Neo Mobile app release with Sync service, Conversion Flow, Template settings, Export of Quote, SO, DC, PO, Sale report, Purchase report, Stock adjustment, Customer Service.
December 15, 2022
New feature added for Create Export Credit/Debit note Invoice and Export Credit/Debit note import excel template feature.
December 30, 2022

Neo Desktop app release with Sync service, Conversion Flow, Template settings, Export of Quote, SO, DC, PO.

Neo Desktop app release with Sync service, Conversion Flow, Template settings, Export of Quote, SO, DC, PO.

Features
  • Sync Service
  • Conversion Flow
  • Template Settings
  • Export of Quote, SO,DC,PO

Sync Service: With this release we have given provision to sync data from mobile to mobile and mobile to desktop. Make sure user have proper internet connection on both devices.

Available Here: Slide menu → Enable Sync.

Please referrer below screenshot for your help.

neo-sync-service

Conversion Flow: With this release we have given provision of the conversion of Quote, SO, DC, PO. User can convert his Quote, SO, DC, PO into invoice and Bill.

Available Here: Document Listing → Action Button.

neo-conversion-flow

Quotation to Sales Order: With this release we have given provision to convert Quotation into Sale Order. User can convert here.

Available Here: Sales → Quotation Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-two

Sales Order listing: Converted document will be view on SO listing.

neo-conversion-flow-three

Quotation to Delivery Challan: With this release we have given provision to convert Quotation into DC. User can convert here.

Available Here: Sales → Quotation Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-four

Delivery Challan listing: Converted document will be view on DC listing.

neo-conversion-flow-five

Quotation to Invoice: With this release we have given provision to convert Quotation into Invoice. User can convert here.

Available Here: Sales → Quotation Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-six

Invoice listing: Converted document will be view on invoice listing.

neo-conversion-flow-seven

Sales Order to Delivery Challan: With this release we have given provision to convert SO into DC. User can convert here.

Available Here: Sales → SO Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-eight

Delivery Challan listing: Converted document will be view on DC listing.

neo-conversion-flow-ninew

Sales Order to Invoice: With this release we have given provision to convert SO into Invoice. User can convert here.

Available Here: Sales → SO Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-ten

Invoice listing: Converted document will be view on Invoice listing.

neo-conversion-flow-eleven

Delivery Challan to Invoice: With this release we have given provision to convert DC into Invoice. User can convert here.

Available Here: Sales → DC Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-tweleve

Invoice listing: Converted document will be view on Invoice listing.

neo-conversion-flow-thirteen

PO to Purchase Invoice: With this release we have given provision to convert PO into Purchase Invoice. User can convert here.

Available Here: Purchase → PO Listing → Action Button.

Please referrer below screenshot for your help.

neo-conversion-flow-fourteen

Purchase Invoice listing: Converted document will be view on Purchase Invoice listing.

neo-conversion-flow-fifteen

Template setting: With this release we have given provision to customize template. User can customize his template.

Available Here: Slide menu → Settings → Template settings.

Please referrer below screenshot for your help.

neo-conversion-flow-sixteen

Set Template:

neo-conversion-flow-seventeen

Export: With this release we have given provision to Export listing data of Quote, SO, DC, PO. User can export his data.

Available Here: Slide menu → Document Listing → Export Button.

Please referrer below screenshot for your help.

neo-conversion-flow-eighteen

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: qa@hostbooks.com.

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