Overview of Creditor Outstanding in Marg Books

Process to View Route Wise Creditor Outstanding Report in Marg Books

Process to Share Route Wise Creditor Outstanding Report in Marg Books

Shortcut Keys of Route Wise Creditor Outstanding Report in Marg Books

OVERVIEW OF CREDITOR OUTSTANDING IN MARG BOOKS

• Outstanding option in Marg Books provides a detailed list of all the transactions that have taken place between the organization with its suppliers.

• The main objective is to keep a track of the organization’s outstanding balance with both its suppliers.

• With the help of this option, the user can easily view the Route wise creditor Outstanding report in Marg Books.

PROCESS TO VIEW ROUTE WISE CREDITOR OUTSTANDING REPORT IN MARG BOOKS

• Firstly click on the 'Reports'.

• A 'Combined Report' window will appear.

• Then select 'Route Wise' option.

• A 'Route List' window will appear.

• Select the route for which the outstanding report needs to be viewed.

• Then press 'Enter' or 'Double click' on it.

• Suppose select 'Pitampura'.

• The user can view that the outstanding report of selected Party's route has been generated.

• In order to view the party outstanding in detail, the user will press 'Enter' on the selected party.

• Now the bill wise outstanding details of selected party will be displayed.

• In order to select the date, click on the 'Date' option which is showing in the shortcut keys on the right side.

• A 'Date Filter' window will appear.

• In ‘From’ and ‘To’ fields enter that from which date till which date the user needs to view the route wise outstanding report.

• Then click on 'Ok'.

After following the above steps, the outstanding report of selected date will get generated.

• In order to export and print an outstanding report, click on the 'Menu' bar.

• Then select the option as per the requirement.

A. Export: With the help of this option, the user can export the route wise outstanding report in excel format. 

B. Print: If the user needs to print the route wise outstanding report then the user will select the print option from the menu bar. 

C. Refresh List: With the help of this option, the user can refresh the balances of the route wise outstanding report. 

PROCESS TO SHARE ROUTE WISE CREDITOR OUTSTANDING REPORT IN MARG BOOKS

• In order to share the route wise outstanding report, the user will click on the 'Share' icon.

• Now the user will select the share options as per the requirement.

A. WhatsApp: Select this option if the user wants to share the route wise outstanding report through WhatsApp.  

B. Email: Select this option if the user wants to share the route wise outstanding report through email.

C. Drive: Select this option if the user wants to share the route wise outstanding report through google drive.

SHORTCUT KEYS OF PARTY WISE CREDITOR OUTSTANDING REPORT IN MARG BOOKS