023-10-11T07:50:00","slug":"add-lost-opportunity-report-add-non-performing-customer-report-sales-commission-report-item-profitability-consolidated-report-monthly-item-profitability-report-etc","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/add-lost-opportunity-report-add-non-performing-customer-report-sales-commission-report-item-profitability-consolidated-report-monthly-item-profitability-report-etc\/","title":{"rendered":"Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability Consolidated Report, Monthly Item Profitability Report, etc."},"content":{"rendered":"<h5><strong>Features<\/strong><\/h5>\n<ul class=\"highlights-list\">\n<li>Report &#8211; Add Lost Opportunity Report<\/li>\n<li>Report &#8211; Add Non Performing Customer Report<\/li>\n<li>Report &#8211; Sales Commission Report<\/li>\n<li>Report &#8211; Item Profitability Consolidated Report<\/li>\n<li>Report &#8211; Monthly Item Profitability Report<\/li>\n<li>Export &#8211; Add page no in Export<\/li>\n<li>Sales\/Bill &#8211; Add Terms &#038; Conditions<\/li>\n<li>Sales\/Quote &#8211; Add fields in Export<\/li>\n<li>Fixed some Customer issues.<\/li>\n<\/ul>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Add Lost Opportunity Report: <\/strong>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.<\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Utility Report &#8594; Lost Opportunity Report<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-add-lost-one.jpg\" alt=\"accounting-report-add-lost-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-add-lost-two.jpg\" alt=\"accounting-report-add-lost-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Add Non Performing Customer Report: <\/strong>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.<\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Customer Report &#8594; Non Performing Customer Report<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-add-non-one.jpg\" alt=\"accounting-report-add-non-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-add-non-two.jpg\" alt=\"accounting-report-add-non-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Sales Commission Report: <\/strong>With this release, we have given to Sales Commission Report. You can see the CC &#038; MM item group details as per Branch wise &#038; Consolidated.<\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Utility Report &#8594; Sales Commission Report<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-sales-one.jpg\" alt=\"accounting-report-sales-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-sales-two.jpg\" alt=\"accounting-report-sales-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Item Profitability Consolidated Report: <\/strong>With this release, we have given to Item Profitability Consolidated Report. You can see year wise consolidated profit.<\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Utility Report &#8594; Item Profitability Consolidated Report<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-item-one.jpg\" alt=\"accounting-report-item-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-item-two.jpg\" alt=\"accounting-report-item-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Monthly Item Profitability Report: <\/strong>With this release, we have given to Monthly Item Profitability Report. You can see branch wise profit.<\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Utility Report &#8594; Monthly Item Profitability Report<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-monthly-one.jpg\" alt=\"accounting-report-monthly-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-report-monthly-two.jpg\" alt=\"accounting-report-monthly-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Export &#8211; Add page no in All Export: <\/strong>With this release, we have given to export the more than 5K records as per page wise.<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Invoice &#8594; Export<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-export-add-page-one.jpg\" alt=\"accounting-export-add-page-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-export-add-page-two.jpg\" alt=\"accounting-export-add-page-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Sales\/Quote &#8211; Add fields in Export: <\/strong>With this release, we have given to add some fields in Sales and Quote.<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Invoice &#8594; Export<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-sales-quote-one.jpg\" alt=\"accounting-sales-quote-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-sales-quote-two.jpg\" alt=\"accounting-sales-quote-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Sales\/Bill &#8211; Add Terms &#038; Conditions: <\/strong>With this release, we have given to add multiple terms &#038; Condition for Sales &#038; Bill. You can create Terms &#038; Condition masters and select multiple terms &#038; Conditions in Sales &#038; Bill.<\/p>\n<p><strong>Available Here: <\/strong>Settings  &#8594; Custom Configurations &#8594; Terms &#038; Conditions<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-sales-bill-one.jpg\" alt=\"accounting-sales-bill-one\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-sales-bill-two.jpg\" alt=\"accounting-sales-bill-two\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-sales-bill-three.jpg\" alt=\"accounting-sales-bill-three\" class=\"wp-image\"><br \/>\n<\/figure>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/10\/accounting-sales-bill-four.jpg\" alt=\"accounting-sales-bill-four\" class=\"wp-image\"><br \/>\n<\/figure>\n<p><strong style=\"color:#ecaf00;\">Bugs:<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>Bug Id<\/th>\n<th>Discription<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Internal<\/td>\n<td>Changes in Conversion API (Add Sales Invoice)<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Segment &#038; Division Tab is not coming. Branch Accounting is enabled<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Template footer images coming blank when not selecting, fixed.<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Import-Cost Center&#8217; Code length limit should be set &#8217;45&#8217;, As per UI<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Unable to generate e-Invoice<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Removed UOC validation<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Old template was not downloading,<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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>Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability<br \/>\nConsolidated Report, Monthly Item Profitability Report, etc.<\/p>\n","protected":false},"author":1276,"featured_media":0,"comment_status":"closed","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\/17299"}],"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\/1276"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/comments?post=17299"}],"version-history":[{"count":3,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17299\/revisions"}],"predecessor-version":[{"id":17302,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17299\/revisions\/17302"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=17299"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=17299"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=17299"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=17299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}