{"id":18983,"date":"2024-12-10T16:54:34","date_gmt":"2024-12-10T11:24:34","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/hb\/?p=18983"},"modified":"2024-12-17T17:00:08","modified_gmt":"2024-12-17T11:30:08","slug":"adding-multiple-quote-single-invoice-adding-branch-wise-stock-sales-bill-adding-add-inventory-adding-category-group-option-pr-customization-settings-adding-conve","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/adding-multiple-quote-single-invoice-adding-branch-wise-stock-sales-bill-adding-add-inventory-adding-category-group-option-pr-customization-settings-adding-conve\/","title":{"rendered":"Adding multiple Quote to single Invoice, adding Branch wise Stock in Sales\/Bill, adding \u201cadd on\u201d in Inventory, adding Category & Group option in PR customization settings, adding conversion rate at decimal 10 places, etc."},"content":{"rendered":"
Features<\/strong><\/h5>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
S.No.<\/strong><\/th>\nDescription<\/strong><\/th>\nType<\/strong><\/th>\n<\/tr>\n<\/thead>\n
1.<\/td>\nSales\/Bill – Add default print option in Customization Settings<\/td>\nEnhancement<\/td>\n<\/tr>\n
2.<\/td>\nApproval Matrix – Add Estimate option<\/td>\nEnhancement<\/td>\n<\/tr>\n
3.<\/td>\nPhysical Stock Verification – Add Financial Impact option<\/td>\nEnhancement<\/td>\n<\/tr>\n
4.<\/td>\nReport – Add Cheque Register, Contact Transactions with Due Dates, Expenses by Contact, Stock Ageing Report as Branch wise<\/td>\nEnhancement<\/td>\n<\/tr>\n
5.<\/td>\nSales\/Bill:- Add recent transactions for Unit price<\/td>\nEnhancement<\/td>\n<\/tr>\n
6.<\/td>\nImport – Add Item Identification option in Inventory Opening<\/td>\nEnhancement<\/td>\n<\/tr>\n
7.<\/td>\nInventory – Add Inventory Custom fields<\/td>\nEnhancement<\/td>\n<\/tr>\n
8.<\/td>\nInventory – Add Fix Attribute option in Inventory Customization Settings<\/td>\nEnhancement<\/td>\n<\/tr>\n
9.<\/td>\nBatch Management – Add delete option<\/td>\nEnhancement<\/td>\n<\/tr>\n
10.<\/td>\nInventory – Add Batch series option in GRN<\/td>\nEnhancement<\/td>\n<\/tr>\n
11.<\/td>\nReport – Add filter options in Area Wise Commission<\/td>\nEnhancement<\/td>\n<\/tr>\n
12.<\/td>\nRole Permission – Add permission for Production<\/td>\nEnhancement<\/td>\n<\/tr>\n
13.<\/td>\nPrint Template – Add Flat, Value and Both options for Add. Discount and others<\/td>\nEnhancement<\/td>\n<\/tr>\n
14.<\/td>\nSales – Add multiple Quote to single Invoice<\/td>\nNew Features<\/td>\n<\/tr>\n
15.<\/td>\nListing Pages – Add PAN, Mobile, Email ID wise search options in Sales, DC and others<\/td>\nEnhancement<\/td>\n<\/tr>\n
16.<\/td>\nSales\/Delivery Challan – Add Item Identification wise item search options<\/td>\nEnhancement<\/td>\n<\/tr>\n
17.<\/td>\nSales\/Bill – Add Branch wise Stock<\/td>\nNew Features<\/td>\n<\/tr>\n
18.<\/td>\nGL Report – Add Ledger Code in Excel Export<\/td>\nEnhancement<\/td>\n<\/tr>\n
19.<\/td>\nRole Permission – Add view material requirement option in BOM, Production Plan, etc<\/td>\nEnhancement<\/td>\n<\/tr>\n
20.<\/td>\nCredit\/Debit Note – Add Save as Draft, Submit for Approval option<\/td>\nEnhancement<\/td>\n<\/tr>\n
21.<\/td>\nReports – Add GRN based Inward Qty show<\/td>\nEnhancement<\/td>\n<\/tr>\n
22.<\/td>\nInventory – Add \u201cadd on\u201d<\/td>\nNew Features<\/td>\n<\/tr>\n
23.<\/td>\nUnit of Conversion – Add conversion rate at decimal 10 places<\/td>\nEnhancement<\/td>\n<\/tr>\n
24.<\/td>\nPurchase Requisition – Add Category & Group option in PR customization settings<\/td>\nEnhancement<\/td>\n<\/tr>\n
25.<\/td>\nQuote, Sales Order & Invoice – Add Swift code on UI and Print template<\/td>\nEnhancement<\/td>\n<\/tr>\n
26.<\/td>\nBill – Add Identification fields in Bill Import<\/td>\nEnhancement<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Sales\/Bill – Add default print option in Customization Settings: <\/strong>With this release, a new provision introduces a Default Print Option in Customization Settings, enabling users to set a predefined print template for Sales or Bill documents.<\/p>\n

