Sales Order, Goods & Receipt, Customize Columns of Invoice Listing

Features

Sales Orders with Reference to Quote: With this release we have given provision to create Sales Order with reference to quote.

Path: Books >> Quote >> Select Quote >> Quote Options >> Create SO

Once Sales Order is created then respective transaction will populate under sales order listing.

Direct Sales Order: Provision also given to create Sales order directly without any reference as well.

Path: Books >> Sales Order

Upon click of Sales order, listing page will be displayed with Search option for existing transaction and also user can create new Sales Order using “+ Sales Order”.

Upon click of Search button option to search existing transaction using Sales Invoice number, Reference and from-to date filter is provided for easy search.

Upon click of + Sales Order, option to create new sales order is made available.

User can create Sales Order by entering all mandatory fields marked with “*”

Standard and Open Sales Order: Provision is given while creating Sales Order user can select order type as Standard SO or Open SO and also sales order conversion can be define while creating Sales Order i.e. Full or Partial conversion.

In case sales order type is selected as Open SO then provision to select nature of Sales Order as Quantity Fixed, Price Fixed, Time Fixed along with delivery schedule of sales order wherein user have option to select schedule as Monthly, Semi-monthly, Quarterly, Half Yearly and Yearly.

We have also given provision to set tolerance for Goods Delivery where if user want can check mark given option for particular transaction and enter tolerance % (as per entered % delivery of goods may vary short or excess)

Once Sales Order is created than same can be converted to delivery challan or Invoice directly from sales order options.

Purchase Order Type and Conversion: Provision is given while creating Purchase Order user can select order type as Standard PO or Open PO and also purchase order conversion can be define while creating purchase order i.e. Full or Partial conversion.

Path: Books >> Purchase Order >> + Purchase Order

In case purchase order type is selected as Open PO then provision to select nature of Purchase Order as Quantity Fixed, Price Fixed, Time Fixed along with delivery schedule of sales order wherein user have option to select schedule as Monthly, Semi-monthly, Quarterly, Half Yearly and Yearly.

We have also given provision to set tolerance for Goods Receipt wherein if user want can check mark given option for particular transaction and enter tolerance % (as per entered % receipt of goods may vary short or excess)

Once Purchase Order is created than same can be converted to GRN or Bill from Purchase order options.

Good Receipt Note: With this release we have given provision to Create GRN with reference to Purchase order. The additional transaction added to purchase process will stream line purchase process and reduce chances of error in process.

Path: Books >> Good Receipt Note

Upon click of Good Receipt Note, listing page will be displayed with Search option for existing transaction and also user can create new Good Receipt Note using “+ Good Receipt Note”.

User can create Good Receipt Note by entering all mandatory fields marked with “*”

Once Good receipt note is created, then user can convert same document to Create Bill while click on Good Receipt Option.

Customize Columns of Invoice Listing page: With this release we have given provision to user to customize columns of invoice listing page.

Path: Books >> Invoice >> Setting Button (“Next to Search Button”)

On click of setting button user will get options to select columns as per choice, user can select required columns and click on save button.

Once user click on save button then sales invoice listing page will be displayed as per customize column.

Project Management System: With this release we have introduced a powerful and easy to use projects management system. Where in user can manage a project by Project Estimation, Scheduling, Cost control and budget management, etc.

Note: Kindly refer detailed release note for Project Management System in release version 2.19

A Separate icon for Projects is given on Menu bar

Upon click of Projects menu listing page of Projects are displayed.

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