Overview of Purchase Book in Marg Software

Process to View Purchase Book Report in Marg Software

OVERVIEW OF PURCHASE BOOK IN MARG SOFTWARE 

• In Marg Software Purchase Book Option enables the user to easily view or print the purchase book.
• The user can view the bill-by-bill detail of the purchases including the tax & other details of the transactions based on the filter settings and requirement.

PROCESS TO VIEW PURCHASE BOOK REPORT IN MARG SOFTWARE

• Go to Reports > Purchase Analysis > Purchase Book

A 'Purchase Book' window will appear.

a. From: Enter from which date the user needs to view Purchase Book.

b. To: Enter till which date the user needs to view Purchase Book.

c. Operator Name: If the user needs to view Purchase Book operator wise, then select the operator.

d. Terminal: Specify the name where the system is operating.

e. Order From App/Non App: The user can include purchase order from app and non app.

f. Cash/Credit/Discount: The user can select credit, cash and discount for the basis of bill.

g. With Challan: Select whether to view Purchase Book with challan or without challan.

h. Club Cash Sales: Select whether to club cash purchase as Yes, No or WoP as per the requirement.

i. Detailed /Summarised: Select summary and Detail as per the requirement.

j. Less Cr/Dr Note value: Select whether to deduct the Cr/Dr Note value or not.

k. Amt. =Rate* Quantity, Net, R*Q-D: Select the base on which amount needs to calculate.

l. Index on Date/P/ MR/A/R: Select whether to index report on the basis of Date, Party, MR, Area or Route.

m. Purchase Detail/ Grand Total: Select whether to view the purchase book report in Detail of purchase only/Grand total/Purchase Detail with Credit & Debits.

n. Selected Company: If the user needs the report of any specific company then we select this option 'Yes' so it will ask to select the specific Company.

o. More Item Selection: The user can select 'Yes' to filter the report on the bases of more filters otherwise keep the option 'No'. 

p. Selected Party: If the user needs the report of any specific Party then we select this option 'Yes' so it will asking to select the specific Party.

q. Printing Begins from: Mention the number of line from which report need to print.

r. End Page: Mention the number of line till which report need to print.

Now click on 'Accept'.

• A 'Purchase Book' window will appear.
• The user can view Bill wise purchase details.

• In order to view further details of any Party’s bill the user will press 'Enter' key.

• A 'Purchase Alteration' window will appear.
• The user can easily 'View/Modify/Print' any bill of the party as per their requirement.

• The user will press 'Ctrl+F1' key to view the summary of Purchase book.

• A 'Group On' window will appear.
• The user will select on basis of the group on which Purchase Book needs to be viewed.
• Suppose select 'Party Wise'.

• The user can view 'Party Wise Purchase book Summary' will get generate.

• If the user needs to view the further details of any party, either press 'Enter' key or click on 'Expand'.

• The user can also 'View/Print/Excel' as per the requirement.
• Suppose click on 'View'.

After following the above steps, the user can view Purchase Book in Marg Software.

1. Go to Reports > Purchase Analysis > Purchase Book.

2. A 'Purchase Book' window will appear. The user will select the options as per the requirement.

3. Click on 'Accept'.

4. A 'Purchase Book' window will appear. The user will press 'Alt+P' key.

5. Now click on 'View/Print/Excel' as per the requirement.

6. A window will appear. Select 'Index wise Total/Last Total' as per the requirement.