Available Here: <\/strong>Settings → Custom Configurations → Sales Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Approval Matrix – Add Estimate option: <\/strong>With this release, a new provision introduces an Estimate Option in the Approval Matrix, enabling businesses to integrate estimate approvals into their workflow. This feature ensures that estimates undergo the required review and approval process<\/p>\n

Available Here: <\/strong>Settings → Admin Configurations → User Management → Approval Matrix<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Physical Stock Verification – Add Financial Impact option: <\/strong>With this release, a new provision introduces a Financial Impact Option along with the ability to add two specific ledgers: Purchase Account and Consumption Account. This feature enhances financial tracking and reporting by allowing users to capture the financial impact of transactions<\/p>\n

Available Here: <\/strong>Pro Inventory → Physical Stock Verification<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Report – Add Cheque Register, Contact Transactions with Due Dates, Expenses by Contact, Stock Ageing Report as Branch wise: <\/strong>This update Cheque Register, Contact Transactions with Due Dates, Expenses by Contact & Stock Ageing Report, allowing users to view data categorized by branch for better tracking and management.<\/p>\n

Available Here: <\/strong>Reports → Utility Reports → Contact Transactions with Due Dates<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Sales\/Bill:- Add recent transactions for Unit price: <\/strong>With this release, a new provision introduces a Recent Transactions for Unit Price feature, enabling users to view the unit price history for specific items across the last 10 transactions.<\/p>\n

Available Here: <\/strong>Sales → Invoice → Add Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Import – Add Item Identification option in Inventory Opening: <\/strong>With this release, a new provision introduces an Item Identification Option in Inventory Opening, allowing users to import and manage detailed identification information for inventory items, such as Serial Number, IMEI Number, Engine Number, and Chassis Number.<\/p>\n

Available Here: <\/strong>Settings → Organisation Settings → Company → Document Import → Pro Inventory Opening New<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Inventory – Add Inventory Custom fields: <\/strong>With this release, a new provision introduces the ability to Add Inventory Custom Fields. Users can define up to 10 custom fields for inventory items.<\/p>\n

Available Here: <\/strong>Pro Inventory → Customization Settings<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Inventory – Add Fix Attribute option in Inventory Customization Settings: <\/strong>With this release, a new provision introduces a Fix Attribute Option in Inventory Customization Settings, allowing users to apply default attributes to inventory items.<\/p>\n

Available Here: <\/strong>Pro Inventory → Customization Settings<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Batch Management – Add delete option: <\/strong>With this release, a new provision introduces a Batch Delete Option in Batch Management.<\/p>\n

Available Here: <\/strong>Pro Inventory → Inventory → Batch Management<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Inventory – Add Batch series option in GRN: <\/strong>With this release, a new provision introduces a Batch Series Rule for Goods Receipt Notes (GRN), allowing users to define and automate batch numbering based on parameters like warehouse, transaction date, item name, and more.<\/p>\n

Available Here: <\/strong>Pro Inventory → Inventory → Batch Series Setting Rule<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Report – Add filter options in Area Wise Commission: <\/strong>With this release, we have provision to add select contact, Invoice No, dimension, agent category & customer category filter options in Area wise commission report. You can search the transactions accordingly.<\/p>\n

Available Here: <\/strong>Reports → Utility Reports → Area Wise Commission<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Role Permission – Add permission for Production: <\/strong>With this release, a new provision introduces the ability to Add Permissions for Production, allowing administrators to manage access to Production features and data on a user-wise basis. This enhancement provides better control over who can view, edit, or add<\/p>\n

Available Here: <\/strong>Settings → Admin Configurations → User Management → Add Policy<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Print Template – Add Flat, Value and Both options for Add. Discount and others: <\/strong>With this release, we have provision to add Flat, Value and Both options for Add. Discount, Service charge, Making charge & Packing charge. The values will now be displayed based on the settings defined in the template.<\/p>\n

Available Here: <\/strong>Settings → Template Configuration → Print Template -> Field (Tab)<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Sales – Add multiple Quote to single Invoice: <\/strong>With this release, you can now link multiple quotes to a single invoice. This enhancement streamlines the invoicing process, making it more efficient and flexible for handling multiple quotes under one transaction.<\/p>\n

