Template – Add Attributes, Identification, SMS Alert Notification
October 9, 2021
Get Challan & Challan Mapping Enhancement
November 15, 2021

Template – Template – PO & Quote, Freight & Delivery Charges

Template Configuration

Sales Order/Quote: With this release we have given provision to create custom templates for Sales Order/Quote wherein user can configure Layout, Fields and Email.

Purchase Order: With this release we have given provision to create custom templates for Purchase Order wherein user can configure Layout, Fields and Email.

Default Account for Freight & Delivery Charges: Default Account for Freight & Delivery Charges: With this release we have given provision to configure default account for Freight (Inward and Outward) and Delivery (Inward and Outward)

Features

Print Template for Sales Order/Quote: With this release we have given provision to create custom template print for Sales Order/Quote.

Setting >> Print Template >> Select Document Type as Sales Order/Quote

print-template-for-sale-order-quote

User can select template from available templates.

user-can-select-template-from-available-templates

Then further user can select required fields for print for each section of document.

then-further-user-can-select-required-fields-for-print

User can also configure custom email content for subject and email with default option to enter internal email id (So that for every email sent to contact (a copy of same is marked to internal email id) along with provision to attach Sales Order/Quote in email notification.

user-can-also-configure-custom-email-content

Once Sales Order/Quote template is created and marked as default, then user can Preview the same on click of Preview (New) after creating Sales Order/Quote document.

once-sales-order-quote-template-is-created

Upon click of Preview (New) document is available for print or download.

upon-click-of-preview-document-is-available-for-print

Print Template for Purchase Order: With this release we have given provision to create custom template print for Purchase Order.

Setting >> Print Template >> Select Document Type as Purchase Order

print-templ-for-purchase-order

User can select template from available templates.

user-can-select-template-from-available-templates-print-purchase

Then further user can select required fields for print for each section of document.

then-further-user-can-select-required-fields-for-print-purchase

User can also configure custom email content for subject and email with default option to enter internal email id (So that for every email sent to contact (a copy of same is marked to internal email id) along with provision to attach Purchase Order in email notification.

user-can-also-configure-custom-email-content-print-purchase

Once Purchase Order template is created and marked as default, then user can Preview the same on click of Preview (New) after creating Purchase Order document.

once-purchase-order-template-is-created-print-purchase

Upon click of Preview (New) document is available for print or download.

upon-click-of-preview-document-is-available-for-print-print-purchase

Default Account for Freight & Delivery Charges: With this release provision is given to define default account in chart of account setting for Freight Charges (inward and outward) and Delivery Charges (inward and outward).

Setting >> Financial (Under Organization Setting) >> Chart of Account Setting

default-account-for-freight-and-delivery-charges

In case of any transaction wherein these charges are applied.

in-case-of-any-transaction-wherein-these-charges-are-applied

Upon configuring default accounts for Freight and Delivery charges in chart of account setting, then as per configured account journal is passed for transactions wherein these charges are applied.

upon-configuring-default-account-freight

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

Leave a Reply

Your email address will not be published. Required fields are marked *

71 + = 77

Stay Connected

Never miss out on what’s new in GST,
Accounting, TDS, and Tax compliance.

Subscribe to our newsletter.

Connect with us on WhatsAapp.





Want to know more about HostBooks?

We'll help you out!






33 − 28 =
Please contact me by: