• Go to Reports > Inventory Report > Stock & Sales Analysis.

• The user will select companies as per the requirement.

Note: The user will press (+) key to select a single company or (*) key to select the All companies.

• The user will mention the options below.

Now discuss in the details regarding the option in the Stock & Sales Analysis Report:

1. From: Here the user will select the Starting date from which the user will generate the report.
2. To: Here the user will select the End date upto which the user will generate the report.

3. Detailed/Summary/Value: The user will select the format of the report that weather to generate report in Detail format/Summary or value wise.

4. Report Generate On: The user will select the calculation of report.

a. Monthly Balance Bases(Fast): The user will select this option if needs to generate report monthly stock balance wise.

b. Calculate From Opening(Slow): The user will select this option if needs to generate report on opening stock balance wise.

c. Calculate From Closing(Fast): The user will select this option if needs to generate report on closing stock balance wise.

5. Store : If the user needs the report of any specific Store, then select this option 'Yes' so it will ask to select the specific store.

6. Purchase/Debit Notes: The user can select weather to view report of purchase,debit note separate or select 'Both' to view purchase and debit note report.

7. Reorder Formula Sale X: The user can generate report on the re order formula bases.

8. Avg: Mst. Rate/Batch Wise: The user can view report on the bases of rate define in Mater/Batch or Average as per the requirement.

9. Ignore Sales Of Rate: The user can ignore the transactions of specific rate. 

10. Transaction Only: The user will select 'Yes' to view report of transactions only otherwise keep the option 'No'.

11. Company Total: The user can select total/value/qty to generate company wise total.

12. Grand Total: The user can select total/value/qty to generate total.

13. With effect: The user can increase and decrease the value by mentioning a percentage here.

14. Separate printing: The user will select 'Yes' to generate report of each company separately otherwise, keep the option 'No'.

15. Save/ Email Format: The user can select 'Save' to save the report or select 'Email' to email the report.

16. Save In: The user will mention the directory where the file will be saved.

17. More Option: The user will select the more options as per the requirement.

The user will select 'View/Print' as per the requirement.

Suppose, select 'View'.

After following the above steps, the user can view the Stock & Sale Analysis Report in Marg ERP Software.

• Click on the 'PDF' icon to generate a PDF.

Or

• Click on the 'Excel' icon to generate a report in Excel.

1. Go to Daily Reports > Daily Working > Stock & Sales Analysis.

2. Press 'Spacebar' key to select a company, or press '*' key to select all companies and then press 'Enter' key on it.

3. In 'From & To', the user will enter the date range, and in 'Transaction Only', the user will select 'Sale'.

4. Then click on View/Print according to the requirement.