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.

• The user can view Bill will get opened in Marg Books.

OTHER FILTERS OF LOYALTY MANAGEMENT REPORT IN MARG BOOKS

a. Excel Icon: Select this option to generate a Loyalty Management report in Excel.

b. PDF Icon: Select this option to generate a Loyalty Management report in PDF.

c. Share Icon: The user will select the option as per the requirement.

WhatsApp: Select the option to share reports through WhatsApp.

Email: Select the option to share the report through Email.

Drive: Select the option to share the report through Drive.

d. Export Icon: Select this option to Export reports in formats i.e. word, csv, jpeg etc.

e. Print Icon: Select this option to print the report.

f. Refresh List: The user can refresh the report by clicking on the 3 horizontal lines.