{"id":19411,"date":"2025-02-26T16:52:49","date_gmt":"2025-02-26T11:22:49","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/hb\/?p=19411"},"modified":"2025-03-12T16:53:38","modified_gmt":"2025-03-12T11:23:38","slug":"adding-multiple-agent-invoice-adding-manufacturing-journal-history-adding-warehouse-area-fields-exports-adding-inventory-active-active-options-attributes-etc","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/adding-multiple-agent-invoice-adding-manufacturing-journal-history-adding-warehouse-area-fields-exports-adding-inventory-active-active-options-attributes-etc\/","title":{"rendered":"Adding multiple agent in an Invoice, adding Manufacturing Journal history, adding Warehouse & Area fields in Exports, adding Inventory active\/In-active options in Attributes, 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
S.No.<\/strong><\/th>\nDescription<\/strong><\/th>\nType<\/strong><\/th>\n<\/tr>\n<\/thead>\n
1.<\/td>\nRole permission \u2013 Add edit used contact option in Contact Permission<\/td>\nEnhancement<\/td>\n<\/tr>\n
2.<\/td>\nAgent – Add multiple agent in an Invoice<\/td>\nEnhancement<\/td>\n<\/tr>\n
3.<\/td>\nReport \u2013 Add Production Qty & Purchase Qty fields in Stock Management Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
4.<\/td>\nManufacturing Journal \u2013 add history option<\/td>\nEnhancement<\/td>\n<\/tr>\n
5.<\/td>\nMTN \u2013 Add FG Item name, Code and Batch on print<\/td>\nEnhancement<\/td>\n<\/tr>\n
6.<\/td>\nBOM – Add category option in BOM<\/td>\nEnhancement<\/td>\n<\/tr>\n
7.<\/td>\nSales \u2013 Add Warehouse & Area fields in Exports<\/td>\nEnhancement<\/td>\n<\/tr>\n
8.<\/td>\nSales\/DC\/GRN \u2013 Add Bulk Item Identification Entry in Sales\/DC\/GRN<\/td>\nEnhancement<\/td>\n<\/tr>\n
9.<\/td>\nProjects \u2013 Add task from task listing and update your task status<\/td>\nEnhancement<\/td>\n<\/tr>\n
10.<\/td>\nInventory \u2013 Add active\/In-active options in Attributes<\/td>\nEnhancement<\/td>\n<\/tr>\n
11.<\/td>\nPreview \u2013 Add Payment No & Narration on Print Template 1-10<\/td>\nEnhancement<\/td>\n<\/tr>\n
12.<\/td>\nProduction – Add upload document option<\/td>\nEnhancement<\/td>\n<\/tr>\n
13.<\/td>\nPrint template \u2013 Add Equivalent qty field on Bill, GRN, & PO<\/td>\nEnhancement<\/td>\n<\/tr>\n
14.<\/td>\nSales \u2013 Add Barcode & Item identification option Sales Customization Settings<\/td>\nEnhancement<\/td>\n<\/tr>\n
15.<\/td>\nQuote Export \u2013 Add Expiry Date field on Print Template<\/td>\nEnhancement<\/td>\n<\/tr>\n
16.<\/td>\nDirect Payment \u2013 Add description option on Print<\/td>\nEnhancement<\/td>\n<\/tr>\n
17.<\/td>\nGeneral Ledger Report \u2013 Default Branch name & Code column show<\/td>\nEnhancement<\/td>\n<\/tr>\n
18.<\/td>\nBill \u2013 Add restriction on Bill<\/td>\nEnhancement<\/td>\n<\/tr>\n
19.<\/td>\nDelivery Challan \u2013 Add multiple TO with single DC<\/td>\nEnhancement<\/td>\n<\/tr>\n
20.<\/td>\nBOM \u2013 Add Remarks on BOM UI and Print<\/td>\nEnhancement<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Role permission \u2013 Add edit used contact option in Contact Permission: <\/strong>With this release, we’ve added the option to \u201cedit used contact\u201d in Contact Permission. Now, you can grant users permission to edit contacts even after creating an invoice.<\/p>\n

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

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

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\n<\/figure>\n

Agent – Add multiple agent in an Invoice: <\/strong>“With this release, we’ve added the provision to map multiple agents in an invoice and manage this setting in Sales Customization. You can select or unselect agents as needed. Additionally, you can export agent details to an Excel sheet.<\/p>\n

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

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

Select multiple agents from Sales Customization Settings<\/p>\n

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\n<\/figure>\n

Create an Invoice with multiple Agents<\/p>\n

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\n<\/figure>\n

Agent shows in Export<\/p>\n

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\n<\/figure>\n

In Sales Report, add More Sales Employee in settings<\/p>\n

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

Report \u2013 Add Production Qty & Purchase Qty fields in Stock Management Report: <\/strong>With this release, we’ve added the Production Qty and Purchase Qty fields in the Stock Management Report.”<\/p>\n

Available Here: <\/strong>Reports → Utility Reports → Stock Management Report<\/p>\n

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

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\n<\/figure>\n

Manufacturing Journal \u2013 add history option: <\/strong>With this release, we’ve added a history option in the Manufacturing Journal. You can now view the complete action history, tracked user-wise.<\/p>\n

