Overview of Loyalty Management Report in Marg Books

Process to view Loyalty Management Report in Marg Books

Other Filters of Loyalty Management Report in Marg Books

OVERVIEW OF LOYALTY MANAGEMENT REPORT IN MARG BOOKS

• In Marg Books, the Loyalty Points feature enables the user to easily track and manage loyalty points earned by customers, users can assign loyalty points based on particular items and invoice totals.
• The Loyalty Management Report feature within Marg Books enables users to examine loyalty points data for individual customers along with their corresponding transaction details.

• Firstly, click on 'Report'.

• A 'Combined Report' window will appear.
• In 'Accounts Report' head, the user will select 'Loyalty Report'.

• A 'Loyalty Point' report will get displayed.

• The user will select the Party to view their Particular Transactions.
• Suppose select 'Ram' and press 'Enter' key on it.

• A 'Selected Party' transaction will appear.
• The user will select the particular bill to view a particular transaction in detail.
• Suppose select 'Bill No. 0000012 and press 'Enter' key on it.