Available Here: <\/strong>Sales → Sales Invoice → Add Sale<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Listing Pages – Add PAN, Mobile, Email ID wise search options in Sales, DC and others: <\/strong>With this release, we’ve introduced PAN, Mobile Number, and Email ID as search filters across the modules i.e. Quote, Sales Order, Delivery Challan (DC), Sales, & Sales Credit\/Debit Note. These enhancements make it easier to find transactions using PAN, Email ID, or Mobile Number, ensuring quicker and more efficient searches.<\/p>\n

Available Here: <\/strong>Sales → Sales Invoice → Invoice Listing page<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Sales\/Delivery Challan – Add Item Identification wise item search options: <\/strong>With this release, we\u2019ve introduced the ability to search items using Item Identification as a filter.<\/p>\n

Available Here: <\/strong>Sales → Sales Invoice → Add Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Sales\/Bill – Add Branch wise Stock: <\/strong>With this release, we\u2019ve added the provision to view Branch-Wise Stock during sales or billing. When creating a Sales\/Bill transaction and clicking on Qty Allocation, you can now see stock availability across different branches.<\/p>\n

Available Here: <\/strong>Sales → Sales Invoice → Add Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

GL Report – Add Ledger Code in Excel Export: <\/strong>With this release, we’ve introduced the provision to include Ledger Codes in Excel exports.<\/p>\n

Available Here: <\/strong>Reports → Accounting → General Ledger → Export<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Role Permission – Add view material requirement option in BOM, Production Plan, etc.: <\/strong>With this release, we\u2019ve added the View Material Requirement option to the modules i.e. BOM (Bill of Materials), Production Plan, Production Order, Production Journal, Production Entry, Job Order. This feature allows you to manage and view material requirements based on user permissions.<\/p>\n

Available Here: <\/strong>Settings → Admin Configurations → User Management → Add Policy<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

You can view permission wise<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Credit\/Debit Note – Add Save as Draft, Submit for Approval option: <\/strong>With this release, we’ve added the Save as Draft and Submit for Approval options when creating Credit\/Debit Notes from an Invoice or Bill.<\/p>\n

Available Here: <\/strong>Sales → Sales Invoice → Sales Invoice View → Invoice Option → Credit\/Debit Note<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Reports – Add GRN based Inward Qty show: <\/strong>With this release, we’ve introduced the option to display GRN-Based Inward Quantity in Stock Category Summary, Batch Report, Stock Statement Report, Inventory List Report and Warehouse Report.<\/p>\n

Available Here: <\/strong>Reports → Inventory → Stock Statement Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Inventory – Add “add on”: <\/strong>With this release, we’ve introduced the provision to add “Add-On” options to inventory items. You can now define and associate Add-Ons with any inventory item.<\/p>\n

Available Here: <\/strong>Pro Inventory → Item → Inventory option → Add Item<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Unit of Conversion – Add conversion rate at decimal 10 places: <\/strong>With this release, we\u2019ve introduced the ability to define conversion rates with up to 10 decimal places.<\/p>\n

Available Here: <\/strong>Pro Inventory → Item → Inventory option → Add Unit of Conversion<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Purchase Requisition – Add Category & Group option in PR customization settings: <\/strong>With this release, we\u2019ve added the Category and Group options to PR (Purchase Requisition) customization settings. You can now select items based on their Category or Group.<\/p>\n

Available Here: <\/strong>Pro Inventory → Item → Inventory option → Add Unit of Conversion<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Quote, Sales Order & Invoice – Add Swift code on UI and Print template: <\/strong>The new update introduces a Swift Code field on the user interface and in the print template, allowing businesses to easily add their bank’s Swift code to documents. The Swift code will now automatically display on print templates, such as invoices documents, giving customers and partners clear payment instructions.<\/p>\n

Available Here: <\/strong>Sales → Quote\/Sales Order → Add Quote\/Sales Order\/Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

\n\t
\n<\/figure>\n

<\/p>\n

Bill – Add Identification fields in Bill Import: <\/strong>With this release, we’ve added the provision to include Identification Fields in the Bill Import process. This enhancement allows you to easily import item identification details directly into the Bill.<\/p>\n

Available Here: <\/strong>Purchase → Purchase Invoice → Add Import<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: qa@hostbooks.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Adding multiple Quote to single Invoice, adding Branch wise Stock in Sales\/Bill, adding \u201cadd on\u201d in Inventory, adding Category & Group option in PR customization settings, adding conversion rate at decimal 10 places, 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\/18983"}],"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=18983"}],"version-history":[{"count":3,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/18983\/revisions"}],"predecessor-version":[{"id":18986,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/18983\/revisions\/18986"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=18983"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=18983"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=18983"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=18983"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}