Available Here: <\/strong>Manufacturing → View Manufacturing Journal<\/p>\n

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

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

MTN \u2013 Add FG Item name, Code and Batch on print: <\/strong>With this release, we’ve added the FG Item Name, Code, and Batch to the print view.<\/p>\n

Available Here: <\/strong>Desk → Dashboard<\/p>\n

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

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\n<\/figure>\n

BOM – Add category option in BOM: <\/strong>With this release, we’ve added a category option in BOM. When you select a category in BOM and create an invoice with that category, the consumption for that BOM will be automatically posted.<\/p>\n

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

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

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\n<\/figure>\n

Create BOM with category<\/p>\n

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\n<\/figure>\n

Sales – Add Warehouse & Area fields in Exports: <\/strong>With this release, we’ve added Warehouse and Area fields in Sales Exports. You can now view transaction details categorized by Warehouse and Area.<\/p>\n

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

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

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

Sales\/DC\/GRN – Add Bulk Item Identification Entry in Sales\/DC\/GRN: <\/strong>With this release, we have introduced Bulk Item Identification Entry in Sales\/DC\/GRN QTY Allocation. You can now add multiple item identification entries at once. When a new row is added, the QTY will be updated automatically.<\/p>\n

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

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

Projects – Add task from task listing and update your task status: <\/strong>With this release, we’ve added the ability to create tasks directly from the task listing page with minimal fields. You can also update task statuses, as well as update or delete tasks from the task listing page.<\/p>\n

Available Here: <\/strong>Projects → Home → Task Info<\/p>\n

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

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

Manufacturing Journal – Add Down time & Reason master: <\/strong>With this release, we’ve added Downtime and Reason Master to the Manufacturing Journal. You can now log the reason for downtime and track the duration of manufacturing downtime.<\/p>\n

Available Here: <\/strong>Manufacturing → Production Journal → Add Manufacturing Journal<\/p>\n

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

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\n<\/figure>\n

Preview – Add Payment No & Narration on Print Template 1-10: <\/strong>With this release, we’ve added Payment No. and Narration to Print Templates 1-10 for On A\/c Payment, Other Payment, Over Payment, On A\/c Receipt, Other Receipt, Over Receipt, and Manual Journal Print.<\/p>\n

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

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

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

Production – Add upload document option: <\/strong>With this release, we’ve added an option to upload documents in Production Order, Production Entry, and Production Journal. You can now attach documents as needed.<\/p>\n

Available Here: <\/strong>Manufacturing → Production Order<\/p>\n

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

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

Print template \u2013 Add Equivalent qty field on Bill, GRN, & PO: <\/strong>With this release, we’ve added the Equivalent Qty field to Bill, GRN, and PO. You can also view the Equivalent Qty on the Custom Print Template.<\/p>\n

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

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

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\n<\/figure>\n

Sales \u2013 Add Barcode & Item identification option Sales Customization Settings: <\/strong>With this release, we’ve added the Barcode and Item Identification options in Sales Customization Settings. You can enable or disable these options from the customization settings as needed.<\/p>\n

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

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

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

Quote Export \u2013 Add Expiry Date field on Print Template: <\/strong>With this release, we’ve added the Expiry Date field to the Print Template. You can also view the Equivalent Qty on the Custom Print 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

Direct Payment \u2013 Add description option on Print: <\/strong>With this release, we’ve added a Description option to the Print Template. Now, when a Direct Payment is created with a description but without selecting an item, the description will still appear on the print.<\/p>\n

Available Here: <\/strong>Banking → Direct Payment → View Direct Payment → Preview<\/p>\n

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

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

General Ledger Report \u2013 Default Branch name & Code column show: <\/strong>With this release, the Branch Name and Code columns are now shown by default. When accessing the General Ledger from the Profit & Loss, Balance Sheet, or Trial Balance, the default Branch Name and Code will now be automatically populated for that ledger.<\/p>\n

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

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

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\n<\/figure>\n

Bill \u2013 Add restriction on Bill: <\/strong>With this release, we’ve added a serial wise transaction delete restriction on Bills. If a Bill is created with a serialized item and a Sale is made using that item’s serial number, the Bill cannot be deleted.<\/p>\n

Available Here: <\/strong>Purchase → Purchase Invoice → Bill View → Click on<\/p>\n

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

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

Delivery Challan \u2013 Add multiple TO with single DC: <\/strong>With this release, we’ve added the ability to link multiple Transfer Orders with a single Delivery Challan.<\/p>\n

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

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

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\n<\/figure>\n

BOM \u2013 Add Remarks on BOM UI and Print: <\/strong>With this release, we’ve added a Remarks field to the BOM UI and Print.<\/p>\n

Available Here: <\/strong>Manufacturing → Production Masters → BOM → Add BOM<\/p>\n

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

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\n<\/figure>\n

BOM Print<\/p>\n

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\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 agent in an Invoice, adding Manufacturing Journal history, adding Warehouse & Area fields in Exports, adding Inventory active\/In-active options in Attributes, 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\/19411"}],"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=19411"}],"version-history":[{"count":1,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/19411\/revisions"}],"predecessor-version":[{"id":19412,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/19411\/revisions\/19412"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=19411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=19411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=19411"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=19411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}